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Investing.com - Macquarie has raised its price target on Coupang Inc (NYSE:CPNG) to $35.00 from $29.00 while maintaining an Outperform rating on the stock. The e-commerce giant, currently valued at $50.5 billion, has demonstrated strong momentum with a 25% gain over the past six months.
The 21% increase in the price target comes after Coupang’s Product Commerce growth accelerated in the second quarter of 2025, with strong contributions from the company’s Fresh and fulfillment (FLC) segments. The company’s revenue has grown 21% over the last twelve months, and according to InvestingPro analysis, net income is expected to grow this year.
Macquarie noted that Coupang’s commitment to expanding in the Taiwanese market is expected to weigh on near-term profitability, though it should deliver higher returns in the future.
The research firm has identified Coupang as its top pick in the Korean internet sector, reflecting confidence in the company’s growth trajectory despite potential short-term profitability challenges.
The price target adjustment represents Macquarie’s updated assessment of Coupang’s value based on its recent performance and strategic market positioning in Asia.
In other recent news, Coupang reported its second-quarter earnings for 2025, showing mixed outcomes that have drawn attention from investors. The company posted an earnings per share (EPS) of $0.02, which did not meet analysts’ expectations of $0.07, resulting in a 71.43% negative surprise. However, Coupang surpassed revenue forecasts by generating $8.5 billion, compared to the anticipated $8.31 billion, marking a 2.29% surprise. This revenue growth represents a 16% increase year-over-year, highlighting a positive development despite the earnings miss. These results have influenced market reactions, although specific stock price movements are not covered here. The earnings report was closely watched by investors, given the discrepancy between the EPS and revenue outcomes. Analysts from various firms might adjust their evaluations based on these mixed results. These developments are part of the broader context of Coupang’s financial performance in recent times.
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