Recent discussions on X about Coinbase Global, Inc. (COIN) have been ignited by rumors of a potential acquisition of CoinDCX, an Indian cryptocurrency exchange, following a significant cyberattack that cost the latter $44 million. Many users are intrigued by Coinbase's strategic moves to expand in the Indian market, viewing this as a potential boost to its global presence. However, there’s also skepticism about the deal's valuation and whether it will materialize, given denials from CoinDCX.
Additionally, posts on X reflect ongoing debates about Coinbase’s financial performance and market position, with some highlighting a recent analyst upgrade raising the price target to $405 while maintaining a cautious outlook due to declining trading volumes. Others point to concerns over high valuations and competition, creating a mixed narrative around the stock’s future trajectory. The conversation remains dynamic as users weigh the balance between Coinbase’s innovative expansions and persistent industry challenges.
Note: This discussion summary was generated from an AI condensation of post data.
Coinbase Global, Inc. Congressional Stock Trading
Members of Congress have traded $COIN stock 4 times in the past 6 months. Of those trades, 2 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $COIN stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 3 times. They made 1 purchase worth up to $50,000 on 05/08 and 2 sales worth up to $100,000 on 05/12, 03/31.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Coinbase Global, Inc. Insider Trading Activity
Coinbase Global, Inc. insiders have traded $COIN stock on the open market 172 times in the past 6 months. Of those trades, 0 have been purchases and 172 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 78 sales selling 1,300,000 shares for an estimated $457,097,949.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 13 sales selling 95,175 shares for an estimated $25,284,225.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 46 sales selling 57,813 shares for an estimated $14,738,780.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 17 sales selling 49,883 shares for an estimated $12,890,920.
- LAWRENCE J BROCK (Chief People Officer) has made 0 purchases and 9 sales selling 5,902 shares for an estimated $1,585,608.
- JENNIFER N. JONES (Chief Accounting Officer) has made 0 purchases and 9 sales selling 5,427 shares for an estimated $1,386,696.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coinbase Global, Inc. Hedge Fund Activity
We have seen 628 institutional investors add shares of Coinbase Global, Inc. stock to their portfolio, and 435 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- FMR LLC removed 5,408,467 shares (-69.6%) from their portfolio in Q1 2025, for an estimated $931,500,271
- JANE STREET GROUP, LLC removed 5,040,563 shares (-76.8%) from their portfolio in Q1 2025, for an estimated $868,136,165
- NATIONAL BANK OF CANADA /FI/ added 1,485,068 shares (+361.9%) to their portfolio in Q1 2025, for an estimated $255,773,261
- HSBC HOLDINGS PLC added 1,274,180 shares (+1022.4%) to their portfolio in Q1 2025, for an estimated $219,452,021
- MORGAN STANLEY added 1,162,304 shares (+44.1%) to their portfolio in Q1 2025, for an estimated $200,183,617
- MULTICOIN CAPITAL MANAGEMENT, LLC removed 1,067,797 shares (-100.0%) from their portfolio in Q1 2025, for an estimated $183,906,677
- AMUNDI added 991,786 shares (+170.2%) to their portfolio in Q1 2025, for an estimated $170,815,302
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 12 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Rosenblatt issued a "Buy" rating on 07/17/2025
- Oppenheimer issued a "Outperform" rating on 06/26/2025
- Bernstein issued a "Outperform" rating on 06/25/2025
- JMP Securities issued a "Market Outperform" rating on 06/25/2025
- Benchmark issued a "Buy" rating on 06/23/2025
- China Renaissance issued a "Buy" rating on 06/17/2025
- William Blair issued a "Outperform" rating on 06/11/2025
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 23 analysts offer price targets for $COIN in the last 6 months, with a median target of $311.0.
Here are some recent targets:
- Patrick Moley from Piper Sandler set a target price of $350.0 on 07/21/2025
- Chris Brendler from Rosenblatt set a target price of $470.0 on 07/17/2025
- Brian Fitzgerald from JMP Securities set a target price of $440.0 on 07/14/2025
- Kevin Heal from Argus Research set a target price of $400.0 on 07/14/2025
- Owen Lau from Oppenheimer set a target price of $417.0 on 07/14/2025
- Benjamin Budish from Barclays set a target price of $359.0 on 07/10/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $300.0 on 07/10/2025
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.
