Stock Surge Sparks Buzz: Coinbase Global Inc. (COIN) has seen a sharp rise in its stock price, climbing nearly 10% recently to around $354, fueled by Bitcoin's new highs. Discussions on X are abuzz with optimism as investors react to analyst upgrades, including a notable shift to Overweight by a major financial institution with a price target of $404. This momentum has many users predicting further gains if market conditions remain favorable.
Strategic Moves Fuel Debate: Recent chatter on X also focuses on Coinbase’s acquisition of the Echo platform for $375 million, seen as a bold step toward becoming a comprehensive crypto financial platform. Some users express excitement over this expansion and other initiatives like potential Base token launches, while others caution about competitive pressures and market share challenges. The blend of innovation and risk keeps the conversation lively and dynamic.
Regulatory Outlook Adds Layer: Another hot topic on X is the potential impact of upcoming U.S. crypto regulations on Coinbase’s future. Many are hopeful that clearer policies could boost the company’s growth, though concerns about regulatory hurdles linger. This mix of anticipation and uncertainty continues to drive active engagement among users.
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, 3 have been purchases and 1 have been sales.
Here’s a breakdown of recent trading of $COIN stock by members of Congress over the last 6 months:
- REPRESENTATIVE TIM MOORE purchased up to $50,000 on 09/11.
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/24.
- REPRESENTATIVE JEFFERSON SHREVE has traded it 2 times. They made 1 purchase worth up to $50,000 on 05/08 and 1 sale worth up to $50,000 on 05/12.
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 197 times in the past 6 months. Of those trades, 0 have been purchases and 197 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 $473,323,961.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 59 sales selling 72,274 shares for an estimated $21,733,440.
- FREDERICK ERNEST III EHRSAM has made 0 purchases and 7 sales selling 68,526 shares for an estimated $17,845,469.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 20 sales selling 42,970 shares for an estimated $13,395,382.
- 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 812 institutional investors add shares of Coinbase Global Inc. stock to their portfolio, and 417 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 13 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- JP Morgan issued a "Overweight" rating on 10/24/2025
- Rothschild & Co issued a "Buy" rating on 10/03/2025
- BTIG issued a "Buy" rating on 10/01/2025
- 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
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 21 analysts offer price targets for $COIN in the last 6 months, with a median target of $400.0.
Here are some recent targets:
- Kenneth Worthington from JP Morgan set a target price of $404.0 on 10/24/2025
- Ed Engel from Compass Point set a target price of $277.0 on 10/20/2025
- Benjamin Budish from Barclays set a target price of $361.0 on 10/08/2025
- Nicholas Watts from Rothschild & Co set a target price of $417.0 on 10/03/2025
- Andrew Harte from BTIG set a target price of $410.0 on 10/01/2025
- Kyle Voigt from Keefe, Bruyette & Woods set a target price of $335.0 on 08/04/2025
- Chris Brendler from Rosenblatt set a target price of $470.0 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.
