Key Takeaways The Zacks Consensus Estimate pegs CPNG's Q4 earnings at 2 cents per share, down 50% year over year.Coupang's developing offerings segment is expected to remain a drag on profitability in Q4.Coupang's elevated effective tax rate is expected to limit bottom-line conversion in the quarter.Coupang (CPNG) is scheduled to report its fourth-quarter 2025 results on Feb. 26.The Zacks Consensus Estimate for CPNG’s fourth-quarter 2025 revenues is currently pegged at $9.14 billion, indicating a 14.78% inc ...

Core Insights - Coupang (CPNG) experienced a significant data breach affecting over 33 million customers, attributed to inadequate cybersecurity measures by the Korean regulator [1] - Following the breach, Coupang's shares plummeted by 50%, indicating a swift market reaction to the incident [1] Company Overview - Coupang is a major player in the e-commerce sector in South Korea, known for its rapid delivery services and extensive product offerings [1] - The company has been under scrutiny for its cybersecurity practices, which have now been highlighted as a critical area of concern following the data breach [1] Market Reaction - The immediate impact on Coupang's stock price reflects investor sentiment regarding the company's ability to manage cybersecurity risks effectively [1] - A 50% drop in share value suggests a loss of confidence among investors, which could have long-term implications for the company's market position [1]

来源：滚动播报 巴克莱将酷澎（Coupang）目标股价从每股40美元下调至23美元。 ...

the highest quality ingredients from the most reputable suppliers in the world at affordable prices. The majority of Healthy Origins products are manufactured using patented, branded ingredients supported by years of scientific research and clinical studies.## ContactsMedia contact: Ashley Bright [asbright@coupanginc.com]Industry:- [Logistics/Supply Chain Management]- [Transport]- [Retail]- [Food/Beverage]- [Delivery Services]- [Small Business]- [Technology]- [Electronic Commerce]- [Fintech]- [Online Retail ...

Core Insights - Coupang, Inc. experienced a significant drop in share price, falling over 13% due to a report of an additional 165,000 user data being leaked, compounding the previously reported 33 million users affected by a major security breach [1][2] - The interim CEO, Harold Rogers, is under investigation for potential perjury related to statements made about the breach, which has further impacted investor confidence [2] - A securities class action lawsuit has been initiated, representing investors who acquired Coupang securities between May 7, 2025, and December 16, 2025, due to alleged misleading statements regarding the company's cybersecurity measures [3][4] Company Developments - The data breach reportedly affected 33.7 million accounts and was allegedly executed by a former employee using authentication keys that remained valid post-departure, leading to a $1.2 billion compensation plan and the resignation of the CEO, resulting in a loss of over $8 billion in market value [4] - Following the class period, Coupang filed a report with the SEC indicating that its investigation was conducted under government direction, raising questions about the accuracy of previous statements made by the company [5] Legal and Investigative Actions - The law firm Hagens Berman is leading the investigation into the claims against Coupang, focusing on the failure to detect unauthorized access to sensitive customer data by a former employee [6] - Whistleblowers with non-public information regarding Coupang are encouraged to come forward, with potential rewards under the SEC Whistleblower program for original information leading to successful recovery [6]

Core Viewpoint - Coupang's stock is currently undervalued, presenting a potential long-term investment opportunity despite recent challenges related to a data breach [1][2]. Group 1: Stock Performance and Market Data - Coupang's stock has decreased by 26% over the past year, currently trading at $16.99 with a market capitalization of $31 billion [2][3]. - The stock's 52-week range is between $16.74 and $34.08, with a gross margin of 29.62% [3]. Group 2: Data Breach and Company Response - A data breach exposed information from approximately 34 million accounts, leading to government inquiries and criticism of management practices [3][4]. - The South Korean government attributes the breach to "management failure" rather than a sophisticated cyberattack, and the CEO's absence from a parliamentary hearing has exacerbated the situation [3][4]. Group 3: Business Performance and Growth Potential - Despite the data breach, Coupang's business in South Korea is performing well, with net revenue growth of 20% year-over-year and a 10% increase in active customers [5]. - The company aims to achieve an adjusted EBITDA margin of 10% or more, with potential revenue growth reaching $40 billion to $50 billion in the coming years, particularly with new ventures in Taiwan [7][8]. Group 4: Investment Valuation - With a market cap of $32 billion and projected earnings, Coupang's price-to-earnings ratio stands at 6.4, indicating a favorable valuation for long-term investors [9].

Core Viewpoint - Coupang Inc. (NYSE:CPNG) is currently viewed as a stock with significant upside potential despite recent price target reductions from various analysts [1][3]. Group 1: Analyst Ratings and Price Targets - Citi has reduced its price target for Coupang from $27 to $24 while maintaining a Buy rating [1]. - Bernstein initiated coverage of Coupang with an Underperform rating and set a price target of $17, indicating a preference for companies with strong growth potential linked to online penetration and AI leadership [2]. - Nomura downgraded Coupang to Neutral from Buy and lowered its price target to $22 from $30, citing heightened regulatory risks following a data breach [3]. Group 2: Market Position and Operations - Coupang operates a retail business through mobile applications and internet websites in South Korea and internationally, with segments including Product Commerce and Developing Offerings [4]. Group 3: Industry Insights - The digital advertising sector is expected to continue shifting towards online channels, with Korea currently having lower penetration compared to the US and China [2]. - The e-commerce and food delivery sectors in Korea are perceived to have limited growth opportunities [2].

Core Viewpoint - Investors have until February 17, 2026, to file lead plaintiff applications in securities class action lawsuits against Coupang, Inc. for securities purchased between May 7, 2025, and December 16, 2025 [1] Group 1 - The law firm Kahn Swick & Foti, LLC is involved in the securities class action lawsuits against Coupang, Inc. [1] - Charles C. Foti, Jr., a former Attorney General of Louisiana, is a partner at KSF [1] - The lawsuits are currently pending in the United States [1]

Core Insights - Coupang, Inc. experienced a significant drop in share price, falling over 13% due to a report of an additional 165,000 user data being leaked, compounding the previously reported 33 million users affected by a major security breach [1][2] - The interim CEO, Harold Rogers, is under investigation for potential perjury related to statements made about the breach, specifically regarding the involvement of the Korean government in the investigation [2] - A securities class action lawsuit has been initiated, representing investors who acquired Coupang securities between May 7, 2025, and December 16, 2025, due to alleged misleading statements by the company [3][4] Company Developments - The data breach reportedly affected 33.7 million accounts and was executed by a former employee using authentication keys that remained valid post-departure, leading to a $1.2 billion compensation plan and the resignation of the CEO, resulting in a loss of over $8 billion in market value [4] - Following the class period, Coupang filed a report with the SEC indicating that its investigation was conducted under the direction of the government, which raises questions about the accuracy of previous statements made by the company [5] - The firm Hagens Berman is leading the investigation into the claims, focusing on why Coupang's security measures failed to detect the unauthorized access to sensitive customer data [6]

NEW YORK, Feb. 12, 2026 (GLOBE NEWSWIRE) -- Levi & Korsinsky, LLP notifies investors in Coupang, Inc. ("Coupang, Inc." or the "Company") (NYSE: CPNG) of a class action securities lawsuit. CLASS DEFINITION: The lawsuit seeks to recover losses on behalf of Coupang, Inc. investors who were adversely affected by alleged securities fraud between May 7, 2025 and December 16, 2025. Follow the link below to get more information and be contacted by a member of our team: https://zlk.com/pslra-1/coupang-inc-lawsuit-su ...