Fold Holdings Q4 revenue misses estimates

Fold Holdings

17/03/2026 20:30

Removes reference to Fold for Business launch from Result Drivers; adds volume decline

Overview

US bitcoin financial services firm's Q4 revenue rose 8% yr/yr but missed analyst expectations

Adjusted EBITDA loss for Q4 came in better than analyst estimates

Outlook

Company expects 2026 growth from credit card rollout, consumer products, and enterprise business expansion

Fold is not providing specific 2026 revenue guidance due to limited credit card launch

Result Drivers

VOLUME DECLINE - Total transaction volume fell 3% yr/yr in Q4 to $215 mln

Company press release: ID:nGNX6nJWm8

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Miss
$9.1 mln
$10.12 mln (4 Analysts)
Q4 Adjusted EBITDA
Beat
-$4.1 mln
-$5.25 mln (3 Analysts)

Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 3 "strong buy" or "buy", no "hold" and no "sell" or "strong sell"

The average consensus recommendation for the blockchain & cryptocurrency peer group is "buy"

Wall Street's median 12-month price target for Fold Holdings Inc is $7.00, about 464.5% above its March 16 closing price of $1.24

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)