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Bernstein Raises Coinbase (COIN) PT, Maintains Outperform Rating

Coinbase Global, Inc. (NASDAQ:COIN) is one of the 11 Best Fintech Stocks to Buy Right Now. On June 25, Bernstein raised its price target for Coinbase Global, Inc. (NASDAQ:COIN) from $310 to $510 while keeping an “Outperform” rating.

The research firm pointed out that Coinbase Global, Inc. (NASDAQ:COIN) is “the most misunderstood company” in their crypto coverage universe. It dominates the US crypto trading market and it is the only crypto company in the S&P 500.

A shot of someone securely accepting crypto assets as payment, showcasing the company’s payment solutions.

Bernstein analysts highlighted several key growth drivers for Coinbase Global, Inc. (NASDAQ:COIN). About 15% of the company’s total revenue comes from its stablecoin business, which is growing and is integrating with platforms like Shopify. As part of its institutional crypto services, the company also provides custody for 8 out of 11 Bitcoin ETF asset managers.

The firm also highlighted Coinbase Global, Inc.’s (NASDAQ:COIN) acquisition of Deribit, the largest crypto options exchange globally. Additionally, the company operates Base, which was described as “the largest and fastest chain on Ethereum forming the tokenization network.”

Bernstein analysts expect Coinbase Global, Inc. (NASDAQ:COIN) to benefit from new US legislation, specifically the GENIUS Act and the upcoming CLARITY Act. The research firm is forecasting more than double the consensus estimates for the company’s earnings per share in 2025 and 2026.

Coinbase Global, Inc. (NASDAQ:COIN) is an American crypto and fintech company that operates a platform for buying, selling, transferring, trading, staking, and storing cryptocurrency assets.

While we acknowledge the potential of COIN as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 11 Stocks That Will Bounce Back According To Analysts and 11 Best Stocks Under $15 to Buy According to Hedge Funds.

Disclosure: None.

The $250 Trillion AI Hype is Real. A few years from now, you’ll probably wish you’d bought this stock.

When Jeff Bezos said that one breakthrough technology would shape Amazon’s destiny, even Wall Street’s biggest analysts were caught off guard.

Fast forward a year and Amazon’s new CEO Andy Jassy described generative AI as a “once-in-a-lifetime” technology that is already being used across Amazon to reinvent customer experiences.

At the 8th Future Investment Initiative conference, Elon Musk predicted that by 2040 there would be at least 10 billion humanoid robots, with each priced between $20,000 and $25,000.

Do the math. According to Musk, this technology could be worth $250 trillion by 2040.

Put another way, that’s roughly equal to:

  • 175 Teslas
  • 107 Amazons
  • 140 Metas
  • 84 Googles
  • 65 Microsofts
  • And 55 Nvidias

And here’s the wild part — this $250 trillion wave isn’t tied to one company, but to an entire ecosystem of AI innovators set to reshape the global economy.

It’s a leap so massive, it could reshape how businesses, governments, and consumers operate worldwide.

Even if that $250 trillion figure sounds ambitious, major firms like PwC and McKinsey still see AI unlocking multi-trillion-dollar potential.

How could anything be worth that much?

The answer lies in a breakthrough so powerful it’s redefining how humanity works, learns, and creates.

And this breakthrough has already set off a frenzy among hedge funds and Wall Street’s top investors.

What most investors don’t realize is that one under-owned company holds the key to this $250 trillion revolution.

In fact, Verge argues this company’s supercheap AI technology should concern rivals.

Before I reveal the details, let’s talk about how some of the richest people on the planet are positioning themselves.

  • Bill Gates sees artificial intelligence as the “biggest technological advance in my lifetime,” more transformative than the internet or personal computer, capable of improving healthcare, education, and addressing climate change.
  • Larry Ellison — through Oracle, is spending billions on Nvidia chips and partnering with Cohere to embed generative AI across Oracle’s cloud and apps.
  • Warren Buffett — not known for tech hype — says this breakthrough could have a ‘hugely beneficial social impact.

When billionaires from Silicon Valley to Wall Street line up behind the same idea — you know it’s worth paying attention to.

Even as we admire what Tesla, Nvidia, Alphabet, and Microsoft have built, we believe an even greater opportunity lies elsewhere…

But the real story isn’t Nvidia — it’s a much smaller company quietly improving the critical technology that makes this entire revolution possible.

And judging by what I’m hearing from both Silicon Valley insiders and Wall Street veterans…

This prediction might not be bold at all:

A few years from now, you’ll wish you’d owned this stock.

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