Securitize Poised for Significant Growth as Wall Street Embraces Asset Tokenization

Cantor Fitzgerald has identified Securitize as a leading beneficiary of the growing tokenization trend on Wall Street, projecting nearly 100% upside for the company’s shares. The investment firm initiated coverage with an overweight rating and a 12-month price target of $21.20, implying approximately 95% growth from the previous Friday’s closing price.

Securitize’s platform enables the tokenization of traditional assets, including stocks and funds, and currently manages around $5 billion in assets across 23 public blockchains. The company made its debut on the New York Stock Exchange on July 2.

Cantor estimates that only $39 billion — roughly 0.01% of the world’s $319 trillion in traditional financial assets — currently exists onchain. Analyst Gareth Gacetta described this as the early stage of a massive transformation in financial infrastructure.

“Tokenization is the largest overhaul financial infrastructure has seen over the past century, and Securitize is the public company covering most of that lifecycle, issuing, registering, custodying, distributing, and enabling trading of the asset under a single roof,” Gacetta said in a note to clients. “If the world goes onchain, a large share of it goes onchain with Securitize.”

Cantor’s initiation coincided with the Securities and Exchange Commission announcing a temporary rule allowing limited trading of U.S. tokenized stocks. The long-awaited regulatory move boosted Securitize’s shares by 14%.

Analysts highlighted Securitize’s distinct competitive advantage: unlike its rivals, the company offers a regulated tokenization stack that issues, registers, custodies, distributes, and trades securities under a single regulatory framework.

While the stock is down 3.5% year to date, Cantor remains optimistic about the company’s long-term prospects and its central role in the broader shift toward onchain financial systems.

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