Recent discussions on X about Coinbase Global Inc. (COIN) have been sparked by the company's significant reduction in XRP holdings, with reports indicating a drop from around 780 million to 199 million tokens in just weeks. Many users are speculating on the reasons behind this move, with some suggesting strategic shifts or potential partnerships, while others express concern over the implications for XRP's market dynamics. The conversation remains lively as the crypto community debates the broader impact on Coinbase's position in the market.
Additionally, there is notable chatter around Coinbase's stock performance amidst cryptocurrency market fluctuations, with some on X pointing to upcoming product launches like futures tied to tech stocks and crypto as potential catalysts. Others have highlighted the stock's recent pullback after a strong year-to-date run, fueling a mix of optimism and caution among participants. This blend of strategic moves and market trends keeps the discussion around COIN dynamic and engaging.
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 184 times in the past 6 months. Of those trades, 0 have been purchases and 184 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 79 sales selling 1,275,000 shares for an estimated $453,760,870.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 52 sales selling 72,274 shares for an estimated $20,255,882.
- 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 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 494 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:
- Rosenblatt issued a "Buy" rating on 08/01/2025
- HC Wainwright & Co. issued a "Sell" rating on 08/01/2025
- Needham issued a "Buy" rating on 08/01/2025
- Canaccord Genuity issued a "Buy" 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 21 analysts offer price targets for $COIN in the last 6 months, with a median target of $400.0.
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
- Mike Colonnese from HC Wainwright & Co. set a target price of $300.0 on 08/01/2025
- Joseph Vafi from Canaccord Genuity set a target price of $400.0 on 08/01/2025
- John Todaro from Needham 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
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.
