Nasdaq· Finance Services· Inc. TX· CIK 0001679788

COIN

Coinbase Global, Inc.
$198.56 ▲ +4.90%
Prev close $189.29
Market cap$50.1B
ConsensusBuy
12-mo target$207.35 (+4.5%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)31 New Institutional Positions19 Institutional ExitsCongressional Activity (3) Crypto & BlockchainFintech & Payments
Snapshot
The big-picture read on COIN right now — valuation, ownership and activity at a glance.
Market Cap
$50.1B
Cap Size
Large Cap
Analyst Consensus
Strong Buy (71%)
Inst. Holders
50 funds
Inst. Value
$23.7B
Inst. Activity
31 buys / 19 sells
Insider Activity
$0.00 buy / $19.2M sell
Insider Net $
-$19.2M
Social Sentiment
53° Neutral
SEC Reports
20
Congressional
8 trades
Price chart 30d +13.5%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 30, 2026 short_volume
Short Volume: COIN — 59.1% short (1.9M / 3.3M)
Short: 1,941,148 | Exempt: 10,235 | TRF Vol: 3,286,703 | Short Ratio: 59.1% | Off-exchange volume (d
Sep 21, 2026 Insider
Andreessen Marc L sold 6,838 shares
Director @ $205.05 ($1.4M)
Sep 21, 2026 Insider
HAAS ALESIA J sold 410 shares
Chief Financial Officer @ $203.67 ($83.5K)
Sep 21, 2026 Insider
HAAS ALESIA J sold 35,840 shares
Chief Financial Officer @ $205.14 ($7.4M)
Sep 21, 2026 Event
Coinbase, Inc. v. Honscha
Court ruling (cand) — Docket: 3:25-cv-06234
Sep 14, 2026 SEC
Compass Point upgrades COIN to Neutral from Sell — PT $177 (+35% from prior)
ANALYST-UPGRADE — Impact 4/10
Sep 11, 2026 SEC
The court granted a joint stipulation to continue the initial case management conference from September 24, 2026 to Octo
COURT-RULING — Impact 1/10
Sep 11, 2026 SEC
Two Coinbase directors, Marc Andreessen and Frederick Wilson, sold a combined $2.66M in open-market sales over a 7-day w
CLUSTER — Impact 2/10
Analyst ratings buy % +10.9%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
Buy 71% rate it Buy or better · 45 analysts
Strong Buy 11 24% Buy 21 47% Hold 10 22% Sell 1 2% Strong Sell 2 4%
Recent analyst actions
DateFirmActionRatingFirm rating
Sep 28, 2026BairdMAINTAINNeutral 54%
Sep 16, 2026BTIGREITERATEBuy 53%
Sep 14, 2026Compass PointUPGRADENeutral 56%
Sep 10, 2026Morgan StanleyINITIATEEqual-Weight 55%
Sep 9, 2026Goldman SachsMAINTAINBuy 54%
Aug 26, 2026Argus ResearchREITERATEHold 54%
Aug 25, 2026Goldman SachsMAINTAINBuy 54%
Aug 3, 2026Cantor FitzgeraldMAINTAINOverweight 49%
Jul 31, 2026Goldman SachsMAINTAINBuy 54%
Jul 31, 2026OppenheimerMAINTAINOutperform 52%
Monthly consensus history
PeriodStr. BuyBuyHoldSellStr. SellBuy %Distribution
Sep 1, 20261121101271%
Aug 1, 20261120101270%
Jul 1, 20261119111268%
Jun 1, 20261119111268%
May 1, 20261117121265%
Apr 1, 20261117130265%
Mar 1, 20261118120267%
Feb 1, 20261119120170%
Price targets
Where 32 covering analysts think COIN trades over the next 12 months.
$207.35 +4.5% upside Hold
Current$198.43 Low$95.00 Median$205.00 High$330.00 32 analysts
$95.00$330.00
Analyst rating Buy· 1.9/5 as of Oct 2, 2026
Social media sentiment mood +20.0%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
53°
Neutral
BearishNeutralBullish
30 mentions 10 bullish 8 bearish 12 neutral
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
20 SEC filing reports analyzed · 0 bullish, 3 bearish, 2 mixed, 15 neutral · avg impact 2.7/10.
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 30, 2026
short_volume
Short Volume: COIN — 59.1% short (1.9M / 3.3M)
Short: 1,941,148 | Exempt: 10,235 | TRF Vol: 3,286,703 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Sep 29, 2026
short_volume
Short Volume: COIN — 55.8% short (1.5M / 2.7M)
Short: 1,488,369 | Exempt: 4,016 | TRF Vol: 2,665,740 | Short Ratio: 55.8% | Off-exchange volume (dark pool + OTC)
Sep 25, 2026
short_volume
Short Volume: COIN — 65.9% short (1.8M / 2.7M)
Short: 1,750,570 | Exempt: 5,421 | TRF Vol: 2,655,019 | Short Ratio: 65.9% | Off-exchange volume (dark pool + OTC)
Sep 24, 2026
short_volume
Short Volume: COIN — 60.8% short (2.3M / 3.7M)
Short: 2,252,745 | Exempt: 4,113 | TRF Vol: 3,706,796 | Short Ratio: 60.8% | Off-exchange volume (dark pool + OTC)
Sep 23, 2026
short_volume
Short Volume: COIN — 59.1% short (1.9M / 3.2M)
Short: 1,914,412 | Exempt: 5,139 | TRF Vol: 3,241,615 | Short Ratio: 59.1% | Off-exchange volume (dark pool + OTC)
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
PeriodEPS Est.RangeGrowth30d RevUp/DnRevenue#
Current Q$-0.22$-0.77–$0.38-114.7%-52.6%0↑ 16↓$1.2B17
Next Q$0.10$-0.69–$1.04104.1%-49.4%0↑ 16↓$1.3B17
Current FY$-2.03$-4.05–$-0.04-145.5%-1.6%1↑ 2↓$5.3B21
Next FY$2.84$-1.44–$9.45239.9%-0.7%3↑ 5↓$6.9B26
Current-quarter EPS estimate — revision history
WhenEPS estimateChange vs now
Current$-0.221—
7d ago$-0.209-0.012
30d ago$-0.145-0.076
60d ago$0.444-0.665
90d ago$0.582-0.803
Institutional ownership
Which big funds own COIN (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $23.7B total value (156,818,689 shares) as of 2026-Q2. Top holders: Erste, BlackRock,, VANGUARD. Net buying activity: 31 institutions added/increased vs 19 reduced.
Top holders — 2026-Q2
FundSharesValue% TrackedLast move
Erste Asset Management GmbH0$0.000.0%—
BlackRock, Inc.16,710,783$2.4B10.3%—
VANGUARD CAPITAL MANAGEMENT LLC14,165,975$2.1B8.7%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP10,125,600$1.5B6.2%ADD +40.3%
VANGUARD PORTFOLIO MANAGEMENT LLC9,571,891$1.4B5.9%—
STATE STREET CORP9,562,203$1.4B5.9%—
SUSQUEHANNA INTERNATIONAL GROUP, LLP8,737,400$1.3B5.4%ADD +40.3%
JANE STREET GROUP, LLC7,124,400$1.0B4.4%ADD +51.0%
GEODE CAPITAL MANAGEMENT, LLC6,154,642$946.4M4.0%—
JANE STREET GROUP, LLC6,010,400$878.7M3.7%ADD +51.0%
Recent position changes
FundActionPrevCurrentChangeValue
NORGES BANKNEW—2,790,018—$407.9M
BARCLAYS PLCADD1,319,7871,709,270+29.5%$249.9M
JPMORGAN CHASE & COTRIM1,955,8661,395,552-28.6%$211.6M
JANE STREET GROUP, LLCADD888,0961,341,388+51.0%$196.1M
NOMURA HOLDINGS INCDOUBLED303,4521,106,199+264.5%$161.7M
Optiver Holding B.V.DOUBLED102,277758,720+641.8%$110.9M
Allspring Global Investments Holdings, LLCDOUBLED15,654550,283+3415.3%$87.6M
SUSQUEHANNA INTERNATIONAL GROUP, LLPADD404,523567,379+40.3%$82.9M
VAN ECK ASSOCIATES CORPADD248,368495,075+99.3%$72.4M
CREDIT AGRICOLE S AADD199,516360,414+80.6%$52.7M
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
8 insiders, 50 transactions. Net -$19.2M — $0.00 bought, $19.2M sold.
DateInsiderTitleTypeSharesPriceValue
Sep 21, 2026Andreessen Marc LDirectorSELL6,838$205.05$1.4M
Sep 21, 2026HAAS ALESIA JChief Financial OfficerSELL410$203.67$83.5K
Sep 21, 2026HAAS ALESIA JChief Financial OfficerSELL35,840$205.14$7.4M
Sep 21, 2026HAAS ALESIA JChief Financial OfficerSELL1,371$207.11$283.9K
Sep 21, 2026HAAS ALESIA JChief Financial OfficerSELL1,409$206.42$290.8K
Sep 8, 2026Andreessen Marc LDirectorSELL13,676$181.14$2.5M
Sep 1, 2026Armstrong AnthonyDirectorAWARD3,110——
Sep 1, 2026Armstrong AnthonyDirectorAWARD1,806——
Sep 1, 2026WILSON FREDERICK RDirectorSELL3,397$177.09$601.6K
Sep 1, 2026WILSON FREDERICK RDirectorSELL992$182.57$181.1K
Congressional trades
COIN trades disclosed by members of Congress, with disclosure delay.
3 members · 3 buys / 5 sells
DateMemberPartyChamberTypeAmountAssetDisclosed
Aug 18, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Coinbase Global IncSep 11, 2026(25d)
Aug 10, 2026Ro KhannaDHOUSESELL$1,001 - $15,000Coinbase Global IncSep 7, 2026(29d)
Jul 17, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Coinbase Global IncSep 7, 2026(53d)
Jun 16, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Coinbase Global IncJul 3, 2026(18d)
Apr 14, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Coinbase Global IncMay 11, 2026(28d)
Feb 18, 2026Timothy MooreRHOUSESELL$1,001 - $15,000Coinbase Global IncFeb 23, 2026(6d)
Feb 12, 2026Gilbert CisnerosDHOUSESELL$1,001 - $15,000Coinbase Global IncMar 10, 2026(27d)
Jan 30, 2026Gilbert CisnerosDHOUSEBUY$1,001 - $15,000Coinbase Global IncFeb 16, 2026(18d)
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for COIN.
Shares short
25,234,463
Settlement Sep 15, 2026
Change vs prior
-7.8%
Semi-monthly cycle
Days to cover
2.8
At avg daily volume
Of shares outstanding
≈9.6%
Estimate — not % of float
All COIN filing & press-release reports (25)