Brokers Offer Predictions for Coinbase Global Q2 Earnings

Coinbase Global, Inc. (NASDAQ:COIN) – Analysts at William Blair decreased their Q2 2025 earnings estimates for shares of Coinbase Global in a report issued on Wednesday, July 16th. William Blair analyst A. Jeffrey now expects that the cryptocurrency exchange will post earnings per share of $1.19 for the quarter, down from their previous estimate of $1.33. William Blair currently has a “Outperform” rating on the stock. The consensus estimate for Coinbase Global’s current full-year earnings is $7.22 per share. William Blair also issued estimates for Coinbase Global’s Q3 2025 earnings at $1.47 EPS, Q4 2025 earnings at $1.64 EPS, FY2025 earnings at $6.26 EPS, Q1 2026 earnings at $1.80 EPS, Q2 2026 earnings at $1.86 EPS, Q3 2026 earnings at $1.98 EPS, Q4 2026 earnings at $1.98 EPS and FY2026 earnings at $7.63 EPS.

A number of other equities analysts have also weighed in on COIN. Keefe, Bruyette & Woods increased their price target on Coinbase Global from $183.00 to $205.00 and gave the company a “market perform” rating in a research report on Friday, May 9th. Jefferies Financial Group reiterated a “hold” rating and issued a $260.00 target price (up from $210.00) on shares of Coinbase Global in a report on Tuesday, May 27th. JPMorgan Chase & Co. cut their price target on shares of Coinbase Global from $276.00 to $215.00 and set a “neutral” rating on the stock in a report on Friday, May 9th. Citigroup restated an “outperform” rating on shares of Coinbase Global in a research report on Monday. Finally, Compass Point upgraded shares of Coinbase Global from a “sell” rating to a “neutral” rating and set a $195.00 price objective on the stock in a research report on Monday, May 12th. One analyst has rated the stock with a sell rating, ten have given a hold rating and thirteen have assigned a buy rating to the company. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Moderate Buy” and a consensus price target of $313.10.

Coinbase Global Stock Performance

Shares of NASDAQ COIN opened at $419.78 on Friday. The stock’s fifty day simple moving average is $302.29 and its 200 day simple moving average is $251.28. The stock has a market capitalization of $106.57 billion, a price-to-earnings ratio of 78.61, a PEG ratio of 31.31 and a beta of 3.70. The company has a quick ratio of 2.52, a current ratio of 2.52 and a debt-to-equity ratio of 0.40. Coinbase Global has a 52-week low of $142.58 and a 52-week high of $444.65.

Coinbase Global (NASDAQ:COIN) last issued its earnings results on Thursday, May 8th. The cryptocurrency exchange reported $1.94 earnings per share for the quarter, missing analysts’ consensus estimates of $2.18 by ($0.24). The business had revenue of $2.03 billion for the quarter, compared to the consensus estimate of $2.22 billion. Coinbase Global had a return on equity of 20.25% and a net margin of 21.14%. The company’s quarterly revenue was up 24.2% on a year-over-year basis. During the same quarter in the previous year, the business posted $2.53 earnings per share.

Insider Activity at Coinbase Global

In related news, CEO Brian Armstrong sold 336,265 shares of the company’s stock in a transaction on Wednesday, June 25th. The stock was sold at an average price of $362.61, for a total value of $121,933,051.65. Following the completion of the transaction, the chief executive officer directly owned 526 shares in the company, valued at approximately $190,732.86. This represents a 99.84% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available through this hyperlink. Also, Director Frederick Ernest Ehrsam III sold 30,167 shares of the stock in a transaction on Tuesday, May 13th. The shares were sold at an average price of $252.68, for a total transaction of $7,622,597.56. Following the completion of the transaction, the director owned 10,417 shares of the company’s stock, valued at approximately $2,632,167.56. This represents a 74.33% decrease in their position. The disclosure for this sale can be found here. Over the last ninety days, insiders sold 1,245,915 shares of company stock worth $447,462,456. Company insiders own 17.65% of the company’s stock.

Institutional Investors Weigh In On Coinbase Global

Institutional investors have recently added to or reduced their stakes in the stock. Mascagni Wealth Management Inc. acquired a new position in Coinbase Global in the fourth quarter worth $25,000. Copia Wealth Management bought a new stake in Coinbase Global during the 4th quarter worth about $26,000. Bessemer Group Inc. increased its position in Coinbase Global by 297.4% in the 1st quarter. Bessemer Group Inc. now owns 151 shares of the cryptocurrency exchange’s stock valued at $26,000 after acquiring an additional 113 shares in the last quarter. McClarren Financial Advisors Inc. bought a new position in shares of Coinbase Global in the first quarter worth about $30,000. Finally, S Bank Fund Management Ltd acquired a new position in shares of Coinbase Global during the first quarter worth approximately $31,000. 68.84% of the stock is owned by institutional investors and hedge funds.

About Coinbase Global

Coinbase Global, Inc provides financial infrastructure and technology for the crypto economy in the United States and internationally. The company offers the primary financial account in the crypto economy for consumers; and a marketplace with a pool of liquidity for transacting in crypto assets for institutions.