Any content you receive is for information purposes only. Always conduct your own research. *Sponsored Giftify, Inc. (NASDAQ: GIFT) Just Landed At The Top Of The Krypton Street Watchlist For Tomorrow Morning—Thursday, October 29, 2026 Don’t Miss Our Next Update—Get Real-Time Alerts Sent Directly To Your Phone. Up To 10X Faster Than Email. Take A Closer Look At (NASDAQ: GIFT) Before Tomorrow Morning… October 28. 2026 Dear Reader, The global gift card and digital incentives economy is entering a new chapter… According to Persistence Market Research, the worldwide gift card market is projected to grow from $825.3B in 2026 to more than $2.2T by 2033 — a 15.2% compound annual growth rate that speaks to a fundamental shift in how consumers discover, share, and redeem value. That's not a niche trend. That's a structural transformation unfolding across the entire consumer economy — one driven by digital wallets replacing plastic, membership models replacing one-time purchases, and AI reshaping the operational backbone of how rewards platforms actually function. The companies best equipped to capture that kind of growth tend to share a few traits: large existing user bases, diversified revenue streams, and the ability to layer recurring models on top of proven transactional platforms. And right now, one name appears to check all of those boxes. Giftify, Inc. (NASDAQ: GIFT) may be one of the most compelling answers. Listed on the NASDAQ and headquartered in Schaumburg, Illinois, Giftify, Inc. (GIFT) is a holding company operating across the gift card, dining deals, and digital incentives space through a portfolio of platforms that includes CardCash, Restaurant.com, FraudFix, and RedTag. CardCash alone has saved consumers more than $150M and works with over 1,500 partner retailers — powering branded gift card exchange experiences for some of the biggest names in e-commerce. Across that portfolio, (GIFT) has facilitated more than $1.5B in gift card transactions and built a combined user base exceeding 26M registered accounts — with more than 8M email subscribers and over 4.2M monthly page views. Those are not aspirational numbers. Those are the foundations of something that appears to be accelerating. Giftify, Inc. (NASDAQ: GIFT) will be topping our watchlist tomorrow morning — Thursday, October 29, 2026. 
According to Yahoo Finance, (NASDAQ: GIFT) has a float less than 23M shares listed as available to the public—with a float that small, the potential exists for big moves if demand begins to shift. What Happens When a Gift Card Empire Goes Recurring For years, Restaurant.com — one of the crown jewels in the (GIFT) portfolio — operated as a deal-by-deal platform where consumers purchased individual dining certificates. That model worked. More than 20M registered users and 7,000 exclusive restaurant partnerships prove that. But starting October 27, 2026, the model changed entirely. Giftify, Inc. (NASDAQ: GIFT) announced the full conversion of Restaurant.com from individual deal purchases to a monthly and annual membership model — a move designed to build a recurring revenue base, improve revenue visibility, and dramatically expand customer lifetime value. 
CEO Ketan Thakker framed the shift clearly: "Membership is an established model across digital consumer and food-delivery services. Restaurant.com is bringing that model to dining deals…" This isn't a minor product tweak. This is the kind of structural business model transition that can fundamentally reshape how the market values a company… Consider what that means in practice. When a platform with 20M users converts to subscriptions, the revenue math changes completely. Instead of relying on one-time deal purchases — where each transaction has to be won individually — the business begins generating predictable, repeating cash flows month after month. Recurring revenue models tend to command higher valuations, create stronger retention loops, and offer far greater forward visibility. And CTO Thomas Butt reinforced the operational vision behind the shift: "The membership model makes that value continuous…" That continuity — the idea that revenue becomes predictable and compounding rather than transactional — is exactly what tends to attract fresh attention from the broader market. The company's board reflects the seriousness of that vision — Kevin Harrington, an original panelist on ABC's Shark Tank, serves as a board member, lending both strategic credibility and consumer brand expertise to the direction (GIFT) is heading. And this move is happening at precisely the moment when the broader gift card and rewards economy is expanding at sustained double-digit rates across virtually every major geography. The Numbers That Are Starting to Tell the Story The momentum isn't just conceptual — the financial results are already beginning to show up. In its most recent quarterly report, Giftify, Inc. (GIFT) posted gross billings of $45.5M for Q2 2026 — a 26.2% year-over-year increase. Net sales came in at $21.7M, up 4.0%. Gross margin expanded by 180 basis points to 20.2%, with gross returns reaching $4.4M — a 14.2% improvement. And perhaps most notably, Modified EBITDA turned positive at $126,036 — swinging from negative territory in the prior-year quarter. That inflection matters… It suggests the operational improvements are beginning to flow through to the bottom line. Meanwhile, (GIFT) has been building out its distribution reach through a series of high-profile partnerships. A Capital One Shopping distribution deal launched on April 1, 2026 via the Rakuten affiliate network, giving CardCash access to one of the largest cashback shopping audiences in the country. And a Follett Higher Education partnership is rolling CardCash into approximately 700 campus bookstore locations — including Stanford and the University of Texas. That's real distribution expanding into real markets. These aren't speculative channel experiments. These are established, high-traffic platforms where CardCash gains immediate access to engaged consumers who are already looking for value. On the operational side, CardCash just deployed an AI-powered customer service system that cut average response times by more than 90% across roughly 5,000 monthly support tickets — without adding headcount. 
That's not just a technology headline. That's a direct margin improvement, flowing straight to the operating line. And it comes on top of broader operational gains already visible in CardCash's core metrics — in Q1 2026, the platform processed more than 112,000 purchase orders, while fraud-related order declines dropped 56% year-over-year and approval rates climbed above 96%. Those numbers suggest a platform that is getting simultaneously bigger, faster, and considerably more efficient with each passing quarter. CEO Ketan Thakker put it simply: "AI is becoming part of how we run this business…" The Bigger Picture Worth Watching Here's where the picture comes together… Giftify, Inc. (NASDAQ: GIFT) currently carries a market cap of approximately $29M. That's for a company generating $45.5M in quarterly gross billings, with 26M registered users across its platforms, a newly launched recurring revenue model, partnerships with Capital One Shopping and Follett Higher Education, and a proprietary AI fraud prevention engine in FraudFix that delivers 98.5% approval rates at up to 40% lower costs than traditional in-house systems. Maxim Group initiated analyst coverage with a bullish momentum rating and a $4 target — suggesting significant room for re-evaluation as these potential catalysts begin to compound. That target represents a substantial premium to the current share value. And while analyst targets are forward-looking estimates, not guarantees, the gap between where (GIFT) sits today and where a credentialed firm sees the potential tells you something about how underappreciated this setup may be. The gift card market itself, according to Persistence Market Research, is on track to nearly triple by 2033… And (GIFT) has been building the infrastructure to capture that growth for years — through acquisitions, platform development, and now a decisive shift toward recurring revenue. That combination of expanding addressable market, operational execution, and structural business model improvement is the kind of setup that tends to reward close attention. When a company with more than 26M registered users, growing billings, expanding margins, and newly recurring revenue is still carrying a sub-$30M market cap… something may be getting overlooked. 7 Reasons Why We’ll Have All Eyes On (NASDAQ: GIFT) Tomorrow Morning — Thursday, October 29, 2026 1. Small-Float: According to Yahoo Finance, less than 23M shares exist in the public float, the potential exists for big moves if demand begins to shift. 2. Restaurant.com Membership Conversion: The full transition to a subscription model launched October 27, 2026, creating a recurring revenue engine from a base of more than 20M registered users and 7,000 restaurant partners. 3. Accelerating Gross Billings: Q2 2026 gross billings surged 26.2% year-over-year to $45.5M, while Modified EBITDA swung positive — signaling real operational leverage beginning to take hold. 4. AI-Powered Operations: CardCash deployed AI-driven customer service tools that slashed response times by more than 90% across roughly 5,000 monthly tickets without adding headcount — a direct margin improvement. 5. High-Profile Distribution Partnerships: The Capital One Shopping deal and Follett Higher Education rollout are expanding CardCash's reach across cashback audiences and approximately 700 college campuses nationwide. 6. Proprietary Fraud Prevention Technology: FraudFix, the company's AI-driven fraud engine, delivers 98.5% approval rates at up to 40% lower costs than traditional in-house systems — powering a safer, more efficient gift card marketplace and offering enterprise licensing potential. 7. Massive Addressable Market Tailwind: According to Persistence Market Research, the global gift card market is projected to grow from $825.3B to more than $2.2T by 2033 at a 15.2% CAGR — and (GIFT) has already built the platform infrastructure to capture share across multiple verticals. Take A Closer Look At (NASDAQ: GIFT) Before Tomorrow Morning… 
The picture forming around Giftify, Inc. (NASDAQ: GIFT) is one of a company that has spent years building the infrastructure — and is now entering a phase where recurring revenue, AI-driven operations, and an expanding distribution footprint could begin to compound in ways that deserve close attention. The pieces are in place… The execution is beginning to show up in the numbers. The membership transition is live. The AI integration is already delivering measurable results. And the distribution reach keeps expanding through partnerships that bring CardCash into new audiences and new channels. For anyone watching the gift card and digital rewards space, (GIFT) looks like a name worth keeping near the top of the list. Giftify, Inc. (NASDAQ: GIFT) deserves a closer look tomorrow morning. Check it out before you shut down for the night. Also, keep an eye out for my next update, it could be coming before Thursday’s bell. Sincerely, Alex Ramsay Co-Founder / Managing Editor Krypton Street Newsletter KryptonStreet.com (“KryptonStreet” or “KS” ) is owned by Media 1717 LLC, a single member limited liability company. Data is provided from third-party sources and KS is not responsible for its accuracy. Make sure to always do your own research and due diligence on any day and swing profile KS brings to your attention. Any emojis used do not have a specific defined meaning, and may be used inconsistently. We do not provide personalized in-vest-ment advice, are not in-vest-ment advisors, and any profiles we mention are not suitable for all in-vest-ors. Pursuant to an agreement between Media 1717 LLC and TD Media LLC, Media 1717 LLC has been hired for a period beginning on 10/28/2026 and ending on 10/29/2026 to publicly disseminate information about (GIFT:US) via digital communications. Under this agreement, TD Media LLC has paid Media 1717 LLC seven thousand five hundred USD (“Funds”). These Funds were part of the seventeen thousand five hundred USD funds that TD Media LLC received from a third party named JRZ Capital LLC who did receive the Funds directly or indirectly from the Issuer and does not own stock in the Issuer but the reader should assume that the clients of the third party own shares in the Issuer, which they will liquidate at or near the time you receive this communication and has the potential to hurt share prices. Neither Media 1717 LLC, TD Media LLC and their member own shares of (GIFT:US). Please see important disclosure information here: https://kryptonstreet.com/disclosure/gift-ukrgf/#details |
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