The Goldman Sachs Group Lowers Coinbase Global (NASDAQ:COIN) Price Target to $225.00

Coinbase Global (NASDAQ:COIN) had its price target decreased by investment analysts at The Goldman Sachs Group from $235.00 to $225.00 in a report issued on Wednesday,MarketScreener reports. The firm presently has a “buy” rating on the cryptocurrency exchange’s stock. The Goldman Sachs Group’s target price would suggest a potential upside of 33.12% from the stock’s current price.

Several other equities analysts have also weighed in on the stock. Piper Sandler decreased their target price on shares of Coinbase Global from $270.00 to $150.00 and set a “neutral” rating on the stock in a report on Friday, February 13th. Jefferies Financial Group decreased their target price on shares of Coinbase Global from $268.00 to $151.00 and set a “hold” rating on the stock in a report on Friday, February 13th. Rothschild & Co Redburn decreased their price objective on shares of Coinbase Global from $281.00 to $254.00 and set a “buy” rating on the stock in a report on Thursday, April 2nd. Needham & Company LLC decreased their price objective on shares of Coinbase Global from $290.00 to $230.00 and set a “buy” rating on the stock in a report on Friday, February 13th. Finally, Cantor Fitzgerald decreased their price objective on shares of Coinbase Global from $277.00 to $221.00 and set an “overweight” rating on the stock in a report on Monday, February 9th. Nineteen analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have issued a Sell rating to the company. According to MarketBeat, the stock presently has a consensus rating of “Hold” and a consensus price target of $262.94.

Coinbase Global Stock Performance

NASDAQ:COIN opened at $169.02 on Wednesday. The company has a debt-to-equity ratio of 0.40, a current ratio of 2.34 and a quick ratio of 2.34. The firm has a market capitalization of $44.63 billion, a price-to-earnings ratio of 38.50, a PEG ratio of 3.39 and a beta of 3.60. The company’s 50-day moving average is $178.95 and its two-hundred day moving average is $247.85. Coinbase Global has a 1-year low of $139.36 and a 1-year high of $444.64.

Coinbase Global (NASDAQ:COIN) last posted its earnings results on Thursday, February 12th. The cryptocurrency exchange reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.83 by ($0.17). The firm had revenue of $1.78 billion during the quarter, compared to analyst estimates of $1.86 billion. Coinbase Global had a net margin of 17.55% and a return on equity of 8.68%. The business’s revenue for the quarter was down 21.6% compared to the same quarter last year. During the same quarter in the previous year, the firm earned $4.68 earnings per share. Analysts forecast that Coinbase Global will post 7.22 EPS for the current year.

Insider Buying and Selling

In other Coinbase Global news, CFO Alesia J. Haas sold 9,950 shares of the stock in a transaction that occurred on Monday, March 16th. The shares were sold at an average price of $201.60, for a total transaction of $2,005,920.00. Following the sale, the chief financial officer directly owned 387,221 shares in the company, valued at $78,063,753.60. This represents a 2.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, Director Frederick Ernest Ehrsam III sold 1,375 shares of the stock in a transaction that occurred on Thursday, January 15th. The stock was sold at an average price of $250.27, for a total transaction of $344,121.25. The disclosure for this sale is available in the SEC filing. Over the last quarter, insiders have sold 396,745 shares of company stock worth $63,576,559. 16.56% of the stock is owned by company insiders.

Institutional Investors Weigh In On Coinbase Global

Hedge funds have recently added to or reduced their stakes in the business. Vanguard Group Inc. increased its position in shares of Coinbase Global by 8.3% in the 3rd quarter. Vanguard Group Inc. now owns 26,216,793 shares of the cryptocurrency exchange’s stock valued at $8,847,905,000 after purchasing an additional 2,007,930 shares during the last quarter. AEGON ASSET MANAGEMENT UK Plc purchased a new stake in shares of Coinbase Global in the 3rd quarter valued at approximately $14,491,000. FengHe Fund Management Pte. Ltd. increased its position in shares of Coinbase Global by 119.1% in the 3rd quarter. FengHe Fund Management Pte. Ltd. now owns 69,900 shares of the cryptocurrency exchange’s stock valued at $23,591,000 after purchasing an additional 38,000 shares during the last quarter. Liontrust Investment Partners LLP increased its position in shares of Coinbase Global by 73.1% in the 2nd quarter. Liontrust Investment Partners LLP now owns 83,058 shares of the cryptocurrency exchange’s stock valued at $29,111,000 after purchasing an additional 35,068 shares during the last quarter. Finally, Artisan Partners Limited Partnership purchased a new stake in shares of Coinbase Global in the 3rd quarter valued at approximately $224,663,000. 68.84% of the stock is currently owned by institutional investors and hedge funds.

Key Coinbase Global News

Here are the key news stories impacting Coinbase Global this week:

• Positive Sentiment: Coinbase won an OCC nod that underpins a large institutional custody capability (reported as a $376B custody opportunity), reinforcing its positioning with big institutional flows. Coinbase Wins OCC Nod For $376 Billion Institutional Custody Empire
• Positive Sentiment: Coinbase Asset Management partnered with MarketVector to launch the Coinbase Store of Value Index (BTC + tokenized gold), expanding its institutional product suite and benchmark credentials. MarketVector and Coinbase launch index tracking Bitcoin and tokenized gold
• Positive Sentiment: Coinbase secured an Australian financial services license and plans to expand into equities, futures and other TradFi products in Australia — a potential new revenue stream. Coinbase plans expansion to stock trading in Australia after securing license
• Positive Sentiment: Jefferies raised its COIN price target to $181 (maintained Hold), signaling some analyst upside vs. recent levels. Jefferies adjusts price target on Coinbase Global to $181
• Neutral Sentiment: Broader crypto price action remains mixed — bullish scenarios and volatile analyst calls on BTC create uncertain short‑term trading flows that indirectly affect Coinbase’s revenue visibility. Higher Before Lower: How Bitcoin Price Will Get To $240,000
• Neutral Sentiment: Google’s quantum-security warning has put Coinbase’s long-term crypto security planning in focus; management is engaging the topic but impact is strategic and long horizon. Google Quantum Warning Puts Coinbase Crypto Security Plans In Focus
• Negative Sentiment: Barclays initiated coverage with an Underweight and $140 target, signaling sizable downside risk and prompting selling pressure. Barclays downgrades Coinbase Global (COIN)
• Negative Sentiment: Analysts and outlets flagged profitability and margin concerns after softer quarterly results and lower revenue vs. estimates, fueling multiple downgrades and negative headlines. Analyst slashes Coinbase rating, flags profitability concerns
• Negative Sentiment: Coverage also highlighted an industry‑wide weak start to 2026 that drove additional analyst downgrades and downward revisions to sentiment on COIN. Coinbase stock hit with analyst downgrade on crypto market’s weak start to 2026
• Negative Sentiment: Goldman trimmed its price target modestly (from $235 to $225) — still a Buy but a signal of tempered upside vs. prior estimates. Goldman Sachs adjusts price target on Coinbase Global to $225

Coinbase Global Company Profile

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase’s product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.