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Securitize CEO Carlos Domingo speaking on a panel at Consensus
Photo: CNBC

Securitize Stock Jumps 12% After Q3 Earnings and River One Deal

SEC EDGAR2 min read6 sources

Why did Securitize stock jump 12%?

Securitize (SECZ) stock rose 12.2% to $7.82 in after-hours trading on Monday after the company reported third-quarter earnings and agreed to buy lending firm River One.

Key numbers

Q3 revenue$18.6M+13% YoY
Tokenization revenue (part of total; CNBC cites this $11.5M)$11.5M+28% YoY
Q3 net loss$66.3M$0.41 per share
Average tokenized assets$5.0B+39% YoY
After-hours price$7.82+12.2% after hours; CNBC cited ~10%
Share buyback$50Mthrough 2027-12-31

What happened

Securitize (SECZ) stock rose 12.2% to $7.82 in after-hours trading on Monday after the company reported third-quarter earnings and agreed to buy lending firm River One. The shares had closed at $6.97. Sales grew 13% from a year ago to $18.6 million, but the company still lost $66.3 million, mostly from one-time accounting costs tied to going public. River One helps firms borrow against loans and other assets. No price was given, and the deal is expected to close in the fourth quarter of 2026. Securitize also approved a $50 million share buyback.

Why it matters

Securitize turns real-world investments, such as funds, into digital tokens that can be traded online. Buying River One lets it also arrange loans backed by assets, a market the company says is worth about $6 trillion. The shares are still roughly 50% below their late-September level, so the jump follows a steep fall since the July listing. The deal shows how far the company wants to expand beyond tokens.

Who this affects

Marketmixed
Low impact
Tokenization investors see growth, but heavy losses remain a concern.
Companybullish
Medium impact
Shareholders gain a new lending business and a $50M buyback.
Competitorsneutral
Low impact
Rival tokenization and blockchain-lending firms face a wider-ranging competitor.
Industrybullish
Medium impact
Blockchain-based lending moves further into traditional private credit markets.

Securitize vs Figure Technology, Galaxy Digital, Coinbase

SecuritizeSECZ$1.1B—
Figure TechnologyFIGR~$5.2–5.5B-40%
Galaxy DigitalGLXY—-35%
CoinbaseCOIN~$36B-40%

As of 2026-11-09

How we got here

  1. Securitize completes its business combination and lists on the NYSE as SECZ.

  2. Quarter ends with a record $5.0B in average tokenized assets.

  3. Securitize reports Q3 results, announces River One deal and $50M buyback; shares rise after hours.

What to watch

  • Closing of the River One acquisition, subject to customary conditions.Q4 2026
  • Whether the adjusted EBITDA loss, $2.0M in Q3, narrows further.Q4 2026
  • Pace of share repurchases under the $50M program.2027-12-31

Educational content only. Not investment advice.

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