Data Breach Fallout: Recent discussions on social media have been dominated by Coupang's massive data breach affecting over 33.7 million customer accounts. Many express concern over the security lapse, with some pointing to the ensuing class action lawsuits and regulatory scrutiny as potential risks to the stock. The tone has been largely critical, though a few remain optimistic about the company’s long-term prospects.
Stock Surge Reaction: Following news of the company resolving the breach and confirming no personal data was stolen, social media chatter reflects a sharp shift in mood. Reports of a stock surge of over 10% have sparked renewed interest, with some users highlighting the company’s strong cash position and buyback plans as reasons for confidence. The conversation now buzzes with relief, though lingering doubts about governance persist.
Note: This discussion summary was generated from an AI condensation of post data.
Coupang Insider Trading Activity
Coupang insiders have traded $CPNG stock on the open market 9 times in the past 6 months. Of those trades, 0 have been purchases and 9 have been sales.
Here’s a breakdown of recent trading of $CPNG stock by insiders over the last 6 months:
- INVESTMENTS (UK) LTD SVF sold 20,000,000 shares for an estimated $560,000,000
- BENJAMIN SUN has made 0 purchases and 2 sales selling 815,797 shares for an estimated $26,007,625.
- GAURAV ANAND (Chief Financial Officer) has made 0 purchases and 2 sales selling 150,700 shares for an estimated $4,280,422.
- HAROLD ROGERS (See Remarks) sold 64,755 shares for an estimated $2,075,792
- PRANAM KOLARI (VP, Search and Recommendations) has made 0 purchases and 2 sales selling 23,306 shares for an estimated $712,176.
- PEDRO FRANCESCHI sold 21,428 shares for an estimated $686,767
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Coupang Revenue
Coupang had revenues of $9.3B in Q3 2025. This is an increase of 17.81% from the same period in the prior year.
You can track CPNG financials on Quiver Quantitative's CPNG stock page.
Coupang Hedge Fund Activity
We have seen 353 institutional investors add shares of Coupang stock to their portfolio, and 361 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 28,609,092 shares (+80.3%) to their portfolio in Q3 2025, for an estimated $921,212,762
- VANGUARD GROUP INC added 22,147,432 shares (+343.5%) to their portfolio in Q3 2025, for an estimated $713,147,310
- SB INVESTMENT ADVISERS (UK) LTD removed 20,000,000 shares (-6.5%) from their portfolio in Q3 2025, for an estimated $644,000,000
- GEODE CAPITAL MANAGEMENT, LLC added 14,761,271 shares (+187.4%) to their portfolio in Q3 2025, for an estimated $475,312,926
- SCHF (GPE), LLC removed 12,106,118 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $389,816,999
- BAILLIE GIFFORD & CO removed 10,517,202 shares (-6.5%) from their portfolio in Q3 2025, for an estimated $338,653,904
- SCGE MANAGEMENT, L.P. removed 7,767,000 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $250,097,400
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Coupang Analyst Ratings
Wall Street analysts have issued reports on $CPNG in the last several months. We have seen 2 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Arete Research issued a "Buy" rating on 09/18/2025
- Morgan Stanley issued a "Overweight" rating on 08/20/2025
To track analyst ratings and price targets for Coupang, check out Quiver Quantitative's $CPNG forecast page.
Coupang Price Targets
Multiple analysts have issued price targets for $CPNG recently. We have seen 5 analysts offer price targets for $CPNG in the last 6 months, with a median target of $38.0.
Here are some recent targets:
- Jiong Shao from Barclays set a target price of $40.0 on 11/11/2025
- James Lee from Mizuho set a target price of $32.0 on 11/06/2025
- Susie Lee from B of A Securities set a target price of $38.0 on 11/05/2025
- Richard Kramer from Arete Research set a target price of $40.0 on 09/18/2025
- Seyon Park from Morgan Stanley set a target price of $35.0 on 08/20/2025
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.
