Coinbase Global, Inc.

NasdaqGS:COIN Lagerbericht

Marktkapitalisierung: US$51.0b

Coinbase Global Vergangene Ertragsentwicklung

Vergangenheit Kriterienprüfungen 1/6

Coinbase Global verzeichnete einen durchschnittlichen jährlichen Gewinnzuwachs von 14%, während die Gewinne der Branche Capital Markets jährlich um gewachsen und zwar um 6.1%. Die Umsätze verzeichneten einen durchschnittlichen jährlichen Gewinnzuwachs von gewachsen von 6.2%. Die Eigenkapitalrendite von Coinbase Global beträgt 5.9% und die Nettomargen betragen 12.7%.

Wichtige Informationen

13.98%

Wachstumsrate der Gewinne

-2.03%

EPS-Wachstumsrate

Capital Markets Wachstum der Industrie10.26%
Wachstumsrate der Einnahmen6.17%
Eigenkapitalrendite5.94%
Netto-Marge12.74%
Letzte Ertragsaktualisierung31 Mar 2026

Jüngste Aktualisierungen vergangener Leistungen

Recent updates

Seeking Alpha • 19h

Coinbase: Decaying Subscription And Services Revenue Is A Red Flag (Rating Downgrade)

Summary Coinbase faces a downgrade to neutral due to disappointing Q1 earnings and evaporating adjusted EBITDA. COIN's subscription and services revenue, once a key growth driver, decelerated materially, undermining the prior investment thesis. The stock has declined ~20% YTD and ~30% over twelve months, with few near-term catalysts for rebound. Market leadership has shifted to AI-linked hardware and semiconductors, while crypto and software assets like COIN have underperformed. Read the full article on Seeking Alpha
Narrativ-Update • May 08

COIN: Regulatory Progress Around Clarity Act Will Support Long Term Upside

Coinbase Global's updated analyst price target has shifted from about $510 to roughly $373, as analysts factor in more moderate revenue growth expectations alongside higher projected profit margins. The change reflects mixed views on crypto trading volumes, regulatory outcomes and the impact of recent workforce and cost actions.
Narrativ-Update • Apr 23

COIN: CLARITY Act Stalemate Will Limit Future Stablecoin Fee Potential

Analysts kept the central $120 price target for Coinbase unchanged, while recent revisions in their models reflect a higher discount rate, softer profit margin expectations, and a higher future P/E as they balance mixed research views on regulation, trading volumes, and stablecoin-related earnings power. Analyst Commentary Recent Street research around Coinbase Global shows a wide spread in price targets and ratings, with some firms lifting targets on crypto sentiment and stablecoin activity while others turn more cautious on earnings power, regulation, and trading volumes.
Neues Narrativ • Apr 20

Coinbase Global (COIN): The Digital Gateway and the "Bitcoin Halving" Aftermath

Coinbase Global (COIN) , the premier regulated gateway for the digital asset economy, enters Monday, April 20, 2026 , on a date of immense symbolic and mechanical significance: the second anniversary of the 2024 Bitcoin halving. Trading at $218.40 following a volatile session, the stock is navigating a "Post-Halving Maturity" phase where institutional flows now outweigh retail speculation.
Narrativ-Update • Apr 08

COIN: CLARITY Act Impasse And Stablecoin Yield Limits Will Pressure Fee Pools

Analysts kept the fair value estimate for Coinbase Global steady at $120 but slightly adjusted model inputs such as the discount rate, revenue growth, profit margin, and future P/E. These changes followed a wave of mixed price target revisions that reflected both weaker trading volumes and regulatory uncertainty, as well as improving stablecoin activity and crypto sentiment.
Narrativ-Update • Mar 24

COIN: CLARITY Act Stablecoin Yield Restrictions Will Pressure Future Fee Pools

Narrative Update The analyst price target on Coinbase has shifted toward the lower end of a wide $120 to $440 range, as analysts weigh recent target cuts, modest model tweaks to discount rates and margins, and mixed views on CLARITY Act outcomes, stablecoin economics, and crypto trading volumes. Analyst Commentary Recent research paints a split picture on Coinbase, with some large banks pointing to long term opportunities around regulation, stablecoins, and product expansion, while a group of bearish analysts continues to flag execution and valuation risks.
Narrativ-Update • Mar 10

COIN: CLARITY Act Stablecoin Loophole Resolution Will Erode Future Fee Pools

Coinbase Global's analyst price target holds at $120 as analysts balance a wide range of recent target cuts and more cautious crypto assumptions with ongoing debate over regulatory outcomes and the company's longer term role in the sector. Analyst Commentary Recent research on Coinbase Global shows a wide gap between bullish and bearish views, with some firms trimming targets but staying constructive while others lean hard into caution on regulation, trading volumes, and competitive positioning.
Narrativ-Update • Feb 24

COIN: Regulatory Uncertainty Around CLARITY Act Will Pressure Future Profitability

We are lowering our Coinbase Global analyst price target estimate to $120 from $188, reflecting analysts' revised assumptions for softer revenue trends, compressed profit margins, and a higher future P/E multiple. Recent research points to pressure from weaker crypto trading volumes, regulatory uncertainty around the CLARITY Act, and a broad reset of earnings expectations across brokers and exchanges.
Neues Narrativ • Feb 21

Coinbase and the anniversary of the Bybit hack: Lessons for Investors

The Bybit explosion in February 2025 was one of the largest cybersecurity events in the history of digital assets. A sophisticated social engineering attack on a third party wallet provider allowed attackers to authorise illegitimate transfers and drain over 400 000 Ethereum worth over $1.4 billion USD, sending shockwaves through the market and highlighting persistent security vulnerabilities in crypto infrastructure (Kuhn, 2025; Carter, 2025).
Narrativ-Update • Feb 10

COIN: Product Expansion And Tokenization Potential Will Shape Future Profitability

Analysts have trimmed their fair value estimate for Coinbase Global from US$197.56 to about US$188.00, reflecting lower price targets across the Street as they factor in softer recent trading volumes, reduced profit margin assumptions, modestly weaker revenue growth, and a slightly lower future P/E multiple, despite ongoing product expansion and mixed views on crypto regulation and competition. Analyst Commentary Street research on Coinbase Global over recent months has tilted more cautious, with several firms cutting price targets and reassessing the balance between product momentum and execution risk.
Narrativ-Update • Jan 26

COIN: ETF Pressure And Product Expansion Will Shape Future Profitability Balance

Narrative Update: Coinbase Global Analysts have trimmed their fair value estimate for Coinbase Global from about US$209 to roughly US$198, reflecting slightly softer volume expectations, modestly lower long term profit margins, and a lower future P/E multiple. They are factoring in recent price target cuts tied to weaker Q4 trading activity, mixed crypto pricing, USDC trends, potential pressure from low cost bitcoin ETFs, and ongoing uncertainty around US market structure legislation, partially offset by continued confidence in Coinbase's product expansion and "everything exchange" ambitions.
Narrativ-Update • Jan 11

COIN: Rising ETF Competition Will Pressure Trading Fees And Future Profitability

Our analyst price target for Coinbase Global has moved up from about US$190 to roughly US$209 as analysts weigh stronger product momentum, expanding use cases like stock and ETF trading, and long term margin potential against recent price target trims tied to softer Q4 trading volumes and bitcoin ETF related revenue risks. Analyst Commentary Street research on Coinbase Global currently reflects a mix of enthusiasm for the product roadmap and caution around nearer term fundamentals, trading activity, and competition.
Narrativ-Update • Dec 02

COIN: Share Price Will Gain As New Token Platform And Texas Move Unfold

Analysts have slightly lowered their price target for Coinbase Global from $385.27 to $383.46. This adjustment is due to concerns about increased competition from low-cost bitcoin ETFs and a modest reduction in projected revenue growth, even as profit margin expectations improved.
Narrativ-Update • Nov 18

COIN: Share Price Will Benefit From Expansion Into Token Offerings And Texas Incorporation

Analysts have raised their price target for Coinbase Global, increasing it by nearly $3 to approximately $385. They cited strong recent earnings, optimistic revenue growth forecasts, and expanded opportunities in digital assets and blockchain applications.
Narrativ-Update • Nov 03

COIN: Synergistic Blockchain Expansion Will Drive Equity Value And Sector Leadership

Coinbase Global's analyst price target has increased by $8 to $382, as analysts point to solid earnings, expanding profit margins, and emerging growth opportunities as key drivers of the upward revision. Analyst Commentary Recent analyst notes highlight a dynamic range of perspectives regarding Coinbase Global’s prospects, as Wall Street weighs solid quarterly execution against sector and company-specific headwinds.
Narrativ-Update • Oct 20

Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist

Coinbase Global's analyst price target has been modestly increased by approximately $0.62 to $374.67 per share. Analysts point to slightly improved revenue growth expectations and strong margin trends, supported by recent research updates.
Narrativ-Update • Oct 05

Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist

The analyst price target for Coinbase Global has been revised slightly higher to $374 from $370. Analysts point to rising revenue growth, sustained profit margins, and improved cost management as key drivers behind the update.
Narrativ-Update • Sep 20

Blockchain Tokenization Will Expand Markets Though Cybersecurity Risks Persist

Analysts have modestly raised Coinbase’s price target to $370.09, citing improved regulatory clarity, new product and partnership-driven growth opportunities, and cost discipline—though near-term caution remains due to moderating trading volumes and a recent earnings miss. Analyst Commentary Bullish analysts raise price targets due to improving regulatory clarity in the crypto sector, including key policy events and Circle's IPO, which unlocks value through Coinbase's USDC partnership.
Seeking Alpha • Mar 31

Coinbase: A Solid Case For Buying The Dip (Rating Upgrade)

Summary Despite recent market turmoil, Coinbase's valuation has dropped significantly, making it a compelling dip to buy. I'm upgrading the stock to a buy rating. Altcoin prices have shown resilience relative to Bitcoin's sharper drop, which may mean Coinbase's trading revenue won't fall as much as feared. Continued innovation, such as Coinbase One Premium at $300/month and Bitcoin-backed loans, is driving growth in non-transactional recurring revenue streams. Coinbase has also fallen to a very attractive ~9x forward adjusted EBITDA multiple, quite a modest valuation for such a high-growth company. Read the full article on Seeking Alpha
Seeking Alpha • Mar 09

Coinbase: A Perfect Buy Opportunity After The Recent Pullback

Summary Coinbase's revenue is split into transactions and subscriptions & services, with the latter showing consistent growth and becoming increasingly important for long-term profitability. Transaction revenues are expected to decline following BTC price trends, while subscription revenues are projected to grow steadily. Competition from crypto ETFs is not seen as a significant threat. Current valuation suggests a 36% upside by 2028, but I recommend waiting for a price pullback to $220-240 before buying. Read the full article on Seeking Alpha

Aufschlüsselung der Einnahmen und Ausgaben

Wie Coinbase Global Geld verdient und ausgibt. Basierend auf den neuesten gemeldeten Einnahmen der letzten zwölf Monate.

Gewinn- und Umsatzhistorie

NasdaqGS:COIN Einnahmen, Ausgaben und Erträge (USD Millions)
DatumEinnahmenGewinnAllgemeine und VerwaltungskostenF&E-Ausgaben
31 Mar 266,2868012,6791,841
31 Dec 256,8831,2602,6781,671
30 Sep 257,3473,2182,4991,542
30 Jun 256,6832,8612,3151,489
31 Mar 256,6421,4682,2111,466
31 Dec 246,2932,5781,9551,468
30 Sep 245,0011,5601,7871,423
30 Jun 244,4951,4831,6221,368
31 Mar 243,7781,3491,4571,324
31 Dec 232,927951,4071,325
30 Sep 232,627-7361,3821,587
30 Jun 232,580-1,2781,4661,820
31 Mar 232,720-2,2741,7572,109
31 Dec 223,149-2,6252,1112,326
30 Sep 225,041-1,2132,1382,196
30 Jun 225,777-2662,0711,996
31 Mar 227,2022,5791,8961,678
31 Dec 217,8373,0971,5261,291
30 Sep 215,9252,3091,145922
30 Jun 214,9281,924879640
31 Mar 212,887218506409
31 Dec 201,275108336272
30 Sep 2081631276233
30 Jun 206274256212
31 Mar 20576-47259192
31 Dec 19523-30256185

Qualität der Erträge: COIN hat einen großen einmalig Gewinn von $378.8M verbucht, der sich auf die Finanzergebnisse der letzten 12 Monate bis zum 31st March, 2026 auswirkt.

Wachsende Gewinnspanne: COINDie aktuellen Gewinnspannen (12.7%) sind niedriger als im letzten Jahr (22.1%).

Analyse von freiem Cashflow und Gewinn

Analyse des Gewinnwachstums in der Vergangenheit

Ergebnisentwicklung: COINIn den letzten 5 Jahren sind die Gewinne von 14% jährlich gestiegen.

Beschleunigtes Wachstum: COINDas Unternehmen hat im vergangenen Jahr ein negatives Gewinnwachstum verzeichnet, so dass es nicht mit seinem 5-Jahres-Durchschnitt verglichen werden kann.

Erträge im Vergleich zur Industrie: COIN hatte im vergangenen Jahr ein negatives Gewinnwachstum (-45.5%), was einen Vergleich mit dem Branchendurchschnitt Capital Markets (36.1%) erschwert.

Eigenkapitalrendite

Hohe Eigenkapitalrendite: COINDie Eigenkapitalrendite des Unternehmens (5.9%) wird als niedrig angesehen.

Kapitalrendite

Rendite auf das eingesetzte Kapital

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Unternehmensanalyse und Finanzdaten Status

DatenZuletzt aktualisiert (UTC-Zeit)
Unternehmensanalyse2026/05/22 21:43
Aktienkurs zum Tagesende2026/05/22 00:00
Gewinne2026/03/31
Jährliche Einnahmen2025/12/31

Datenquellen

Die in unserer Unternehmensanalyse verwendeten Daten stammen von S&P Global Market Intelligence LLC. Die folgenden Daten werden in unserem Analysemodell verwendet, um diesen Bericht zu erstellen. Die Daten sind normalisiert, was zu einer Verzögerung bei der Verfügbarkeit der Quelle führen kann.

PaketDatenZeitrahmenBeispiel US-Quelle *
Finanzdaten des Unternehmens10 Jahre
  • Gewinn- und Verlustrechnung
  • Kapitalflussrechnung
  • Bilanz
Konsensschätzungen der Analysten+3 Jahre
  • Finanzielle Vorausschau
  • Kursziele der Analysten
Marktpreise30 Jahre
  • Aktienkurse
  • Dividenden, Splits und Aktionen
Eigentümerschaft10 Jahre
  • Top-Aktionäre
  • Insiderhandel
Verwaltung10 Jahre
  • Das Führungsteam
  • Direktorium
Wichtige Entwicklungen10 Jahre
  • Ankündigungen des Unternehmens

* Beispiel für US-Wertpapiere, für nicht-US-amerikanische Wertpapiere werden gleichwertige regulatorische Formulare und Quellen verwendet.

Sofern nicht anders angegeben, beziehen sich alle Finanzdaten auf einen Jahreszeitraum, werden aber vierteljährlich aktualisiert. Dies wird als Trailing Twelve Month (TTM) oder Last Twelve Month (LTM) Daten bezeichnet. Erfahren Sie mehr.

Analysemodell und Schneeflocke

Einzelheiten zu dem Analysemodell, mit dem dieser Bericht erstellt wurde, finden Sie auf unserer Github-Seite. Außerdem bieten wir Leitfäden zur Verwendung unserer Berichte und Tutorials auf YouTube an.

Erfahren Sie mehr über das Weltklasse-Team, das das Simply Wall St-Analysemodell entworfen und entwickelt hat.

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Analysten-Quellen

Coinbase Global, Inc. wird von 44 Analysten beobachtet. 27 dieser Analysten hat die Umsatz- oder Gewinnschätzungen übermittelt, die als Grundlage für unseren Bericht dienen. Die von den Analysten übermittelten Daten werden im Laufe des Tages aktualisiert.

AnalystEinrichtung
David KoningBaird
Robert BambergerBaird
Benjamin BudishBarclays