Mizuho Cuts Coupang (NYSE:CPNG) Price Target to $25.00

Coupang (NYSE:CPNG) had its price target reduced by Mizuho from $32.00 to $25.00 in a report published on Friday,Benzinga reports. They currently have a neutral rating on the stock.

Several other research firms also recently commented on CPNG. Sanford C. Bernstein initiated coverage on Coupang in a report on Thursday, February 5th. They issued an “underperform” rating and a $17.00 target price on the stock. Weiss Ratings restated a “hold (c)” rating on shares of Coupang in a report on Wednesday, January 21st. Barclays cut their price target on Coupang from $40.00 to $23.00 and set an “overweight” rating for the company in a research note on Thursday, February 19th. UBS Group set a $25.00 price target on shares of Coupang in a research note on Thursday, February 19th. Finally, Nomura lowered Coupang from a “buy” rating to a “neutral” rating and set a $22.00 price objective for the company. in a research note on Monday, January 12th. Six analysts have rated the stock with a Buy rating, four have issued a Hold rating and one has given a Sell rating to the company’s stock. According to MarketBeat, the stock presently has an average rating of “Hold” and an average target price of $27.00.

Coupang Price Performance

CPNG opened at $19.06 on Friday. The stock has a fifty day simple moving average of $20.45 and a two-hundred day simple moving average of $26.38. The company has a current ratio of 1.04, a quick ratio of 0.79 and a debt-to-equity ratio of 0.14. The company has a market cap of $34.81 billion, a price-to-earnings ratio of 158.81 and a beta of 1.20. Coupang has a 12-month low of $16.74 and a 12-month high of $34.08.

Coupang (NYSE:CPNG) last announced its earnings results on Thursday, February 26th. The company reported ($0.01) EPS for the quarter, missing analysts’ consensus estimates of $0.02 by ($0.03). The business had revenue of $8.84 billion for the quarter, compared to the consensus estimate of $9.12 billion. Coupang had a net margin of 0.60% and a return on equity of 4.52%. The business’s quarterly revenue was up 10.9% on a year-over-year basis. During the same quarter last year, the firm posted $0.04 EPS. Research analysts predict that Coupang will post 0.17 earnings per share for the current fiscal year.

Insider Transactions at Coupang

In related news, CAO Jonathan D. Lee sold 2,679 shares of the business’s stock in a transaction that occurred on Friday, January 2nd. The stock was sold at an average price of $23.62, for a total value of $63,277.98. Following the transaction, the chief accounting officer directly owned 122,096 shares of the company’s stock, valued at approximately $2,883,907.52. The trade was a 2.15% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Company insiders own 12.78% of the company’s stock.

Institutional Investors Weigh In On Coupang

Institutional investors and hedge funds have recently modified their holdings of the stock. Vanguard Group Inc. boosted its position in shares of Coupang by 343.5% during the third quarter. Vanguard Group Inc. now owns 28,595,825 shares of the company’s stock worth $920,786,000 after acquiring an additional 22,147,432 shares during the last quarter. Norges Bank purchased a new stake in Coupang in the 4th quarter worth $498,333,000. Tiger Global Management LLC boosted its holdings in shares of Coupang by 65.9% during the 4th quarter. Tiger Global Management LLC now owns 26,267,259 shares of the company’s stock valued at $619,645,000 after purchasing an additional 10,429,680 shares during the last quarter. Capital International Investors boosted its holdings in shares of Coupang by 20.4% during the 4th quarter. Capital International Investors now owns 41,131,036 shares of the company’s stock valued at $970,340,000 after purchasing an additional 6,977,942 shares during the last quarter. Finally, Dragoneer Investment Group LLC grew its position in shares of Coupang by 47.1% during the fourth quarter. Dragoneer Investment Group LLC now owns 21,576,556 shares of the company’s stock valued at $508,991,000 after purchasing an additional 6,910,865 shares in the last quarter. Institutional investors own 83.72% of the company’s stock.

Coupang News Roundup

Here are the key news stories impacting Coupang this week:

• Positive Sentiment: Revenue growth — Coupang reported year‑over‑year revenue growth (~11%) and $8.84B in Q4 sales, showing demand remains intact even as profits came under pressure. MarketBeat Q4 summary
• Neutral Sentiment: Investor materials released — The full earnings slide deck and earnings‑call transcript are available for review; these provide management color but don’t by themselves change fundamentals. Earnings call transcript
• Negative Sentiment: Earnings and revenue misses — Q4 EPS was ($0.01) vs. $0.02 expected and revenue missed consensus ($8.84B vs. $9.12B), with margins compressing and cash flow weakening — the primary driver of near‑term share weakness. Zacks: Q4 earnings miss
• Negative Sentiment: Cyberattack impact — Management flagged profit pressure tied to a 2025 data breach; investors worry lost customers and remediation costs will weigh on margins. Seeking Alpha: cyberattack
• Negative Sentiment: Regulatory fine and competition — South Korea’s regulator fined Coupang ~$1.6M for supplier practices, and reports say rivals are trying to poach customers after the breach — both increase execution risk. MSN: regulator fine Reuters: competition
• Negative Sentiment: Analyst action — Mizuho cut its price target from $32 to $25 and moved to a “neutral” rating, signaling reduced enthusiasm and likely contributing to selling pressure. Benzinga: price target cut

Coupang Company Profile

Coupang, listed on the New York Stock Exchange under the ticker CPNG, is a South Korean e-commerce company headquartered in Seoul. Founded in 2010 by Bom Kim, the company grew rapidly by combining an online marketplace with a large direct-retail business model. Coupang completed a primary listing in the United States in 2021, and it has become one of South Korea’s leading online retailers by focusing on convenience, speed and a wide product assortment across consumer categories.

The company operates a vertically integrated e-commerce platform that includes a customer-facing marketplace and an extensive logistics and fulfillment network.