Coinbase Global, Inc. (COIN) is down 13.3% today. Here is some analysis on what might have caused this price movement. ([finance.yahoo.com](https://finance.yahoo.com/quote/COIN/?utm_source=openai))
Analysis: The selloff appears tied to a weak third-quarter report that showed much softer core trading activity, even though the company remained profitable on a GAAP basis. Investors also seem to be reacting to a muted early fourth-quarter transaction revenue figure, which suggests the trading environment has not improved much. ([investor.coinbase.com](https://investor.coinbase.com/files/content_files/Q3_26-Earnings-Deck.pdf))
Details:
Sources:
Coinbase Investor Relations, SEC, Yahoo Finance
Disclaimer: This price movement analysis was generated with the help of AI. Please double-check the information provided for mistakes.
$COIN Insider Trading Activity
$COIN insiders have traded $COIN stock on the open market 71 times in the past 6 months. Of those trades, 0 have been purchases and 71 have been sales.
Here’s a breakdown of recent trading of $COIN stock by insiders over the last 6 months:
- FREDERICK R WILSON has made 0 purchases and 46 sales selling 65,068 shares for an estimated $10,256,426.
- ALESIA J HAAS (Chief Financial Officer) has made 0 purchases and 4 sales selling 39,030 shares for an estimated $8,010,634.
- MARC L ANDREESSEN has made 0 purchases and 4 sales selling 41,028 shares for an estimated $7,779,513.
- LAWRENCE J BROCK (Chief People Officer) has made 0 purchases and 9 sales selling 6,616 shares for an estimated $1,250,483.
- JENNIFER N. JONES (Chief Accounting Officer) has made 0 purchases and 2 sales selling 4,113 shares for an estimated $713,568.
- PAUL GREWAL (Chief Legal Officer) has made 0 purchases and 6 sales selling 1,960 shares for an estimated $346,682.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
$COIN Hedge Fund Activity
We have seen 507 institutional investors add shares of $COIN stock to their portfolio, and 589 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 1,885,012 shares (+inf%) to their portfolio in Q2 2026, for an estimated $275,569,904
- JPMORGAN CHASE & CO added 1,395,552 shares (+inf%) to their portfolio in Q2 2026, for an estimated $204,015,746
- FMR LLC removed 979,884 shares (-79.4%) from their portfolio in Q2 2026, for an estimated $143,249,241
- RUFFER LLP removed 936,990 shares (-65.3%) from their portfolio in Q2 2026, for an estimated $136,978,568
- NOMURA HOLDINGS INC added 802,747 shares (+264.5%) to their portfolio in Q2 2026, for an estimated $117,353,583
- OPTIVER HOLDING B.V. added 656,443 shares (+641.8%) to their portfolio in Q2 2026, for an estimated $95,965,402
- ALLSPRING GLOBAL INVESTMENTS HOLDINGS, LLC added 534,629 shares (+3415.3%) to their portfolio in Q2 2026, for an estimated $78,157,413
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
$COIN Congressional Stock Trading
Members of Congress have traded $COIN stock 3 times in the past 6 months. Of those trades, 1 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 GILBERT RAY CISNEROS, JR. has traded it 3 times. They made 1 purchase worth up to $15,000 on 07/17 and 2 sales worth up to $30,000 on 08/18, 06/16.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
$COIN Analyst Ratings
Wall Street analysts have issued reports on $COIN in the last several months. We have seen 1 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 05/08/2026
To track analyst ratings and price targets for $COIN, check out Quiver Quantitative's $COIN forecast page.
$COIN Price Targets
Multiple analysts have issued price targets for $COIN recently. We have seen 13 analysts offer price targets for $COIN in the last 6 months, with a median target of $240.0.
Here are some recent targets:
- Devin Ryan from Citizens set a target price of $325.0 on 07/09/2026
- Benjamin Budish from Barclays set a target price of $99.0 on 07/09/2026
- Andrew Harte from BTIG set a target price of $280.0 on 06/17/2026
- John Todaro from Needham set a target price of $220.0 on 06/17/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $250.0 on 06/17/2026
- Mark Palmer from Benchmark set a target price of $270.0 on 06/17/2026
- Chris Brendler from Rosenblatt set a target price of $240.0 on 06/17/2026
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.
