Market Cap
$24.9B
CPNG
Coupang, Inc.
$13.78 ▼ -0.14%
Prev close $13.80Market cap$24.9B
ConsensusBuy
12-mo target$23.51 (+70.6%)
▲ Bullish
Analyst conviction 7/10
Insider Selling Cluster (2 insiders)High Impact Filing (7/10)32 New Institutional Positions18 Institutional Exits E-commerce & Platforms
Snapshot
The big-picture read on CPNG right now — valuation, ownership and activity at a glance.
Cap Size
Large Cap
Analyst Consensus
Strong Buy (73%)
Inst. Holders
50 funds
Inst. Value
$12.5B
Inst. Activity
32 buys / 18 sells
Insider Activity
$136.6M buy / $3.2M sell
Insider Net $
$133.4M
Social Sentiment
55° Neutral
SEC Reports
6
Price chart 30d -11.2%
Daily candles (open–high–low–close) with volume. Green = up day, red = down day.
No data for this timeframe.
Vol
Recent activity
The latest filings, insider trades, analyst actions, press and options flow — newest first.
Sep 7, 2026 dark_pool
Aug 12, 2026 SEC Dark Pool: CPNG — 15.3M shares, 111,320 trades
Week starting 2026-09-07. Total ATS volume: 15,291,818 shares across 111,320 trades.
Two Coupang insiders sold a combined $3.2M in open-market sales on August 10, 2026, just 6 days after the company report
CLUSTER — Impact 3/10
Aug 10, 2026 Insider
Rogers Harold sold 192,110 shares
See Remarks @ $16.18 ($3.1M)
Aug 10, 2026 Insider
Aug 4, 2026 SEC Lee Jonathan D. sold 5,519 shares
Chief Accounting Officer @ $16.10 ($88.9K)
Coupang reported Q2 2026 net revenues of $8.9B, up 4% YoY (10% constant currency), but GAAP net loss attributable to sto
8-K — Impact 6/10
Jun 30, 2026 Inst.
BAILLIE GIFFORD & CO — TRIM
78,743,687 shares ($1.4B)
Jun 30, 2026 Inst.
Jun 11, 2026 SEC Artisan Partners Limited Partnership — ADD
50,439,134 shares ($876.1M)
The Korean PIPC announced ~$410M in total administrative fines against Coupang's Korean subsidiary: ~$278M related to th
8-K — Impact 7/10
Analyst ratings buy % -15.1%
How Wall Street rates the stock today, and the latest firm-by-firm actions.
73% rate it Buy or better · 22 analysts
Recent analyst actions
| Date | Firm | Action | Rating | Firm rating |
|---|---|---|---|---|
| Aug 6, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Aug 6, 2026 | Deutsche Bank | UPGRADE | Buy | 58% |
| Jul 29, 2026 | Mizuho | MAINTAIN | Neutral | 52% |
| Jul 7, 2026 | Barclays | MAINTAIN | Overweight | 54% |
| Jun 25, 2026 | B of A Securities | MAINTAIN | Buy | 54% |
| Jun 15, 2026 | CLSA | INITIATE | Outperform | 50% |
| May 6, 2026 | Citigroup | DOWNGRADE | Neutral | 55% |
| Apr 23, 2026 | Barclays | MAINTAIN | Overweight | 54% |
Monthly consensus history
| Period | Str. Buy | Buy | Hold | Sell | Str. Sell | Buy % | Distribution |
|---|---|---|---|---|---|---|---|
| Sep 1, 2026 | 4 | 12 | 5 | 0 | 1 | 73% | |
| Aug 1, 2026 | 4 | 11 | 6 | 0 | 1 | 68% | |
| Jul 1, 2026 | 4 | 11 | 6 | 0 | 1 | 68% | |
| Jun 1, 2026 | 4 | 10 | 6 | 0 | 1 | 67% | |
| May 1, 2026 | 6 | 11 | 4 | 0 | 1 | 77% | |
| Apr 1, 2026 | 6 | 11 | 4 | 0 | 1 | 77% | |
| Mar 1, 2026 | 6 | 11 | 4 | 0 | 0 | 81% | |
| Feb 1, 2026 | 7 | 11 | 3 | 0 | 0 | 86% |
Price targets
Where 18 covering analysts think CPNG trades over the next 12 months.
$23.51 +70.6% upside Strong Buy
Current$13.78 Low$12.00 Median$24.00 High$30.00 18 analysts
$12.00$30.00
Analyst rating Buy· 1.7/5 as of Oct 2, 2026
Social media sentiment mood -33.3%
Retail-investor mood aggregated across social media. 0° = very bearish, 100° = very bullish.
55°
Neutral
BearishNeutralBullish
Recent posts
Reports & filings
AI-scored summaries of recent SEC filings and press releases, with sentiment and impact.
6 SEC filing reports analyzed · 0 bullish, 2 bearish, 1 mixed, 3 neutral · avg impact 4.5/10.
NEUTRALCLUSTER3/10
Two Coupang insiders sold a combined $3.2M in open-market sales on August 10, 2026, just 6 days afte
Aug 12, 2026
BEARISH8-K6/10
Coupang reported Q2 2026 net revenues of $8.9B, up 4% YoY (10% constant currency), but GAAP net loss
Aug 4, 2026
BEARISH8-K7/10
The Korean PIPC announced ~$410M in total administrative fines against Coupang's Korean subsidiary:
Jun 11, 2026
NEUTRAL1442/10
Former director Kevin M. Warsh filed a Form 144 to sell 102,363 Class A shares (~$1.68M at the filin
May 19, 2026
Upcoming & catalyst events
Scheduled dates plus disclosed catalysts — earnings, dividends, enforcement, FDA and clinical-trial events. Colored dot = impact.
Sep 7, 2026
dark_pool
Dark Pool: CPNG — 15.3M shares, 111,320 trades
Week starting 2026-09-07. Total ATS volume: 15,291,818 shares across 111,320 trades.
Aug 31, 2026
dark_pool
Dark Pool: CPNG — 12.5M shares, 104,739 trades
Week starting 2026-08-31. Total ATS volume: 12,496,575 shares across 104,739 trades.
Aug 24, 2026
dark_pool
Dark Pool: CPNG — 11.9M shares, 111,428 trades
Week starting 2026-08-24. Total ATS volume: 11,878,305 shares across 111,428 trades.
Aug 17, 2026
dark_pool
Dark Pool: CPNG — 18.0M shares, 140,762 trades
Week starting 2026-08-17. Total ATS volume: 17,975,658 shares across 140,762 trades.
Aug 10, 2026
dark_pool
Dark Pool: CPNG — 16.8M shares, 119,759 trades
Week starting 2026-08-10. Total ATS volume: 16,809,512 shares across 119,759 trades.
Earnings estimates
Forecast earnings per share and revenue by period — and whether estimates are rising.
| Period | EPS Est. | Range | Growth | 30d Rev | Up/Dn | Revenue | # |
|---|---|---|---|---|---|---|---|
| Current Q | $-0.01 | $-0.02–$0.01 | -111.0% | -161.1% | — | $9.8B | 2 |
| Next Q | $0.05 | $0.05–$0.05 | 600.0% | +0.0% | — | $10.0B | 1 |
| Current FY | $-0.44 | $-0.54–$-0.29 | -469.4% | -1.7% | 0↑ 4↓ | $37.0B | 7 |
| Next FY | $0.27 | $0.17–$0.38 | 161.5% | +1.2% | 1↑ 5↓ | $42.1B | 7 |
Current-quarter EPS estimate — revision history
| When | EPS estimate | Change vs now |
|---|---|---|
| Current | $-0.005 | — |
| 7d ago | $0.009 | -0.014 |
| 30d ago | $0.009 | -0.014 |
| 60d ago | $0.000 | -0.005 |
| 90d ago | $0.000 | -0.005 |
Institutional ownership
Which big funds own CPNG (from quarterly 13F filings) and who is adding or trimming.
50 institutional holders with $12.5B total value (717,942,327 shares) as of 2026-Q2. Top holders: BAILLIE, DODGE, BlackRock,. Net buying activity: 32 institutions added/increased vs 18 reduced.
Top holders — 2026-Q2
| Fund | Shares | Value | % Tracked | Last move |
|---|---|---|---|---|
| BAILLIE GIFFORD & CO | 78,743,687 | $1.4B | 11.0% | TRIM -34.7% |
| DODGE & COX | 72,194,220 | $1.3B | 10.1% | — |
| BlackRock, Inc. | 62,396,132 | $1.1B | 8.7% | — |
| Artisan Partners Limited Partnership | 50,439,134 | $876.1M | 7.0% | ADD +49.8% |
| MORGAN STANLEY | 50,025,165 | $868.9M | 7.0% | — |
| TIGER GLOBAL MANAGEMENT LLC | 36,467,972 | $633.4M | 5.1% | — |
| GEODE CAPITAL MANAGEMENT, LLC | 23,938,474 | $416.0M | 3.3% | — |
| Point72 Asset Management, L.P. | 22,407,576 | $389.2M | 3.1% | DOUBLED +187.5% |
| GOLDMAN SACHS GROUP INC | 20,448,594 | $355.2M | 2.8% | ADD +40.9% |
| NORGES BANK | 20,363,309 | $353.7M | 2.8% | NEW |
Recent position changes
| Fund | Action | Prev | Current | Change | Value |
|---|---|---|---|---|---|
| BAILLIE GIFFORD & CO | TRIM | 120,656,242 | 78,743,687 | -34.7% | $1.4B |
| Artisan Partners Limited Partnership | ADD | 33,669,665 | 50,439,134 | +49.8% | $876.1M |
| Point72 Asset Management, L.P. | DOUBLED | 7,794,909 | 22,407,576 | +187.5% | $389.2M |
| GOLDMAN SACHS GROUP INC | ADD | 14,517,634 | 20,448,594 | +40.9% | $355.2M |
| NORGES BANK | NEW | — | 20,363,309 | — | $353.7M |
| HARRIS ASSOCIATES L P | ADD | 9,981,854 | 14,296,823 | +43.2% | $248.3M |
| FMR LLC | TRIM | 16,535,016 | 9,884,389 | -40.2% | $171.7M |
| MILLENNIUM MANAGEMENT LLC | ADD | 5,787,322 | 7,397,740 | +27.8% | $128.5M |
| TREMBLANT CAPITAL GROUP | ADD | 4,936,035 | 6,950,075 | +40.8% | $120.7M |
| JPMORGAN CHASE & CO | TRIM | 13,541,809 | 6,791,278 | -49.8% | $119.4M |
Insider activity
Buying and selling by company executives and directors (SEC Form 4).
9 insiders, 21 transactions. Net $133.4M — $136.6M bought, $3.2M sold.
| Date | Insider | Title | Type | Shares | Price | Value |
|---|---|---|---|---|---|---|
| Aug 10, 2026 | Rogers Harold | See Remarks | SELL | 192,110 | $16.18 | $3.1M |
| Aug 10, 2026 | Lee Jonathan D. | Chief Accounting Officer | SELL | 5,519 | $16.10 | $88.9K |
| Jun 11, 2026 | Child Jason | Director | AWARD | 21,304 | — | — |
| Jun 11, 2026 | Franceschi Pedro | Director | AWARD | 17,971 | — | — |
| Jun 11, 2026 | MEHTA NEIL | Director | AWARD | 17,391 | — | — |
| Jun 11, 2026 | Sharma Asha | Director | AWARD | 17,971 | — | — |
| Jun 11, 2026 | Sun Benjamin | Director | AWARD | 19,275 | — | — |
| Jun 11, 2026 | Toubassy Ambereen | Director | AWARD | 19,565 | — | — |
| May 14, 2026 | Toubassy Ambereen | Director | AWARD | 69 | — | — |
| Apr 1, 2026 | Lee Jonathan D. | Chief Accounting Officer | AWARD | 47,181 | — | — |
Short interest & halts
FINRA semi-monthly short positions, Reg SHO threshold status, and recent trading halts for CPNG.
Shares short
79,155,595
Settlement Sep 15, 2026
Change vs prior
+10.4%
Semi-monthly cycle
Days to cover
4.4
At avg daily volume
Of shares outstanding
≈4.4%
Estimate — not % of float
All CPNG filing & press-release reports (6)
- CLUSTER reportAug 12, 2026
- 8-K reportAug 4, 2026
- 8-K reportJun 11, 2026
- 144 reportMay 19, 2026
- 144 reportMay 15, 2026
- INST-CLUSTER reportFeb 28, 2026