CEA Industries Stock Price, News & Analysis

CEA Industries (NASDAQ: BNC) reported fiscal Q2 2026 results for the quarter ended Oct 31, 2025, highlighting a strategic shift to a digital-asset-treasury (DAT) model.

Key facts: Net income $283.6M (includes a $206.8M gain on change in fair value of warrant liability), EPS $5.36, closed a $500M private placement on Aug 5, 2025 (up to $1.25B gross if warrants exercised), launched Nasdaq ticker BNC, and began accumulating BNB tokens, surpassing 500,000 BNB.

Governance and capital moves: appointed three independent directors, launched an investor dashboard, announced a $250M share repurchase program and bought 1.8M shares for $11.3M (avg $6.27), with continued plans to target owning 1% of total BNB supply.

CEA Industries (Nasdaq: BNC) reaffirmed its commitment to the BNB digital asset treasury (DAT) strategy and welcomed shareholder engagement from YZi. The company reported holding 515,554 BNB, valued at approximately $464.6 million based on a BNB price of $901.27 as of 4:00 PM EST on December 4, 2025. BNC said it has not considered alternative tokens since the July PIPE investment and has not launched competing DAT ventures.

The Board says it is majority independent and Nasdaq‑compliant and recently added independent directors Annemarie Tierney and Carly E. Howard. The Board has reached out to YZi to discuss concerns; shareholders were told no action is required at this time.

CEA Industries (Nasdaq: BNC) announced the appointment of Annemarie Tierney to its Board of Directors, effective November 26, 2025.

Tierney is founder and principal of Liquid Advisors and has held executive strategy or legal roles at Templum, Nasdaq Private Market, SecondMarket Holdings, NYSE, Skadden Arps, and the U.S. Securities and Exchange Commission. She brings experience in digital asset regulation, U.S. securities law, market structure, public company reporting, and corporate governance, and holds FINRA Series 7, 63, and 24 licenses.

The appointment adds governance and regulatory expertise to a board that includes Hans Thomas, Russell Read, Tony McDonald, Carly Howard, and Nick Etten, and management says the hire supports BNC’s focus on regulatory alignment and institutional readiness.

CEA Industries (NASDAQ: BNC) launched a public Treasury Dashboard providing regular visibility into its BNB treasury, holdings, and capital activity as of Nov 18, 2025. Key disclosed figures: 515,054 BNB held; BNB cost basis ~$851.29/BNB with total invested ~$438.5M and estimated value ~$481M at 6pm ET Nov 18, 2025. The dashboard reports realized BNB yield 6,506 BNB (~1.5% simple return since Aug 5, 2025; >5% annualized). Capital activity: 856,275 shares sold via ATM (avg $15.09) since Aug 25, 2025 and 1,170,306 shares repurchased (avg $6.77) since Sep 22, 2025. CEO David Namdar will attend the Clear Street Disruptive Technology Conference Nov 19-20, 2025.

CEA Industries (Nasdaq: BNC) announced management will participate in the 2025 Cantor Crypto & AI/Energy Infrastructure Conference on November 11-12, 2025 at The Ritz-Carlton South Beach in Miami Beach, Florida.

David Namdar, CEO, will speak on a panel about digital asset treasury companies (DATS) on Wednesday, November 12 at 11:40 am ET. Investors and analysts can request meetings via their conference representative or by emailing James@HaydenIR.com.

CEA Industries (NASDAQ:BNC) announced it now holds 500,000 BNB at an average acquisition cost of $870 per BNB, representing $435 million invested and an estimated BNB value of $546.8 million as of 1:00 PM ET on October 20, 2025. The company also holds approximately $50 million in unencumbered cash, bringing combined crypto and cash holdings to $596.8 million.

The release frames this as the world's largest BNB treasury and a step toward a stated goal of owning 1% of total BNB supply by end of 2025, and notes recent institutional activity and on‑chain growth for BNB Chain.

CEA Industries (Nasdaq: BNC) announced it now holds 500,000 BNB with an average acquisition cost of $870 per BNB, representing $435 million invested and an estimated BNB value of $546.8 million as of 1:00 PM ET, October 20, 2025. The company also holds approximately $50 million in unencumbered cash, bringing total crypto and cash holdings to $596.8 million.

BNC said this position reinforces its status as the world’s largest BNB treasury company and moves it toward a stated goal of owning 1% of total BNB supply by end of 2025. The release cites recent ecosystem momentum, including BNB Chain’s 3.6 million daily active addresses and institutional activity by Coinbase, China Merchants Bank International, and China Renaissance. The company also announced board and executive appointments to deepen legal and market engagement.

CEA Industries (Nasdaq: BNC) will present at two investor conferences in San Diego on October 21–22, 2025.

On October 21, 2025 the company will attend LD Micro Main Event XIX for 1x1 meetings and a Fireside Chat at 4:30 PM PT. On October 22, 2025 CEA Industries will join Stocktoberfest Presented by StockTwits for a panel at 10:45 AM PT titled “Who is Today’s Retail Investor & What are they looking for? Data, Insights,” hosted by Anne Marie Gianutsos with panelists including David Namdar (CEA Industries), Jillian DelSignore (Nasdaq), Will Rhind (GraniteShares), and Bret Kenwell (eToro).

For meeting requests contact your conference rep or james@haydenir.com. Media inquiries: bnc@cw8.co.

CEA Industries (Nasdaq: BNC) announced on October 9, 2025 the appointment of Jon "Dr. J" Najarian as Chief Evangelist, effective immediately. Najarian will lead media engagement, thought leadership, and strategic ecosystem partnerships to expand BNC's global visibility and investor engagement.

Najarian brings 44+ years of trading and media experience and a history of founding and exiting trading firms. The company says it manages the world's largest corporate BNB treasury and is targeting 1% of global BNB supply by end of 2025.