Gemini, the cryptocurrency exchange founded by the Winklevoss twins, has made headlines with a strategic move to scale back its international operations, which is being met with enthusiastic predictions from analysts. Reports indicate an optimistic future for GEMI stock, with some analysts forecasting a staggering 400% upside based on anticipated user growth and improved profitability.
As part of this restructuring initiative, Gemini has decided to withdraw from overseas markets such as the UK, EU, and Australia, and reduce its workforce by 25%. This bold decision aims to concentrate efforts on its core markets of the United States and Singapore, known for their clearer regulatory environments and strong institutional demands for cryptocurrency services.
According to analysts from Mizuho, this strategic pivot is expected to be “margin-accretive,” meaning the company may effectively lower costs and enhance its profit margins over time. The focus on stable and well-regulated markets is anticipated to provide Gemini with a solid revenue stream, thereby improving its financial health.
While this restructuring move brings forth immediate costs—with a projected one-time charge of around $11 million during the first quarter of 2026—analysts are bullish on the long-term implications. They foresee a decline in operating costs, allowing Gemini to leverage its position and potentially achieve profitability by the latter half of 2026.
Mizuho analysts Dan Dolev and Alexander Jenkins highlight that this reorientation towards more favorable market conditions may be key for Gemini’s recovery, especially after experiencing a sharp decline in stock value, plummeting around 85% from its IPO peak. Currently, the stock is resting at approximately $7.60 per share, but should the restructuring yield the desired effect, it could rebound to $26 per share.
Moreover, this bullish sentiment is sustained by Mizuho’s analysis that suggests GEMI could eventually reach $43 per share in a favorable market scenario. The success of this anticipated growth hinges largely on Gemini’s capability to reclaim market share and stabilize its operational strategies.
On another promising note, Gemini is in the process of diversifying its offerings, recently securing approval from the Commodity Futures Trading Commission to introduce regulated prediction markets in the U.S. This initiative, along with its institutional custody services, could be instrumental in fortifying Gemini’s revenue base amidst market fluctuations.
Despite the wavering investor sentiment typical of the cryptocurrency landscape, analysts maintain confidence that Gemini’s strategic restructuring is paving the way for long-term success. They uphold their “Outperform” rating for GEMI, reinforcing the belief that these calculated decisions will spur growth and recovery in the near future.
The current cryptocurrency climate may be challenging, yet Gemini’s targeted approach and focus on core markets position it to capitalize on the evolving industry dynamics. Investors, take note: in a world rife with uncertainties, GEMI could represent a beacon of potential resurgence.
