Exodus Movement

MetaMask And Ledger Ties Will Drive Digital Adoption Despite Challenges

AN

AnalystConsensusTarget

AnalystConsensusTarget

Not Invested

Based on Analyst Price Targets

Published

23 Feb 25

Updated

06 Dec 25

Views

121

n/a

n/a

AnalystConsensusTarget's Fair Value

n/a

1Y

-71.5%

7D

-12.4%

Loading

1Y

-71.5%

7D

-12.4%

You can edit this narrative until Dec 7 1:05 PM. Then, changes will post as Updates.

Author's Valuation

US$37.6761.4% undervalued

AnalystConsensusTarget Fair Value

Shared on 06 Dec 25

Fair value Decreased 23%

EXOD: Real-World Crypto Payments Will Drive Long-Term Ecosystem Expansion

Exodus Movement's updated analyst price target has been sharply reduced from about $48.86 to roughly $37.67 per share as analysts recalibrate fair value and earnings multiples to reflect market dynamics around recent acquisitions, while also highlighting improved profit margins and long term ecosystem potential. Analyst Commentary Analysts are reassessing Exodus Movement's valuation as new acquisitions reshape the business mix, cash profile, and long term growth trajectory.

Shared on 22 Nov 25

Fair value Decreased 11%

EXOD: Acquisition Of Grateful Will Drive Real-World Crypto Payment Expansion

Analysts have lowered their price target for Exodus Movement from $50 to $40, citing stable Q3 results and the company's ongoing investment in payment infrastructure. This follows its acquisition of Grateful to support future crypto utility and ecosystem growth.

Shared on 08 Nov 25

Fair value Decreased 1.03%

EXOD: Platform Integration Will Accelerate Adoption Across Leading Web3 Wallets

Analysts have slightly lowered their price target for Exodus Movement from $55.43 to $54.86. This adjustment is based on updated expectations for revenue growth and profit margin, which offset a modest increase in the discount rate and a reduced future price-to-earnings ratio.

Shared on 01 May 25

Fair value Increased 0.052%

Shared on 23 Apr 25

Fair value Decreased 4.57%

AnalystConsensusTarget has increased shares outstanding growth rate from 0.1% to 0.1%.

Shared on 17 Apr 25

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 09 Apr 25

Fair value Increased 16%

AnalystConsensusTarget made no meaningful changes to valuation assumptions.

Shared on 19 Mar 25

Fair value Decreased 16%

AnalystConsensusTarget has decreased profit margin from 60.5% to 31.5% and increased future PE multiple from 18.7x to 28.9x.

Shared on 12 Mar 25

Fair value Decreased 2.31%

AnalystConsensusTarget has decreased profit margin from 70.7% to 60.5% and increased future PE multiple from 16.3x to 18.7x.

AnalystConsensusTarget Fair Value

US$37.67

61.4% undervalued

Future estimation in

Growth p.a.

Growth p.a.

%

Decrease

Increase

Current revenue growth rate

22.46%

Software revenue growth rate

1.20%

Risk Level (Discount Rate)

Our default considers factors like the company's size, volatility, profitablity and country of operation.

%

0

Decrease

Increase

Current discount rate

8.43%

Calculation

US$29.05m

Earnings '28

x

51.28x

PE Ratio '28

=

US$1.49b

Market Cap '28

US$1.49b

Market Cap '28

/

31.61m

No. shares '28

=

US$47.12

Share Price '28

US$47.12 Share Price '28

Discounted to 2025 @ 8.46% p.a.

=

US$36.93

Fair Value '25