Bullish: Offensive Crypto Growth Play (Rating Upgrade)

Bullish accelerates its global digital asset platform strategy with a $4.2B acquisition of Equiniti, a key regulated crypto transfer agent. The deal positions BLSH to become the first fully integrated, blockchain-enabled global transfer agent for tokenized securities and expands its blockchain-native infrastructure. The company is seeing positive EPS revision momentum ahead of its Q1'26 report on May 14, 2026.