$CPNG

On CNBC’s “Mad Money Lightning Round,” Jim Cramer recommended buying Carpenter Technology (CRS) after it announced a $1 billion buyback and a 20 cents per share quarterly dividend. He called DXC Technology (DXC) a “value trap” after mixed Q2 results. He also commented on several other stocks including SENS, Ubiquiti (UI), Hess Midstream (HESM), Zeta Global, UL Solutions, and Coupang.

FactSet-reported analyst estimates show Coupang, Inc. average 12-month price target cut to $23.44 from $23.71. Forecasts range from $12 to $30. Based on the Aug. 13 close, the target implies about 44% upside. Consensus rating remains “Buy” with 15 Buys, 3 Holds, and 1 Sell among 19 analysts.

Barclays analyst Liang keeps a $30 price target on Coupang (CPNG), citing Rocket Delivery logistics, Taiwan expansion, advertising, merchant fulfillment, and WOW monetization, plus a Farfetch turnaround removing cash drag. Morningstar expects Product Commerce margins to recover by mid-2027. Coupang is down 31% YTD; 23.2M shares were repurchased for $459M in Q2 under a $2B authorization.

Rogers Harold (See Remarks) sold 192,110 shares of Coupang, Inc. (CPNG) at $16.18 ($3.11M total) on 2026-08-10.

Coupang Inc. CEO Harold Rogers filed a Form 144 with the SEC to sell about 192,110 shares of Class A common stock, valued at about $3.11 million (about 4.5 billion won) to cover tax obligations. The sale is under a Rule 10b5-1 plan adopted for tax payments. CFO Jonathan Lee also filed a smaller planned sale.

Kakao said it will integrate agentic AI into KakaoTalk to detect food-order intent and route users to Coupang Eats for ordering and payment, under an A2A partnership signed Aug. 6. Kakao plans phased rollout in 2H 2026, targeting 10M+ AI MAUs by year-end. Kakao reported Q2 revenue of 2.0985T won and operating profit of 277.0B won.

Coupang Inc. reported its largest quarterly operating loss since listing on the NYSE, citing a record privacy fine in South Korea tied to a major customer data breach. The Personal Information Protection Commission imposed 624.7 billion won ($409 million). The company said user numbers and transaction volume have returned above pre-breach levels, while card spending hit a fresh record and monthly sales fell for the first time in eight years.

Coupang (NYSE:CPNG) reported Q2 results for the quarter ended June 30. Net revenue rose 4% year over year to $8.9B, but operating loss was $556M versus profit a year earlier, including about $410M in South Korea administrative fines. Gross margin fell to 28.2%. Free cash flow dropped to $105M. The article also cites 2025 revenue of $34.5B.

Four US House Judiciary Republicans, led by Jim Jordan, sent a protest letter to Korea’s communications regulator over Korea’s revised Network Act, which took effect on Aug. 7. They say it could chill online speech and be used against US firms and users. The act requires major platforms to delete/block false info and publish transparency reports. Platforms named include Naver, Kakao, Google, Meta, X, and TikTok.

Republican U.S. House Judiciary Committee members sent a protest letter to South Korea over the revised Information and Communication Network Act that took effect last month. They said the law could enable the Korea Communications Commission to punish U.S. platforms and users, citing concerns about unclear definitions and no compliance grace period. They referenced impacts on U.S. companies including Coupang.