Recent discussions on X about Coinbase Global, Inc. (COIN) have been fueled by a notable rally in cryptocurrency prices, particularly Bitcoin and Ethereum, which many see as a catalyst for the stock's upward trajectory. Several voices on the platform are highlighting the company's strong position in the crypto exchange market, with some pointing to recent strategic moves like potential acquisitions and stablecoin growth as reasons for optimism. The chatter reflects a keen interest in how macro events, such as hints of Federal Reserve rate cuts, could further boost risk assets like COIN.
However, not all sentiments are uniformly positive, as some on X have raised concerns over the stock's high valuation multiples and potential seasonal weaknesses in the crypto market. There are also discussions about competitive pressures from other platforms, which could challenge Coinbase's market share. Despite these concerns, the conversation remains dynamic, with many intrigued by the stock's potential to break into new price territories if current momentum holds.
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 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 46 sales selling 57,813 shares for an estimated $14,738,780.
- 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 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 $1,425,001.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coinbase Global, Inc. Hedge Fund Activity
We have seen 800 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:
- Rosenblatt issued a "Buy" rating on 08/01/2025
- Needham 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
- 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
- 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
- Joseph Vafi from Canaccord Genuity set a target price of $400.0 on 08/01/2025
- Mike Colonnese from HC Wainwright & Co. set a target price of $300.0 on 08/01/2025
- Chris Brendler from Rosenblatt set a target price of $470.0 on 08/01/2025
- John Todaro from Needham set a target price of $400.0 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.
