Skip to main content
BLSHBullishSell5.6·$23.96-1.16%
SellModerate Confidence
Investment thesis

The company posts 66% year-over-year revenue growth and ranks as the industry growth leader, but free cash flow is deeply negative at -316% of revenue and a confirmed death cross formation places the technical picture in clear deterioration — the growth story cannot yet overcome the cash burn and momentum headwinds.

Thesis pillars

  • Industry Leading Revenue GrowthStable
  • Deeply Negative Cash BurnStable
  • Confirmed Death Cross DowntrendImproving
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Bullish (BLSH) Stock Analysis

SellVALUE-TRAP 1/5ValueGrowthQualityModerate Confidence

Technology · Software - Infrastructure

Sell if holding. Engine safety override at $23.96: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10 and A.R:R 4.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 20%; Below-average business quality; Below long-term trend.

Bullish, a global digital asset platform that provides market infrastructure and information services in United States. The company operates Bullish Exchange, a digital assets spot and derivatives exchange that integrates a central limit order book matching engine with automated... Read more

$23.96+60.8% A.UpsideScore 5.6/10#60 of 109 Software - Infrastructure
QualityF-score8 / 9FCF yield-23.32%
Stop $22.28Target $38.52(analyst − 13%)A.R:R 4.6:1
Analyst target$44.28+84.8%9 analysts
$38.52our TP
$23.96price
$44.28mean
$65

Sell if holding. Engine safety override at $23.96: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10 and A.R:R 4.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 20%; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Score 5.6/10, moderate confidence.

Passes 7/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, earnings proximity 19d clear, semi cycle peak clear, materials cycle peak clear). Fails on death cross (50MA < 200MA). Suitability: speculative.

news + 30-day 8-K events · 5-min refresh

Recent developments

updated 2026-07-26
TrendMatrix Research · upcoming catalyst calendar

Upcoming dated catalysts

Thu, Aug 13, 202619d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.8 < 4.0)

Key Metrics

P/E (TTM)
P/E (Fwd)27.5
Mkt Cap$3.6B
EV/EBITDA-7.8
Profit Mgn0.0%
ROE-44.6%
Rev Growth65.5%
Beta
DividendNone
Rating analysts18

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.22bullish
IV110%elevated

Model-generated analysis — not investment advice. Not a registered investment advisor. Past performance does not guarantee future results.

Show full disclosure ▾

About TrendMatrix. TrendMatrix is a publisher of general securities research and market commentary. We publish on a regular schedule. All content is the same for every subscriber in a tier — we do not provide personalized investment advice and we do not take into account any individual subscriber's financial situation, investment objectives, risk tolerance, tax situation, or holdings.

Not investment advice. TrendMatrix is not a registered investment adviser. Our content is for informational and educational purposes only. Consult your own licensed investment adviser, broker, or tax professional before making any investment decision.

Conflicts and positions. The TrendMatrix editorial team frequently holds personal long-term positions in securities discussed. We disclose positions held at the time of publication on each piece. We maintain a trading-window policy: we do not initiate or close positions in the same direction as a TrendMatrix publication within 24 hours before or 72 hours after publication.

No paid promotion. TrendMatrix does not accept payment from any issuer, broker, or third party in exchange for coverage of any security. Our sole compensation is subscription revenue.

No fiduciary duty. No fiduciary, advisory, or agency relationship is created between you and TrendMatrix by reading our content or subscribing to our service.

Performance. Past performance is not indicative of future results. Performance figures reflect the published model only and do not reflect any individual subscriber's actual results.

Methodology · Editorial policy & full disclaimer

Rating Breakdown

2 floor-breakers·1 ceiling hit

Quality below the gate floor. Component breakdown shows what dragged the score down.static

Roe
0.0
Roa
0.0
Net Margin
0.0
Fcf Quality
0.0
Rule Of 40
3.0
Current Ratio
5.0
Moat
7.2
Piotroski F
8.9
Gross Margin
10.0
Cash-burning: FCF -316% of revenueRule of 40: -251 (fail)Strong Piotroski F-Score: 8/9

Technicals below the gate floor. Component breakdown shows what dragged the score down.static

52w Position
0.0
Bollinger
5.8
Support Resistance
6.0
GatesDeath cross (50MA < 200MA)Momentum 4.5<5.5 (soft — BUY_NOW allowed but watch)Momentum 4.5>=4.5A.R:R 4.6 ≥ 1.5Insider activity: OKNo SEC red flagsEARNINGS PROXIMITY 19d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARSuitability: Speculative
RSI
40 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $21.76Resistance $27.21

Price Targets

$22
$39
A.Upside+60.8%
A.R:R4.6:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.8 < 4.0)
! Death cross — 50-day MA below 200-day MA

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-13 (19d)

Verdict History

reverse chrono — latest first
Loading history...
Verdicts are recorded on every nightly pipeline run. Rows capture transitions (verdict flips, score deltas ≥0.3, entry/TP/SL changes). Rows with a ▶ can be expanded to see the change reason. Aggregate cohort performance is tracked in the recommendation ledger.
Frequently Asked Questions
Is BLSH stock a buy right now?

Sell if holding. Engine safety override at $23.96: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.6/10 and A.R:R 4.6:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 20%; Below-average business quality; Below long-term trend. Chart setup: No clear chart pattern; technical signals are mixed. Prior stop was $22.28. Score 5.6/10, moderate confidence.

What is the BLSH stock price target?

Take-profit target: $38.52 (+60.8% upside). Prior stop was $22.28. Stop-loss: $22.28.

What are the risks of investing in BLSH?

Quality below floor (3.8 < 4.0).

Is BLSH overvalued or undervalued?

Bullish trades at a P/E of N/A (forward 27.5). TrendMatrix value score: 5.1/10. Verdict: Sell.

What do analysts say about BLSH?

18 analysts cover BLSH with a consensus score of 3.7/5. Average price target: $44.

What does Bullish do?Bullish, a global digital asset platform that provides market infrastructure and information services in United States....

Bullish, a global digital asset platform that provides market infrastructure and information services in United States. The company operates Bullish Exchange, a digital assets spot and derivatives exchange that integrates a central limit order book matching engine with automated market making to provide deep and predictable liquidity. It also offers CoinDesk Indices, a collection of tradable proprietary and single-asset benchmarks and indices that track the performance of digital assets to leading traditional finance institutions, including exchanges and asset managers; CoinDesk Data, a comprehensive suite of digital assets market data and analytics, providing real-time insights into prices, trends, and market dynamics; and CoinDesk Insights offers news, analysis, information, conferences and networking opportunities related to digital assets, blockchain technology and the broader financial technology industry. Bullish was founded in 2020 and is based in George Town, Cayman Islands.

Related stocks: PICS (PicS N.V.) · DLO (DLocal Limited) · GCT (GigaCloud Technology Inc) · STNE (StoneCo Ltd.) · KSPI (Joint Stock Company Kaspi.kz - )
Home Stocks BLSH

Latest news

Latest News

Benzinga3d agoMerger Acquisition
Benzinga13d ago
Benzinga18d agoProduct
Benzinga20d ago
Benzinga21d ago
Benzinga25d ago
Benzinga26d ago
Benzinga26d agoAnalyst
Benzinga26d ago
Benzinga27d ago
Benzinga28d ago
Benzinga40d ago
Benzinga41d ago
Benzinga49d ago
Benzinga53d ago
Benzinga66d ago
Benzinga67d ago
Benzinga69d ago
Benzinga73d ago
Benzinga73d agoEarnings
Loading more...