Cantor Fitzgerald Cuts Coinbase Global (NASDAQ:COIN) Price Target to $221.00

Coinbase Global (NASDAQ:COIN) had its target price reduced by Cantor Fitzgerald from $277.00 to $221.00 in a research report sent to investors on Monday,Benzinga reports. They currently have an overweight rating on the cryptocurrency exchange’s stock.

Several other equities analysts have also recently commented on COIN. Weiss Ratings reissued a “hold (c)” rating on shares of Coinbase Global in a research note on Friday, January 9th. Rosenblatt Securities raised their price objective on shares of Coinbase Global from $450.00 to $470.00 in a research note on Friday, October 31st. Bank of America upgraded Coinbase Global from a “neutral” rating to a “buy” rating and set a $340.00 target price for the company in a research report on Thursday, January 8th. Jefferies Financial Group decreased their price target on Coinbase Global from $367.00 to $268.00 and set a “hold” rating for the company in a research note on Monday, January 12th. Finally, Deutsche Bank Aktiengesellschaft initiated coverage on Coinbase Global in a research note on Wednesday, December 17th. They issued a “buy” rating and a $340.00 price objective on the stock. Twenty investment analysts have rated the stock with a Buy rating, eleven have issued a Hold rating and one has given a Sell rating to the company’s stock. According to data from MarketBeat.com, the stock has an average rating of “Moderate Buy” and a consensus target price of $340.08.

Coinbase Global Price Performance

Shares of COIN opened at $153.20 on Monday. Coinbase Global has a one year low of $142.58 and a one year high of $444.64. The stock’s fifty day moving average is $229.25 and its 200-day moving average is $287.32. The company has a debt-to-equity ratio of 0.37, a quick ratio of 2.40 and a current ratio of 2.40. The firm has a market capitalization of $41.31 billion, a price-to-earnings ratio of 13.25 and a beta of 3.70.

Insider Transactions at Coinbase Global

In other news, CEO Brian Armstrong sold 40,000 shares of the company’s stock in a transaction on Monday, January 5th. The stock was sold at an average price of $248.96, for a total transaction of $9,958,400.00. The sale 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 on Thursday, January 15th. The shares were sold at an average price of $250.27, for a total value of $344,121.25. The SEC filing for this sale provides additional information. Insiders sold a total of 672,498 shares of company stock valued at $137,109,701 in the last three months. 16.56% of the stock is currently owned by corporate insiders.

Institutional Trading of Coinbase Global

Hedge funds have recently bought and sold shares of the company. REAP Financial Group LLC acquired a new stake in shares of Coinbase Global during the third quarter valued at approximately $25,000. Evelyn Partners Investment Management Europe Ltd lifted its position in shares of Coinbase Global by 92.3% in the 2nd quarter. Evelyn Partners Investment Management Europe Ltd now owns 75 shares of the cryptocurrency exchange’s stock valued at $29,000 after acquiring an additional 36 shares in the last quarter. Palisade Asset Management LLC acquired a new position in Coinbase Global in the 3rd quarter worth approximately $29,000. Cullen Frost Bankers Inc. acquired a new position in Coinbase Global in the 2nd quarter worth approximately $30,000. Finally, Salomon & Ludwin LLC grew its position in Coinbase Global by 4,400.0% during the 3rd quarter. Salomon & Ludwin LLC now owns 90 shares of the cryptocurrency exchange’s stock worth $30,000 after purchasing an additional 88 shares in the last quarter. 68.84% of the stock is owned by hedge funds and other institutional investors.

More Coinbase Global News

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

• Positive Sentiment: Coinbase launched “Agentic Wallets,” wallet infrastructure that lets autonomous AI agents hold, spend and trade crypto on users’ behalf — a product innovation that could open new revenue channels (agent-driven trading, payments for compute/APIs and DeFi automation). Cointelegraph — Agentic Wallets
• Positive Sentiment: Interactive Brokers added Coinbase Derivatives nano/perpetual futures to its platform — expands distribution for Coinbase’s derivatives product and could boost fee revenue if adoption scales. FinancialPost — IBKR launch
• Neutral Sentiment: Options market implies a sizable post-earnings move (expected volatility) ahead of COIN’s Q4 report — suggests traders expect big surprises but does not indicate direction. TipRanks — options implied move
• Neutral Sentiment: Coinbase is refocusing its Base App away from social/rewards toward a trading-first product — a cost/strategy pivot that could improve unit economics but narrows the “everything app” vision. Blockonomi — Base App pivot
• Negative Sentiment: Major analyst target cuts (JPMorgan cut PT to $290; Cantor Fitzgerald and others trimmed targets) have increased selling pressure into earnings — large pre-earnings downgrades can amplify downside. Blockonomi — JPMorgan cut
• Negative Sentiment: CFO Alesia Haas sold ~364,600 shares (~$56M) in early February — a high-profile insider sale that markets often view negatively despite possible non-fundamental reasons. SEC Form 4 — Haas sale
• Negative Sentiment: Bitcoin price pullback and reported spot-led selling reduced trading activity and removed the U.S. Coinbase premium — weaker crypto markets directly pressure Coinbase transaction revenue ahead of reported Q4 results. Cointelegraph — BTC volatility
• Negative Sentiment: Public skepticism and competitive pressure (comments from high-profile investors, Jim Cramer avoiding COIN, and data showing rivals outpacing Coinbase in some metrics) raise near-term risk to growth and market share. Yahoo Finance — competition

About Coinbase Global

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.