Coinbase (COIN) Is Up 5.5% After Webuy Global Adopts Coinbase Commerce for Crypto Payments – Has The Bull Case Changed?

• Webuy Global Ltd. recently integrated Coinbase Commerce into its platform, allowing travelers across over 180 countries to pay for travel packages and products using hundreds of cryptocurrencies, including the stablecoin USDC.
• This move highlights Coinbase’s expanding role in enabling cross-border crypto payments and showcases how stablecoin adoption is smoothing global travel transactions by minimizing currency risk and streamlining payment settlements.
• We will explore how the integration of Coinbase Commerce with Webuy Global accelerates Coinbase’s reach and relevance in international crypto payments.

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Coinbase Global Investment Narrative Recap

Owning Coinbase Global stock means having conviction in the expanding use of crypto for real-world payments, ongoing adoption of stablecoins, and the company’s ability to defend its market position as digital finance evolves. While the Webuy Global integration showcases real-world traction for Coinbase Commerce and stablecoin payments, it is not likely to significantly change the most important near-term driver, trading volumes, or alter regulatory risks, which remain the largest uncertainty for earnings and growth.

Among Coinbase's recent initiatives, its deepening relationship with PayPal to support PayPal USD (PYUSD) stablecoin transactions stands out as highly relevant to the Webuy partnership. Both developments highlight Coinbase’s push to accelerate stablecoin adoption globally, reinforcing its plan to diversify revenue beyond trading fees and increase resilience to market cycles.

However, despite the clear progress, it is important for investors to also keep in mind the risk of ongoing regulatory uncertainties...

Read the full narrative on Coinbase Global (it's free!)

Coinbase Global's outlook anticipates $8.0 billion in revenue and $2.0 billion in earnings by 2028. This implies an annual revenue growth rate of 8.3%, but a projected earnings decrease of $0.6 billion from current earnings of $2.6 billion.

Uncover how Coinbase Global's forecasts yield a $273.90 fair value, a 27% downside to its current price.

Exploring Other Perspectives

Twenty-four Simply Wall St Community members estimated Coinbase’s fair value from US$140.68 to US$400, reflecting wide-ranging projections. At the same time, regulatory uncertainty could materially affect Coinbase’s business model and future revenue streams, so explore these diverging market perspectives further before making your own judgment.

Explore 24 other fair value estimates on Coinbase Global - why the stock might be worth as much as 7% more than the current price!

Build Your Own Coinbase Global Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Coinbase Global research is our analysis highlighting 2 key rewards and 2 important warning signs that could impact your investment decision.
• Our free Coinbase Global research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Coinbase Global's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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