Compass Point raises Coinbase stock price target to $330 on DEX integration

Published 16/07/2025, 13:22
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Investing.com - Compass Point raised its price target on Coinbase Global Inc. (NASDAQ:COIN) to $330.00 from $195.00 on Wednesday, while maintaining a Neutral rating on the cryptocurrency exchange operator. The stock, currently trading at $388.02, has shown remarkable momentum with a 56% gain year-to-date and is trading near its 52-week high of $400.88. According to InvestingPro analysis, the company currently appears overvalued relative to its Fair Value.

The significant price target increase comes as Coinbase addresses retail trading headwinds by connecting users to decentralized exchanges (DEX) and derivatives products, according to the research firm.

Compass Point expressed a constructive view on Coinbase’s recently announced DEX integration, though it noted this development doesn’t fully offset cannibalization from crypto ETFs or offshore decentralized perpetual futures exchanges.

The firm also believes Coinbase is subtly reducing trading fees through multi-tiered subscription offerings as part of its strategy to retain retail customers.

Compass Point warned that postponement of interest rate cuts and the CLARITY Act beyond the third quarter of 2025 could pressure Coinbase’s valuation amid deteriorating fundamentals. With a P/E ratio of 65.7 and high earnings multiple, investors should carefully monitor valuation metrics. For deeper insights into Coinbase’s valuation and 12+ additional ProTips, check out the comprehensive analysis available on InvestingPro.

In other recent news, Coinbase Global Inc. has been the focus of several significant developments. Argus initiated coverage on Coinbase with a Buy rating and set a price target of $400, citing the company’s strong growth record and its inclusion in the S&P 500. Meanwhile, Citizens JMP reduced its price target for Coinbase from $475 to $400 but maintained a Market Outperform rating, underscoring the firm’s belief in Coinbase as a long-term investment. Additionally, Coinbase has acquired the leadership team from Opyn, a blockchain-based derivatives protocol, to enhance its on-chain efforts. This acquisition is part of Coinbase’s broader strategy to integrate more blockchain technology into its operations. Furthermore, Coinbase has partnered with Perplexity AI to offer real-time crypto data, which aims to improve decision-making for traders. This collaboration will eventually allow users to access crypto data directly through Perplexity’s AI-powered interface. Lastly, Sequans Communications has chosen Coinbase as its custodian for a new bitcoin treasury strategy, utilizing Coinbase Prime’s platform for managing digital assets.

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