Analysts Predict 400% Upside for GEMI As Gemini Cuts Overseas Markets

TLDR

• Gemini’s decision to cut overseas operations could streamline costs and improve profitability.
• Analysts see the focus on U.S. and Singapore markets as a key move for Gemini’s growth.
• The restructuring is expected to improve Gemini’s margins later in 2026.
• Mizuho analysts see a potential 400% upside for GEMI shares based on user growth.

Gemini’s decision to scale back its international operations is being viewed positively by analysts, with predictions of up to 400% growth for GEMI stock. This move is expected to help the crypto exchange improve its financial performance and narrow its focus to more profitable markets.

Gemini’s Strategic Restructuring

Gemini recently announced plans to exit the UK, European Union, and Australian markets as part of a major restructuring effort. The company is also reducing its workforce by 25% to streamline operations. This decision is seen as a way to concentrate resources on its core markets: the U.S. and Singapore, which have clearer regulatory frameworks and stronger institutional demand.

According to Mizuho analysts Dan Dolev and Alexander Jenkins, this shift away from international expansion and focus on markets with established regulations should lead to improved margins for the company. They described the move as “margin-accretive,” meaning it is expected to help Gemini reduce costs and improve profitability. They also believe that focusing on markets with stronger institutional growth prospects will provide Gemini with a stable revenue stream.

Short-Term Costs and Long-Term Profitability

Gemini’s restructuring plan will result in a one-time charge of approximately $11 million in the first quarter of 2026. While this restructuring will come with short-term expenses, analysts expect the company’s operating costs to decrease later in the year. This could allow Gemini to improve its operating leverage and achieve profitability by the second half of 2026.

Mizuho analysts are optimistic that Gemini’s efforts to refocus its business will help the company overcome its ongoing struggle with profitability. In their analyst report, they emphasized that the restructuring could result in a more stable and efficient business, which would be attractive to investors.

They noted that the company’s current stock price of around $7.60 per share could potentially rise to $26 if these changes lead to stronger growth and a quicker return to profitability.

The Future Outlook for GEMI

The future of GEMI stock appears promising, according to Mizuho’s analysis. In their bullish case scenario, analysts forecast that GEMI shares could reach $43, representing a more than 400% increase from their current price levels. This potential growth is largely attributed to the restructuring and the company’s ability to capture market share in its focused markets.

Furthermore, Gemini is continuing to diversify its offerings. The company recently received approval from the Commodity Futures Trading Commission to launch regulated prediction markets in the U.S. Mizuho sees this new business, along with Gemini’s institutional custody services, as critical to the company’s ability to stabilize and grow its revenue base.

Despite mixed investor sentiment toward the cryptocurrency market, Mizuho analysts are confident that Gemini’s restructuring will position it well for long-term success. They maintain an “Outperform” rating for GEMI, with a price target of $26 per share, noting that the company’s efforts to refocus its operations are expected to drive growth.

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