$COIN

Coinbase Global, Inc.

31 analysts · 2 active debates
SENTIMENT
71% BULL
STANCE FLIPS · 7d
0
LAST VERDICT
BULL
NEXT EARNINGS
See filings
AS OF MAY 8

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Latest analyst takes

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WHERE ANALYSTS DISAGREE ON COIN
updated 14H AGO
$COIN

Clarity Act's Impact On Coinbase

BULL CASE

"COIN appears to benefit from Brian Armstrong flipping to support the relevant policy shift, which the video connects to upside momentum on the chart after the stance change."

Stock MoeANALYST
“EMERGENCY UPLOAD 🚨 BlackRock NUKE ‼️ The Clarity Act, and the End of XRP Retail?”
Apr 23, 2026
BEAR CASE

"Coinbase currently derives over 25% of its corporate revenue from stablecoin operations, and a passive-yield ban or prolonged regulatory ambiguity from the Clarity Act would materially threaten that revenue stream, so I view COIN as exposed until firm legal protections are enacted."

“CLARITY Act’s Trap: Your Crypto Locked In!”
Apr 7, 2026
ANALYST SENTIMENT · 13 TAKES
10 BULL · 77%23% · 3 BEAR
$COIN

Coinbase Custody Concentration Risk

BULL CASE

"Google’s collaboration with Coinbase on post-quantum readiness signals Coinbase is proactively positioning its platform around advanced cryptography and custodial upgrades, which is a constructive indicator of COIN's security and enterprise positioning."

BanklessANALYST
“Will Anthropic's "Mythos" Exploit Crypto Before Quantum Does?”
Apr 10, 2026
BEAR CASE

"Coinbase's custody franchise now concentrates a systemic share of institutional crypto holdings (claimed >80% of US ETF Bitcoin & Ethereum custody and ~1.5M BTC tied to ETF custody), creating major operational and concentration risk despite its business dominance."

“Wall Street’s Secret Bitcoin Takeover (Exposed!)”
Apr 16, 2026
ANALYST SENTIMENT · 3 TAKES
2 BULL · 67%33% · 1 BEAR
STANCE FLASH · COIN
— NO STANCE CHANGES THIS WEEK · ANALYSTS STEADY —
ANALYST COVERAGE

What is the latest research on COIN?

COMPLETE ANALYSIS HISTORY · 3 TAKES

"COIN is vulnerable in an economic slowdown because it relies heavily on order-flow style activity, which tends to deteriorate when trading conditions and risk appetite weaken."

"TOP 5 STOCKS TO WATCH THIS WEEK"

"COIN is the laggard in this tape with lower highs and lower lows since the initial rally, suggesting weakness persists while AI/semi-driven momentum dominates."

@ ~$201.16
"🚨 LPP Live Trading With Ricky Gutierrez 2026"

"COIN’s Base ecosystem is positioned as the easiest, cheapest L2 on-ramp (especially for Coinbase users), and Coinbase Wallet’s account-abstraction smart-wallet features further reduce friction that otherwise leads beginners to overpay on Ethereum mainnet."

@ ~$201.16
"Crypto Exchanges Don't Want You to See This (ETH Fees Trick)"