COIN

COIN Earnings Preview

Coinbase Global, Inc. · Financial Services · $45B

22d until earnings

COIN Earnings

Thursday, May 07 2026
EPS Estimate
$0.24
$-2.04 – $0.96
Revenue Estimate
$1.5B
Track Record
2/4 beats
Current Price
$184.41

Our Position

bearish

Armstrong Reverses, Backs CLARITY Act

structured data est. revisions falling (-75.4pp / 30d)

Armstrong’s turnaround and regulatory progress reduce uncertainty, likely improving Coinbase's position in growing crypto regulation and stablecoin markets.

Watch: Senate Banking Committee markup on April 13 will clarify regulatory framework's impact on Coinbase’s business.

Data Signal Summary

2 bullish
3 bearish
Estimates down -36% Insider selling cluster Put/call 0.5 (bullish skew) Analysts: bearish Price uptrend

Key Context

Analyst Consensus
bearish
Insider Activity
selling
Price Trend
uptrend
1-Month Return
-5.7%
From 52w High
-56.1%
P/E Ratio
37.7
Est. Revisions (30d)
-35.8% 0up/3dn
Analyst Target (mean)
$238 $120–$420 +29%
Options P/C Ratio
0.49 2C/0P unusual
Est. Dispersion
1225% 12 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, D.E. Shaw, Soros

Recent Activity

insider trades 1 transaction
Sell · HAAS ALESIA J (Chief Financial Officer) ·9,950 shares ·$2,005,934
analyst ratings 3 ratings
Citizens Market Outperform 5d ago
Barclays ·down Underweight 7d ago
Baird Neutral 29d ago