Coinbase Global Gestion
Gestion contrôle des critères 3/4
Le PDG Coinbase Global est Brian Armstrong, nommé en May2012, a un mandat de 14.08 ans. La rémunération annuelle totale est $ 9.71M, composée du salaire de 10.3% et des bonus 89.7%, y compris les actions et options de la société. détient directement 9.73% des actions de la société, d'une valeur de $ 3.85B. La durée moyenne de mandat de l'équipe de direction et du conseil d'administration est respectivement 7 ans et 5.5 ans.
Informations clés
Brian Armstrong
Directeur général
US$9.7m
Rémunération totale
| Pourcentage du salaire du PDG | 10.30% |
| Durée du mandat du directeur général | 14.1yrs |
| Propriété du PDG | 9.7% |
| Durée moyenne d'occupation des postes de direction | 7yrs |
| Durée moyenne du mandat des membres du conseil d'administration | 5.5yrs |
Mises à jour récentes de la gestion
Recent updates
Mise à jour du récit • Jun 17
COIN: Everything Exchange Expansion And CLARITY Act Timing Will Drive Future Upside
Analysts have trimmed their average price targets on Coinbase Global stock into a tighter range, with several firms cutting targets to around $140 to $200 due to concerns about softer near term trading revenue, the timing of regulation, and sector valuation multiples, even as updated fair value and P/E assumptions shift only modestly in recent models. Analyst Commentary Recent research on Coinbase Global highlights a split view, with several firms trimming price targets while others point to potential upside drivers around execution, cost discipline, and the long term growth opportunity in crypto trading and services.
Nouveau récit • Jun 05
Coinbase is your leverage on Crypto
I think Coinbase is best understood as a leveraged bet on long-term crypto adoption, rather than a normal operating business with smooth, predictable growth. What matters most is not whether next year looks clean, but whether crypto becomes a meaningfully larger asset class over time.Mise à jour du récit • Jun 03
COIN: Everything Exchange And Clarity Act Progress Will Drive Long Term Upside
Coinbase Global's analyst price target has been trimmed, with fair value moving from about $372.81 to $363.32 as analysts factor in a softer near term revenue backdrop, updated earnings power assumptions, and mixed signals from recent price target revisions across the Street. Analyst Commentary Recent Street research around Coinbase Global reflects a mix of trimmed and lifted targets, with many firms recalibrating their models around revenue sensitivity to trading volumes, stablecoin activity, and evolving regulation.Seeking Alpha • May 29
Coinbase: Great Business, But Not Enough Margin Of Safety Yet
Summary Coinbase had a soft Q1, but the long-term platform story remains intact. Coinbase still reached an all-time high in crypto trading volume market share. CLARITY, Deribit, and new futures products could support long-term growth. I rate COIN a Hold because the upside is not enough for the risk. Read the full article on Seeking AlphaMise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Nouveau récit • 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).Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.
Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Mise à jour du récit • 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.Analyse de la rémunération des PDG
| Date | Rémunération totale | Salaire | Bénéfices de l'entreprise |
|---|---|---|---|
| Mar 31 2026 | n/a | n/a | US$801m |
| Dec 31 2025 | US$10m | US$1m | US$1b |
| Sep 30 2025 | n/a | n/a | US$3b |
| Jun 30 2025 | n/a | n/a | US$3b |
| Mar 31 2025 | n/a | n/a | US$1b |
| Dec 31 2024 | US$7m | US$1m | US$3b |
| Sep 30 2024 | n/a | n/a | US$2b |
| Jun 30 2024 | n/a | n/a | US$1b |
| Mar 31 2024 | n/a | n/a | US$1b |
| Dec 31 2023 | US$5m | US$1m | US$95m |
| Sep 30 2023 | n/a | n/a | -US$736m |
| Jun 30 2023 | n/a | n/a | -US$1b |
| Mar 31 2023 | n/a | n/a | -US$2b |
| Dec 31 2022 | US$7m | US$1m | -US$3b |
| Sep 30 2022 | n/a | n/a | -US$1b |
| Jun 30 2022 | n/a | n/a | -US$266m |
| Mar 31 2022 | n/a | n/a | US$3b |
| Dec 31 2021 | US$3m | US$1m | US$3b |
| Sep 30 2021 | n/a | n/a | US$2b |
| Jun 30 2021 | n/a | n/a | US$2b |
| Mar 31 2021 | n/a | n/a | US$218m |
| Dec 31 2020 | US$59m | US$1m | US$108m |
Rémunération vs marché: La rémunération totale de Brian ($USD 9.71M ) est inférieure à la moyenne des entreprises de taille similaire sur le marché US ($USD 14.56M ).
Rémunération et revenus: La rémunération de Brian a augmenté de plus de 20 % tandis que les bénéfices de l'entreprise ont chuté de plus de 20 % au cours de l'année écoulée.
PDG
Brian Armstrong (43 yo)
14.1yrs
Titularisation
US$9,713,000
Compensation
Mr. Brian Armstrong co-founded Coinbase Global, Inc. in 2012 and has been its Chief Executive Officer and Director since May 2012 and its Chairman since February 2021. He serves as CEO, CFO, Secretary and...
Équipe de direction
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 14.1yrs | US$9.71m | 9.73% $ 3.8b | |
| President & COO | 7yrs | US$22.20m | 0.26% $ 102.1m | |
| Co-Founder & Independent Director | no data | US$339.58k | 5.57% $ 2.2b | |
| Chief Financial Officer | 8.2yrs | US$14.24m | 0.14% $ 56.4m | |
| Chief Legal Officer & Corporate Secretary | 5.8yrs | US$20.74m | 0.032% $ 12.7m | |
| Chief People Officer | 7.3yrs | US$9.74m | 0.0081% $ 3.2m | |
| Chief Accounting Officer | no data | pas de données | pas de données | |
| Vice President of Investor Relations | no data | pas de données | pas de données | |
| Chief Policy Officer | 5.1yrs | pas de données | pas de données | |
| VP & Regional MD of EMEA | 3.7yrs | pas de données | pas de données | |
| Head of Stablecoins | no data | pas de données | pas de données | |
| Head of Financial Services & Loyalty Products | no data | pas de données | pas de données |
7.0yrs
Durée moyenne de l'emploi
48yo
Âge moyen
Gestion expérimentée: L'équipe dirigeante de COIN est chevronnée et expérimentée (7 années d'ancienneté moyenne).
Membres du conseil d'administration
| Nom | Position | Titularisation | Compensation | Propriété |
|---|---|---|---|---|
| Co-Founder | 14.1yrs | US$9.71m | 9.73% $ 3.8b | |
| Co-Founder & Independent Director | 13.3yrs | US$339.58k | 5.57% $ 2.2b | |
| Lead Independent Director | 9.4yrs | pas de données | 0.083% $ 32.6m | |
| Independent Director | 5.5yrs | US$339.58k | 0.44% $ 173.0m | |
| Independent Director | 1.9yrs | US$344.60k | 0.0076% $ 3.0m | |
| Independent Director | 5.5yrs | US$441.45k | 0.013% $ 5.2m | |
| Independent Director | 4.3yrs | US$324.82k | 0.085% $ 33.5m | |
| Independent Director | 5.8yrs | US$431.41k | 0.0045% $ 1.8m | |
| Director | 1.9yrs | US$324.82k | 0.0011% $ 454.8k |
5.5yrs
Durée moyenne de l'emploi
54yo
Âge moyen
Conseil d'administration expérimenté: Les membres du conseil d'administration de COIN sont considérés comme expérimentés (ancienneté moyenne 5.5 ans).
Analyse de l'entreprise et données financières
| Données | Dernière mise à jour (heure UTC) |
|---|---|
| Analyse de l'entreprise | 2026/06/25 09:53 |
| Cours de l'action en fin de journée | 2026/06/25 00:00 |
| Les revenus | 2026/03/31 |
| Revenus annuels | 2025/12/31 |
Sources de données
Les données utilisées dans notre analyse de l'entreprise proviennent de S&P Global Market Intelligence LLC. Les données suivantes sont utilisées dans notre modèle d'analyse pour générer ce rapport. Les données sont normalisées, ce qui peut entraîner un délai avant que la source ne soit disponible.
| Paquet | Données | Cadre temporel | Exemple de source américaine * |
|---|---|---|---|
| Finances de l'entreprise | 10 ans |
| |
| Estimations consensuelles des analystes | +3 ans |
|
|
| Prix du marché | 30 ans |
| |
| Propriété | 10 ans |
| |
| Gestion | 10 ans |
| |
| Principaux développements | 10 ans |
|
* Exemple pour les titres américains ; pour les titres non américains, des formulaires réglementaires et des sources équivalentes sont utilisés.
Sauf indication contraire, toutes les données financières sont basées sur une période annuelle mais mises à jour trimestriellement. C'est ce qu'on appelle les données des douze derniers mois (TTM) ou des douze derniers mois (LTM). En savoir plus.
Modèle d'analyse et flocon de neige
Les détails du modèle d'analyse utilisé pour générer ce rapport sont disponibles sur notre page Github, nous proposons également des guides pour apprendre à utiliser nos rapports et des tutoriels sur YouTube.
Découvrez l'équipe de classe mondiale qui a conçu et construit le modèle d'analyse Simply Wall St.
Indicateurs de l'industrie et du secteur
Nos indicateurs de secteur et de section sont calculés toutes les 6 heures par Simply Wall St. Les détails de notre processus sont disponibles sur Github.
Sources des analystes
Coinbase Global, Inc. est couverte par 44 analystes. 29 de ces analystes ont soumis les estimations de revenus ou de bénéfices utilisées comme données d'entrée dans notre rapport. Les soumissions des analystes sont mises à jour tout au long de la journée.
| Analyste | Institution |
|---|---|
| David Koning | Baird |
| Robert Bamberger | Baird |
| Benjamin Budish | Barclays |