COIN Coinbase Global, Inc. Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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18:10
Jul 17
Jul 17
Author believes a crypto bottom is forming and a bounce is coming, referencing past positions and current market drawdowns without an explicit current long call.
07:00
Jul 17
Jul 17
Coinbase leadership change is underpriced.
Coinbase's appointment of Kobe to lead trading products is a underappreciated catalyst. Kobe's trader background can improve the product and re-engage active users, similar to Kraken's revitalization under new leadership. Wall Street has not priced in this leadership change.
MED
18:31
Jul 16
Jul 16
Coinbase reports some users may experience delayed sends and receives for ATOM while buys sells and fiat transactions remain unaffected.
11:40
Jul 16
Jul 16
Buy COIN as author endorses the view that cobie joining Coinbase to lead trading products is a positive leadership catalyst, particularly given the timing perceived as a market bottom.
MED
21:10
Jul 15
Jul 15
Watch COIN, HOOD on Clarity outcome
The Clarity Act has only a ~25% chance of passing, but if it does it would be very bullish for crypto-native tickers like Coinbase and Robinhood that are harnesses for on-chain activity. If it fails, a period of regulatory limbo and malaise is likely, keeping such stocks from rallying. The asymmetric setup warrants monitoring.
LOW
21:53
Jul 13
Jul 13
Explicit buy call on crypto-adjacent equities HOOD, COIN, MSTR, and CYPH for the long term, riding the broader crypto recovery thesis.
MED
14:40
Jul 13
Jul 13
Author names these crypto-adjacent equities as long-term buy candidates in the context of a BTC bottom thesis; recommendation language without confirmed position disclosure per speaker note.
MED
11:37
Jul 13
Jul 13
The author asks a clarifying question about whether the parent holds Coinbase or ENS names, without taking a directional position.
LOW
14:24
Jul 12
Jul 12
Author endorses averaging down into Coinbase during 2022/2023 as a gift, implying a long-term bullish view on the position.
14:05
Jul 12
Jul 12
Author recounts past crypto positions and losses but believes a bottom is forming and a bounce will come, though no current position or forward call is stated.
LOW
22:11
Jul 10
Jul 10
Author says crypto has bottomed and a rotation will occur soon; for this named asset/exposure he gives a buy/rotation/position call rather than a passive watch mention.
LOW
14:06
Jul 10
Jul 10
The author dismisses the ARKK portfolio as an avoid list without taking a directional position on any individual ticker.
07:00
Jul 10
Jul 10
Long Coinbase and BNB as chain winners.
Centralized exchanges are steadily moving trading onchain to own the infrastructure and improve margins. Coinbase (via Base) and Binance (BNB) are among the best-positioned to become some of the largest blockchains, with their equity and token respectively set to benefit from this shift.
MED
04:14
Jul 10
Jul 10
Everything-exchange trend structurally benefits Coinbase, Robinhood
Global crypto exchanges are undergoing a structural transformation into ‘everything exchanges’ that trade stocks, bonds, and commodities with high leverage. This trend is now a fact, will persist, and is generating significant revenue, especially as Korean capital outflows accelerate when domestic leverage products are restricted. Coinbase and Robinhood are well-positioned beneficiaries of this convergence.
MED
23:32
Jul 09
Jul 09
Bearish on COIN: speaker argues Coinbase's leadership fails to support what users actually want onchain, implying structural user/platform share loss to more permissive competitors like Robinhood over time.
MED
10:34
Jul 09
Jul 09
Coinbase reports that customers may be unable to place trades on prediction markets via web and mobile at this time.
04:32
Jul 09
Jul 09
Coinbase gains competitive edge from MiCA licensing
The full implementation of MiCA in Europe creates a regulatory moat where licensed exchanges gain a competitive edge. Coinbase has secured licenses in the UK and is expanding its retail crypto services, while Binance withdrew its application and faces barriers. This positions Coinbase to capture market share in Europe and benefit from the licensing trend.
MED
18:45
Jul 08
Jul 08
Stablecoin boom benefits SOL ETH HYPE LINK COIN
Stablecoin growth will be a multi-trillion-dollar trend. Value will accrue to: (1) layer-1 blockchains (Solana, Ethereum, Hyperliquid) where stablecoin activity settles, (2) oracle middleware (Chainlink) that connects apps, and (3) stablecoin issuers like Coinbase that earn large margins on reserve interest. These are all structural beneficiaries of stablecoin adoption.
MED
16:39
Jul 08
Jul 08
The author lists 15 stocks entering buy zones and urges not to sell the bottom, framing them as a thematic basket to watch rather than explicit personal positions.
LOW
04:32
Jul 08
Jul 08
Buy Coinbase stock for Base chain exposure
As blockchain services without native tokens (e.g., Coinbase's Base chain, Stripe's Tempo) grow and generate fees, the only direct way to capture that value today is through the equity of the operating companies. Coinbase (COIN) is the primary example: if Base chain succeeds and earns transaction fees, the benefit will flow to Coinbase's bottom line, making the stock an avenue to invest in the expansion of crypto payment and settlement infrastructure.
HIGH
03:14
Jul 08
Jul 08
Coinbase upgraded as crypto cycle turns upward.
Coinbase was upgraded to Buy by Tiger Securities with a $200 target. The upgrade reflects a view that the worst of the crypto bear market is over and an upward cycle is beginning. Stablecoin transaction volumes hitting all-time highs further signal that the industry continues to grow, directly benefiting Coinbase as a leading exchange.
MED
22:12
Jul 07
Jul 07
Coinbase upgrade on crypto cycle
Coinbase was upgraded to Buy by Tiger Securities with a $200 target, as the worst of the crypto bear market is over and an upward cycle is expected.
HIGH
16:10
Jul 07
Jul 07
Tiger Securities upgrades Coinbase to Buy from Hold with a $200 price target, citing improved Bitcoin risk/reward and a likely end to the crypto bear market.
10:39
Jul 06
Jul 06
Baird expects Coinbase to miss Q2 revenue estimates by about 8% due to weaker crypto trading volumes and prices, maintaining a Neutral rating and $142 price target.
04:40
Jul 06
Jul 06
Author includes COIN in a basket of names that may be bottoming; no trade recommendation.
LOW
13:00
Jul 05
Jul 05
Coinbase's AI angle is underappreciated
Coinbase's artificial intelligence angle is widely misunderstood and underplayed. The market has not priced in the exposure Coinbase has to AI trends, and the stock will eventually get caught up in the AI trade.
MED
14:30
Jul 03
Jul 03
Author expresses a bullish view on MSTR going higher and notes COIN might outperform while acknowledging FUD on MSTR, making MSTR a long call.
LOW
14:20
Jul 03
Jul 03
Author argues crypto has bottomed and lists multiple beneficiaries and beta plays but frames them as thematic read-throughs and personal opinions without explicit position language, so all tickers are watch.
13:44
Jul 02
Jul 02
Bitcoin climbed to a one-week high, driving a rally in crypto-related stocks with MicroStrategy up nearly ten percent and Coinbase up eight percent.
04:03
Jul 02
Jul 02
Coinbase faces negative regulatory headwinds.
Coinbase's core revenue streams (staking, lending, USDC rewards) operate in regulatory gray areas. If the Clarity Act fails to pass, SEC enforcement risk remains unresolved, making Coinbase a near-term pure negative according to Jefferies. The stock faces significant downside pressure from persistent regulatory uncertainty.
MED
About COIN Analyst Coverage
Buzzberg tracks COIN (Coinbase Global, Inc.) across 62 sources. 232 bullish vs 14 bearish calls from 166 analysts. Sentiment: predominantly bullish (55%). 400 total trade ideas tracked. Past 7 days: 3 bullish, 5 watch. Latest voices: caesarcapitalz, Santiago R. Santos, FirstSquawk.