The Goldman Sachs Group Issues Positive Forecast for Coinbase Global (NASDAQ:COIN) Stock Price

Coinbase Global (NASDAQ:COIN) had its price objective raised by equities researchers at The Goldman Sachs Group from $303.00 to $310.00 in a research report issued to clients and investors on Tuesday,MarketScreener reports. The firm presently has a “buy” rating on the cryptocurrency exchange’s stock. The Goldman Sachs Group’s target price indicates a potential upside of 35.92% from the company’s previous close.

A number of other research firms also recently commented on COIN. Rothschild & Co Redburn dropped their price objective on shares of Coinbase Global from $404.00 to $403.00 and set a “buy” rating for the company in a research note on Friday, January 16th. Monness Crespi & Hardt raised shares of Coinbase Global from a “neutral” rating to a “buy” rating and set a $375.00 price target for the company in a research report on Monday, November 10th. Citigroup reiterated a “market outperform” rating on shares of Coinbase Global in a report on Thursday, December 18th. China Renaissance lowered their price objective on shares of Coinbase Global from $479.30 to $301.50 and set a “buy” rating for the company in a research note on Wednesday, January 14th. Finally, Compass Point set a $230.00 price objective on Coinbase Global in a report on Monday, December 15th. One equities research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have issued a Hold rating and one has assigned a Sell rating to the stock. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus price target of $362.92.

Coinbase Global Stock Up 0.2%

COIN stock opened at $228.07 on Tuesday. The company has a 50 day moving average price of $253.71 and a two-hundred day moving average price of $309.42. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.40 and a current ratio of 2.40. The stock has a market capitalization of $61.50 billion, a P/E ratio of 19.69 and a beta of 3.70. Coinbase Global has a one year low of $142.58 and a one year high of $444.64.

Coinbase Global (NASDAQ:COIN) last posted its quarterly earnings data on Thursday, October 30th. The cryptocurrency exchange reported $1.44 earnings per share (EPS) for the quarter, topping the consensus estimate of $1.04 by $0.40. The business had revenue of $1.87 billion for the quarter, compared to analysts’ expectations of $1.77 billion. Coinbase Global had a return on equity of 15.70% and a net margin of 41.99%.The business’s revenue was up 55.1% on a year-over-year basis. During the same quarter last year, the firm earned $0.28 earnings per share. As a group, sell-side analysts expect that Coinbase Global will post 7.22 EPS for the current year.

Insider Activity at Coinbase Global

In other Coinbase Global news, CFO Alesia J. Haas sold 8,050 shares of the firm’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $250.00, for a total value of $2,012,500.00. Following the transaction, the chief financial officer directly owned 70,664 shares of the company’s stock, valued at $17,666,000. This trade represents a 10.23% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Frederick Ernest Ehrsam III sold 1,375 shares of the company’s stock in a transaction dated Thursday, January 15th. The stock was sold at an average price of $250.27, for a total value of $344,121.25. The SEC filing for this sale provides additional information. In the last three months, insiders sold 820,587 shares of company stock worth $240,717,580. Corporate insiders own 16.56% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors and hedge funds have recently made changes to their positions in the company. REAP Financial Group LLC purchased a new stake in Coinbase Global during the 3rd quarter worth $25,000. Evelyn Partners Investment Management Europe Ltd lifted its stake in shares of Coinbase Global by 92.3% in the second quarter. Evelyn Partners Investment Management Europe Ltd now owns 75 shares of the cryptocurrency exchange’s stock worth $29,000 after acquiring an additional 36 shares in the last quarter. Palisade Asset Management LLC purchased a new position in Coinbase Global in the third quarter valued at about $29,000. Cullen Frost Bankers Inc. acquired a new stake in Coinbase Global during the 2nd quarter valued at approximately $30,000. Finally, Salomon & Ludwin LLC increased its holdings in Coinbase Global by 4,400.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 90 shares of the cryptocurrency exchange’s stock worth $30,000 after purchasing an additional 88 shares during the last quarter. 68.84% of the stock is currently owned by hedge funds and other institutional investors.

Key Stories Impacting Coinbase Global

Here are the key news stories impacting Coinbase Global this week:

• Positive Sentiment: Major adoption win — Coinbase and Circle announced support for Bermuda’s plan to pilot a “fully on‑chain” national economy using USDC and Coinbase’s Base infrastructure, a potential long‑term revenue and usage driver if pilots scale. Bermuda partners with Coinbase and Circle for ‘fully onchain‘ economy
• Positive Sentiment: Analyst support — Bank of America upgraded COIN to Buy with a $340 target, citing expanding addressable market, recurring revenue (stablecoins, custody, Subscriptions & Services) and accelerating product rollouts. That upgrade provides a bullish analyst endorsement. Coinbase (COIN) Stock: Bank of America Upgrades to Buy at $340 Target
• Positive Sentiment: Long‑term TAM expansion — Coinbase research and Institute papers highlight tokenization and “on‑chain” markets as a new financial supercycle, arguing tokenized stocks/bonds could broaden market access and materially expand Coinbase’s addressable market. Coinbase Signals Next Financial Supercycle—Onchain Markets Poised to Reshape Global Wealth Creation
• Positive Sentiment: Brand & engagement push — Coinbase launched an NBA “Rookie Firsts” content series to deepen cultural reach with younger users, a marketing move that supports long‑term user acquisition and engagement on Base and the retail app. Coinbase Launches NBA Rookie Firsts Content Series Spotlighting the Next Generation of NBA Stars and the Future of Money
• Neutral Sentiment: Political outreach — CEO Brian Armstrong publicly congratulated newly elected governors and continues visible pro‑crypto advocacy; this may help policy access but has uncertain near‑term regulatory impact. New governors Abigail Spanberger, Mikie Sherrill congratulated by Brian Armstrong: Coinbase CEO calls it ‘another milestone’ for pro-crypto advocates
• Neutral Sentiment: Corporate messaging on relations with regulators — Coinbase denied a split with the White House amid Clarity Act divisions, which reduces one narrative of an immediate regulatory rift but leaves broader legislative uncertainty intact. Coinbase denies White House split claims as Clarity Act divisions deepen
• Negative Sentiment: Security/reputational risk — A CNBC piece details a sophisticated phishing call that nearly allowed an account takeover; even if Coinbase systems weren’t breached, such stories can dent user trust and retention if incidents rise. How my Coinbase account was almost stolen
• Negative Sentiment: Macro/crypto drag — Coverage notes that Bitcoin weakness is pressuring Coinbase’s trading volumes and revenues; crypto market pullbacks remain the clearest short‑term downside risk for COIN. Bitcoin Weakness Weighs on Coinbase: Diversification Offers Support?
• Negative Sentiment: Regulatory/legislative friction — CEO criticized banks’ tactics and Coinbase withdrew support for a crypto bill after issues in its draft text surfaced; that episode highlights ongoing legislative uncertainty which can delay favorable rules. Coinbase CEO Calls for Fair Competition Between Banks and Stablecoins

Coinbase Global Company Profile

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase’s product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.