Feuille James sold $11.6M of CHYM (indirect holdings)

Compass Point upgraded Coinbase (COIN) to Neutral with a $177 price target, up from $130. Other upgrades include 4D Molecular Therapeutics (FDMT), Affirm (AFRM), Chime Financial (CHYM), and Bullish (BLSH) by their respective analysts. COIN closed at $175.26 on Friday.

Rothschild & Co Redburn upgraded Chime (CHYM) to Buy from Neutral with a $46 price target. The move follows a recent deal to buy a bank partner. Scotiabank also raised its price target for ChYM to $42 from $40.

Chime Financial (CHYM) agreed to acquire Stride Bank for $590M in cash, aiming to integrate banking operations and expand lending. The deal, expected to close in 2027, is projected to generate over $100M in net synergies. Chime also raised its 2026 revenue growth forecast to 26-27%. Shares rose nearly 10% post-announcement.

Chime Financial (CHYM) shares fell 3.68% Thursday as investors took profits after a rally driven by its $590M acquisition of Stride Bank. The deal, expected to close soon, will integrate Stride as Chime Bank N.A. and expand Chime's platform. Chime raised its 2026 revenue guidance to $2.70B-$2.77B and projected $100M in annual synergies. Analysts raised price targets to $40, with Loop Capital initiating coverage at $45.

Chime Financial (CHYM) agreed to acquire Stride Bank for $590 million, reducing reliance on external banks and eliminating sponsor fees. Shares rose 7% to $34.55. The deal requires regulatory approval and aims to keep deposits below Durbin Amendment thresholds to preserve interchange revenue. Chime raised its 2026 revenue and EBITDA guidance.

Chime Financial (CHYM) agreed to acquire Stride Bank for $590 million, aiming to eliminate sponsor fees and bring deposits in-house. The deal sent CHYM shares up 7% to $34.55. Chime must keep Stride below the Durbin asset threshold to protect $430 million in quarterly payments revenue. The transaction requires regulatory approval and is expected to close in the future.