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BLSHBullishSell5.3·$26.82+4.88%
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 DowntrendStable
  • +1 more pillar — see the Why tab for full reasoning

Full reasoning →

Open full analysis

Bullish (BLSH) Stock Analysis

Recovery setup

SellVALUE-TRAP 2/5Moderate Confidence

Technology · Software - Infrastructure

Sell if holding. Engine safety override at $26.82: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 25%; 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

$26.82+50.8% A.UpsideScore 5.3/10#73 of 110 Software - Infrastructure
QualityF-score8 / 9FCF yield-21.85%
Stop $24.71Target $40.07(analyst − 13%)A.R:R 3.4:1
Analyst target$46.06+71.7%9 analysts
$40.07our TP
$26.82price
$46.06mean
$65

Sell if holding. Engine safety override at $26.82: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 25%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 48. Score 5.3/10, moderate confidence.

Passes 8/9 gates (positive momentum, favorable risk/reward ratio, clean insider activity, no SEC red flags, news events none recent, earnings proximity 39d clear, semi cycle peak clear, materials cycle peak clear). Suitability: speculative.

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

Recent developments

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

Upcoming dated catalysts

Thu, Aug 13, 202639d to earnings· next earnings call

Thesis

Rewards
No bull case signals
Risks
Quality below floor (3.8 < 4.0)
Value-trap signals (2/5): Revenue declining (-9.0% YoY), High leverage (D/E 1.6)

Key Metrics

P/E (TTM)
P/E (Fwd)28.6
Mkt Cap$3.9B
EV/EBITDA-8.3
Profit Mgn0.0%
ROE-44.6%
Rev Growth65.5%
Beta
DividendNone
Rating analysts18

Quality Signals

Piotroski F8/9MoatNarrow

Options Flow

P/C0.93neutral
IV91%elevated

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

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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.

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Methodology · Editorial policy & full disclaimer

Rating Breakdown

3 floor-breakers·1 ceiling hit

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

52w Position
0.0
Bollinger
3.3
Support Resistance
3.9

Ranks in the bottom of its industry peers on the composite signal. Better names in the same sector exist.static

Quality Rank
0.4
Value Rank
1.1
Growth Rank
9.1
Industry growth leader

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
GatesDeath cross (50MA < 200MA)Momentum 6.0>=5.5A.R:R 3.4 ≥ 1.5Insider activity: OKNo SEC red flagsNEWS EVENTS NONE RECENTEARNINGS PROXIMITY 39d clearSEMI CYCLE PEAK CLEARMATERIALS CYCLE PEAK CLEARRecoverySuitability: Speculative
RSI
48 · Neutral
20D MA 50D MA 200D MADEATH CROSSSupport $21.76Resistance $29.70

Price Targets

$25
$40
A.Upside+49.4%
A.R:R3.4:1

Position Sizing

ConvictionNone
Suggested %0.5%
Max %1%
RegimeSteady

Risk Alerts

! Quality below floor (3.8 < 4.0)
! Value-trap signals (2/5): Revenue declining (-9.0% YoY), High leverage (D/E 1.6)

Earnings

B
M
M
M
1/4 beats
Next Earnings2026-08-13 (39d)

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 $26.82: Quality below floor (3.8 < 4.0) triggers a hard block regardless of the otherwise-positive setup — overall score 5.3/10 and A.R:R 3.4:1 is above the 1.5:1 BUY gate. Specifically: High short interest: 25%; Below-average business quality; Below long-term trend. Chart setup: Death cross but MACD improving, RSI 48. Prior stop was $24.71. Score 5.3/10, moderate confidence.

What is the BLSH stock price target?

Take-profit target: $40.07 (+50.8% upside). Prior stop was $24.71. Stop-loss: $24.71.

What are the risks of investing in BLSH?

Quality below floor (3.8 < 4.0); Value-trap signals (2/5): Revenue declining (-9.0% YoY), High leverage (D/E 1.6).

Is BLSH overvalued or undervalued?

Bullish trades at a P/E of N/A (forward 28.6). TrendMatrix value score: 4.8/10. Verdict: Sell.

What do analysts say about BLSH?

18 analysts cover BLSH with a consensus score of 3.7/5. Average price target: $46.

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.

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