Coinbase Global, Inc. (COIN) – What Are Investment Firms Saying About This Stock?

Posted by Brian Himes on Oct 26th, 2026

Coinbase Global, Inc. (NASDAQ:COIN – Get Free Report) has been assigned a consensus recommendation of “Hold” from the thirty-six research firms that are currently covering the firm, Marketbeat.com reports. Three equities research analysts have rated the stock with a sell recommendation, thirteen have given a hold recommendation and twenty have issued a buy recommendation on the company. The average 1 year price objective among brokers that have issued a report on the stock in the last year is $225.32.

COIN has been the subject of a number of recent analyst reports. Robert W. Baird raised their price target on Coinbase Global from $130.00 to $205.00 and gave the stock a “neutral” rating in a research note on Monday, September 28th. Barclays lifted their price target on shares of Coinbase Global from $95.00 to $149.00 and gave the company an “underweight” rating in a report on Wednesday, October 7th. HC Wainwright reissued a “buy” rating and set a $265.00 price objective on shares of Coinbase Global in a research report on Friday, July 31st. Bank of America reissued a “buy” rating on shares of Coinbase Global in a research report on Monday, October 5th. Finally, Morgan Stanley upped their price objective on shares of Coinbase Global from $250.00 to $258.00 and gave the stock an “equal weight” rating in a report on Friday, October 9th.

View Our Latest Analysis on COIN

Coinbase Global Stock Performance

NASDAQ COIN opened at $164.45 on Wednesday. Coinbase Global has a fifty-two week low of $139.11 and a fifty-two week high of $373.25. The company has a debt-to-equity ratio of 0.45, a quick ratio of 2.42 and a current ratio of 2.42. The stock has a 50 day simple moving average of $180.28 and a two-hundred day simple moving average of $175.11. The stock has a market cap of $43.39 billion, a P/E ratio of -42.83 and a beta of 3.41.

Coinbase Global (NASDAQ:COIN – Get Free Report) last issued its quarterly earnings data on Thursday, July 30th. The cryptocurrency exchange reported ($1.36) earnings per share for the quarter, missing analysts’ consensus estimates of ($0.44) by ($0.92). Coinbase Global had a positive return on equity of 3.12% and a negative net margin of 15.72%. The business had revenue of $1.22 billion during the quarter, compared to the consensus estimate of $1.29 billion. During the same quarter in the prior year, the business posted $5.14 earnings per share. Coinbase Global’s quarterly revenue was down 18.5% compared to the same quarter last year. On average, analysts forecast that Coinbase Global will post -0.45 earnings per share for the current year.

Insider Activity at Coinbase Global

In related news, CFO Alesia J. Haas sold 39,030 shares of the stock in a transaction dated Monday, September 21st. The shares were sold at an average price of $205.24, for a total value of $8,010,517.20. Following the completion of the transaction, the chief financial officer directly owned 345,376 shares of the company’s stock, valued at $70,884,970.24. This represents a 10.15% decrease in their ownership of the stock. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Frederick R. Wilson sold 10,000 shares of the firm’s stock in a transaction dated Tuesday, September 1st. The stock was sold at an average price of $178.93, for a total transaction of $1,789,300.00. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last quarter, insiders sold 127,188 shares of company stock worth $23,029,558. 16.66% of the stock is currently owned by company insiders.

Institutional Trading of Coinbase Global

Large investors have recently bought and sold shares of the company. Bank of New York Mellon Corp bought a new position in shares of Coinbase Global in the 2nd quarter worth approximately $142,995,000. Southpoint Capital Advisors LP purchased a new position in shares of Coinbase Global in the 1st quarter valued at approximately $104,766,000. National Pension Service lifted its stake in shares of Coinbase Global by 117.1% in the 2nd quarter. National Pension Service now owns 641,518 shares of the cryptocurrency exchange’s stock valued at $93,784,000 after purchasing an additional 346,045 shares during the period. Assenagon Asset Management S.A. lifted its stake in shares of Coinbase Global by 103.2% in the 3rd quarter. Assenagon Asset Management S.A. now owns 314,338 shares of the cryptocurrency exchange’s stock valued at $58,889,000 after purchasing an additional 159,636 shares during the period. Finally, California State Teachers Retirement System boosted its position in shares of Coinbase Global by 1.8% during the first quarter. California State Teachers Retirement System now owns 324,386 shares of the cryptocurrency exchange’s stock valued at $56,641,000 after purchasing an additional 5,758 shares in the last quarter. 68.84% of the stock is owned by institutional investors.

Trending Headlines about Coinbase Global

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

Positive Sentiment: Coinbase’s institutional strategy head said tokenized-stock trading is generating approximately $20 million in weekly volume and continues to grow. The development supports Coinbase’s efforts to diversify beyond traditional spot-crypto trading, although the company reportedly trails Binance in this area. Coinbase’s Tokenized Stocks Are Seeing About $20 Million a Week
Positive Sentiment: Analysts at Needham continue to forecast substantial upside for COIN, while Zacks says the company has characteristics that could support an earnings beat in its upcoming report. Investors are looking for stronger trading activity and progress from newer businesses such as Deribit, prediction markets, and USDC. Needham Forecasts Strong Price Appreciation for Coinbase
Neutral Sentiment: Coinbase now allows AI agents connected through ChatGPT, Claude, and Grok to execute trades in customer accounts. The feature could increase engagement and trading volume, but users retain much of the risk, creating potential cybersecurity, suitability, and reputational concerns. Coinbase Now Lets AI Agents Trade in Your Crypto Account
Neutral Sentiment: BlackRock-linked wallets transferred roughly $262 million of Bitcoin and additional Ethereum to Coinbase Prime. The move may precede institutional selling, but it could also represent custody or trading activity, so its direct impact on Coinbase revenue is unclear. BlackRock Moved $262 Million in Bitcoin to Coinbase
Negative Sentiment: The Central Bank of Ireland fined Coinbase Ireland approximately €3.25 million, or $3.6 million, for customer-fund safeguarding, oversight, and outsourcing failures. Regulators said accounts were underfunded at times, although Coinbase stated that customers did not lose funds. The penalty adds compliance costs and reputational risk. Irish Central Bank Fines Coinbase Unit
Negative Sentiment: Kazakhstan’s financial regulator obtained injunctions against Coinbase and other platforms over alleged licensing issues, potentially restricting access in that market. Repeated recent earnings misses and declining revenue also remain overhangs until Coinbase demonstrates renewed profitability. Kazakhstan’s Regulator Moves to Enforce Coinbase Injunction

About Coinbase Global

(Get Free Report)

Coinbase Global, Inc operates a digital-asset financial infrastructure and technology platform. Through its Coinbase platform, the company enables individuals and institutions to buy, sell, store, transfer and use cryptocurrencies and other digital assets. Its services are designed to support both retail customers and institutional participants in the digital-asset economy.

The company offers cryptocurrency trading, custody and staking services, as well as subscription products and institutional solutions.