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Grayscale Solana Staking ETF (GSOL) Stock Fundamental Analysis & AI Rating 2026

GSOL NYSE Commodity Contracts Brokers & Dealers DE CIK: 0001896677
Recently Updated • Analysis: Apr 10, 2026 • SEC Data: 2025-12-31
Combined AI Rating
SELL
76% Confidence
AGREEMENT
STRONG SELL
88% Conf
SELL
64% Conf

📊 GSOL Key Takeaways

Revenue: N/A
Net Margin: N/A
Free Cash Flow: $-106.9M
Current Ratio: N/A
Debt/Equity: N/A
EPS: $0.00
AI Rating: STRONG SELL with 88% confidence
Grayscale Solana Staking ETF (GSOL) receives a SELL rating with 76% confidence from our AI fundamental analysis based on SEC 10-K filings. Below is our complete GSOL stock analysis for 2026.

Is Grayscale Solana Staking ETF (GSOL) a Good Investment?

Claude

GSOL exhibits severe operational distress with -$106.9M negative operating cash flow and -$49.3M net losses, indicating staking rewards are insufficient to cover management costs. Zero cash reserves despite $160.4M assets and -30.7% ROA demonstrate the fund structure is fundamentally uneconomical and unsustainable.

ChatGPT

Fundamentals show significant deterioration: a large net loss and deeply negative ROA point to adverse underlying asset performance and/or expenses, while operating cash flow is sharply negative, suggesting net outflows. Low liabilities limit solvency risk, but the vehicle lacks operating earnings and depends on concentrated exposure to a single digital asset and staking economics.

Why Buy Grayscale Solana Staking ETF Stock? GSOL Key Strengths

Claude
  • + Minimal debt burden with only $71K liabilities
  • + Reasonable asset base of $160.4M for deployment
  • + Simple capital structure with low financial complexity
ChatGPT
  • + Minimal liabilities and no evident leverage reduce solvency risk
  • + Meaningful asset base (~$160M) backing shares
  • + Pass-through structure can capture staking rewards if underlying asset performs

GSOL Stock Risks: Grayscale Solana Staking ETF Investment Risks

Claude
  • ! Massive operating cash burn of -$106.9M indicates unsustainable fund economics
  • ! Zero cash reserves despite large asset holdings creates liquidity vulnerability
  • ! Negative ROA of -30.7% shows poor capital efficiency and losses from staking operations
  • ! Persistent net losses of -$49.3M indicate staking yields insufficient to cover advisory fees
  • ! Negative free cash flow trajectory threatens fund viability and investor returns
ChatGPT
  • ! Negative ROA (-30.7%) and net loss indicate deteriorating fundamentals
  • ! Large negative operating cash flow (-$106.94M) suggests net redemptions/outflows, pressuring scale
  • ! High concentration in a single digital asset with regulatory uncertainty around staking products

Key Metrics to Watch

Claude
  • * Operating Cash Flow trend and monthly burn rate
  • * Management Expense Ratio relative to staking yield
  • * Assets Under Management decline rate
  • * Solana staking reward yields vs. fund operating costs
  • * Cash position and runway to insolvency
ChatGPT
  • * Total assets/AUM (inflows vs. redemptions)
  • * Operating cash flow trend

Grayscale Solana Staking ETF (GSOL) Financial Metrics & Key Ratios

Revenue
N/A
Net Income
$-49.3M
EPS (Diluted)
$0.00
Free Cash Flow
$-106.9M
Total Assets
$160.4M
Cash Position
$0.0

💡 AI Analyst Insight

The current ratio below 1.0x warrants monitoring of short-term liquidity.

GSOL Profit Margin, ROE & Profitability Analysis

Gross Margin N/A
Operating Margin N/A
Net Margin N/A
ROE N/A
ROA -30.7%
FCF Margin N/A

GSOL vs Market Sector: How Grayscale Solana Staking ETF Compares

How Grayscale Solana Staking ETF compares to Market sector averages

Net Margin
GSOL 0.0%
vs
Sector Avg 12.0%
GSOL Sector
ROE
GSOL 0.0%
vs
Sector Avg 15.0%
GSOL Sector
Current Ratio
GSOL 0.0x
vs
Sector Avg 1.8x
GSOL Sector
Debt/Equity
GSOL 0.0x
vs
Sector Avg 0.7x
GSOL Sector

Sector benchmarks are approximate industry averages. Actual sector performance may vary.

Is Grayscale Solana Staking ETF Stock Overvalued? GSOL Valuation Analysis 2026

Based on fundamental analysis, Grayscale Solana Staking ETF has mixed fundamental signals relative to the Market sector in 2026.

Return on Equity
N/A
Sector avg: 15%
Net Profit Margin
N/A
Sector avg: 12%
Revenue Growth
N/A
Year-over-year
Debt/Equity
N/A
Sector avg: 0.7x

Note: This is a fundamental analysis based on SEC filings. For P/E ratio, price targets, and market-based valuation, consult financial data providers. This is not investment advice.

Grayscale Solana Staking ETF Balance Sheet: GSOL Debt, Cash & Liquidity

Current Ratio
N/A
Quick Ratio
N/A
Debt/Equity
N/A
Debt/Assets
0.0%
Interest Coverage
N/A
Long-term Debt
N/A

GSOL Revenue & Earnings Growth: 5-Year Financial Trend

GSOL 5-year financial data:
Revenue
Net Income
EPS (right axis)

5-Year Trend Summary: Grayscale Solana Staking ETF's revenue has remained relatively flat over the 5-year period, with a 0% decline.

GSOL Revenue Growth, EPS Growth & YoY Performance

Revenue Growth
N/A
Year-over-year
Net Income Growth
N/A
Year-over-year
EPS Growth
N/A
Earnings per share
FCF Margin
N/A
Free cash flow / Revenue

Grayscale Solana Staking ETF Dividends, Buybacks & Capital Allocation

Operating Cash Flow
-$106.9M
Cash generated from operations
Dividends
None
No dividend program

GSOL SEC Filings: Latest 10-K & 10-Q Analysis

Access official SEC EDGAR filings for Grayscale Solana Staking ETF (CIK: 0001896677)

📋 Recent SEC Filings

Date Form Document Action
Mar 12, 2026 10-K sol-20251231.htm View →
Jan 26, 2026 8-K sol-20260120.htm View →
Jan 5, 2026 8-K sol-20260102.htm View →
Dec 23, 2025 8-K sol-20251223.htm View →
Dec 3, 2025 8-K sol-20251203.htm View →

Frequently Asked Questions about GSOL

What is the AI rating for GSOL?

Grayscale Solana Staking ETF (GSOL) has a Combined AI Rating of SELL from Claude (STRONG SELL) and ChatGPT (SELL) with 76% combined confidence, based on fundamental analysis of SEC EDGAR filings.

What are GSOL's key strengths?

Claude: Minimal debt burden with only $71K liabilities. Reasonable asset base of $160.4M for deployment. ChatGPT: Minimal liabilities and no evident leverage reduce solvency risk. Meaningful asset base (~$160M) backing shares.

What are the risks of investing in GSOL?

Claude: Massive operating cash burn of -$106.9M indicates unsustainable fund economics. Zero cash reserves despite large asset holdings creates liquidity vulnerability. ChatGPT: Negative ROA (-30.7%) and net loss indicate deteriorating fundamentals. Large negative operating cash flow (-$106.94M) suggests net redemptions/outflows, pressuring scale.

What is GSOL's revenue and growth?

Grayscale Solana Staking ETF reported revenue of N/A.

Does GSOL pay dividends?

Grayscale Solana Staking ETF does not currently pay dividends.

Where can I find GSOL SEC filings?

Official SEC filings for Grayscale Solana Staking ETF (CIK: 0001896677) including 10-K, 10-Q, and 8-K reports are available on SEC EDGAR.

What is GSOL's EPS?

Grayscale Solana Staking ETF has a diluted EPS of $0.00.

How is the AI analysis conducted?

Two independent AI systems — Claude (Anthropic) and ChatGPT (OpenAI) — analyze SEC EDGAR filings including 10-K annual reports and 10-Q quarterly reports. Each AI evaluates financial health, profitability ratios, balance sheet strength, and growth metrics. The combined rating reflects both perspectives for balanced insights.

Is GSOL a good stock to buy right now?

Based on our AI fundamental analysis in April 2026, Grayscale Solana Staking ETF has a SELL rating with 76% confidence. Review the strengths and risks sections above before making a decision. This is not investment advice.

Is GSOL stock overvalued or undervalued?

Valuation metrics for GSOL: ROE of N/A (sector avg: 15%), net margin of N/A (sector avg: 12%). Compare these metrics with sector averages to assess valuation.

Should I buy GSOL stock in 2026?

Our dual AI analysis gives Grayscale Solana Staking ETF a combined SELL rating for 2026. Revenue is data pending, with profitability at or below sector average. Always conduct your own research.

What is GSOL's free cash flow?

Grayscale Solana Staking ETF's operating cash flow is $-106.9M, with capital expenditures of N/A.

How does GSOL compare to other Market stocks?

Vs Default sector averages: Net margin N/A (avg: 12%), ROE N/A (avg: 15%), current ratio N/A (avg: 1.8).

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Disclaimer: This analysis is generated by Claude AI (Anthropic) and ChatGPT (OpenAI) based on publicly available SEC EDGAR filings. It does not include stock price data and should not be considered financial advice. All fundamental data is sourced from SEC public domain filings. Always conduct your own research and consult with a qualified financial advisor before making investment decisions.
Data Source: SEC EDGAR | Analysis Date: Apr 10, 2026 | Data as of: 2025-12-31 | Powered by Claude AI