DDD Partners LLC Acquires 6,040 Shares of Coinbase Global, Inc. $COIN

Key Points

• DDD Partners LLC increased its stake in Coinbase by 552.6% in Q4, buying an additional 6,040 shares to hold 7,133 shares valued at about $1.613 million.
• Coinbase missed expectations for the quarter, reporting EPS of $0.66 versus $0.83 estimated and revenue of $1.78 billion (down 21.6% year‑over‑year and below the $1.86 billion consensus).
• Analysts have trimmed targets and ratings recently; MarketBeat shows a consensus Hold with a $262.94 target, while analyst opinions remain mixed (19 Buy, 10 Hold, 4 Sell).

DDD Partners LLC boosted its stake in shares of Coinbase Global, Inc. (NASDAQ:COIN - Free Report) by 552.6% in the fourth quarter, according to its most recent disclosure with the Securities & Exchange Commission. The firm owned 7,133 shares of the cryptocurrency exchange's stock after purchasing an additional 6,040 shares during the quarter. DDD Partners LLC's holdings in Coinbase Global were worth $1,613,000 at the end of the most recent quarter.

Other large investors have also recently added to or reduced their stakes in the company. REAP Financial Group LLC bought a new stake in Coinbase Global during the third quarter worth approximately $25,000. Palisade Asset Management LLC bought a new stake in Coinbase Global during the third quarter worth approximately $29,000. Salomon & Ludwin LLC boosted its position in Coinbase Global by 4,400.0% during the third quarter. Salomon & Ludwin LLC now owns 90 shares of the cryptocurrency exchange's stock worth $30,000 after purchasing an additional 88 shares during the period. Foster Dykema Cabot & Partners LLC bought a new stake in Coinbase Global during the third quarter worth approximately $35,000. Finally, Cloud Capital Management LLC bought a new stake in Coinbase Global during the third quarter worth approximately $36,000. Institutional investors own 68.84% of the company's stock.

Wall Street Analysts Forecast Growth

A number of brokerages have issued reports on COIN. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Coinbase Global in a research report on Friday, January 9th. JPMorgan Chase & Co. decreased their price target on shares of Coinbase Global from $399.00 to $290.00 and set an "overweight" rating for the company in a report on Tuesday, February 10th. Benchmark decreased their price target on shares of Coinbase Global from $421.00 to $267.00 and set a "buy" rating for the company in a report on Friday, February 13th. Rothschild & Co Redburn decreased their price target on shares of Coinbase Global from $281.00 to $254.00 and set a "buy" rating for the company in a report on Thursday, April 2nd. Finally, Piper Sandler decreased their price target on shares of Coinbase Global from $270.00 to $150.00 and set a "neutral" rating for the company in a report on Friday, February 13th. Nineteen equities research analysts have rated the stock with a Buy rating, ten have issued a Hold rating and four have given a Sell rating to the company's stock. According to data from MarketBeat, Coinbase Global presently has a consensus rating of "Hold" and a consensus target price of $262.94.

Coinbase Global Stock Down 3.5%

NASDAQ COIN opened at $169.02 on Friday. The company has a debt-to-equity ratio of 0.40, a quick ratio of 2.34 and a current ratio of 2.34. The firm has a 50-day simple moving average of $178.95 and a 200 day simple moving average of $247.85. Coinbase Global, Inc. has a twelve month low of $139.36 and a twelve month high of $444.64. The stock has a market cap of $44.63 billion, a PE ratio of 38.50, a PEG ratio of 3.39 and a beta of 3.60.

Coinbase Global (NASDAQ:COIN - Get Free Report) last released its earnings results on Thursday, February 12th. The cryptocurrency exchange reported $0.66 earnings per share for the quarter, missing the consensus estimate of $0.83 by ($0.17). Coinbase Global had a net margin of 17.55% and a return on equity of 8.68%. The company had revenue of $1.78 billion during the quarter, compared to the consensus estimate of $1.86 billion. During the same quarter in the previous year, the business posted $4.68 EPS. The firm's quarterly revenue was down 21.6% on a year-over-year basis. On average, research analysts forecast that Coinbase Global, Inc. will post 7.22 EPS for the current year.

Insider Activity

In related news, CFO Alesia J. Haas sold 9,950 shares of the firm's stock in a transaction on Monday, March 16th. The stock was sold at an average price of $201.60, for a total value of $2,005,920.00. Following the completion of the transaction, the chief financial officer directly owned 387,221 shares of the company's stock, valued at $78,063,753.60. This trade represents a 2.51% decrease in their ownership of the stock. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, Director Frederick Ernest Ehrsam III sold 1,375 shares of the firm's stock in a transaction on Thursday, January 15th. The stock was sold at an average price of $250.27, for a total value of $344,121.25. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders sold 396,745 shares of company stock valued at $63,576,559. 16.56% of the stock is owned by corporate insiders.

Key Stories Impacting Coinbase Global

Here are the key news stories impacting Coinbase Global this week:

• Positive Sentiment: Coinbase won an OCC nod that underpins a large institutional custody capability (reported as a $376B custody opportunity), reinforcing its positioning with big institutional flows. Coinbase Wins OCC Nod For $376 Billion Institutional Custody Empire
• Positive Sentiment: Coinbase Asset Management partnered with MarketVector to launch the Coinbase Store of Value Index (BTC + tokenized gold), expanding its institutional product suite and benchmark credentials. MarketVector and Coinbase launch index tracking Bitcoin and tokenized gold
• Positive Sentiment: Coinbase secured an Australian financial services license and plans to expand into equities, futures and other TradFi products in Australia — a potential new revenue stream. Coinbase plans expansion to stock trading in Australia after securing license
• Positive Sentiment: Jefferies raised its COIN price target to $181 (maintained Hold), signaling some analyst upside vs. recent levels. Jefferies adjusts price target on Coinbase Global to $181
• Neutral Sentiment: Broader crypto price action remains mixed — bullish scenarios and volatile analyst calls on BTC create uncertain short‑term trading flows that indirectly affect Coinbase's revenue visibility. Higher Before Lower: How Bitcoin Price Will Get To $240,000
• Neutral Sentiment: Google’s quantum-security warning has put Coinbase’s long-term crypto security planning in focus; management is engaging the topic but impact is strategic and long horizon. Google Quantum Warning Puts Coinbase Crypto Security Plans In Focus
• Negative Sentiment: Barclays initiated coverage with an Underweight and $140 target, signaling sizable downside risk and prompting selling pressure. Barclays downgrades Coinbase Global (COIN)
• Negative Sentiment: Analysts and outlets flagged profitability and margin concerns after softer quarterly results and lower revenue vs. estimates, fueling multiple downgrades and negative headlines. Analyst slashes Coinbase rating, flags profitability concerns
• Negative Sentiment: Coverage also highlighted an industry‑wide weak start to 2026 that drove additional analyst downgrades and downward revisions to sentiment on COIN. Coinbase stock hit with analyst downgrade on crypto market's weak start to 2026
• Negative Sentiment: Goldman trimmed its price target modestly (from $235 to $225) — still a Buy but a signal of tempered upside vs. prior estimates. Goldman Sachs adjusts price target on Coinbase Global to $225

Coinbase Global Company Profile

Coinbase Global, Inc is a U.S.-based company that operates one of the largest cryptocurrency exchange platforms. Founded in 2012 by Brian Armstrong and Fred Ehrsam and headquartered in San Francisco, Coinbase provides technology and infrastructure to buy, sell, store and use a broad range of digital assets. The company became a public company through a direct listing on the NASDAQ in April 2021 and offers services tailored to both retail and institutional customers.

Coinbase's product portfolio includes its consumer trading platform, a self-custody mobile wallet, and institutional services such as custody, prime brokerage and execution tools.

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