Coinbase Global (COIN) to Post Earnings on Thursday

Coinbase Global (NASDAQ:COIN) will likely be releasing its Q2 2026 results after the market closes on Thursday, July 30th. Analysts expect Coinbase Global to announce earnings of ($0.4103) per share and revenue of $1.2962 billion for the quarter. Investors may review the information on the company’s upcoming Q2 2026 earning results page for the latest details on the call scheduled for Thursday, July 30, 2026 at 5:00 PM ET.

Coinbase Global (NASDAQ:COIN) last released its earnings results on Thursday, May 7th. The cryptocurrency exchange reported ($1.49) earnings per share for the quarter, missing analysts’ consensus estimates of $0.06 by ($1.55). Coinbase Global had a net margin of 12.20% and a return on equity of 4.16%. The business had revenue of $1.41 billion during the quarter, compared to the consensus estimate of $1.49 billion. During the same period last year, the business posted $0.24 EPS. The firm’s revenue for the quarter was down 30.5% on a year-over-year basis. On average, analysts expect Coinbase Global to post $1 EPS for the current fiscal year and $5 EPS for the next fiscal year.

Coinbase Global Stock Up 0.2%

Shares of COIN stock opened at $167.90 on Wednesday. The firm’s fifty day moving average price is $165.23 and its two-hundred day moving average price is $183.12. The company has a current ratio of 2.14, a quick ratio of 2.14 and a debt-to-equity ratio of 0.44. Coinbase Global has a 1 year low of $139.18 and a 1 year high of $402.16. The firm has a market capitalization of $44.23 billion, a P/E ratio of 63.12, a PEG ratio of 10.78 and a beta of 3.35.

Analyst Upgrades and Downgrades

Several brokerages have recently weighed in on COIN. KeyCorp restated a “sector weight” rating on shares of Coinbase Global in a report on Wednesday, June 17th. Barclays dropped their target price on Coinbase Global from $107.00 to $99.00 and set an “underweight” rating on the stock in a report on Thursday, July 9th. Raymond James Financial assumed coverage on Coinbase Global in a research report on Wednesday, July 22nd. They set a “market perform” rating for the company. Needham & Company LLC restated a “buy” rating and issued a $220.00 price target on shares of Coinbase Global in a research note on Wednesday, June 17th. Finally, Bank of America lowered their price target on Coinbase Global from $288.00 to $234.00 in a research report on Thursday, April 2nd. Eighteen investment analysts have rated the stock with a Buy rating, twelve have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus target price of $239.14.

Insiders Place Their Bets

In related news, insider Paul Grewal sold 1,960 shares of the business’s stock in a transaction that occurred on Wednesday, May 27th. The stock was sold at an average price of $176.88, for a total transaction of $346,684.80. Following the transaction, the insider directly owned 84,753 shares of the company’s stock, valued at approximately $14,991,110.64. The trade was a 2.26% decrease in their position. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Jennifer N. Jones sold 2,051 shares of the stock in a transaction on Friday, June 5th. The shares were sold at an average price of $158.15, for a total value of $324,365.65. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders have sold 30,627 shares of company stock worth $5,327,841 over the last ninety days. 16.66% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Coinbase Global

A number of hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. L2 Asset Management LLC raised its position in shares of Coinbase Global by 5.0% during the third quarter. L2 Asset Management LLC now owns 965 shares of the cryptocurrency exchange’s stock valued at $326,000 after buying an additional 46 shares during the last quarter. Ancora Advisors LLC lifted its stake in shares of Coinbase Global by 4.5% in the 3rd quarter. Ancora Advisors LLC now owns 1,174 shares of the cryptocurrency exchange’s stock valued at $396,000 after purchasing an additional 51 shares during the last quarter. Moneta Group Investment Advisors LLC increased its position in Coinbase Global by 2.1% during the third quarter. Moneta Group Investment Advisors LLC now owns 3,174 shares of the cryptocurrency exchange’s stock valued at $1,071,000 after acquiring an additional 65 shares during the last quarter. Public Employees Retirement Association of Colorado raised its stake in shares of Coinbase Global by 0.3% in the fourth quarter. Public Employees Retirement Association of Colorado now owns 26,094 shares of the cryptocurrency exchange’s stock valued at $5,901,000 after acquiring an additional 69 shares during the period. Finally, Palisade Asset Management LLC bought a new stake in shares of Coinbase Global in the 3rd quarter worth about $29,000. 68.84% of the stock is owned by institutional investors.

Key Stories Impacting Coinbase Global

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

• Positive Sentiment: Coinbase CEO Brian Armstrong said AI agents could become major users of programmable money, positioning Coinbase’s Base network, USDC stablecoin and x402 payment protocol as infrastructure for autonomous transactions. The company says AI could expand—not replace—crypto demand. Coinbase Ties AI to Crypto
• Positive Sentiment: Rosenblatt Securities reaffirmed its “buy” rating and maintained a $240 price target, implying substantial upside from current levels. Rosenblatt Coinbase Rating
• Positive Sentiment: Coinbase is lobbying for the CLARITY Act and broader U.S. crypto infrastructure, arguing that clear rules could support domestic growth and help the country compete with China. The company also backed Federal Reserve payment accounts and interest on account balances, which could expand institutional opportunities if adopted. Coinbase Supports CLARITY Act
• Neutral Sentiment: Analysts comparing Coinbase with Robinhood say Robinhood currently has more diversified revenue, while Coinbase may benefit later from tokenized securities and AI commerce. This frames a longer-term opportunity but not an immediate earnings catalyst. Coinbase and Robinhood Competition
• Negative Sentiment: Q2 expectations call for weaker crypto trading activity. Stablecoins and subscription services may partly offset the slowdown, but Coinbase’s previous quarter missed both earnings and revenue estimates, keeping execution risk elevated. Coinbase Q2 Earnings Preview
• Negative Sentiment: Regulatory uncertainty remains a material overhang: Armstrong warned some crypto business could move offshore if the CLARITY Act stalls. Reports that China is outspending the U.S. on digital-asset infrastructure also highlight competitive and policy risks. Crypto Business Could Leave the U.S.

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.