Crypto Market Crash Impact: Recent discussions on X about Coinbase Global Inc. (COIN) have centered on a sharp decline in its stock price following a broader cryptocurrency market crash. Many users are expressing concern over the impact of market volatility on the company’s financial outlook. This has sparked intense debate about the sustainability of crypto-related stocks in turbulent times.
Insider Sales and Valuation Concerns: Another hot topic on X involves insider sales of COIN stock worth millions, alongside worries about high valuations. Some users argue that the stock may be overpriced given current market conditions, while others see long-term potential despite short-term setbacks. The mix of opinions keeps the conversation lively and polarized.
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 244 times in the past 6 months. Of those trades, 0 have been purchases and 244 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 90 sales selling 1,300,000 shares for an estimated $478,400,586.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 24 sales selling 365,779 shares for an estimated $113,084,727.
- 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 57 sales selling 70,322 shares for an estimated $21,245,432.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 17 sales selling 35,359 shares for an estimated $11,447,145.
- LAWRENCE J BROCK (CHIEF PEOPLE OFFICER) has made 0 purchases and 19 sales selling 11,805 shares for an estimated $3,423,629.
- 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 8 sales selling 4,340 shares for an estimated $1,250,372.
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 854 institutional investors add shares of Coinbase Global Inc. stock to their portfolio, and 519 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
- HC Wainwright & Co. issued a "Buy" rating on 10/31/2025
- JP Morgan issued a "Overweight" rating on 10/31/2025
- 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
- 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:
- 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
- Chris Brendler from Rosenblatt set a target price of $470.0 on 10/31/2025
- 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.
