Strategic Blueprint LLC Acquires New Shares in Coinbase Global, Inc. $COIN

Strategic Blueprint LLC acquired a new position in shares of Coinbase Global, Inc. (NASDAQ:COIN) in the 3rd quarter, according to its most recent disclosure with the Securities & Exchange Commission. The fund acquired 2,673 shares of the cryptocurrency exchange’s stock, valued at approximately $902,000.

Several other large investors also recently bought and sold shares of COIN. Cadent Capital Advisors LLC boosted its position in shares of Coinbase Global by 1.0% in the 2nd quarter. Cadent Capital Advisors LLC now owns 3,162 shares of the cryptocurrency exchange’s stock worth $1,108,000 after buying an additional 30 shares in the last quarter. Ameriflex Group Inc. raised its position in Coinbase Global by 20.0% during the second quarter. Ameriflex Group Inc. now owns 180 shares of the cryptocurrency exchange’s stock worth $68,000 after acquiring an additional 30 shares during the last quarter. Capital Advisors Wealth Management LLC lifted its holdings in shares of Coinbase Global by 2.0% in the third quarter. Capital Advisors Wealth Management LLC now owns 1,549 shares of the cryptocurrency exchange’s stock valued at $523,000 after purchasing an additional 30 shares in the last quarter. Elevation Wealth Partners LLC grew its position in shares of Coinbase Global by 37.6% in the third 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 last quarter. Finally, Pettinga Financial Advisors LLC grew its position in shares of Coinbase Global by 2.6% in the second quarter. Pettinga Financial Advisors LLC now owns 1,321 shares of the cryptocurrency exchange’s stock valued at $463,000 after purchasing an additional 34 shares during the last quarter. Institutional investors and hedge funds own 68.84% of the company’s stock.

Key Coinbase Global News

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

• Positive Sentiment: Bank of America upgraded COIN to Buy with a $340 target, citing expansion into 24/5 stock trading, prediction markets, real‑world asset tokenization and possible Base‑token monetization — the upgrade signals meaningful upside if execution continues. Read More.
• Positive Sentiment: External integrations are expanding Coinbase’s ecosystem: OwlTing announced integration with Coinbase’s x402 standard (AI‑initiated payments), which could broaden on‑ramps for merchant payments and demand for Coinbase infrastructure. Read More.
• Positive Sentiment: Multiple brokerages and Wall Street notes (including Goldman/Bernstein/Monness coverage items this week) have refreshed Buy ratings or reiterated bullish views, supporting flows into the stock on the upgrade narrative. Read More.
• Neutral Sentiment: Options market activity is elevated — more volume and positioning details could amplify intraday moves but don’t change fundamentals; watch skew and open interest for near‑term volatility signals. Read More.
• Neutral Sentiment: Management is pitching 2026 as a shift from exchange to “global market operator” — a bullish strategic narrative if realized, but it requires execution and time to materially change multiples. Read More.
• Negative Sentiment: Insider selling: CEO Brian Armstrong and director Fred Ehrsam disclosed sizeable share sales in early January; such moves often sap near‑term sentiment even if they’re pre‑planned/routine. Read More.
• Negative Sentiment: CEO comments warning that China’s interest‑paying digital yuan could create a competitive payments edge have raised policy and market‑share concerns for dollar‑pegged stablecoins — a potential margin/competitive headwind. Read More.
• Negative Sentiment: Regional execution/regulatory snags (e.g., paused fiat rails in Argentina) plus recent bitcoin weakness and technical chart pressure are adding flow and technical selling into COIN. Read More. Read More.

Wall Street Analysts Forecast Growth

Several brokerages recently issued reports on COIN. Argus restated a “hold” rating on shares of Coinbase Global in a research report on Tuesday, November 25th. Rothschild Redb raised Coinbase Global from a “hold” rating to a “strong-buy” rating in a report on Friday, October 3rd. Weiss Ratings restated a “hold (c)” rating on shares of Coinbase Global in a research report on Tuesday, October 14th. Cantor Fitzgerald dropped their price objective on Coinbase Global from $459.00 to $320.00 and set an “overweight” rating for the company in a research report on Thursday, December 18th. Finally, Benchmark reissued a “buy” rating on shares of Coinbase Global in a research note on Friday, October 31st. One research analyst has rated the stock with a Strong Buy rating, twenty have assigned a Buy rating, ten have assigned a Hold rating and one has issued a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Moderate Buy” and an average target price of $376.74.

Insider Buying and Selling at Coinbase Global

In other news, CEO Brian Armstrong sold 40,000 shares of the business’s stock in a transaction on Monday, November 17th. The shares were sold at an average price of $271.87, for a total transaction of $10,874,800.00. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this link. Also, Director Frederick Ernest Ehrsam III sold 277,074 shares of the company’s stock in a transaction on Thursday, November 6th. The stock was sold at an average price of $309.92, for a total value of $85,870,774.08. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 839,554 shares of company stock worth $248,795,837 in the last quarter. 16.56% of the stock is owned by insiders.

Coinbase Global Stock Down 2.0%

Shares of NASDAQ:COIN opened at $240.78 on Friday. The company has a current ratio of 2.40, a quick ratio of 2.40 and a debt-to-equity ratio of 0.37. The firm has a market cap of $64.92 billion, a price-to-earnings ratio of 20.83 and a beta of 3.70. The stock’s 50-day moving average price is $263.36 and its two-hundred day moving average price is $315.40. Coinbase Global, Inc. has a 12-month low of $142.58 and a 12-month high of $444.64.

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

Coinbase Global 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.