Coinbase - filings, earnings calls, financial reports, news

Core Viewpoint - U.S. stock index futures are all down ahead of market opening, with significant movements in major companies like Amazon, Apple, and Coinbase [1] Group 1: Market Overview - Nasdaq 100 futures fell by 0.9%, S&P 500 futures dropped by 0.8%, and Dow futures also decreased by 0.8% [1] Group 2: Company Performance - Amazon's stock declined approximately 7% due to third-quarter operating profit guidance falling below market expectations and slower sales growth in its cloud computing business compared to major competitors [1] - Apple's stock increased by about 2%, with the company reporting its third fiscal quarter revenue growth rate at a three-and-a-half-year high [1] - Coinbase's stock fell around 11% as the company's second-quarter total revenue was below expectations [1] - Figma, a software design giant, saw its stock rise by approximately 26%, following a previous trading day increase of 250% [1]

云计算

Whale Alert· 2025-08-01 06:50

🚨 🚨 🚨 🚨 843 #BTC (97,093,002 USD) transferred from unknown wallet to Coinbase Institutionalhttps://t.co/hOVqU8S40m ...

CIrcle上市爆赚 Coinbase利润暴增但收入不及预期

Hua Er Jie Jian Wen· 2025-08-01 05:06

作者：董静，华尔街见闻美国最大加密货币交易所Coinbase第二季度利润激增至14亿美元，主要得益于其对Circle Internet Group 投资获得的巨额收益，但收入未达华尔街预期，股价盘后下跌超8%。 7月31日，Coinbase Global发布的二季度财报显示，第二季度每股收益达5.14美元，远超去年同期的3600 万美元利润。利润暴增主要源于稳定币供应商Circle 6月IPO表现强劲，为Coinbase带来税前投资收益。据此前报道，"稳定币第一股"Circle上市10天累计涨超675%，不过，作为Coinbase主要收入驱动力的总交易量仍实现增长，从去年同期的2260亿美元上升至第二季度的2370亿美元。这表明尽管交易活动有所增加，但公司从每笔交易中获得的收益率有所下降。公司将收入环比下滑归因于市场波动性降低。加密货币市场波动通常会刺激更多交易活动，为交易所带来更高收入。业务多元化战略加速推进为推动下一阶段增长，Coinbase表示将致力于成为"全能交易所"，重点关注代币化业务，即将传统金融和现实世界资产转换为区块链上可交易代币的过程。公司还在加速业务多元化，最近与摩根大 ...

摩通下调Coinbase目标价至342美元

Ge Long Hui A P P· 2025-08-01 04:12

Core Viewpoint - Morgan Stanley has lowered the target price for Coinbase from $404 to $342 [1] Company Summary - The adjustment in target price reflects changing market conditions and potential challenges facing Coinbase [1]

Coinbase(US:COIN)

目标价下调

异动盘点0801|物流、光伏上行，中通快递涨超8%；eBay涨超18%，Coinbase夜盘跌超9%，Reddit盘后大涨17%

贝塔投资智库· 2025-08-01 04:07

Group 1 - Hong Kong logistics stocks saw initial gains, with ZTO Express (2057.HK) rising over 8%, JD Logistics (2618.HK) nearly 3%, and Kerry Logistics (0636.HK) over 1%. The Ministry of Transport emphasized accelerating the construction of the national comprehensive transportation network and major project development [1] - CSPC Pharmaceutical Group (1093.HK) increased over 6% after announcing an exclusive licensing agreement with Madrigal Pharmaceuticals for the development and commercialization of the oral GLP-1 receptor agonist SYH2086 [1] - Yuehai Property (0124.HK) surged over 13% following a profit warning, expecting a profit of at least HKD 260 million for the six months ending June 30, 2025, compared to a loss of approximately HKD 217 million in the same period of 2024 [1] Group 2 - NIO (9866.HK) opened nearly 9% higher, with the chairman stating that the L90 model will support profitability in Q4, which is a key target for the company [2] - Silicon material stocks rose, with Xinte Energy (1799.HK) up 6.02% and GCL-Poly Energy (3800.HK) up 4.27%, following the Ministry of Industry and Information Technology's announcement of energy-saving inspection tasks for the polysilicon industry [2] - Geek+ (2590.HK) saw a rise of over 4% after establishing a new company focused on embodied intelligence technology [2] - Zhisheng Technology Group (1159.HK) surged over 16% after announcing a profit forecast of approximately HKD 145 million to HKD 155 million for the six months ending June 30, 2025, compared to a loss of approximately RMB 11.3 million in the same period of 2024 [2] Group 3 - Prada (1913.HK) fell over 3% after a report indicated that its first-half performance was slightly below expectations, with revenues of EUR 2.74 billion, 2% lower than market expectations [3] - CloudWalk Technology (9678.HK) rose over 6% after signing a memorandum of understanding with the government of Vanuatu for AI cooperation [3] - Hong Kong photovoltaic stocks generally rose, with KSTAR (1108.HK) up over 7% and Flat Glass Group (6865.HK) up over 5%, as the industry aims to stabilize prices and increase demand [3] Group 4 - Shoulder Innovations (SI.US) debuted on the US stock market, initially rising over 7% before closing up 0.33% [4] - Western Digital (WDC.US) rose 10.16% after reporting Q2 sales of USD 2.61 billion, a 30% year-on-year increase, exceeding Wall Street expectations [4] - Align Technology (ALGN.US) plummeted 36.63% after reporting Q2 earnings that fell short of analyst expectations despite a slight year-on-year increase in adjusted earnings [4] Group 5 - eBay (EBAY.US) surged 18.3% after reporting Q2 revenue of USD 2.7 billion, a 6% year-on-year increase [5] - Arm Holdings (ARM.US) fell 13.44% due to increased R&D spending and lower-than-expected profit guidance [5] - SoFi Technologies (SOFI.US) rose 3.25% after Mizuho Bank raised its target price from USD 20 to USD 26 [5] Group 6 - Roblox (RBLX.US) rose 10.28% after reporting Q2 revenue of USD 1.08 billion, a 21% year-on-year increase [6] - Meta Platforms (META.US) increased 11.25% after reporting strong Q2 revenue and positive guidance for Q3 [6] - Amazon (AMZN.US) fell over 6% in after-hours trading despite steady growth in AWS [6]