Coinbase Global, Inc.
Coinbase operates a platform for consumers, institutions and developers to use crypto assets and other financial products. Its offerings include spot crypto trading, stocks, futures and prediction markets, as well as institutional brokerage and four exchanges: Coinbase Exchange, Coinbase International Exchange, Coinbase Derivatives Exchange and Deribit. Coinbase also provides Base, a blockchain; the Base App, a self-custodial wallet; staking, custody, lending and borrowing services; and Coinbase Developer Platform tools for building crypto-enabled products. Its Coinbase One subscription offers consumer benefits across its product suite. Coinbase makes money from trading fees and spreads, exchange and institutional transaction fees, subscription fees, custody charges, staking commissions, lending services, interest on customer custodial funds and fees from transactions processed on Base. It also shares in the economics of reserves backing USDC under its arrangement with Circle. Coinbase is a remote-first company with 4,951 employees as of December 31, 2025.
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No SEC Form 4 filings for $COIN in the last 30 days.
See all $COIN insider activity →Base, a layer 2 network backed by Coinbase (COIN), activated the Denim upgrade, reducing block times to 200ms. Ethereum (ETH) price remained near $2,229, down 0.5% over 24 hours. The upgrade did not significantly impact ETH demand or ETF flows. Coinbase benefits from increased transaction fees, but ETH's path to $5,000 by 2030 remains uncertain.
Cboe, Citadel Securities, and Healthy Markets sued the CFTC over its approval of perpetual derivatives tied to individual US stocks, arguing they should be classified as security-based swaps under SEC oversight. A judge questioned the CFTC's authority but denied an emergency halt. The case involves KalshiEX, Bitnomial Exchange, and Coinbase Derivatives, with a preliminary injunction request pending.
Coinbase now allows users to borrow USDC against gold (PAXG) via Morpho, adding to existing crypto collateral options. The service is available in the U.S. except New York. Morpho reports $3.4B in collateral and $1.7B in active loans on the platform. The liquidation loan-to-value ratio is 77%, with loan-health updates during gold-market hours.
Over the past 7 days, AlphAI's AI scored 106 news stories mentioning COIN (Coinbase Global, Inc.). Coverage has skewed bearish: 33 bullish, 10 neutral, and 63 bearish.
Recent COIN coverage spans financial news, crypto and market movers.
Coinbase may see modest upside from increased sequencer fees, but no clear revenue boost is quantified.
Coinbase faces heightened regulatory risk that could affect its derivatives business and overall valuation.
The new gold-backed loan product could attract institutional borrowers seeking non‑crypto collateral, increasing loan volume.
No new catalyst; the piece is a post‑earnings commentary.
Target reduction suggests analysts see weaker outlook, likely pressuring the stock.
AlphAI scores every news story that mentions COIN with an AI model for sentiment and relevance, and aggregates insider trades from Coinbase Global, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
Base, a layer 2 network backed by Coinbase (COIN), activated the Denim upgrade, reducing block times to 200ms. Ethereum (ETH) price remained near $2,229, down 0.5% over 24 hours. The upgrade did not significantly impact ETH demand or ETF flows. Coinbase benefits from increased transaction fees, but ETH's path to $5,000 by 2030 remains uncertain.
Cboe, Citadel Securities, and Healthy Markets sued the CFTC over its approval of perpetual derivatives tied to individual US stocks, arguing they should be classified as security-based swaps under SEC oversight. A judge questioned the CFTC's authority but denied an emergency halt. The case involves KalshiEX, Bitnomial Exchange, and Coinbase Derivatives, with a preliminary injunction request pending.
Coinbase now allows users to borrow USDC against gold (PAXG) via Morpho, adding to existing crypto collateral options. The service is available in the U.S. except New York. Morpho reports $3.4B in collateral and $1.7B in active loans on the platform. The liquidation loan-to-value ratio is 77%, with loan-health updates during gold-market hours.
Coinbase (COIN) reported Q3 2026 net revenues of $1.16B, with 49% from subscriptions. Adjusted EBITDA was $333M, marking 15 consecutive positive quarters. Stablecoin revenues and staking grew, but trading remains volatile. Net income surged 66% YoY to $719M, though adjusted net income was $78M. COIN stock is down 39.5% YTD, trading at a P/E of 51.09. Analysts expect 2026 revenue and earnings declines but 2027 growth.
Freedom Broker reduced its Coinbase (COIN) price target to $175 from $185, maintaining a Buy rating. Coinbase reported Q3 revenue of $1.22B, flat sequentially and down 35% YoY, with adjusted EBITDA of $333M. Q4 guidance was below expectations. Analysts have mixed views on COIN's outlook, with some downgrading ratings and others maintaining Buy ratings with adjusted price targets.
Coinbase, Robinhood, and Circle are expanding into stablecoins, payments, and prediction markets, but earnings show challenges. Coinbase's Q3 transaction revenue fell 23% YoY, while Circle's reserve income dropped 8%. Analysts have mixed views on Coinbase's future, with price targets ranging from $120 to $207. Stablecoin growth is noted, but margins remain a concern.
Crypto exchanges disclosed cold storage ratios following Binance's hack. Gate reports 88.26% in cold storage, Coinbase 99%, Upbit 99.17%, and OKX over 95%. Binance did not specify its split. Exchanges aim to reassure users about security.
Bitcoin (BTC) dropped from $80,800 to $75,642 due to U.S. midterm election results, sparking a selloff in AI-related stocks and crypto assets. Coinbase (COIN) and MicroStrategy (MSTR) fell about 10%, while mining firms Keel Infrastructure and Bitdeer dropped around 20%. Forced liquidations in crypto reached $1.03 billion, the largest since late October. Analysts cite regulatory uncertainty and weak semiconductor earnings as key concerns.
Coinbase (COIN) shares dropped 9% as Bitcoin fell below $76,000, amplifying its losses due to its reliance on crypto transaction fees and holdings. Analysts predict small losses in 2026 and a slow recovery in earnings. The stock trades at a high forward multiple, prompting caution.
Sandisk led declines among AI-linked stocks, dropping 10.56%, with other companies like SK hynix, Micron, and Marvell also falling. Crypto-related stocks showed mixed performance, with Coinbase and Strategy rising, while Bitdeer and Circle declined.
