Jefferies raises Coinbase stock price target to $405 on USDC revenue

Published 28/07/2025, 23:08
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Investing.com - Jefferies raised its price target on Coinbase Global Inc. (NASDAQ:COIN) to $405.00 from $260.00 on Monday, while maintaining a Hold rating on the cryptocurrency exchange. The stock, currently trading at $379.25, has shown remarkable momentum with a 56% return over the past year, according to InvestingPro data.

The firm adjusted its estimates ahead of Coinbase’s second-quarter earnings report, fine-tuning its methodology for modeling the USDC revenue share despite relatively modest growth in the stablecoin’s market capitalization.

Jefferies noted that USDC market cap has increased only 5% since early May, despite recent market enthusiasm around stablecoins.

The firm projects retail trading volumes will decline 40% quarter-over-quarter, but has increased its overall net revenue estimates by approximately 5%.

Jefferies’ revenue forecast of $1,439 million remains about 6% below the Street consensus of $1,543 million, with its adjusted EBITDA projection also 6% below market expectations for the second quarter.

In other recent news, Coinbase Global Inc. has seen a flurry of activity and analysis. Monness, Crespi, Hardt downgraded Coinbase’s stock from Buy to Neutral, expressing concerns about its valuation compared to real-world utility. In contrast, Erste Group initiated coverage with a Buy rating, highlighting Coinbase’s leading position in cryptocurrency trading. Additionally, PNC Bank announced a strategic partnership with Coinbase to offer digital asset solutions to its clients, utilizing Coinbase’s Crypto-as-a-Service platform.

Analyst firms have also adjusted their price targets for Coinbase. Piper Sandler increased its price target to $350 from $190, maintaining a Neutral rating, due to peer group multiple expansion and a favorable outlook for digital assets. Cantor Fitzgerald significantly raised its price target to $500, citing stablecoin growth and revised earnings estimates, projecting a 2026 earnings per share of $10.76. These developments reflect the varied perspectives and strategic movements surrounding Coinbase in the financial markets.

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