Compass Point Upgrades Coinbase Global to Neutral from Sell
Fintel reports that on September 14, 2026, Compass Point upgraded their outlook for Coinbase Global (NASDAQGS:COIN) from Sell to Neutral.
Coinbase Global, Inc. is a prominent financial platform based in the United States, primarily engaged in the business of digital currency exchange. Founded in 2012, the company has become a key player within the fintech and cryptocurrency industries by offering a secure online platform for buying, selling, transferring, and storing digital currency. Coinbase aims to increase economic freedom in the world by making cryptocurrencies accessible globally, alongside providing related services like custody, asset management, and staking. Key projects include the integration of blockchain technology to enhance security and transparency, and expanding their crypto services to include more educational tools, APIs for developers, and institutional-grade solutions for larger clients.
Prior to this rating action, the stock closed at $175.26 on September 11, 2026. This latest close represents a price change of -5.08% over one week, compared to a baseline close of $184.64 on September 4, 2026. Over a one-month period, the stock experienced a price change of +17.96% from a baseline close of $148.58 on August 11, 2026.
The company last reported earnings on July 30, 2026. For the quarter, Coinbase Global reported an actual EPS of -1.17, compared to the analyst estimate of -0.1735. The actual revenue for the period was $1,220,068,000.00, which fell below the estimated revenue of $1,337,471,491.00.
Separately from the individual rating by Compass Point, the current consensus target mean for the stock stands at $214.57, with a median target of $207.06 as of September 14, 2026. This mean target implies a change of +22.43% from the stock's recent valuation. Previously, on August 28, 2026, the prior consensus target mean was $208.57, representing a consensus target revision of +2.88%.
In terms of aggregate analyst recommendations, the current period as of September 1, 2026, shows a total of 45 recommendations, consisting of 11 strong buy, 21 buy, 10 hold, 1 sell, and 2 strong sell ratings. This represents a positive recommendation percentage of 71.1%, a hold percentage of 22.2%, and a negative percentage of 6.7%. In the prior period as of August 1, 2026, there were 44 total recommendations, including 11 strong buy, 20 buy, 10 hold, 1 sell, and 2 strong sell ratings, which translated to 70.5% positive, 22.7% hold, and 6.8% negative recommendations.
Other recent analyst activities include Morgan Stanley initiating coverage on September 10, 2026, with an Equal-Weight rating. On September 9, 2026, Goldman Sachs maintained a Buy rating, after previously maintaining a Buy rating on August 25, 2026. Additionally, Argus Research reiterated a Hold rating on August 26, 2026.
Recent analyst actions
| Date | Analyst | Prior | Latest recommendation | Action |
|---|---|---|---|---|
| September 14, 2026 | Compass Point | Sell | Neutral | upgrade |
| September 10, 2026 | Morgan Stanley | Equal-Weight | initiated coverage | |
| September 9, 2026 | Goldman Sachs | Buy | Buy | maintained |
| August 26, 2026 | Argus Research | Hold | Hold | reiterated |
| August 25, 2026 | Goldman Sachs | Buy | Buy | maintained |
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This story originally appeared on Fintel.