Bitcoin Rally Impact: Coinbase Global Inc. (COIN) has been a hot topic on X recently, driven by a surge in Bitcoin prices that has lifted crypto-related stocks. Discussions highlight excitement over the stock's recent climb, with some noting its potential to reach new highs if crypto momentum continues. Many are tying the rally to broader market optimism in digital assets.
Valuation Concerns: Despite the bullish tone, there’s a notable undercurrent of caution on X about Coinbase’s valuation. Posts point to analyst downgrades citing high multiples compared to peers and rising operational costs as reasons for concern. Some users warn that volatility in the crypto market could quickly reverse gains.
Market Volatility Debate: Another thread of conversation focuses on how Coinbase is navigating crypto market swings, with recent insider sales adding fuel to debates about the stock’s stability. Users are split on whether current price levels signal strength or an impending correction. The intense volume and price action keep the ticker in the spotlight.
Note: This discussion summary was generated from an AI condensation of post data.
Coinbase Global Inc. Insider Trading Activity
Coinbase Global Inc. insiders have traded $COIN stock on the open market 258 times in the past 6 months. Of those trades, 0 have been purchases and 258 have been sales.
Here’s a breakdown of recent trading of $COIN stock by insiders over the last 6 months:
- BRIAN ARMSTRONG (Chairman and CEO) has made 0 purchases and 96 sales selling 1,340,000 shares for an estimated $489,275,447.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 24 sales selling 355,439 shares for an estimated $110,261,477.
- EMILIE CHOI (President & COO) has made 0 purchases and 13 sales selling 100,000 shares for an estimated $31,087,593.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 62 sales selling 69,346 shares for an estimated $20,732,129.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 20 sales selling 42,601 shares for an estimated $13,430,699.
- LAWRENCE J BROCK (Chief People Officer) has made 0 purchases and 23 sales selling 11,805 shares for an estimated $3,316,918.
- FREDERICK R WILSON has made 0 purchases and 16 sales selling 10,000 shares for an estimated $3,014,586.
- JENNIFER N. JONES (Chief Accounting Officer) has made 0 purchases and 4 sales selling 5,281 shares for an estimated $1,455,314.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coinbase Global Inc. Congressional Stock Trading
Members of Congress have traded $COIN stock 4 times in the past 6 months. Of those trades, 4 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $COIN stock by members of Congress over the last 6 months:
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 2 purchases worth up to $30,000 on 10/17, 10/09 and 0 sales.
- REPRESENTATIVE TIM MOORE purchased up to $50,000 on 09/11.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Coinbase Global Inc. Hedge Fund Activity
We have seen 851 institutional investors add shares of Coinbase Global Inc. stock to their portfolio, and 522 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- CLEAR STREET LLC added 2,302,619 shares (+708.5%) to their portfolio in Q2 2025, for an estimated $807,044,933
- CLEAR STREET DERIVATIVES LLC removed 2,301,296 shares (-100.0%) from their portfolio in Q2 2025, for an estimated $806,581,235
- VANGUARD GROUP INC added 2,007,930 shares (+8.3%) to their portfolio in Q3 2025, for an estimated $677,656,295
- A16Z PERENNIAL MANAGEMENT, L.P. removed 1,530,352 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $516,478,496
- BLACKROCK, INC. added 1,030,235 shares (+6.8%) to their portfolio in Q3 2025, for an estimated $347,694,010
- JANE STREET GROUP, LLC removed 872,494 shares (-98.2%) from their portfolio in Q3 2025, for an estimated $294,458,000
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC added 871,968 shares (+69.2%) to their portfolio in Q3 2025, for an estimated $294,280,480
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Coinbase Global Inc. Analyst Ratings
Wall Street analysts have issued reports on $COIN in the last several months. We have seen 15 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Monness, Crespi, Hardt issued a "Buy" rating on 11/10/2025
- Rosenblatt issued a "Buy" rating on 10/31/2025
- BTIG issued a "Buy" rating on 10/31/2025
- Needham issued a "Buy" rating on 10/31/2025
- HC Wainwright & Co. issued a "Buy" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- Rothschild & Co issued a "Buy" rating on 10/03/2025
To track analyst ratings and price targets for Coinbase Global Inc., check out Quiver Quantitative's $COIN forecast page.
Coinbase Global Inc. Price Targets
Multiple analysts have issued price targets for $COIN recently. We have seen 24 analysts offer price targets for $COIN in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- James Yaro from Goldman Sachs set a target price of $314.0 on 11/21/2025
- Gus Gala from Monness, Crespi, Hardt set a target price of $375.0 on 11/10/2025
- Dan Dolev from Mizuho set a target price of $320.0 on 11/03/2025
- Andrew Harte from BTIG set a target price of $420.0 on 10/31/2025
- John Todaro from Needham set a target price of $400.0 on 10/31/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $425.0 on 10/31/2025
- Kenneth Worthington from JP Morgan set a target price of $399.0 on 10/31/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
