Oppenheimer Lowers Coinbase Global (NASDAQ:COIN) Price Target to $370.00

Coinbase Global (NASDAQ:COIN) had its target price reduced by analysts at Oppenheimer from $381.00 to $370.00 in a research note issued on Monday,Benzinga reports. The brokerage currently has an “outperform” rating on the cryptocurrency exchange’s stock. Oppenheimer’s price target points to a potential upside of 51.38% from the company’s current price.

Other equities research analysts have also issued reports about the company. UBS Group set a $340.00 price objective on Coinbase Global in a research note on Wednesday, December 17th. The Goldman Sachs Group raised Coinbase Global from a “neutral” rating to a “buy” rating and set a $303.00 price target on the stock in a research note on Monday, January 5th. Wall Street Zen lowered Coinbase Global from a “hold” rating to a “sell” rating in a research note on Saturday, November 22nd. Raymond James Financial restated a “market perform” rating on shares of Coinbase Global in a research report on Thursday. Finally, Mizuho set a $280.00 price objective on shares of Coinbase Global in a report on Tuesday, December 16th. One research analyst has rated the stock with a Strong Buy rating, twenty have issued a Buy rating, ten have issued a Hold rating and one has issued a Sell rating to the stock. According to MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $375.18.

Coinbase Global Stock Performance

Coinbase Global stock traded up $3.63 on Monday, hitting $244.41. The company’s stock had a trading volume of 2,983,881 shares, compared to its average volume of 8,053,394. Coinbase Global has a one year low of $142.58 and a one year high of $444.64. The firm has a market cap of $65.90 billion, a P/E ratio of 21.26 and a beta of 3.70. The company has a quick ratio of 2.40, a current ratio of 2.40 and a debt-to-equity ratio of 0.37. The company has a fifty day moving average price of $263.36 and a 200-day moving average price of $314.91.

Coinbase Global (NASDAQ:COIN) last issued its earnings results on Thursday, October 30th. The cryptocurrency exchange reported $1.44 earnings per share for the quarter, beating the consensus estimate of $1.04 by $0.40. The business had revenue of $1.87 billion for the quarter, compared to analyst estimates of $1.77 billion. Coinbase Global had a net margin of 41.99% and a return on equity of 15.70%. The firm’s revenue was up 55.1% on a year-over-year basis. During the same period in the previous year, the business earned $0.28 EPS. On average, equities analysts anticipate that Coinbase Global will post 7.22 earnings per share for the current year.

Insider Buying and Selling at Coinbase Global

In related news, Director Frederick Ernest Ehrsam III sold 1,375 shares of the stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $250.03, for a total value of $343,791.25. The sale was disclosed in a document filed with the SEC, which can be accessed through this link. Also, insider Paul Grewal sold 976 shares of Coinbase Global stock in a transaction on Wednesday, November 26th. The stock was sold at an average price of $260.00, for a total transaction of $253,760.00. Following the sale, the insider directly owned 74,835 shares of the company’s stock, valued at $19,457,100. This represents a 1.29% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 814,554 shares of company stock valued at $239,762,837. 16.56% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Coinbase Global

Several hedge funds have recently added to or reduced their stakes in COIN. Cadent Capital Advisors LLC increased its position in shares of Coinbase Global by 1.0% during the second quarter. Cadent Capital Advisors LLC now owns 3,162 shares of the cryptocurrency exchange’s stock worth $1,108,000 after acquiring an additional 30 shares in the last quarter. Ameriflex Group Inc. boosted its stake in Coinbase Global by 20.0% in the 2nd quarter. Ameriflex Group Inc. now owns 180 shares of the cryptocurrency exchange’s stock worth $68,000 after purchasing an additional 30 shares during the period. Capital Advisors Wealth Management LLC increased its holdings in Coinbase Global by 2.0% during the 3rd quarter. Capital Advisors Wealth Management LLC now owns 1,549 shares of the cryptocurrency exchange’s stock worth $523,000 after purchasing an additional 30 shares in the last quarter. Elevation Wealth Partners LLC raised its stake in shares of Coinbase Global by 37.6% in the 3rd quarter. Elevation Wealth Partners LLC now owns 117 shares of the cryptocurrency exchange’s stock valued at $39,000 after purchasing an additional 32 shares during the period. Finally, West Family Investments Inc. lifted its holdings in shares of Coinbase Global by 3.3% in the third quarter. West Family Investments Inc. now owns 1,029 shares of the cryptocurrency exchange’s stock valued at $347,000 after purchasing an additional 33 shares in the last quarter. Institutional investors and hedge funds own 68.84% of the company’s stock.

More Coinbase Global News

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

• Positive Sentiment: Major banks and analysts upgrade/endorse Coinbase’s growth outlook — Bank of America and Goldman Sachs moved to “Buy” recently, signaling institutional confidence that Coinbase can capture more payments/tokenization use and revenue. Bank of America, Goldman Sachs Upgrade Coinbase (COIN) Stock to ‘Buy’
• Positive Sentiment: Bernstein and other bullish research argue Coinbase is well positioned for a tokenization “supercycle” and broader expansion (including stock trading), supporting higher long-term revenue potential. Bernstein Gives Coinbase (COIN) an Outperform Rating Amid Tokenization Supercycle Outlook
• Positive Sentiment: Management is pushing new product ideas (tokenized stocks) that could expand assets under custody and trading revenues if adoption accelerates. This strategic narrative is supporting investor optimism. Tokenized Stocks Will Transform Trading: Coinbase CEO
• Neutral Sentiment: Some sell‑side nuance: Bernstein trimmed its price target (from $510 to $440) while keeping Outperform — a mixed signal that keeps conviction but tempers upside. Bernstein Lowers PT on Coinbase Global (COIN) Stock
• Neutral Sentiment: New entrants and stablecoin product launches (e.g., World Liberty Financial’s USD1 lending platform) increase ecosystem activity — potentially positive long-term for crypto adoption but also competitive. World Liberty Financial Launches Crypto Lending Platform to Expand Use of USD1 Stablecoin
• Negative Sentiment: Regulatory risk: Coinbase is publicly threatening to withdraw support for a major crypto bill if language restricts stablecoin rewards — the company said stablecoin rewards generated ~$1.3B in 2025, so potential limits would hit a core revenue stream and increase uncertainty. Coinbase Threatens to Abandon Crypto Bill Over Stablecoin Rewards Dispute
• Negative Sentiment: Legislative momentum is active: Senate committees are preparing markups on a broad crypto market-structure bill — passage risk and uncertain amendments keep near-term regulatory overhang elevated. Lawmakers are preparing to try again on major crypto bill. Why it matters and what happens next

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.