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Here’s What Wall Street Thinks About Coinbase Global (COIN)

Coinbase Global, Inc. (NASDAQ:COIN) is one of the Stocks That Will Go To The Moon in 2026. On December 19, Mizuho Securities reiterated a Neutral rating on Coinbase Global, Inc. (NASDAQ:COIN) with a $280 price target. Earlier on December 17, Brett Knoblauch from Cantor Fitzgerald reiterated a Buy rating on the stock but lowered the price target from $459 to $320.

The analyst at Mizuho highlighted the company’s diversification, which it believes has worked perfectly for Robinhood. However, the firm remains cautious about the company’s ability to execute its strategy and the impact it might have on the revenue. This diversification includes expansion beyond crypto, including commission-free trading, prediction markets, robo-advisors, and custom stablecoins.

That said, Mizuho also raised concerns about the increasingly commoditized nature of prediction markets. Analysts at the firm believe that users might turn to funding the new features by selling existing crypto holdings, thereby increasing the risk of cannibalization of higher-margin crypto trading.

Similarly, Cantor Fitzgerald also highlighted the company’s evolution towards “Everything Exchange.” The firm highlighted that while the product announcements are good for the near-term revenue and profitability, the overall long-term estimates are slightly lower due to the recent decline in crypto sentiment.

Coinbase Global, Inc. (NASDAQ:COIN) is an American company that operates a platform for people and institutions to engage with crypto. It allows users to buy, sell, transfer, trade, stake, and store cryptocurrency assets.

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.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

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:

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