Verb Technology (VERB) Is Down 12.5% After $558M Toncoin Pivot and New Leadership Shift—Has the Bull Case Changed?

• In August 2025, Verb Technology Company, Inc. announced a transformation into the first publicly traded company focused on Toncoin, closing a very large US$558 million private placement led by top institutional and crypto-focused investors, appointing a new executive team, restructuring its board, and launching a one-year media campaign to promote its TON Digital Asset Strategy.
• This marks a fundamental pivot in the company's business model and direction, reflecting an alignment with digital asset markets and considerable institutional backing.
• We'll now examine how the pivot to a Toncoin-focused treasury company and new leadership could reshape Verb Technology's investment outlook.

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Verb Technology Company Investment Narrative Recap

To be a shareholder in Verb Technology at this stage, you need to believe that its bold transformation into a Toncoin-focused treasury reserve company can unlock meaningful value, particularly as institutional backing and a high-profile team signal intent to capitalize on emerging digital asset trends. The most important short-term catalyst is how efficiently Verb can deploy its newly raised US$558 million in Toncoin and execute its TON Digital Asset Strategy; meanwhile, the key risk lies in uncertainty surrounding operational profitability and ongoing dilution, despite the sizeable capital injection. The recent news meaningfully shifts the immediate outlook for both, as access to capital and strategic alignment could enable Verb to accelerate or misstep on its stated goals. One of the most relevant announcements is the US$1 billion follow-on equity offering filed alongside the transformative private placement. This move underscores how Verb is positioning itself to remain well-capitalized and flexible as it moves forward with its digital asset plans, but it also means shareholders should closely watch the impact of further potential dilution or new financing terms, issues that have historically challenged the company’s ability to create value on a per-share basis. Yet, for investors, a much bigger consideration remains around how the new management will address...

Read the full narrative on Verb Technology Company (it's free!)

Verb Technology Company's narrative projects $13.6 million in revenue and $1.8 million in earnings by 2028. This requires a 46.9% yearly revenue growth and a $13 million increase in earnings from the current level of -$11.2 million.

Uncover how Verb Technology Company's forecasts yield a $62.00 fair value, a 260% upside to its current price.

Exploring Other Perspectives

Four individual fair value estimates from the Simply Wall St Community range from US$1.49 to US$62, showing strong differences in outlook. While some see substantial upside, attention should remain on the risk of further dilution and future profitability as the company’s TON-focused strategy unfolds.

Explore 4 other fair value estimates on Verb Technology Company - why the stock might be worth over 3x more than the current price!

Build Your Own Verb Technology Company Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Verb Technology Company research is our analysis highlighting 2 key rewards and 4 important warning signs that could impact your investment decision.
• Our free Verb Technology Company research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Verb Technology Company's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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