New York-based Coinbase Global, Inc. (COIN) operates a platform for buying and selling cryptocurrencies. The company is valued at $53.7 billion by market cap and provides consumers with a primary financial account for the crypto economy, a deep-liquidity institutional brokerage, and a suite of on-chain development tools. Shares have underperformed the broader market over the past year. COIN has declined 35.2% over this period, while the S&P 500 has rallied about 15.4%.
In 2026, COIN stock is down 13.7%, versus a 1.8% rise for the S&P 500 on a year-to-date basis. The underperformance extends to comparison with the First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT), which has fallen roughly 17% over the past year. Moreover, the ETF’s 2.2% year-to-date return outpaces the stock’s double-digit losses over the same period. On Oct. 30, 2025, COIN shares closed down 5.8% after reporting its Q3 results.
Revenue came in at $1.9 billion, beating estimates by 4.9%, and the company’s adjusted EPS of $1.44 topped consensus of $1.17. For the current fiscal year ending December 2025, analysts expect EPS to decline 41.1% to $4.48 on a diluted basis. The company’s earnings history is mixed, with three of the last four quarters beating estimates while missing in another. Among the 35 analysts covering COIN stock, the consensus is a “Moderate Buy,” based on 20 “Strong Buy” ratings, one “Moderate Buy,” 12 “Holds,” and two “Strong Sells.”
That configuration is more bullish than a month ago, with 18 analysts suggesting a “Strong Buy.” The mean price target stands at $347.94, about 74.7% above current levels, while the Street-high target of $505 implies upside of roughly 153.5%.
New York-based Coinbase Global, Inc. (COIN) operates a platform for buying and selling cryptocurrencies and is valued at about $53.7 billion by market cap. The company provides a consumer financial account for the crypto economy, a deep-liquidity institutional brokerage, and on-chain development tools. Over the past year, COIN stock has underperformed the broader market. COIN has declined 35.2% year over year, while the S&P 500 has risen roughly 15.4%.
In 2026, COIN is down 13.7% on a year-to-date basis versus a 1.8% gain for the S&P 500. The underperformance also extends to the First Trust SkyBridge Crypto Industry and Digital Economy ETF (CRPT), which has fallen about 17% over the past year, though CRPT’s 2.2% year-to-date return outpaces COIN’s losses. On Oct. 30, 2025, COIN shares closed down 5.8% after reporting its Q3 results. Revenue came in at $1.9 billion, beating estimates by 4.9%, and adjusted EPS of $1.44 topped consensus of $1.17.
For the current fiscal year ending December 2025, analysts expect EPS to decline 41.1% to $4.48 on a diluted basis. The company’s earnings history is mixed, with three of the last four quarters beating estimates while missing in another. Among the 35 analysts covering COIN stock, the consensus is a Moderate Buy, based on 20 Strong Buy ratings, one Moderate Buy, 12 Holds, and two Strong Sells. That configuration is more bullish than a month ago, with 18 analysts suggesting a Strong Buy. The mean price target stands at $347.94, about 74.7% above current levels, while the Street-high target of $505 implies upside of roughly 153.5%.
Among the 35 analysts covering COIN stock, the consensus is a Moderate Buy, based on 20 Strong Buy ratings, one Moderate Buy, 12 Holds, and two Strong Sells. That configuration is more bullish than a month ago, with 18 analysts suggesting a Strong Buy. The mean price target stands at $347.94, about 74.7% above current levels, while the Street-high target of $505 implies upside of roughly 153.5%.
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