Market Cap
$50.1B
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Sep 28, 2026 | Baird | MAINTAIN | Neutral | 54% |
| Sep 16, 2026 | BTIG | REITERATE | Buy | 53% |
| Sep 14, 2026 | Compass Point | UPGRADE | Neutral | 56% |
| Sep 10, 2026 | Morgan Stanley | INITIATE | Equal-Weight | 55% |
| Sep 9, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 26, 2026 | Argus Research | REITERATE | Hold | 54% |
| Aug 25, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Aug 3, 2026 | Cantor Fitzgerald | MAINTAIN | Overweight | 49% |
| Jul 31, 2026 | Goldman Sachs | MAINTAIN | Buy | 54% |
| Jul 31, 2026 | Oppenheimer | MAINTAIN | Outperform | 52% |
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 11 | 21 | 10 | 1 | 2 | 71% | |
| Aug 1, 2026 | 11 | 20 | 10 | 1 | 2 | 70% | |
| Jul 1, 2026 | 11 | 19 | 11 | 1 | 2 | 68% | |
| Jun 1, 2026 | 11 | 19 | 11 | 1 | 2 | 68% | |
| May 1, 2026 | 11 | 17 | 12 | 1 | 2 | 65% | |
| Apr 1, 2026 | 11 | 17 | 13 | 0 | 2 | 65% | |
| Mar 1, 2026 | 11 | 18 | 12 | 0 | 2 | 67% | |
| Feb 1, 2026 | 11 | 19 | 12 | 0 | 1 | 70% |
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.22 | $-0.77–$0.38 | -114.7% | -52.6% | 0↑ 16↓ | $1.2B | 17 |
| Next Q | $0.10 | $-0.69–$1.04 | 104.1% | -49.4% | 0↑ 16↓ | $1.3B | 17 |
| Current FY | $-2.03 | $-4.05–$-0.04 | -145.5% | -1.6% | 1↑ 2↓ | $5.3B | 21 |
| Next FY | $2.84 | $-1.44–$9.45 | 239.9% | -0.7% | 3↑ 5↓ | $6.9B | 26 |
| When | EPS estimate | Change 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 |
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| Erste Asset Management GmbH | 0 | $0.00 | 0.0% | — |
| BlackRock, Inc. | 16,710,783 | $2.4B | 10.3% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | 14,165,975 | $2.1B | 8.7% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 10,125,600 | $1.5B | 6.2% | ADD +40.3% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 9,571,891 | $1.4B | 5.9% | — |
| STATE STREET CORP | 9,562,203 | $1.4B | 5.9% | — |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 8,737,400 | $1.3B | 5.4% | ADD +40.3% |
| JANE STREET GROUP, LLC | 7,124,400 | $1.0B | 4.4% | ADD +51.0% |
| GEODE CAPITAL MANAGEMENT, LLC | 6,154,642 | $946.4M | 4.0% | — |
| JANE STREET GROUP, LLC | 6,010,400 | $878.7M | 3.7% | ADD +51.0% |
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| NORGES BANK | NEW | — | 2,790,018 | — | $407.9M |
| BARCLAYS PLC | ADD | 1,319,787 | 1,709,270 | +29.5% | $249.9M |
| JPMORGAN CHASE & CO | TRIM | 1,955,866 | 1,395,552 | -28.6% | $211.6M |
| JANE STREET GROUP, LLC | ADD | 888,096 | 1,341,388 | +51.0% | $196.1M |
| NOMURA HOLDINGS INC | DOUBLED | 303,452 | 1,106,199 | +264.5% | $161.7M |
| Optiver Holding B.V. | DOUBLED | 102,277 | 758,720 | +641.8% | $110.9M |
| Allspring Global Investments Holdings, LLC | DOUBLED | 15,654 | 550,283 | +3415.3% | $87.6M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | ADD | 404,523 | 567,379 | +40.3% | $82.9M |
| VAN ECK ASSOCIATES CORP | ADD | 248,368 | 495,075 | +99.3% | $72.4M |
| CREDIT AGRICOLE S A | ADD | 199,516 | 360,414 | +80.6% | $52.7M |
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Sep 21, 2026 | Andreessen Marc L | Director | SELL | 6,838 | $205.05 | $1.4M |
| Sep 21, 2026 | HAAS ALESIA J | Chief Financial Officer | SELL | 410 | $203.67 | $83.5K |
| Sep 21, 2026 | HAAS ALESIA J | Chief Financial Officer | SELL | 35,840 | $205.14 | $7.4M |
| Sep 21, 2026 | HAAS ALESIA J | Chief Financial Officer | SELL | 1,371 | $207.11 | $283.9K |
| Sep 21, 2026 | HAAS ALESIA J | Chief Financial Officer | SELL | 1,409 | $206.42 | $290.8K |
| Sep 8, 2026 | Andreessen Marc L | Director | SELL | 13,676 | $181.14 | $2.5M |
| Sep 1, 2026 | Armstrong Anthony | Director | AWARD | 3,110 | — | — |
| Sep 1, 2026 | Armstrong Anthony | Director | AWARD | 1,806 | — | — |
| Sep 1, 2026 | WILSON FREDERICK R | Director | SELL | 3,397 | $177.09 | $601.6K |
| Sep 1, 2026 | WILSON FREDERICK R | Director | SELL | 992 | $182.57 | $181.1K |
| Date | Member | Party | Chamber | Type | Amount | Asset | Disclosed |
|---|---|---|---|---|---|---|---|
| Aug 18, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Coinbase Global Inc | Sep 11, 2026(25d) |
| Aug 10, 2026 | Ro Khanna | D | HOUSE | SELL | $1,001 - $15,000 | Coinbase Global Inc | Sep 7, 2026(29d) |
| Jul 17, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Coinbase Global Inc | Sep 7, 2026(53d) |
| Jun 16, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Coinbase Global Inc | Jul 3, 2026(18d) |
| Apr 14, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Coinbase Global Inc | May 11, 2026(28d) |
| Feb 18, 2026 | Timothy Moore | R | HOUSE | SELL | $1,001 - $15,000 | Coinbase Global Inc | Feb 23, 2026(6d) |
| Feb 12, 2026 | Gilbert Cisneros | D | HOUSE | SELL | $1,001 - $15,000 | Coinbase Global Inc | Mar 10, 2026(27d) |
| Jan 30, 2026 | Gilbert Cisneros | D | HOUSE | BUY | $1,001 - $15,000 | Coinbase Global Inc | Feb 16, 2026(18d) |