$CPNG

South Korea's privacy regulator, PIPC, urged call centers to mask customer data and tighten access controls after an inspection found vulnerabilities. Five service providers and four call center operators, including transcosmos Korea, were reviewed. The inspection was prompted by a March incident where a Baemin call center counselor misused customer data. PIPC recommended masking personal information, limiting access rights, and retaining query logs for at least two years.

Barclays kept its Overweight rating for Coupang and increased its price target to $32 from $29, suggesting an 87.7% upside from the Nov 4 close of $17.05, according to the bank.

Bernstein downgraded Coupang to Underperform, reducing its price target to $11 from $12, citing an 8.3% decrease. This implies a 35.5% downside from the Nov 4 close of $17.05.

Coupang's stock has fallen 43.6% over the past year, raising questions about its valuation. The company reported higher revenue but a $501 million net loss, partly due to fire-related costs. Analysts use Discounted Cash Flow (DCF) to assess its intrinsic value, which is estimated to be higher than the current $17.05 share price. Bullish investors highlight margin recovery and automation, while bears point to regulatory costs and international losses.

Crunchyroll, the largest animation streaming platform, has partnered with Coupang Play to launch the 'Crunchyroll Pass' in South Korea. This collaboration allows users to access popular anime titles like 'Chainsaw Man' and 'Demon Slayer' on Coupang Play. According to Crunchyroll, the partnership aims to expand reach in Korea and offer a wider variety of animation content.

Coupang's October payments hit a record 6.2 trillion won, up 5.1% year-over-year, with Coupang Eats growing 12.6%. However, the company reported a $450 million operating loss in Q3, despite a 7% revenue increase to $9.962 billion. The loss includes $248 million from a logistics center fire.

Coupang's average stock price target fell from $23.19 to $22.74, with a range of $12 to $30, according to 17 analysts. This implies 49% upside from the Nov. 3 closing price. The consensus rating remains 'Buy' among 20 analysts, with 16 Buys, 3 Holds, and 1 Sell.

Analysts made several calls: Morgan Stanley reiterated SpaceX as overweight, Citi upgraded Coupang to buy, Guggenheim initiated Lockheed Martin as buy, Rosenblatt upgraded Navitas Semiconductor to buy, Barclays reiterated AMD as overweight, Wolfe upgraded MSG Knickerbockers and initiated MSG Rangers as outperform, Truist upgraded Edwards Lifesciences to buy, Evercore ISI reiterated Apple as outperform, Citi downgraded Adobe to sell, Morgan Stanley downgraded Flagstar to underweight, Wells Fargo…

Mizuho reduced its price target for Coupang (NYSE:CPNG) to $21 from $22, citing concerns over margin recovery and higher Taiwan investment. The firm lowered its fiscal 2027 EBITDA estimate but kept the 2028 estimate unchanged. Coupang reported $35.5 billion in revenue over the last twelve months, with 10% growth, but remains unprofitable with a negative EPS of $0.43. The stock has fallen 53% over the past year to $15.23, with analysts' price targets ranging from $12 to $30.

Coupang Inc. (NYSE:CPNG) reported Q3 2026 revenue of $10.0 billion, beating estimates, but posted a wider-than-expected adjusted loss of -$0.18 per share due to a fulfillment center fire. Shares rose 1.9% post-results. Product Commerce revenue grew 5% YoY, while Developing Offerings increased 23% YoY. The fire caused $248 million in losses, impacting gross profit and operating results.