Cantor Fitzgerald Sees 95% Upside for Securitize

Cantor Fitzgerald initiated coverage of Securitize with an overweight rating and a $21.20 price target, suggesting a potential 95% increase from the recent close of $10.86.

Market Context and Tokenization Landscape

Analyst Gareth Gacetta highlighted that roughly $39 billion of assets are currently on‑chain, representing about 0.01% of the $319 trillion total in traditional financial assets. He described tokenization as the most significant overhaul of financial infrastructure in a century, with Securitize positioned to cover the full lifecycle of tokenized securities.

Platform Scale and Activity

Independent data from RWA.xyz ranks Securitize as the largest tokenization platform by distributed asset value at $4.64 billion, ahead of competitors such as Ondo. The platform tracks 1,877 holders across 26 tokenized assets, with monthly transfer volume reaching $1.12 billion, a 178% increase from the previous month.

Recent Stock Movement

The stock rose 14% after a temporary SEC order clarified a path for tokenized representations of publicly traded U.S. equities. Following Cantor’s note, Securitize closed at $13.50, up about 24% on the day, and traded near $13.96 in after‑hours. Measured from Monday’s close, the $21.20 target now implies roughly 57% upside.

Performance Summary

• Year‑to‑date gain: 19.89%
• Four‑session rally: significant price appreciation