Rothschild & Co Redburn Cuts Coinbase Global (NASDAQ:COIN) Price Target to $277.00

Coinbase Global (NASDAQ:COIN) had its price target decreased by Rothschild & Co Redburn from $288.00 to $277.00 in a research report report published on Monday morning,MarketScreener reports.

A number of other brokerages have also recently commented on COIN. Needham & Company LLC lowered their price target on Coinbase Global from $290.00 to $230.00 and set a “buy” rating for the company in a research note on Friday, February 13th. Robert W. Baird set a $165.00 price target on shares of Coinbase Global in a research note on Friday, February 13th. President Capital reduced their target price on shares of Coinbase Global from $472.00 to $236.00 and set a “buy” rating for the company in a report on Wednesday, February 25th. Monness Crespi & Hardt downgraded shares of Coinbase Global from a “hold” rating to a “sell” rating in a research report on Monday, February 23rd. Finally, Compass Point lowered their price target on shares of Coinbase Global from $190.00 to $140.00 and set a “sell” rating on the stock in a research note on Friday, February 20th. Nineteen research analysts have rated the stock with a Buy rating, eleven have given a Hold rating and three have assigned a Sell rating to the company’s stock. According to data from MarketBeat, the stock has a consensus rating of “Hold” and a consensus target price of $270.51.

Coinbase Global Trading Up 1.1%

COIN opened at $198.67 on Monday. Coinbase Global has a fifty-two week low of $139.36 and a fifty-two week high of $444.64. The company has a market cap of $52.46 billion, a price-to-earnings ratio of 45.26, a price-to-earnings-growth ratio of 3.46 and a beta of 3.70. The company has a debt-to-equity ratio of 0.40, a current ratio of 2.34 and a quick ratio of 2.34. The firm has a 50 day simple moving average of $200.02 and a 200 day simple moving average of $266.71.

Coinbase Global (NASDAQ:COIN) 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 business had revenue of $1.78 billion for the quarter, compared to analyst estimates of $1.86 billion. During the same period in the prior year, the firm posted $4.68 EPS. Coinbase Global’s revenue was down 21.6% on a year-over-year basis. On average, sell-side analysts anticipate that Coinbase Global will post 7.22 earnings per share for the current year.

Insider Buying and Selling at Coinbase Global

In other Coinbase Global news, CEO Brian Armstrong sold 40,000 shares of the stock in a transaction on Monday, January 5th. The stock was sold at an average price of $248.96, for a total transaction of $9,958,400.00. The transaction was disclosed in a legal filing with the SEC, which is accessible through this hyperlink. Also, Director Frederick Ernest Ehrsam III sold 2,750 shares of Coinbase Global stock in a transaction on Wednesday, January 14th. The stock was sold at an average price of $260.09, for a total value of $715,247.50. The disclosure for this sale is available in the SEC filing. Insiders have sold a total of 476,920 shares of company stock valued at $84,194,452 in the last ninety days. 16.56% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently made changes to their positions in COIN. Capital Advisors Wealth Management LLC lifted its position in shares of 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 during the period. Elevation Wealth Partners LLC raised its holdings in shares of 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 buying an additional 32 shares in the last quarter. West Family Investments Inc. raised its holdings in shares of Coinbase Global by 3.3% during the 3rd quarter. West Family Investments Inc. now owns 1,029 shares of the cryptocurrency exchange’s stock worth $347,000 after buying an additional 33 shares in the last quarter. StoneX Group Inc. increased its position in Coinbase Global by 1.8% during the 2nd 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 lifted its stake in Coinbase Global by 3.4% in the 3rd 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 last quarter. Institutional investors and hedge funds own 68.84% of the company’s stock.

Trending Headlines about Coinbase Global

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

• Positive Sentiment: Coinbase launched “Agentic Wallets” for AI agents and highlighted rising volume in machine-driven crypto payments — a potential long-term growth driver for transaction and custody revenue. AI Agents Set to Dominate Crypto Payments: Armstrong and CZ Weigh In
• Positive Sentiment: A large on-chain player (Bitmine) moved ~$19.5M of ETH into Coinbase Prime — signaling continued institutional activity and custody usage on Coinbase’s platform. That can support trading/custody volumes and fees. Bitmine (BMNR) Transfers $19.5M in ETH to Coinbase Prime Following Massive Accumulation Spree
• Neutral Sentiment: Coinbase’s Chief Policy Officer published recommendations on stablecoin regulation — constructive for shaping future rules but regulatory outcomes remain uncertain and timing is unclear. Coinbase CPO Lists 5 Critical Errors US Congress Should Avoid In Stablecoin Regulation
• Neutral Sentiment: CEO Brian Armstrong reiterated bullish long-term views on Bitcoin (and commented on supply dynamics), which supports Coinbase’s core market narrative but doesn’t change near-term revenue/earnings trajectory. Brian Armstrong Says Mining Next 1 Million Bitcoin Will Take Over 100 Years, Coinbase CEO Hails BTC As ‘Decentralized, Inflation-Proof’
• Neutral Sentiment: Several retail/analysis pieces (Zacks, Yahoo) are re-examining whether COIN is a buy given its high multiple and watchlist interest; these discuss stock interest but do not provide new fundamental catalysts. COIN Lags Industry YTD, Trades at Premium: What Should Investors Do?
• Neutral Sentiment: Short-interest notices in the feed show inconsistent/zero values (NaN/0 shares) — data appears unreliable and doesn’t signal a clear short squeeze or build as reported. (Feed entries dated March 10–11.)
• Negative Sentiment: Analysts and articles note COIN is trailing the industry year-to-date and trading at a premium amid falling earnings estimates — this valuation and earnings risk is weighing on investor sentiment. COIN Lags Industry YTD, Trades at Premium: What Should Investors Do?
• Negative Sentiment: High-profile commentators (Jim Cramer) suggested investors might prefer buying bitcoin directly rather than COIN, which can divert capital away from the stock even as crypto adoption rises. Jim Cramer on Coinbase Global: “What I Would Suggest You Do Is Just Buy Bitcoin, It’s Cleaner”

About Coinbase Global

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.