Added to YB: 2026-01-14
Pitch date: 2026-01-12
COIN [bullish]
Coinbase Global, Inc.
Author Info
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Company Info
Coinbase Global, Inc. operates platform for crypto assets in the United States and internationally. It offers the primary financial account in the crypto economy for consumers; a brokerage platform with a pool of liquidity across the crypto marketplace for institutions; and a suite of products granting access to build onchain for developers.
Market Cap
$64.9B
Pitch Price
N/A
Price Target
350.00 (+44%)
Dividend
N/A
EV/EBITDA
25.89
P/E
20.97
EV/Sales
8.54
Sector
Capital Markets
Category
turnaround
Coinbase: first trade of 2026
COIN: Down 43% from 2025 highs despite institutional moat as 80%+ custodian for BTC/ETH ETFs. Bet on Bitcoin with added durability from staking, L2 chains. $350 PT (+45% upside) vs $232 downside (-5.3%) on anticipated Fed cuts boosting liquidity. Goldman $303, Rosenblatt $325 PTs. 2.25% position due to volatility.
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