Coupang, Inc. (CPNG)’s Growth Engine Remains Intact Despite Temporary Uncertainty

We recently published an article titled 12 High Growth E-commerce Stocks To Buy. 

On January 12, Nomura downgraded Coupang, Inc. (NYSE:CPNG) to Neutral from Buy and lowered its price target to $22 from $30, citing heightened regulatory scrutiny in South Korea following a data breach incident in late November. The firm also sharply reduced its 2026 EPS forecast to reflect potential consumer compensation costs and the risk of a sizable regulatory fine. While these near-term overhangs have weighed on sentiment, they are largely event-driven and do not alter Coupang’s underlying operational momentum or long-term competitive positioning.

Operationally, Coupang, Inc. (NYSE:CPNG) continues to deliver strong growth. In the third quarter of 2025, the company reported consolidated revenue of $9.3 billion, representing 18% year-over-year growth, or 20% on a constant-currency basis. International expansion remains a key pillar of the long-term thesis, with Taiwan posting triple-digit revenue growth as Coupang builds out last-mile logistics and expands both first-party and marketplace offerings. These investments are laying the groundwork for durable scale advantages similar to those Coupang has established in Korea.

Founded in 2010 and headquartered in Seattle, Washington, Coupang, Inc. (NYSE:CPNG) is a Delaware-incorporated technology and online retail company with a deeply integrated logistics network. While regulatory uncertainty may pressure near-term earnings, Coupang’s rapid revenue growth, expanding international footprint, and best-in-class fulfillment infrastructure position it as a compelling long-term compounder for investors willing to look through temporary noise.

READ NEXT: 8 Up and Coming Streaming Companies and Services and 9 High Growth Canadian Stocks to Buy

Disclosure: None.