$DEFT

StoneX reiterated a Buy rating on DeFi Technologies (NASDAQ:DEFT) with a $1.00 price target, citing 61.2% AUM growth in Valour's ETPs. The stock is down 71% YTD. Analysts note potential recovery despite recent earnings misses. Benchmark and Jones Trading also maintain Buy ratings with $1.00 targets.

DeFi Technologies reported Valour's AUM grew 61.2% to $640.2M by September 25, 2026, from $397.2M at Q2 end. Valour launched its first hedge fund, Smart Crypto Fund SP, and continues developing new fund structures. The company held $135M in cash and investments with no debt as of June 30, 2026. CEO Johan Wattenström highlighted focus on converting growth into revenue. Nasdaq granted a 180-day extension to address minimum bid price deficiency.

DeFi Technologies Inc. (DEFT) reported a 61.2% increase in assets under management at Valour to $640.2M by September 25, 2026, driven by net inflows and higher trading activity. The company launched new funds and maintains a strong balance sheet with $135M in liquid assets and no debt. DEFT shares opened at $16.56, down 18 cents.

DeFi Technologies (NASDAQ:DEFT) reported its subsidiary Valour's assets under management grew 61.2% to $640.2M by September 25, 2026, driven by net inflows. Bitcoin, Solana, and Ethereum were the top assets. Valour launched a new hedge fund and generates revenue through fees, staking, and trading. DeFi Technologies has until March 1, 2027, to comply with Nasdaq's price requirement.

DeFi Technologies reported that Valour, its asset management arm, saw AUM grow 61.2% to $640.2M by September 25, 2026, driven by net inflows. Valour launched new funds and expanded offerings. DeFi Technologies held $135M in assets with no debt as of June 30, 2026, and is working to meet Nasdaq's minimum bid price requirement.

DeFi Technologies' subsidiary Valour launched a Zcash (ZEC) ETP, enabling traditional investors to gain exposure to ZEC through regulated brokerage accounts. The ETP began trading on the Spotlight Stock Market on September 29, 2026, with a 1.9% management fee. Valour now offers over 100 digital asset ETPs, expanding access to privacy-focused blockchain technology.

DeFi Technologies (NASDAQ:DEFT) subsidiary Valour launched Valour Funds SPC, a new business line for actively managed digital asset strategies. The first fund, Smart Crypto Fund SP, uses AI to adjust allocations across liquid digital assets. The strategy was developed by Neuronomics AG, in which DeFi holds a minority stake. The fund is registered in the Cayman Islands and targets professional investors.

DeFi Technologies (NASDAQ:DEFT) discussed Q2 results on an earnings call. Management said effective management-fee yield was about 1% and effective staking yield fell to 2.4% due to lower asset prices and weaker altcoin markets. The firm reported CAD 119.8M total liquidity, including CAD 60.3M cash, and negative mark-to-market adjustments of CAD 16.3M. It plans to launch a Smart Crypto Fund in Q3 and target annual cash operating costs of CAD 36M to CAD 39M.

Defi Technologies, Inc. (DEFT) furnished an SEC Form 6-K — earnings release. EXHIBIT 99.1 DeFi Technologies Inc. Announces Second Quarter 2026 Financial Results with Revenue of $7.8 Million, Operating Loss of $2.3 Million, and Maintained Strong Balance Sheet • Revenue and Operating Loss: DeFi Technologies reported revenue of $7.8 million and operating los

DeFi Technologies Inc. (Nasdaq: DEFT) reported Q2 2026 revenue of $7.8M and an operating loss of $2.3M, versus $13.1M revenue and a $0.9M operating loss in Q2 2025. As of June 30, 2026 it held about $135M total cash and digital asset treasury/portfolio. Valour generated $3.0M income and $22.8M net inflows; Stillman Digital earned $2.5M trading commissions.