Barclays maintains Coinbase stock rating amid product expansion

Published 13/06/2025, 11:58
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Barclays (LON:BARC) reiterated its Equalweight rating and $202.00 price target on Coinbase Global Inc. (NASDAQ:COIN) following the company’s State of Crypto Summit. With a current market capitalization of $61.4 billion and trading at a P/E ratio of 41.16, InvestingPro analysis suggests the stock is trading above its Fair Value. The investment bank maintained its position after Coinbase unveiled several new products and features at the event.

The cryptocurrency exchange announced a new lower-tier Coinbase One subscription and a card offering up to 4% bitcoin back on purchases. Coinbase also revealed a partnership enabling USDC payments through Shopify (NASDAQ:SHOP) and introduced a Coinbase Business platform targeting small- to medium-sized businesses. The company’s strong financial position, with a current ratio of 2.52 and impressive revenue growth of 76.45% over the last twelve months, supports these expansion initiatives.

The company showcased US regulated crypto perpetual futures and integrated decentralized finance (defi) applications into its main app. These additions expand Coinbase’s product ecosystem across both retail and business segments.

Barclays noted discussions at the summit covered several industry topics including the long-term opportunity for stablecoins and the regulatory landscape for crypto in the United States. The event also addressed traditional financial players using decentralized exchanges and tokenization.

The $202.00 price target from Barclays reflects its assessment of Coinbase’s current market position and growth potential following these product announcements. The Equalweight rating suggests the firm believes the stock is appropriately valued at current levels. InvestingPro subscribers have access to 12 additional key insights about COIN, including detailed financial health metrics and comprehensive valuation analysis in the Pro Research Report, helping investors make more informed decisions about this volatile crypto stock.

In other recent news, Coinbase Global Inc. has announced plans to launch several new products, including a 4% bitcoin cashback credit card, commerce and payment solutions, and a new subscription tier. These initiatives aim to expand the company’s revenue potential and strengthen its investment platform. Additionally, Coinbase has bolstered its advisory council by adding David Plouffe, a senior adviser to Kamala Harris’ 2024 presidential campaign, enhancing its political connections as cryptocurrency legislation progresses in Congress.

William Blair analysts have initiated coverage on Coinbase with an Outperform rating, highlighting the company’s leadership in the evolving cryptocurrency industry. This comes alongside Oppenheimer reiterating its Outperform rating, maintaining a $293 price target, and noting increased interest in Coinbase due to favorable regulatory developments under President Trump’s administration. Meanwhile, the successful IPO of Circle Internet Group has positively impacted cryptocurrency-related stocks, including Coinbase, reflecting investor confidence in the sector.

Coinbase’s management has also addressed a recent cyberattack, clarifying it as a socially engineered incident rather than a data breach. Furthermore, the company views its inclusion in the S&P 500 as a significant milestone, underscoring its achievements in the cryptocurrency industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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