Recent discussions on X about Coinbase Global, Inc. (COIN) have been lively, largely driven by a surge in cryptocurrency prices and broader market optimism. Many users are pointing to a recent rally in Bitcoin and Ethereum as a key driver for the stock's upward momentum, with some expressing excitement over potential regulatory tailwinds. The chatter also highlights Coinbase's strategic moves, such as partnerships and acquisitions, as points of intrigue for future growth.
However, not all sentiments are uniformly positive, as some discussions on X raise concerns about short-term volatility and competitive pressures in the crypto exchange space. There’s a mix of technical analysis shared among users, with debates on whether the stock has room to climb or faces a potential pullback. This dynamic conversation reflects the high stakes and fast-paced nature of the crypto market influencing Coinbase’s trajectory.
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 173 times in the past 6 months. Of those trades, 0 have been purchases and 173 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 83 sales selling 1,300,000 shares for an estimated $459,536,775.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 9 sales selling 79,947 shares for an estimated $21,012,553.
- 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 791 institutional investors add shares of Coinbase Global, Inc. stock to their portfolio, and 492 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- VANGUARD GROUP INC added 4,914,407 shares (+25.5%) to their portfolio in Q2 2025, for an estimated $1,722,450,509
- STATE STREET CORP added 4,260,297 shares (+95.4%) to their portfolio in Q2 2025, for an estimated $1,493,191,495
- BLACKROCK, INC. added 2,712,290 shares (+21.9%) to their portfolio in Q2 2025, for an estimated $950,630,522
- 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
- FMR LLC added 1,817,660 shares (+77.0%) to their portfolio in Q2 2025, for an estimated $637,071,653
- GEODE CAPITAL MANAGEMENT, LLC added 1,755,146 shares (+46.1%) to their portfolio in Q2 2025, for an estimated $615,161,121
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 11 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 08/01/2025
- Rosenblatt issued a "Buy" rating on 08/01/2025
- Canaccord Genuity issued a "Buy" rating on 08/01/2025
- HC Wainwright & Co. issued a "Sell" rating on 08/01/2025
- Citigroup issued a "Buy" rating on 07/29/2025
- Oppenheimer issued a "Outperform" rating on 06/26/2025
- Bernstein issued a "Outperform" rating on 06/25/2025
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 $365.0.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $365.0 on 08/15/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $335.0 on 08/04/2025
- Ed Engel from Compass Point set a target price of $248.0 on 08/04/2025
- John Todaro from Needham set a target price of $400.0 on 08/01/2025
- Joseph Vafi from Canaccord Genuity set a target price of $400.0 on 08/01/2025
- Chris Brendler from Rosenblatt set a target price of $470.0 on 08/01/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $300.0 on 08/01/2025
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.
