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Mixed Analyst Calls Highlight Coinbase’s (COIN) Challenges and Opportunities

Coinbase Global Inc. (NASDAQ:COIN) is one of the best cryptocurrency stocks to buy for the long term. On November 20, Erste Group cut its rating on Coinbase Global Inc. (NASDAQ:COIN) from Buy to Hold, arguing that the growing popularity of low-fee Bitcoin ETFs could chip away at one of the company’s most important revenue sources. The firm warned that as more retail investors opt for ETF exposure rather than buying crypto directly, Coinbase risks losing a meaningful share of its higher-margin retail trading business.

Erste noted that Coinbase still holds a strong position as a major platform for both individual and institutional clients, but said the shift toward ETFs could swap out its most profitable revenues for lower-margin activity. Even if overall crypto adoption continues to rise, the firm cautioned, that change in mix could put real pressure on the company’s bottom line.

Earlier, on November 10, analysts at Monness Crespi upgraded Coinbase Global Inc. (NASDAQ:COIN) to a Buy from a Neutral. The analysts also settled on a $375 price target, while reiterating the company’s financial results for 2025 and slightly increasing their 2026 estimates.

Monness Crespi upgraded Coinbase, pointing to growing confidence in the company’s push to commercialize stablecoins through new partnerships and favorable economics. The firm also noted that Coinbase has been steadily gaining trading-volume market share compared with its competitors.

Looking ahead, Monness Crespi expects upcoming product and network developments to make crypto easier to use and improve interoperability across blockchains. They added that Coinbase’s solid financial performance—including 47.38% revenue growth over the past year—helps reinforce the upbeat outlook.

Coinbase Global, Inc. (NASDAQ:COIN) provides a platform for individuals to engage with the cryptocurrency market through its trading and exchange services. It provides a cryptocurrency platform that enables people to buy, sell, and store digital currencies such as 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.

READ NEXT: 10 Best Mid Cap Stocks to Buy According to Hedge Funds and 9 Best Gene-Editing Stocks to Buy According to Hedge Funds.

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:

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

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