Coinbase Global, Inc. Aktie News

Coinbase is set to benefit from stablecoin adoption and its strategic partnership with Circle, driving stable, recurring revenue growth. The company's shift toward subscriptions and services, especially via Coinbase Base, diversifies its business beyond volatile trading fees. Despite competitive risks and margin pressures, my valuation of $394 per share offers a 28% premium, with an 86% probabi...

Stockholm, June 23, 2025 – Virtune, the Swedish regulated crypto asset manager, celebrated the official launch of its latest exchange-traded product, the Virtune Coinbase 50 Index ETP, with a ceremonial bell ringing at Deutsche Börse Xetra in Frankfurt on June 17, together with Coinbase.

The GENIUS Stablecoins Act could drive a 8x surge in USDC market cap, positioning Coinbase for outsized growth in its stablecoins revenue stream. Coinbase's Deribit acquisition is attractively valued and expands TAM into the much larger crypto derivatives market, boosting transaction volumes and profitability. Declining stock-based compensation and the business model's strong operating leverage...

Few things garner attention for a stock as much as a stock split. Though a split does nothing to change the fundamentals of a stock or the business, it excites investors for a number of reasons.

Coinbase is evolving from a trading platform to a comprehensive crypto payments and financial services provider, with stablecoins at the core of its growth strategy. USDC stablecoin adoption is driving significant revenue growth and diversification, reducing Coinbase's reliance on volatile transaction fees. The GENIUS Act offers regulatory clarity for stablecoins, removing a major risk and unlo...

Coinbase's stablecoin revenue has grown considerably in recent years. With institutional adoption on the horizon, the stock has considerable exposure to a new kind of institutional investment cycle, one focused on crypto's payment rails. Trading at only 18x Adjusted EBITDA, (as a run-rate) we think the stock appears quite reasonably priced.

Coinbase is well-positioned in the massive stablecoin opportunity, with regulatory clarity unlocking significant growth potential. USDC, co-founded by Coinbase and Circle, is poised to benefit from stablecoin market expansion to $3-4 trillion by 2030. The crypto exchange should beat Q2 estimates due to higher crypto prices, led by bitcoin topping $100K again.

Semiconductor stocks, led by Micron, are among the month's best performers, while Coinbase shares have benefited from the craze over stablecoins.