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COIN

Coinbase Global Inc

NASDAQ: COIN · FINANCIAL SERVICES · FINANCIAL DATA & STOCK EXCHANGES

$216.60
-7.15% today

Updated 2026-06-05

Market cap
$45.84B
P/E ratio
64.20
P/S ratio
7.29x
EPS (TTM)
$2.71
Dividend yield
52W range
$139 – $445
Volume
9.9M

Coinbase Global Inc (COIN) Financial Forecast & Price Target 2030

Research-backed projections from analyst consensus, management guidance, and sector analysis.

COIN · Coinbase Global Inc · Price target summary

Current
$216.60
Consensus
$303.90
+40.30%
2030 Target
$1,045.91
+382.88%
DCF
30 analysts:
21 Buy8 Hold2 Sell

Management guidance

No specific CEO revenue targets found in provided research. Brian Armstrong and management have not disclosed explicit revenue guidance through 2030. Company focuses on expanding stablecoin business (conditional OCC trust charter approval April 2026), crypto-backed mortgages (partnership with Better/Fannie Mae), and prediction markets as new revenue streams.

Sources: Management guidance, analyst consensus, sector analysishigh confidence

COIN · Coinbase Global Inc · Revenue & price projection · 2023–2030E

Actual revenue Projected revenue Base case Bull to bear range
Bear case (2030)
$702.99
$23.6B Rev × 8x P/S
Base case (2030)
$1,045.91
$23.6B Rev × 12x P/S
Bull case (2030)
$1,748.89
$23.6B Rev × 20x P/S
WallStSmart.com

Financial forecast — research-backed

Metric20252026 (E)2027 (E)2028 (E)2029 (E)2030 (E)
Revenue$7.2B$7.4B$9.2B$10.2B$16.8B$23.6B
Revenue growth9.4%7.5%24.3%22.0%38.8%40.5%
EPS$4.39$3.80$6.20$8.25$13.40$19.20
P/S ratio12.0x12.0x25.5x12.0x12.0x
Implied price$325.77$411.50$210.40$754.42$1,045.91

COIN · Coinbase Global Inc · Catalysts & risks

Growth catalysts
+ Conditional OCC approval for national trust company charter (enables stablecoin business expansion)
+ Crypto-backed mortgage program with Fannie Mae and Better (new revenue vertical)
+ Prediction markets regulatory clarity and Supreme Court ruling potential
+ Bitcoin and crypto market adoption acceleration (correlation with trading volumes)
+ International expansion and regulatory approvals in key markets
+ On-chain data infrastructure monetization (Chainlink partnership for institutional trading data)
Key risks
- Regulatory uncertainty around stablecoins (Clarity Act negotiations restricting stablecoin yields)
- Crypto market cyclicality (Q4 2025 revenue declined 54.6% YoY, showing dependency on BTC/ETH volatility)
- Competition from traditional financial institutions entering crypto (Franklin Resources acquiring 250 Digital)
- Political/regulatory risk in US (Trump administration crypto-friendly but unpredictable)
- Customer concentration risk in trading volumes during market downturns
- Margin compression if regulatory compliance costs rise significantly

Methodology

Coinbase Global Inc's forward estimates are derived from AI-powered research synthesis combining analyst consensus from 30 Wall Street analysts, management guidance from the latest earnings call, and sector growth forecasts from industry research. Revenue and EPS projections use analyst consensus where available and conservative extrapolation with growth deceleration for outer years. Price targets are calculated using a tiered Price-to-Sales (P/S) methodology, where the P/S multiple is determined by the projected revenue growth rate.

WallStSmart proprietary research model · Not financial advice · Past performance is not indicative of future results · Last researched: April 7, 2026.