Coinbase Poised for a Boom? Analysts Predict Major Upside!

Coinbase Poised for a Boom: Why Analysts See Massive Gains Ahead?

With an outperform rating, analysts at research and brokerage firm Bernstein have started covering Coinbase. They have set a price objective of $310 for the company’s stock, which is 69% to the upside. Critics fear that Coinbase will be subject to growing competition and pressure on fees. Analysts led by Gautam Chhugani, however, contend that the exchange gains from the relocation of international cryptocurrency markets to the United States, referring to it as a great American homecoming.

With over $400 billion in assets, around 10 million active customers, and a roughly 66% market share, Coinbase is the biggest cryptocurrency exchange in the United States, according to analysts. According to them, Coinbase is still the leading platform to take advantage of the Trump Administration’s plans to establish America as the global center of cryptocurrency, which includes a Bitcoin Strategic Reserve, bank acceptance of digital assets, stablecoin, and market structure rules.

SEC’s Policy Shift Boosts Coinbase as Analysts See Major Revenue Growth

Analysts agreed that more competition from banks, brokers, and fintechs would result from more transparent regulations. However, they contended that any pressures on market share and pricing would be outweighed by a robust bull market and the increasing dominance of U.S.-based cryptocurrency companies, particularly in light of the SEC’s recent decision to drop enforcement actions against Coinbase and other significant sector participants.

By the end of 2026, Bernstein predicts that Coinbase’s trading revenues will have increased at a compound annual growth rate of 34%. In order to maintain its market dominance, the company is predicted to reduce its retail price premium by 20% and see a minor fall in its U.S. market share to 60% over the following two years. With a 31% CAGR for its non-trading revenues during the same time period and a 33% overall, the analysts also highlighted Coinbase’s array of other services, including Ethereum Layer 2 network Base, custodial services, and cryptocurrency staking returns.

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