Coinbase Global, Inc.

NasdaqGS:COIN 株式レポート

時価総額：US$50.4b

Coinbase Global 将来の成長

Future 基準チェック /36

Coinbase Global利益と収益がそれぞれ年間31.8%と9.3%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に12.4% 28%なると予測されています。

主要情報

31.8%

収益成長率

28.05%

EPS成長率

Capital Markets 収益成長11.7%
収益成長率9.3%
将来の株主資本利益率12.39%
アナリストカバレッジ

Good

最終更新日20 May 2026

今後の成長に関する最新情報

Recent updates

ナラティブの更新 • 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.
ナラティブの更新 • 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.
Seeking Alpha • Apr 22

Coinbase: Don't Enter Just Yet

Summary Coinbase Global, Inc. still depends heavily on crypto sentiment, and I expect more short-term weakness if Bitcoin continues its post-Q4 2025 downtrend. Even after dropping more than 50% from its highs, COIN does not yet look cheap enough to offer the kind of asymmetric upside I want. The business is improving underneath that, with 12 products already above $100M in annualized revenue and subscription revenue now above 40% of net revenue. That is why my view is Hold: near-term downside risk still matters, but long-term optionality in stablecoins, product expansion, and diversification remains very real. Read the full article on Seeking Alpha
新しいナラティブ • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
新しいナラティブ • 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).
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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.
ナラティブの更新 • 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

業績と収益の成長予測

NasdaqGS:COIN - アナリストの将来予測と過去の財務データ ( )USD Millions
日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数
12/31/20288,2912,0163,8022,1939
12/31/20277,8121,5643,1161,72426
12/31/20266,1941861,7582,09127
3/31/20266,2868011,7561,756N/A
12/31/20256,8831,2602,4262,426N/A
9/30/20257,3473,2181,9081,908N/A
6/30/20256,6832,8613,3893,389N/A
3/31/20256,6421,4683,5453,545N/A
12/31/20246,2932,5783,1043,104N/A
9/30/20245,0011,5601,5871,587N/A
6/30/20244,4951,4831,2041,204N/A
3/31/20243,7781,349871871N/A
12/31/20232,92795673673N/A
9/30/20232,627-736173183N/A
6/30/20232,580-1,278-554-529N/A
3/31/20232,720-2,274-1,082-1,031N/A
12/31/20223,149-2,625-1,585-1,585N/A
9/30/20225,041-1,213-4,635-4,539N/A
6/30/20225,777-266-3,887-3,799N/A
3/31/20227,2022,579443535N/A
12/31/20217,8373,0973,9554,038N/A
9/30/20215,9252,3099,8499,895N/A
6/30/20214,9281,9249,7159,761N/A
3/31/20212,8872185,9275,946N/A
12/31/20201,275108275294N/A
9/30/202081631576628N/A
6/30/20206274119202N/A
3/31/2020576-47122212N/A
12/31/2019523-30N/A-81N/A

アナリストによる今後の成長予測

収入対貯蓄率: COINの予測収益成長率 (年間31.8% ) は 貯蓄率 ( 3.5% ) を上回っています。

収益対市場: COINの収益 ( 31.8% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。

高成長収益: COINの収益は今後 3 年間で 大幅に 増加すると予想されています。

収益対市場: COINの収益 ( 9.3% ) US市場 ( 11.6% ) よりも低い成長が予測されています。

高い収益成長: COINの収益 ( 9.3% ) 20%よりも低い成長が予測されています。

一株当たり利益成長率予想

将来の株主資本利益率

将来のROE: COINの 自己資本利益率 は、3年後には低くなると予測されています ( 12.4 %)。

成長企業の発掘

7D

1Y

7D

1Y

7D

1Y

企業分析と財務データの現状

データ最終更新日（UTC時間）
企業分析2026/05/21 21:39
終値2026/05/21 00:00
収益2026/03/31
年間収益2025/12/31

データソース

企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。

パッケージデータタイムフレーム米国ソース例
会社財務10年
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。

特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。

分析モデルとスノーフレーク

本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。

シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。

業界およびセクターの指標

私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。

アナリスト筋

Coinbase Global, Inc. 27 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。44

アナリスト機関
David KoningBaird
Robert BambergerBaird
Benjamin BudishBarclays