Exodus Movement, Inc. Class A (EXOD)

In February 2026, investor sentiment deteriorated, leading to a stock decline and a decreased price target. In January 2026, short interest decreased. In December 2025, Exodus introduced "Exodus Pay," partnered with MoonPay and M0, and added 100 BTC to its treasury. In November 2025, EXOD shares plunged, Q3 2025 results showed revenue growth but a decrease in monthly active users, and Exodus acquired Grateful. In August 2025, the Q2 2025 earnings report revealed a revenue miss, resulting in a stock decline. The stock has experienced volatility, and earnings are projected to decrease.

While a specific seasonality is not explicitly detailed, promotional events and broader market volatility influence demand. User metrics are impacted by promotional activities, and demand for services can be influenced by general cryptocurrency market trends.

Exodus Movement, Inc. operates as a financial technology company in the blockchain and digital asset industry, providing self-custodial wallets. Its major products and services include the Exodus Platform, Web3, Mobile, and Desktop Wallets, Trezor Hardware Wallet integration, Earn Crypto Rewards, XO Swap, Fiat on and off-ramps, Passkeys Wallet & SDK, and Wallet-as-a-Service (WaaS).

Exodus Movement, Inc. primarily operates in the United States and is headquartered in Omaha, Nebraska.

Exodus Movement, Inc. generally maintains a positive brand reputation due to its user-friendly Exodus Wallet and security features. Analyst consensus rates the stock as a "Buy." However, a decline in monthly active users and the stock being flagged as "overvalued" could impact its reputation.

Major institutional owners include Vanguard Group Inc, Toroso Investments, LLC, and BlackRock, Inc., among others. Individual insider ownership accounts for 8.36% of outstanding shares as of January 28, 2026, with key individual stakeholders including Jon Paul Richardson, Daniel Castagnoli, James Gernetzke, and Matias Olivera.