Coinbase Global (NASDAQ:COIN) Price Target Cut to $99.00 by Analysts at Barclays

Posted by Brenda Bartman on Jul 9th, 2026

Coinbase Global (NASDAQ:COIN) had its target price cut by analysts at Barclays from $107.00 to $99.00 in a report released on Thursday,Benzinga reports. The firm presently has an “underweight” rating on the cryptocurrency exchange’s stock. Barclays‘s price target points to a potential downside of 36.98% from the stock’s current price.

Several other analysts also recently weighed in on the company. Mizuho upped their price objective on Coinbase Global from $170.00 to $200.00 and gave the stock a “neutral” rating in a research report on Tuesday, May 12th. Weiss Ratings upgraded Coinbase Global from a “sell (d+)” rating to a “hold (c-)” rating in a research report on Friday, May 29th. Zacks Research raised Coinbase Global from a “strong sell” rating to a “hold” rating in a research note on Tuesday, April 14th. Bank of America dropped their target price on shares of Coinbase Global from $288.00 to $234.00 in a report on Thursday, April 2nd. Finally, JPMorgan Chase & Co. raised their price target on shares of Coinbase Global from $252.00 to $290.00 and gave the company an “overweight” rating in a research note on Tuesday, May 5th. Eighteen investment analysts have rated the stock with a Buy rating, twelve have given a Hold rating and three have given a Sell rating to the stock. According to data from MarketBeat, the company currently has an average rating of “Hold” and an average target price of $252.72.

Read Our Latest Research Report on COIN

Coinbase Global Stock Performance

Shares of NASDAQ:COIN opened at $157.09 on Thursday. Coinbase Global has a 1 year low of $139.18 and a 1 year high of $444.64. The stock has a market capitalization of $41.39 billion, a price-to-earnings ratio of 58.94, a price-to-earnings-growth ratio of 5.77 and a beta of 3.35. The company has a debt-to-equity ratio of 0.44, a current ratio of 2.14 and a quick ratio of 2.14. The company’s 50 day simple moving average is $175.05 and its 200 day simple moving average is $190.72.

Coinbase Global (NASDAQ:COIN – Get Free Report) last released its earnings results on Thursday, May 7th. The cryptocurrency exchange reported ($1.49) earnings per share for the quarter, missing the consensus estimate of $0.06 by ($1.55). The business had revenue of $1.41 billion for the quarter, compared to the consensus estimate of $1.49 billion. Coinbase Global had a return on equity of 4.16% and a net margin of 12.20%.The firm’s revenue for the quarter was down 30.5% on a year-over-year basis. During the same quarter in the previous year, the company earned $0.24 earnings per share. As a group, research analysts predict that Coinbase Global will post 1.74 EPS for the current fiscal year.

Insiders Place Their Bets

In other Coinbase Global news, CAO Jennifer N. Jones sold 2,051 shares of Coinbase Global stock in a transaction dated Friday, June 5th. The stock was sold at an average price of $158.15, for a total transaction of $324,365.65. The sale was disclosed in a filing with the SEC, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, insider Lawrence J. Brock sold 6,616 shares of the firm’s stock in a transaction that occurred on Friday, May 22nd. The stock was sold at an average price of $189.01, for a total transaction of $1,250,490.16. Following the transaction, the insider owned 517 shares of the company’s stock, valued at approximately $97,718.17. The trade was a 92.75% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 40,647 shares of company stock worth $7,331,841 over the last quarter. 16.66% of the stock is currently owned by corporate insiders.

Institutional Investors Weigh In On Coinbase Global

A number of hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. lifted its stake in Coinbase Global by 0.7% in the fourth quarter. Vanguard Group Inc. now owns 26,400,836 shares of the cryptocurrency exchange’s stock valued at $5,970,285,000 after buying an additional 184,043 shares during the period. Geode Capital Management LLC lifted its position in shares of Coinbase Global by 3.2% during the 4th quarter. Geode Capital Management LLC now owns 6,098,062 shares of the cryptocurrency exchange’s stock valued at $1,374,080,000 after acquiring an additional 189,080 shares during the period. Paradigm Operations LP lifted its position in shares of Coinbase Global by 3.3% during the 4th quarter. Paradigm Operations LP now owns 4,262,458 shares of the cryptocurrency exchange’s stock valued at $963,912,000 after acquiring an additional 134,425 shares during the period. Norges Bank bought a new position in Coinbase Global during the fourth quarter worth $656,744,000. Finally, ARK Investment Management LLC grew its holdings in Coinbase Global by 6.1% in the fourth quarter. ARK Investment Management LLC now owns 2,541,928 shares of the cryptocurrency exchange’s stock worth $574,832,000 after purchasing an additional 146,388 shares during the period. 68.84% of the stock is currently owned by institutional investors.

More Coinbase Global News

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

Positive Sentiment: Coinbase received U.K. authorization to provide investment services, allowing it to offer equities and derivatives in addition to crypto in one platform. Investors may view this as a meaningful international growth catalyst and a sign Coinbase is broadening beyond transaction-heavy crypto trading. Coinbase restores prediction markets trading after technical issue
Positive Sentiment: Coinbase also added new trading features, including margin support for Filecoin and spot trading for Wormhole, which suggests continued product expansion and more ways to drive engagement and fee revenue. Coinbase Filecoin Margin Trading Adds Leverage To The Storage Token Trade
Positive Sentiment: Analyst commentary ahead of Coinbase’s quarterly report pointed to expectations for strong bottom-line growth, keeping attention on potential earnings upside if trading volumes improve. Coinbase Global Earnings Preview: What to Expect
Neutral Sentiment: Coinbase restored prediction markets trading after a technical issue briefly prevented users from placing trades. The fix limits lasting damage, but the outage may remind investors that platform reliability remains important as Coinbase expands into more products. Coinbase restores prediction markets trading after technical issue
Neutral Sentiment: Broader crypto sentiment has been weak, with bitcoin and other major tokens falling on geopolitical tensions. That can weigh on Coinbase because its trading revenue is closely tied to crypto market activity. Bitcoin, Ethereum, XRP, Dogecoin Slide as Trump Warns Iran Strikes Could Get ‘Much Worse’
Neutral Sentiment: Coinbase-backed Base is gaining traction, with strong DEX volume and a new token standard for stablecoins and tokenized assets. This supports the long-term ecosystem story, but it is still early-stage for earnings impact. Base to activate B20 standard for stablecoins, RWAs and other tokens

Coinbase Global Company Profile

(Get Free Report)

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.