Exodus Movement Stock Price, News & Analysis

Exodus Movement (NYSE American: EXOD) provided its November 30, 2025 treasury and monthly metrics update. Key treasury figures: 1,902 BTC (down from 2,147 BTC in October), of which 1,116 BTC is pledged as collateral under the Galaxy Digital credit facility, and 2,802 ETH. Solana holdings fell to 31,050 SOL from 49,567.

User and volume metrics: 1.5 million MAUs (vs 1.6M in October). Exchange provider processed swap volume was $549 million in November (October: $683M), with $200 million (36%) from XO Swap partners.

The company said it is using its treasury to facilitate the announced acquisition of W3C and retains financing optionality to meet transaction cash needs.

Exodus Movement (NYSE: EXOD) provided a November 30, 2025 treasury and metrics update including selected digital asset holdings, user metrics, and swap volumes.

Key figures: Bitcoin holdings were 1,902 BTC (down from 2,147 BTC on Oct 31, 2025); 1,116 BTC of that is pledged as collateral under a credit facility. Ethereum was 2,802 ETH (vs 2,784 on Oct 31). Solana fell to 31,050 SOL from 49,567 SOL. Monthly active users were 1.5 million MAUs (vs 1.6 million on Oct 31). Exchange provider processed volume was reported at $549 million for the month (with $200 million, 36%, from XO Swap partners) compared with $683 million and $251 million (37%) in the comparable period.

The company noted its treasury will be used to facilitate its announced acquisition of W3C and that it retains financing optionality to meet closing cash needs.

W3C Corp, parent of Monavate and Baanx, agreed to be acquired by Exodus (NYSE American: EXOD) for $175 million, subject to regulatory approvals. D.A. Davidson served as exclusive strategic and financial advisor to W3C Corp across the transactions, advised on the Monavate and Baanx acquisitions, and arranged a $60 million term loan facility to support the combination. The deal will give Exodus ownership of the card and payments stack and aims to integrate issuing, processing, compliance, and hybrid fiat-on-chain capabilities into Exodus’ consumer and enterprise products.

Exodus Movement (NYSE American: EXOD) announced a definitive agreement to acquire W3C Corp, parent of Monavate and Baanx, adding end-to-end card and payments infrastructure to its self-custodial crypto platform. The deal positions Exodus to control on-chain payments from wallets to cards, support payment stablecoins, and issue cards via Visa, Mastercard, and Discover across the US, UK, and EU. Stablecoin payment volumes rose 70% from Feb–Aug 2025 (two-thirds B2B). XO Swap represented 37% of exchange provider volume in October 2025. The acquisition is subject to regulatory approvals and will integrate issuing, processing, and regulatory capabilities into Exodus’ consumer and enterprise products.

Exodus (NYSE American: EXOD) reported third quarter 2025 results on November 10, 2025, with Q3 revenue of $30.3 million (up 51% year‑over‑year) and net income of $17.0 million versus $0.8 million in Q3 2024. The company announced the acquisition of Grateful, a stablecoin payments orchestrator, and will host a Q3 webcast on November 10, 2025.

Key operational metrics: exchange processed volume of $1.75 billion (up 82% YoY), quarterly funded users 1.8 million (up 20% YoY), monthly active users 1.5 million (down 6% YoY), and $314.7 million in digital and liquid assets as of September 30, 2025.

Exodus Movement (NYSE:EXOD) announced on November 10, 2025 that it agreed to acquire Uruguay-based payments orchestrator Grateful to strengthen stablecoin-based merchant services in Latin America.

Grateful offers a blockchain-native payments stack with merchant dashboard, wallet-to-wallet payments, offramping, QR point-of-sale, ecommerce checkout integrations, instant access to funds, lower fees and yield on balances. Exodus expects to integrate Grateful across its multichain wallet ecosystem and will discuss the acquisition during its Q3 2025 earnings webcast on November 10, 2025.

Exodus Movement (NYSE: EXOD) provided its October 2025 treasury and monthly metrics update as of October 31, 2025. Key treasury balances: 2,147 BTC, 2,784 ETH, and 49,567 SOL. Monthly active users reached 1.6 million MAUs compared with 1.5 million on September 30, 2025.

Exchange provider processed $683 million in swap volume for October 2025 versus $539 million in September 2025. Of October volume, $251 million (37%) originated from XO Swap partners compared with $198 million (37%) in September.

The company noted a Q3 earnings call scheduled premarket on November 10, 2025.

Exodus Movement (NYSE American: EXOD) will release its third quarter 2025 financial results on Monday, November 10, 2025 before market open.

An earnings conference webcast is scheduled for 8:30 AM ET the same day. Investors can access the live webcast via the provided link or on the company website www.exodus.com. Supplementary materials will be posted in the Investor Relations section prior to the webcast.

Exodus Movement (NYSE American: EXOD) announced on October 20, 2025 that shareholders may opt to hold their Class A shares as common stock tokens on the Solana blockchain, enabled through co-transfer agent Superstate.

These digital representations are not new shares but reflect existing ownership recorded in the transfer agent's books. Exodus already offered a common stock token on Algorand, making this a multichain expansion via Superstate's Opening Bell issuance platform. The company said the Solana rollout aims to reach large blockchain communities and that further Solana integrations may follow. More information is available on Exodus' support site.