Coinbase Global Inc. (COIN) Faces Near-Term Headwinds Despite Platform Expansion

Coinbase Global Inc. (NASDAQ:COIN) is one of the stocks with huge growth potential, according to the media. On January 23, Compass Point lowered its price target on Coinbase Global (NASDAQ:COIN) to $190 from $230 while keeping a Sell rating, citing expected Q4 revenue miss of about 4% across trading and subscription segments, concerns over declining stablecoin revenue in early 2026, and stalled progress on the CLARITY Act. The firm noted Coinbase’s valuation at ~30x estimated 2026 EBITDA versus historical lows of 15–20x during downturns, warning investors ahead of Q4 results due February 12.

Coinbase Global Inc. (COIN) Faces Near-Term Headwinds Despite Platform Expansion

Source: Unsplash

Late last year, Coinbase Global Inc. launched Coinbase Business and Coinbase Advisor as it continues to expand its services beyond retail crypto trading.

Coinbase Business is a financial suite that includes global payment links and automated workflows designed for startups in the US and Singapore. On the other hand, Coinbase Advisor is designed to assist users with financial management and portfolio building.

The launch of the two new products comes as the company increasingly strives to serve more institutional, corporate, and advisory clients. The push is also part of an effort to diversify the revenue mix over time. The company has also started integrating stock and ETF trading into its primary application, with stocks offered on Coinbase Capital Markets.

The integration will allow US users to manage traditional securities alongside digital assets 24 hours a day. Coinbase has also started rolling out prediction markets to enable users trade on the outcomes of real-world events like elections and sports.

Coinbase Global Inc. (NASDAQ:COIN) is a leading US-based financial technology company that operates a major cryptocurrency exchange platform enabling individuals and institutions to buy, sell, trade, store, and stake digital assets like Bitcoin and Ethereum.

While we acknowledge the potential of COIN to grow, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and have limited downside risk. If you are looking for an AI stock that is more promising than COIN and that has 100x upside potential, check out our report about this cheapest AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.