
Coinbase (COIN) Stock Forecast & Price Target
Coinbase (COIN) Analyst Ratings
Bulls say
Coinbase Global is experiencing significant growth in its subscription and services revenue, projected to rise to approximately 40% of total revenue by fiscal year 2025, indicating a shift towards more stable income sources. The company's monthly active users have risen to 9.3 million in the third quarter of 2025, alongside a substantial increase in assets on the platform, which reached $516 billion, a notable jump from $264 billion the previous year. Additionally, the company's expansion into subscription offerings, such as Coinbase One, is expected to enhance user engagement and boost trading volumes, further diversifying revenue streams beyond traditional transaction fees.
Bears say
Coinbase Global has experienced a significant decline in trading volume, with total spot trading volume dropping approximately 14% quarter-over-quarter in 4Q25, outperforming the broader industry decrease of 9%. The company is anticipating a further decline in volume by 16.4% for the upcoming quarters, primarily driven by weak market sentiment and falling cryptocurrency prices, with Ethereum averaging $3,534 in Q4—a decrease of about 10% from the previous quarter. Consequently, Coinbase is adjusting its revenue and earnings estimates downward for 2025 and 2026, cutting revenue projections by 1.9% and 15.2%, while also lowering adjusted EBITDA and EPS forecasts substantially.
This aggregate rating is based on analysts' research of Coinbase and is not a guaranteed prediction by Public.com or investment advice.
Coinbase (COIN) Analyst Forecast & Price Prediction
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