earningsconfidence high
TON Strategy Q1 2026 net loss $91.0M; Toncoin holdings valued at $272M at March 31
TON Strategy Co
2026-Q1 EPS
reported -$1.56
vs consensus -$1.45
▼ miss
(-7.7%)
- Revenue $5.3M ($3.0M staking); operating loss $(3.9)M; net loss $(91.0)M includes $(87.9)M unrealized loss on Toncoin.
- Held 221.9M Toncoin units ($272M fair value) at March 31; staked 221.2M units.
- Earned 2.2M $TON staking revenue ($3.0M) in Q1.
- Appointed Kevin Wilson CEO effective May 4, 2026.
- Post-quarter: network upgrades lifted staking yield to 1.39% in April; estimated Toncoin fair value $433.3M as of May 6.
item 2.02item 9.01
This headline and bullets were generated automatically by deepseek-v4-flash:cloud@v2 from the public filing. Read the source on SEC.gov before relying on any specific claim. Not investment advice. See methodology for how this pipeline works.