Which Stocks Are Winning When Bitcoin Stumbles? Here's What Analysts Say

Bitcoin got knocked down hard lately—dropped over $40K from its Oct peak near $125K, now sitting around $86.8K. The pullback has traders sweating, but analysts are pointing to where the real opportunities hide.

The Safe Play: La-Z-Boy (LZB) is quietly crushing it. While retail got massacred by inventory nightmares, this furniture maker tightened supply chains and pushed custom orders instead. Analysts just bumped earnings estimates up—current year from $2.86 to $2.95, next year from $2.75 to $2.93. It’s trading at 12.79x earnings, buying back shares, and consistently beating expectations. Boring? Sure. But sometimes boring wins.

The Red Flag: Gorilla Technology (GRRR) is getting punted. Two earnings misses in a row—latest one off by 2 cents, previous quarter missed by 33 cents. Analysts slashed 2025 estimates from 97 cents down to 84 cents. Even at 15.6x earnings (cheap by market standards), the downward revisions are deafening.

The Crypto Play: When BTC rallies again, watch NVIDIA (54.2% earnings growth), Robinhood (78.9% growth, up 26.6% in estimate revisions), and Interactive Brokers (17.1% growth). All three have positive momentum in the past 60 days.

Bottom line: Bitcoin’s dip is temporary. But while waiting for the bounce, there’s money to be made in solid operators and crypto-adjacent plays with real earnings trends.