Benchmark analysts initiated coverage of Securitize with a Buy rating and a $16 price target, citing strong growth potential in the tokenization sector.
The firm, set to merge with Cantor Equity Partners II, is positioned as a pure-play tokenization platform backed by BlackRock. Benchmark projects $178 million in sales by 2027.
Analyst Mark Palmer emphasized Securitize’s visibility into future revenues through origination and servicing fees. He called the company a disruptive force in traditional finance, enhancing speed and efficiency in capital markets.
Palmer highlighted Securitize’s role in bypassing legacy infrastructure like DTCC and enabling 24/7 trading via its NYSE collaboration. The platform supports BlackRock’s BUIDL fund, valued at $2.2 billion across Ethereum and Solana.
With a total addressable market estimated at $300 trillion in real-world assets, Securitize is expanding beyond vertical-specific use cases, distinguishing itself in the fintech space.