COIN Analyst Ratings

Baird initiated Coinbase at Neutral ($240) on Jan 28, and Cantor Fitzgerald resumed at Overweight ($277). BofA upgraded to Buy ($340) in January. Consensus is Hold at $119 average target — crypto cycle dynamics and regulatory clarity remain the key swing factors.

ANALYST RATINGS
Buy$337
COIN
Neutral$120
Downgrade
2026-02-12
Neutral$240
Initiated
2026-01-28
Overweight$277
Resumed
2026-01-27
Buy$340
Upgrade
2026-01-08
Buy$303
Upgrade
2026-01-05
Downgrade
2026-02-12
Monness Crespi & Hardt
RatingNeutral
FromBuy
Target$120
From
Initiated
2026-01-28
Robert W. Baird
RatingNeutral
From
Target$240
From
Resumed
2026-01-27
Cantor Fitzgerald
RatingOverweight
From
Target$277
From
Upgrade
2026-01-08
BofA Securities
RatingBuy
FromNeutral
Target$340
From
Upgrade
2026-01-05
Goldman
RatingBuy
FromNeutral
Target$303
From
Reiterated
2025-12-29
Needham
RatingBuy
From
Target$290
From$400
Initiated
2025-12-17
Deutsche Bank
RatingBuy
From
Target$340
From
Upgrade
2025-11-10
Monness Crespi & Hardt
RatingBuy
FromNeutral
Target$375
From
Upgrade
2025-10-30
H.C. Wainwright
RatingBuy
FromSell
Target$425
From
Upgrade
2025-10-24
JP Morgan
RatingOverweight
FromNeutral
Target$404
From
Upgrade
2025-10-03
Rothschild & Co Redburn
RatingBuy
FromNeutral
Target$417
From
Initiated
2025-10-01
BTIG Research
RatingBuy
From
Target$410
From
Downgrade
2025-08-04
Compass Point
RatingSell
FromNeutral
Target$248
From
Initiated
2025-07-14
Argus
RatingBuy
From
Target$400
From
Downgrade
2025-07-10
H.C. Wainwright
RatingSell
FromBuy
Target$300
From
Reiterated
2025-06-25
Bernstein
RatingOutperform
From
Target$510
From$310