
Coinbase (COIN) Stock Forecast & Price Target
Coinbase (COIN) Analyst Ratings
Bulls say
Coinbase Global has demonstrated resilience with a stablecoin revenue increase of 3% sequentially to $364 million, even amid unfavorable market conditions. The company saw a notable 37% sequential growth in institutional transaction revenue, reaching $185 million, fueled by heightened derivatives trading activity. Additionally, Coinbase's subscription and services revenue for full-year 2025 rose 23% year-over-year to $2.8 billion, significantly surpassing previous cycles, signaling robust expansion opportunities as it diversifies into non-crypto trading products and additional financial services.
Bears say
Coinbase Global's fourth-quarter 2025 net revenue of $1.71 billion reflected a 5% sequential decline, falling short of both management guidance and market expectations. The company's transaction revenue dropped 6% to $983 million, driven by an 11% quarter-over-quarter decline in the overall market capitalization of cryptocurrencies, further exacerbated by lower asset prices and yields impacting both staking and Stablecoin revenue. As a result of these challenges, Coinbase has revised its fiscal year 2026 transaction revenue estimate down to $4.34 billion, indicating a concerning downward trend in its financial performance amidst broader market weakness.
This aggregate rating is based on analysts' research of Coinbase and is not a guaranteed prediction by Public.com or investment advice.
Coinbase (COIN) Analyst Forecast & Price Prediction
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