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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.

While we acknowledge the potential of CPNG as an investment, 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 CPNG and that has a 100x upside potential, check out our report about the cheapest AI stock.

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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.

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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…

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