Coinbase Global, Inc. (NASDAQ:COIN) is among the 12 Best Digital Currency and Payments Stocks to Buy Right Now. Coinbase Global, Inc. (COIN) and Crypto ISAC Deepen their Partnership According to TheFly, on January 28, 2026, Coinbase Global, Inc. (NASDAQ:COIN) and Crypto ISAC announced an expanded integration. It will enable the firm to communicate specific, high-confidence threat intelligence with the Crypto ISAC member community continuously. Shared data contains patterns and indicators from the company ...

Company Overview - Coinbase Global, Inc. (COIN) is valued at $68.1 billion and operates one of the largest cryptocurrency trading platforms globally, allowing users to buy, sell, store, and stake digital assets like Bitcoin and Ethereum. The company emphasizes security and regulatory compliance while serving both retail and institutional clients [1]. Earnings Expectations - Analysts anticipate that Coinbase will report an adjusted profit of $1.02 per share for the fourth quarter, representing a significant decline of 69.9% from $3.39 per share in the same quarter last year. The company has missed bottom-line estimates once in the past four quarters but has exceeded projections three times [2]. - For fiscal 2025, earnings per share (EPS) are expected to be $4.50, down 40.8% from $7.60 in 2024. However, EPS is projected to rebound in FY2026, increasing by 27.8% year over year to $5.75 [3]. Stock Performance - Over the past 52 weeks, COIN stock prices have increased marginally, underperforming the Financial Select Sector SPDR Fund's 12.2% gain and the S&P 500 Index's 18.6% increase during the same period [4]. Analyst Ratings and Price Target - The consensus rating for COIN is "Moderate Buy," with 20 analysts recommending "Strong Buys," one "Moderate Buy," 11 "Holds," and two "Strong Sells." The mean price target is $359.18, indicating a potential upside of 40.4% from current price levels [6]. Recent Developments - On January 5, COIN shares rose by 7.7% after Goldman Sachs upgraded the stock from "Neutral" to "Buy," raising its 12-month price target to approximately $303. This upgrade was attributed to the company's shift towards more stable revenue streams, such as custodial services and staking, rather than relying solely on trading fees. Analysts believe this diversification could lead to more predictable growth and justify a premium valuation. The stock's increase was also supported by a broader recovery in the digital asset market, including Bitcoin prices surpassing $92,000 [5].

Core Insights - Hilbert Group, a Swedish investment firm, has acquired Enigma Nordic for $32 million, enhancing its algorithmic trading capabilities in the cryptocurrency market [1] Group 1: Acquisition Details - The acquisition provides Hilbert access to Enigma's proprietary trading system, which employs market-neutral strategies across global cryptocurrency exchanges [1] - The deal includes $7.5 million in newly issued Hilbert shares and up to $17.5 million in performance-based earn-outs, contingent on Enigma's strategies generating $40 million in net income [3] Group 2: Performance Metrics - Enigma has reported a trading volume exceeding 50 billion Swedish krona (approximately $5.4 billion) in 2025, with a Sharpe ratio above 3.0, indicating high performance in market-neutral digital asset strategies [2] - Despite the high trading volume, profitability is not guaranteed due to the nature of high-frequency trading strategies, which often face challenges like "alpha decay" [2] Group 3: Strategic Implications - Hilbert's CEO emphasized that the acquisition enhances the firm's ability to offer systematic crypto products to institutional investors, leveraging Enigma's technology and entrepreneurial team [4] - The integration of Enigma's platform into Hilbert's hedge fund offerings and proprietary trading desk is expected to lead to new investment products in the upcoming quarters [4] Group 4: Background Information - Hilbert Capital, the asset management arm of Hilbert Group, initiated a bitcoin-denominated hedge fund last year with an initial capital of $200 million [5]

Group 1 - Robinhood Markets, Inc. (NASDAQ:HOOD) has been identified as one of the 14 most promising fintech stocks to invest in, with Cantor Fitzgerald lowering its price target from $155 to $152 while maintaining an Overweight rating [1] - The company has entered into agreements to acquire PT Buana Capital Sekuritas and PT Pedagang Aset Kripto, facilitating its entry into Indonesia, a significant crypto hub in Southeast Asia, and accelerating its global expansion [2][4] - Indonesia is recognized as one of the world's leading adopters of cryptocurrency, with supportive regulations and a young, tech-savvy population, making it an attractive market for Robinhood [3] Group 2 - The acquisitions are seen as a strategy to grow Robinhood's total addressable market and expedite its international expansion, with the deals expected to close in the first half of 2026 [4] - Indonesia has over 19 million capital markets investors and 17 million crypto investors, presenting a compelling market for equities and crypto trading [3]

Group 1 - The article suggests that for those unfamiliar with cryptocurrencies, it is essential to educate themselves before investing, as there are both opportunities and risks involved [1] - Coinbase Global is highlighted as a leading cryptocurrency exchange platform, allowing investors to avoid the risks associated with investing in a single cryptocurrency [2] - As of the end of September, Coinbase reported a quarterly trading volume of $295 billion and a revenue of $1.9 billion for the third quarter, reflecting a 25% year-over-year increase [3] Group 2 - The article advises potential investors to carefully consider whether Coinbase stock fits their portfolio, indicating that it may be overvalued based on its price-to-sales and price-to-cash-flow ratios compared to five-year averages [7] - It notes that a decline in cryptocurrency trading activity could lead to reduced income for Coinbase, emphasizing the volatility associated with the cryptocurrency market [7] - The Motley Fool Stock Advisor analyst team has identified ten stocks they believe are better investment options than Coinbase Global, suggesting caution for potential investors [8]

Market Overview - In Q3 2025, the US equity market experienced a rally, with the S&P 500 Index increasing by 8.12% [1] - Bonds also performed well, with the Bloomberg U.S. Aggregate Bond Index rising by 2.03% during the same period [1] Performance Analysis - Aristotle Atlantic's Large Cap Growth strategy achieved a gross return of 9.76% and a net return of 9.61% for the quarter [1] - This performance was below the Russell 1000 Growth Index, which returned 10.51% [1] - The underperformance was attributed to security selection within the fund [1] Company Spotlight: Coinbase Global, Inc. - Coinbase Global, Inc. is highlighted as a key stock in the Large Cap Growth Strategy [2] - The company is a leading U.S. cryptocurrency exchange, founded in 2012, with over $425 billion in assets across its platform [3] - Coinbase supports trading in more than 250 cryptocurrencies and serves retail investors, institutions, and fintech developers [3] - As of November 14, 2025, Coinbase's stock closed at $284.00 per share, with a market capitalization of $76.347 billion [2] - The stock experienced a one-month return of -17.39% and a 52-week decline of 12.73% [2]

Core Viewpoint - Coinbase Global (COIN) stock is expected to rise, potentially surpassing $400, driven by significant revenue and profit growth, as well as ambitions for a national bank charter [2][8]. Financial Performance - For Q3 2025, Coinbase reported total revenue of approximately $1.87 billion, a 54.5% increase from $1.21 billion in the same quarter the previous year [4]. - The diluted net income attributable to common stockholders surged from $75.46 million to $437.1 million, marking a 479% year-over-year increase [5]. - Cash and cash equivalents slightly increased from $8.54 billion to $8.68 billion, while crypto assets held for investment rose from $1.55 billion to $2.6 billion [6]. Market Position - Coinbase is recognized as the leading cryptocurrency trading platform in the U.S., with strong brand-name recognition and significant revenue growth [3][6]. - The stock has previously reached $400, and given the financial growth, it is plausible for the share price to revisit this level soon [6]. Strategic Ambitions - Coinbase aims to acquire a national U.S. bank charter, which would enhance its legitimacy in the financial sector amid skepticism from traditional bankers regarding the cryptocurrency industry [9].

Core Insights - The Trump administration's potential plan could present significant opportunities for SoFi, a banking disruptor [1] - SoFi has demonstrated strong customer acquisition, an upcoming cryptocurrency trading platform, and impressive growth in fee income [1] Company Highlights - SoFi is experiencing rapid customer acquisition, indicating strong market demand and growth potential [1] - The company is set to launch a cryptocurrency trading platform, which could enhance its service offerings and attract more users [1] - There has been remarkable growth in SoFi's fee income, showcasing its ability to generate revenue beyond traditional banking services [1]

Core Viewpoint - Coinbase Global, Inc. has been upgraded to a Buy rating by Rothschild Redburn, with a price target of $417, due to its successful revenue diversification strategy [1][2]. Revenue Diversification - The percentage of revenues from retail trading fees has decreased from approximately 90% during 2019-2021 to around 50% projected for 2025 [2]. - Despite the expected pressure on retail transaction fees, growth in retail trading volumes is anticipated to offset this decline [2]. Institutional Trading Growth - Analysts project an increase in institutional trading revenues, driven by greater institutional adoption of cryptocurrency and Coinbase's investments in derivatives capabilities, including the acquisition of Deribit [3]. - The company's strong liquidity, indicated by a current ratio of 2.13, supports its growth strategies [3]. Key Growth Drivers - Subscriptions and Services revenue has emerged as a significant growth driver, with an estimated compound annual growth rate (CAGR) of approximately 53% from 2021 to 2025 [4]. - Revenue from stablecoins, particularly USDC, is also identified as a major and growing component of Coinbase's revenue [4]. Company Overview - Coinbase operates one of the largest cryptocurrency exchanges globally, providing a platform for individuals, institutions, and developers to engage with the digital asset economy [5]. - The company offers a range of services, including buying, selling, and storing cryptocurrencies, as well as staking, lending, and payment solutions [5].

Core Insights - Crown Point Capital has achieved record levels of client engagement in 2025, primarily driven by increased interest from the Australian market [1][12] - The company's strategic expansion into Australia has positioned it as a key player in meeting the needs of both retail and professional investors seeking reliable digital asset exposure [1][3] Australian Market Performance - The past year has seen a significant increase in digital asset adoption in Australia, with investors favoring platforms that offer efficiency, transparency, and advanced trading infrastructure [3] - Crown Point Capital has reported substantial growth in trading volumes, user registrations, and overall platform engagement, indicating strong demand for structured crypto opportunities among Australian investors [4] Technology and Client Engagement - The company's investment in technology supports complex trading strategies while remaining accessible to new users, featuring proprietary analytics, robust security, and adaptive algorithms [5] - Positive reviews highlight the platform's ability to manage volatility effectively, ensuring execution speed and reliability, which are crucial in a fast-paced market [6] Regional and Global Impact - The engagement strategy in Australia has not only expanded the user base but also enhanced liquidity across global operations, benefiting traders worldwide [7] - The integration of Australian traders into the global ecosystem has created more opportunities for both local and international participants [8] Risk Management Focus - Crown Point Capital emphasizes risk management as a fundamental aspect of its offering, integrating advanced tools that allow users to adopt a structured trading approach [9] - These risk management features resonate with Australian investors, enhancing their confidence in exploring digital asset strategies [10] Future Growth Outlook - The company anticipates further expansion in Australia and the Asia-Pacific region, supported by robust technology and localized strategies [11] - With record engagement levels in 2025, Crown Point Capital expects continued momentum as awareness of digital assets grows [12]