Recent discussions on X about Coinbase Global Inc. (COIN) have centered on the company's stock performance amid broader cryptocurrency market fluctuations and internal strategic moves. Many users have highlighted the stock's significant year-to-date gains, though a notable pullback in the last month has sparked debate over whether this represents a buying opportunity or a sign of deeper concerns. The conversation often ties Coinbase's trajectory to its role as a key player in institutional crypto adoption and stablecoin growth.
Additionally, there is a split in opinions regarding the technical outlook for COIN, with some pointing to bearish patterns like a potential 'bear flag,' while others see signs of accumulation and predict a breakout if certain price levels are breached. Discussions also touch on Coinbase's competitive positioning against rivals and its high valuation metrics, fueling both optimism and skepticism. The dynamic nature of these conversations reflects the volatile landscape of crypto markets and Coinbase's pivotal place within it.
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 176 times in the past 6 months. Of those trades, 0 have been purchases and 176 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 7 sales selling 68,526 shares for an estimated $17,845,469.
- PAUL GREWAL (CHIEF LEGAL OFFICER) has made 0 purchases and 40 sales selling 62,274 shares for an estimated $17,210,686.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 18 sales selling 49,043 shares for an estimated $12,936,854.
- LAWRENCE J BROCK (CHIEF PEOPLE OFFICER) has made 0 purchases and 19 sales selling 11,805 shares for an estimated $3,423,629.
- JENNIFER N. JONES (CHIEF ACCOUNTING OFFICER) has made 0 purchases and 9 sales selling 5,209 shares for an estimated $1,480,257.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coinbase Global Inc. Hedge Fund Activity
We have seen 801 institutional investors add shares of Coinbase Global Inc. stock to their portfolio, and 493 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
- Canaccord Genuity issued a "Buy" rating on 08/01/2025
- Rosenblatt 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
- JMP Securities issued a "Market 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 22 analysts offer price targets for $COIN in the last 6 months, with a median target of $382.5.
Here are some recent targets:
- Benjamin Budish from Barclays set a target price of $365.0 on 08/15/2025
- Ed Engel from Compass Point set a target price of $248.0 on 08/04/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $335.0 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.
