TON Strategy Company/$TONX

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About TON Strategy Company

TON Strategy Co is a leader in interactive video-based sales applications, transforms how businesses attract and engage customers. The company's Software-as-a-Service platform, based on its proprietary interactive video technology, comprises a suite of easy-to-use, subscription-based sales enablement software products. The segments of the company are MARKET.live and Go Fund Yourself, and it derives maximum revenue from MARKET.live segment.

Ticker

$TONX

Sector

Software & Cloud Services
Primary listing

Employees

19

TONX Metrics

BasicAdvanced
$331M
-
-$10.97
0.82
-

Bulls say / Bears say

The company has repurchased over 250,000 shares at an average of $8.32, well below its Treasury Asset Value per share of $12.18, signaling management’s confidence and perceived undervaluation (AFP).
As of September 29, 2025, 82% of its Toncoin reserves are staked, generating estimated annualized yield of $24 million to fund ongoing share buybacks and support a path to profitability (Business Wire via Nasdaq).
Following a $558 million private placement in August 2025, the company holds over $713 million in Toncoin and $780 million in total treasury assets, providing strong asset backing for its NAV strategy (AFP).
Shares have plunged over 40% in a month and are down 43% in the last 30 days, reflecting heightened investor skepticism and stock volatility (Coindesk).
Treasury Asset Value per share declined from $12.18 on September 11 to $10.37 by September 26, highlighting vulnerability to Toncoin price fluctuations (Business Wire via Nasdaq).
Trailing twelve-month revenue of only $4.28 million versus a net loss of $11.18 million underscores an unsustainable operating model outside its digital asset treasury strategy (StockAnalysis.com).
Data summarised monthly by Lightyear AI. Last updated on 5 Oct 2025.
Data displayed above is indicative only and its accuracy or completeness is not guaranteed. Actual execution price may vary. Past performance is not indicative of future results. Your return may be affected by currency fluctuations and applicable fees and charges. Capital at risk.
Real-time US market data is sourced from the IEX order book provided by Polygon. After-hours US market data is 15 minutes delayed and may differ significantly from the actual tradable price at market open.

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