COINFinancial Services · Financial Data & Stock ExchangesThe 38 Wall Street analysts covering Coinbase Global, Inc. hold a median 12-month price target of $205 — +24.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 6 of 100 as at 23 Oct 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Coinbase Global, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (48): Analysts have, on balance, been raising their forecasts.
Momentum (16): The shares have been drifting down relative to others.
Size (6): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs quant trader with fourteen years in markets.
The bullish and bearish analyst opinions on COIN, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Data provided by Twelve Data
The green dot is the last close — the median target sits +24.7% from it.
Of the 20 most recent actions, 7 moved their price target up and 1 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Needham | Maintains | Buy | $200 → $205 |
| 13 Oct 2026 | Citigroup | Maintains | Buy | $210 → $230 |
| 9 Oct 2026 | Citizens | Maintains | Market Outperform | $325 → $280 |
| 9 Oct 2026 | Morgan Stanley | Maintains | Equal-Weight | $250 → $258 |
| 7 Oct 2026 | Barclays | Maintains | Underweight | $95 → $149 |
| 7 Oct 2026 | BTIG | Reiterates | Buy | $240 |
| 2 Oct 2026 | Piper Sandler | Maintains | Neutral | $146 → $170 |
| 2 Oct 2026 | Piper Sandler | Maintains | Neutral | — |
| 2 Oct 2026 | Wells Fargo | Initiates | Equal-Weight | $200 |
| 2 Oct 2026 | Wells Fargo | Initiates | Equal-Weight | — |
| 28 Sept 2026 | Baird | Maintains | Neutral | — |
| 28 Sept 2026 | Baird | Maintains | Neutral | $130 → $205 |
| 28 Sept 2026 | Keefe, Bruyette & Woods | Reinstates | Outperform | $237 |
| 16 Sept 2026 | BTIG | Reiterates | Buy | — |
| 16 Sept 2026 | BTIG | Reiterates | Buy | $240 |
| 14 Sept 2026 | Compass Point | Upgrade | Neutral | — |
| 14 Sept 2026 | Compass Point | Upgrade | Neutral | $130 → $177 |
| 10 Sept 2026 | Morgan Stanley | Initiates | Equal-Weight | — |
| 10 Sept 2026 | Morgan Stanley | Initiates | Equal-Weight | $250 |
| 9 Sept 2026 | Goldman Sachs | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
COIN appears in the Radar on the weeks it earns a place.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 23 Oct 2026, Coinbase Global, Inc. returned −49.0% against +14.3% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 12% of US stocks
Cheaper than 17% of US stocks
Cheaper than 26% of US stocks
Cheaper than 4% of US stocks
Higher than 12% of US stocks
Higher than 21% of US stocks
Higher than 81% of US stocks
Higher than 23% of US stocks
Higher than 17% of US stocks
Higher than 37% of US stocks
Higher than 51% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Coinbase Global, Inc. has a market value of $43.4B and an enterprise value of $41.3B.
Revenue in the twelve months to 30 June 2026: $6.3B. The latest quarter shrank 17.3% year on year.
Net income over the same four quarters: −$987.8M, a −15.7% net margin.
Diluted earnings per share, trailing twelve months: $−3.84.
Free cash flow in the twelve months to 30 June 2026: $1.7B.
Trailing P/E: 60.1×; forward P/E: 54.5× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Coinbase Global, Inc. employs 4,951 people — $1.3M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Coinbase Global, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
U.S. spot Ether ETFs have seen about $1.1 billion in investor withdrawals over the past three weeks, with selling continuing. Because the funds hold ETH directly, withdrawals may require them to sell coins.
Why it matters — ETF flows and related ETH sales may be relevant to COIN watchers following activity in crypto markets.
The Motley Fool contrasts Coinbase’s role in institutional and retail cryptocurrency infrastructure with PayPal’s global payments network, free cash flow and more friendly valuation.
Why it matters — The comparison highlights Coinbase’s crypto infrastructure position alongside PayPal’s payments scale and valuation as considerations for COIN watchers.
BlockchAIn Digital Infrastructure outlined a data-center development strategy focused on smaller, power-secured facilities, long-term tenant contracts and project-level financing. CFO Jolienne Halisky presented the strategy, which references a $1 billion-plus Nebius data-center lease.
Why it matters — The item concerns data-center development and leasing rather than Coinbase’s business, so it offers no direct information about COIN.
Coinbase announced that AI agents can now trade within customer accounts. The company shared the news on X on October 22, 2026.
Why it matters — The change is relevant to COIN watchers because it enables AI agents to trade through Coinbase customer accounts.
Wallets tied to BlackRock’s spot ETFs transferred 3,215 BTC, valued at $262.4 million, to Coinbase Prime on October 23, 2026, according to on-chain records. Coinbase Prime also received 38,882 ETH, valued at $93, as stated in the excerpt.
Why it matters — The reported transfers involve Coinbase’s institutional trading desk, a detail relevant to COIN watchers tracking activity on the platform.
The 38 Wall Street analysts covering Coinbase Global, Inc. have a median 12-month price target of $205, with estimates ranging from $110 to $330. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 38 analysts covering Coinbase Global, Inc., 23 rate it a Buy, 13 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Coinbase Global, Inc. 6 out of 100 across roughly 4,600 US stocks as at 23 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 23 Oct 2026, Coinbase Global, Inc. ranks 6 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (48 of 100).
No one can know that. What the data says: the median 12-month target from 38 analysts implies +24.7% from the last close, and Ticker Nerd's factor model ranks Coinbase Global, Inc. 6 out of 100 as at 23 Oct 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Coinbase Global, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for COIN are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $110 to $330 over the next 12 months.
Coinbase Global, Inc. returned -49.0% over the 12 months to 23 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Coinbase Global Inc. Class A Common Stock represents ownership in Coinbase Global, a financial technology company focused on digital assets.
The most recent item we track (24/7 Wall Street, 24 Oct 2026): "Ethereum ETFs Have Lost $1.1 Billion in Three Weeks. What Would Bring Buyers Back?". U.S. spot Ether ETFs have seen about $1.1 billion in investor withdrawals over the past three weeks, with selling continuing. Because the funds hold ETH directly, withdrawals may require them to sell coins.
Coinbase Global Inc. Class A Common Stock represents ownership in Coinbase Global, a financial technology company focused on digital assets. Coinbase operates a platform that serves consumers, institutions, businesses, and developers across the crypto economy, offering services such as crypto trading, custody, wallets, staking, payments infrastructure, and access to onchain applications. Its products are designed to provide a regulated gateway for buying, selling, storing, and using crypto assets, while also supporting market infrastructure and liquidity for institutional clients. Coinbase plays a significant role in the broader digital-asset market by connecting retail and professional users to crypto markets and related blockchain-based services. The company is headquartered in New York, New York.
CEO Mr. Brian Armstrong · 4,951 employees · United States · https://www.coinbase.com
