BTGO logo

Bitgo Holdings, Inc. Stock Price

NYSE:BTGO Community·US$630.8m Market Cap
  • 3 Narratives written by author
  • 0 Comments on narratives written by author
  • 11 Fair Values set on narratives written by author

BTGO Share Price Performance

US$4.98
-13.51 (-73.07%)
US$18.00
Fair Value
US$4.98
-13.51 (-73.07%)
72.3% undervalued intrinsic discount
US$18.00
Fair Value
Price US$4.98
AnalystHighTarget US$18.00
AnalystLowTarget US$10.15
AnalystConsensusTarget US$15.04

BTGO Community Narratives

·
Fair Value US$18 72.3% undervalued intrinsic discount

Tokenization And Stablecoin Infrastructure Will Drive Powerful Long Term Upside

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2users have followed this narrative
·
Fair Value US$10.15 50.9% undervalued intrinsic discount

Regulatory Tailwinds And Institutional Adoption Will Shape A Cautious Yet Constructive Outlook

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·
Fair Value US$15.04 66.9% undervalued intrinsic discount

Institutional Adoption And Tokenization Trends Will Support Long Term Prospects For This Platform

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0users have commented on this narrative
1users have followed this narrative
US$10.15
50.9% undervalued intrinsic discount
Profit Margin
0.2%
Future PE
29.68x
Price in 2029
US$12.96
US$18
72.3% undervalued intrinsic discount
Profit Margin
0.46%
Future PE
17.37x
Price in 2029
US$22.94
US$15.04
66.9% undervalued intrinsic discount
Profit Margin
0.31%
Future PE
8.79x
Price in 2029
US$19.28

Trending Discussion

Updated Narratives

BTGO logo

Regulatory Tailwinds And Institutional Adoption Will Shape A Cautious Yet Constructive Outlook

Fair Value: US$10.15 50.9% undervalued intrinsic discount
0 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BTGO logo

Tokenization And Stablecoin Infrastructure Will Drive Powerful Long Term Upside

Fair Value: US$18 72.3% undervalued intrinsic discount
2 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
BTGO logo

Institutional Adoption And Tokenization Trends Will Support Long Term Prospects For This Platform

Fair Value: US$15.04 66.9% undervalued intrinsic discount
1 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Good value with moderate growth potential.

1 Risk
2 Rewards

Bitgo Holdings, Inc. Key Details

US$18.2b

Revenue

US$17.9b

Cost of Revenue

US$203.3m

Gross Profit

US$253.0m

Other Expenses

-US$49.7m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.43
1.12%
-0.27%
113.3%
View Full Analysis

About BTGO

Founded
2013
Employees
603
CEO
Michael Belshe
WebsiteView website
www.bitgo.com

Bitgo Holdings, Inc. operates as a digital asset infrastructure company in the United States and internationally. The company offers self-custody wallet, qualified custody, liquidity and prime, and infrastructure-as-a-service to investors, builders, and other participants in the digital asset ecosystem. Its clients range from crypto-native companies that use its self-custody wallet technology to financial services firms, digital asset ecosystem companies, technology platforms, corporations, and government agencies, as well as high net worth individuals. The company’s principal markets include North America, Europe, and Asia. It serves institutional investors, trading firms, investment advisors, exchanges, and developers. Bitgo Holdings, Inc. was founded in 2013 and is headquartered in Sioux Falls, South Dakota.

Recent BTGO News & Updates

Seeking Alpha May 18

BitGo: Institutional Crypto Infrastructure At A Discount

Summary BitGo Holdings is rated a Buy with a 12-month price target of $15, reflecting misunderstood post-IPO weakness rather than deteriorating fundamentals. BTGO's core business is accelerating: clients grew 42% YoY, normalized assets rose 29%, and stablecoin-as-a-service revenue surged 44% sequentially with expanding take rates. Stablecoin infrastructure and the OCC national bank charter position BTGO as a critical institutional control layer for digital assets, creating a durable competitive moat. Valuation appears attractive at 1.5–1.9x recurring platform revenue, with risk cushioned by recurring revenue streams and strong institutional adoption trends. Read the full article on Seeking Alpha

Recent updates

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