Coinbase Global (NASDAQ:COIN) had its price objective dropped by investment analysts at Sanford C. Bernstein from $440.00 to $330.00 in a research report issued on Monday,Benzinga reports. The firm currently has an “outperform” rating on the cryptocurrency exchange’s stock. Sanford C. Bernstein’s price target would indicate a potential upside of 88.99% from the stock’s current price.
COIN has been the topic of several other reports. HC Wainwright reduced their price objective on Coinbase Global from $425.00 to $350.00 and set a “buy” rating on the stock in a research note on Wednesday, February 11th. Bank of America upgraded shares of Coinbase Global from a “neutral” rating to a “buy” rating and set a $340.00 target price for the company in a research note on Thursday, January 8th. Deutsche Bank Aktiengesellschaft set a $250.00 target price on shares of Coinbase Global in a report on Friday, February 13th. Needham & Company LLC reduced their price target on shares of Coinbase Global from $290.00 to $230.00 and set a “buy” rating on the stock in a research report on Friday, February 13th. Finally, Raymond James Financial reaffirmed a “market perform” rating on shares of Coinbase Global in a report on Thursday, January 8th. Nineteen equities research analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and three have given a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $267.47.
Check Out Our Latest Stock Report on COIN
Coinbase Global Trading Up 8.6%
Coinbase Global (NASDAQ:COIN – Get Free Report) last released its earnings results on Thursday, February 12th. The cryptocurrency exchange reported $0.66 EPS for the quarter, missing analysts’ consensus estimates of $0.83 by ($0.17). Coinbase Global had a return on equity of 8.68% and a net margin of 17.55%.The firm had revenue of $1.78 billion for the quarter, compared to the consensus estimate of $1.86 billion. During the same period in the prior year, the business earned $4.68 EPS. The company’s quarterly revenue was down 21.6% on a year-over-year basis. On average, analysts anticipate that Coinbase Global will post 7.22 earnings per share for the current fiscal year.
Insider Buying and Selling
In other Coinbase Global news, CFO Alesia J. Haas sold 9,950 shares of the business’s stock in a transaction dated Monday, March 16th. The shares were sold at an average price of $201.60, for a total transaction of $2,005,920.00. Following the completion of the transaction, the chief financial officer directly owned 387,221 shares of the company’s stock, valued at $78,063,753.60. The trade was a 2.51% decrease in their position. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, Director Frederick Ernest Ehrsam III sold 1,375 shares of the firm’s stock in a transaction that occurred on Thursday, January 15th. The shares were sold at an average price of $250.27, for a total transaction of $344,121.25. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 438,120 shares of company stock valued at $73,878,750 in the last quarter. Company insiders own 16.56% of the company’s stock.
Hedge Funds Weigh In On Coinbase Global
Several hedge funds and other institutional investors have recently made changes to their positions in the business. Capital Advisors Wealth Management LLC raised its stake 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 valued at $523,000 after acquiring an additional 30 shares in the last quarter. Elevation Wealth Partners LLC boosted its position in Coinbase Global by 37.6% during the 3rd quarter. Elevation Wealth Partners LLC now owns 117 shares of the cryptocurrency exchange’s stock worth $39,000 after acquiring an additional 32 shares during the period. West Family Investments Inc. grew its stake 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 worth $347,000 after purchasing an additional 33 shares in the last quarter. StoneX Group Inc. grew its stake in shares of Coinbase Global by 1.8% in the second quarter. StoneX Group Inc. now owns 1,970 shares of the cryptocurrency exchange’s stock worth $690,000 after purchasing an additional 34 shares in the last quarter. Finally, Forvis Mazars Wealth Advisors LLC increased its holdings in shares of Coinbase Global by 3.4% during the third quarter. Forvis Mazars Wealth Advisors LLC now owns 1,040 shares of the cryptocurrency exchange’s stock valued at $351,000 after purchasing an additional 34 shares during the period. 68.84% of the stock is currently owned by institutional investors and hedge funds.
Coinbase Global News Roundup
Here are the key news stories impacting Coinbase Global this week:
- Positive Sentiment: Macro risk-off to risk-on swing — President Trump signaled willingness to end the multi-week conflict with Iran, which pushed risk assets higher and directly helped crypto-linked equities like Coinbase rebound as investors rotated back into higher-beta names. Article Title
- Positive Sentiment: Base network strategic push — Coinbase’s Base L2 roadmap for 2026 emphasizes markets, payments, stablecoins and AI-agent support (faster settlement, lower costs, new tokenized markets). Execution here could expand transaction volumes, product take-rates and ecosystem revenue for Coinbase over time. Article Title
- Positive Sentiment: Venture/partner ecosystem activity — Coinbase Ventures participated in deals (e.g., Midas’ $50M raise) that support tokenization and on-chain liquidity primitives — positive for long-term product pipeline and institutional partnerships. Article Title
- Neutral Sentiment: Media/celebrity commentary — Jim Cramer advised buying Bitcoin rather than Coinbase on Mad Money; the mention raises awareness but was not a direct catalyst for a sustained move in COIN. Short-term headline noise, not a fundamentals shift. Article Title
- Neutral Sentiment: XRP listing controversy resurfaced (old Ripple exec tweets) — reputational noise around token listings but unlikely to materially change Coinbase’s broader listing or compliance approach. Article Title
- Neutral Sentiment: CoinDCX anti-fraud initiative (Coinbase-backed exchange) — positive for industry trust but limited direct impact on Coinbase’s near-term revenue. Article Title
- Negative Sentiment: Tax and regulatory headwinds — Coinbase/CoinTracker survey shows many crypto users misunderstanding new IRS rules; higher compliance risk and reporting complexity could reduce trading activity or create execution/frictional costs. This is a structural headwind for transaction revenue. Article Title
- Negative Sentiment: Analyst price-target cut — Sanford C. Bernstein lowered its Coinbase price target (while keeping an Outperform). A lowered PT can weigh on sentiment and cap near-term upside even if the long-term thesis remains intact. Article Title
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.
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