Druckenmiller’s $77 Million Investment Sparks Momentum in Blockchain Lending, Analysts Raise Their Projections

Figure Shares Rally After Druckenmiller’s $77M Investment, Analysts Boost Price Forecasts

Figure Technology Solutions (NASDAQ: FIGR) saw its stock climb by as much as 15% on Monday, following billionaire Stanley Druckenmiller’s announcement of a $77 million investment in the blockchain-based lending company. This move is seen as a sign of increasing institutional trust in Figure’s asset-light approach and tokenization initiatives. Since its IPO in September, the stock has jumped 44% and is now trading at $44.45, up from $40.24 earlier in the week. Piper Sandler and Mizuho have both increased their price targets for

to $55 and $56, respectively, , which revealed a 70% year-over-year increase in consumer loan volume, reaching $2.5 billion.

Druckenmiller’s position, disclosed in a 13F filing, added 2.1 million shares to his portfolio, making up 1.9% of his total assets. Known for his early investments in innovative technologies, the hedge fund legend

to enhance lending efficiency and its pivot to home equity lines of credit (HELOCs) as major value drivers. “This is a unique moment where major investors are backing a company that’s transforming financial infrastructure,” one analyst commented.

The upward revisions in price targets reflect Figure’s robust third-quarter showing.

and $89.8 million in net profit, beating analyst expectations by 40% and 200%, respectively. EBITDA margins rose to 55.4%, up from 44.9% a year ago, as variable costs fell to 28% of revenue. and $80 million in new loan products as key growth drivers.

Experts also highlighted Figure’s asset-light model, which uses automation and AI to expand operations without a matching rise in costs. “Figure’s ability to boost loan volumes while keeping expenses in check gives it a structural edge,” said Mizuho’s Dan Dolev, who lifted his price target to $56

. and a P/E ratio of 191.71 highlight the market’s high-growth expectations, even at a premium valuation.

In addition to its lending business, Figure is moving into real-world asset (RWA) tokenization, with its $YLDS stablecoin gaining momentum on the

blockchain. , now enables on-chain lending and settlement, including international remittances and trade payments. The company’s AAA-rated securitization of blockchain loans is a first for the industry, .

Although there are short-term risks from limited loan supply, Piper Sandler and Mizuho remain positive about Figure’s future prospects. “Figure is creating a flywheel effect through expanding partnerships, diversifying products, and advancing technology,” one strategist noted. With Druckenmiller’s institutional support and 60% of loan volume now coming from its Figure Connect platform, the company is well-positioned to benefit from the tokenization wave as crypto markets stabilize

.