
Coinbase (COIN) Stock Forecast & Price Target
Coinbase (COIN) Analyst Ratings
Bulls say
Coinbase Global has demonstrated resilience in generating revenue, with its stablecoin revenue rising 3% sequentially to $364 million despite challenging market conditions, including declining effective interest rates and crypto prices. The company also recorded a notable 37% sequential increase in institutional transaction revenue, reaching $185 million, fueled by strong growth in derivatives trading, as highlighted by a 57% surge in trading volumes in February. Additionally, Coinbase's full-year 2025 subscription and services revenue grew 23% year-over-year to $2.8 billion, significantly outpacing the 2021 cycle peak, indicating strong potential for future growth and expansion into adjacent financial services markets.
Bears say
Coinbase Global's fourth-quarter 2025 net revenue of $1.71 billion marked a 5% sequential decline, falling short of the Street estimate of $1.81 billion due to decreased staking and Stablecoin revenue amid lower asset prices and declining interest rates. Additionally, transaction revenue decreased by 6% sequentially to $983 million, attributed to a significant 11% decline in the overall market capitalization of the cryptocurrency sector, leading to weaker than anticipated earnings and revenue metrics. The company's subscription and services revenue also experienced a sequential decline, indicating broader challenges in maintaining growth and profitability in a difficult market environment.
This aggregate rating is based on analysts' research of Coinbase and is not a guaranteed prediction by Public.com or investment advice.
Coinbase (COIN) Analyst Forecast & Price Prediction
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