BTIG Lowers Coinbase (COIN ) PT to $340, Cites Expected Weakness in Q4 Transaction Volumes

1 month ago 18

Maham Fatima

Sun, February 8, 2026 astatine 11:18 AM CST 2 min read

Coinbase Global Inc. (NASDAQ:COIN) is 1 of the most profitable caller stocks to bargain close now. On February 5, up of Coinbase’s Q4 2025 net report, BTIG lowered its terms people for the banal to $340 from $420 portion keeping a Buy rating. The steadfast noted that Coinbase shares plummeted 49% since the Q3 report, outpacing the broader crypto market’s 32% decline, chiefly owed to expectations of weakened transaction volumes successful Q4.

Despite the selloff, BTIG views the existent stock terms arsenic an charismatic introduction point, highlighting the company’s advancement successful gathering a flywheel betwixt its trading concern and integer plus applications. The steadfast anticipates the upcoming net study volition show palmy gross diversification distant from volatile transaction fees.

On January 23, Compass Point maintained a Sell standing connected Coinbase Global Inc. (NASDAQ:COIN) portion lowering its terms people to $190 from $230. The steadfast anticipates a 4% gross miss for Q4 2025 crossed some trading and subscription segments, alongside concerns regarding a imaginable diminution successful stablecoin gross by aboriginal 2026. This outlook is compounded by stalled legislative advancement connected the CLARITY Act and a valuation ~30x the estimated 2026 EBITDA, which is higher than the 15x to 20x multiples seen during erstwhile marketplace downturns.

BTIG Lowers Coinbase (COIN ) PT to $340, Cites Expected Weakness successful Q4 Transaction Volumes

Coinbase Global Inc. (NASDAQ:COIN) operates a level for crypto assets successful the US and internationally. It offers the superior fiscal relationship successful the crypto economy, a brokerage platform, and a suite of products granting entree to physique on-chain.

While we admit the imaginable of COIN arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None. This nonfiction is primitively published at Insider Monkey.