CPNG

CPNG Earnings Preview

Coupang, Inc. · Consumer Cyclical · $37B

14d until earnings

CPNG Earnings

Tuesday, May 05 2026
EPS Estimate
$-0.06
$-0.09 – $-0.04
Revenue Estimate
$8.7B
Current Price
$21.55

Our Position

bearish

Oakmark Funds Build Coupang Position Amid Insider Buys

structured data

New institutional and insider buying signals confidence in Coupang's recovery potential despite recent operational headwinds and stock price weakness.

Watch: Q1 2026 earnings and guidance will reveal if Coupang can sustain growth and margin recovery after last quarter’s customer breach impact.

Data Signal Summary

1 bullish
1 bearish
Insider buying cluster Price downtrend

Key Context

Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
P/E Ratio
183.2
Analyst Target (mean)
$27 $17–$37 +27%
Options P/C Ratio
1.02
Est. Dispersion
0% 1 analysts
Insider Cluster
strong buy
Fund Convergence
strong Tiger Global, D.E. Shaw, Two Sigma, Citadel, Renaissance

Recent Activity

insider trades 83 transactions
Award · ROGERS HAROLD (General Counsel) ·213,884 shares
Award · ANAND GAURAV (Chief Financial Officer) ·260,402 shares
Award · LEE JONATHAN D (Officer) ·65,338 shares
Award · CHILD JASON E (Director) ·1,147 shares
Award · SUN BENJAMIN (Director) ·706 shares
78 more
Buy · MEHTA NEIL ·7,350,104 shr ·$136,562,971
Award · ROGERS HAROLD ·269,588 shr
Award · ANAND GAURAV ·190,738 shr
Sell · LEE JONATHAN D ·2,679 shr ·$63,278
Sell · ANAND GAURAV ·75,350 shr ·$2,186,619
Sell · KOLARI PRANAM ·11,653 shr ·$372,608
Sell · ROGERS HAROLD ·64,755 shr ·$2,075,793
Sell · FRANCESCHI PEDRO ·21,428 shr ·$686,767
Sell · SUN BENJAMIN ·815,797 shr ·$26,007,626
Sell · SVF INVESTMENTS UK, LTD. ·20,000,000 shr ·$560,000,000
Sell · ANAND GAURAV ·75,350 shr ·$2,093,803
Sell · KOLARI PRANAM ·11,653 shr ·$339,568
Sell · SVF INVESTMENTS UK, LTD. ·10,000,000 shr ·$282,500,000
Award · CHILD JASON E ·11,480 shr
Award · CHILD JASON E ·353 shr
Award · WARSH KEVIN M ·11,480 shr
Award · SHARMA ASHA RANI ·10,950 shr
Award · SUN BENJAMIN ·11,303 shr
Award · FRANCESCHI PEDRO ·10,950 shr
Award · MEHTA NEIL ·12,451 shr
Award · TOUBASSY AMBEREEN ·11,038 shr
Award · TOUBASSY AMBEREEN ·353 shr
Sell · ANAND GAURAV ·175,000 shr ·$4,919,635
Sell · SUN BENJAMIN ·200,000 shr ·$5,671,560
Buy · GREENOAKS CAPITAL PARTNERS, L.L.C. ·1,400,000 shr ·$37,540,910
Sell · ANAND GAURAV ·75,350 shr ·$1,966,921
Sell · KANG HAN SEUNG ·69,931 shr ·$1,830,248
Sell · SUN BENJAMIN ·200,000 shr ·$5,206,120
Sell · SVF INVESTMENTS UK, LTD. ·30,000,000 shr ·$772,500,000
Sell · LEE JONATHAN D ·8,105 shr ·$212,126
Sell · KOLARI PRANAM ·6,777 shr ·$177,385
Sell · KOLARI PRANAM ·9,347 shr ·$222,926
Sell · KOLARI PRANAM ·675 shr ·$14,810
Award · CHILD JASON E ·88 shr
Award · LEE JONATHAN D ·12,045 shr
Award · TOUBASSY AMBEREEN ·88 shr
Award · KOLARI PRANAM ·57,494 shr
Sell · KANG HAN SEUNG ·40,000 shr ·$920,000
Sell · SUN BENJAMIN ·250,000 shr ·$5,856,853
Sell · ANAND GAURAV ·75,350 shr ·$1,660,262
Sell · ROGERS HAROLD ·273,977 shr ·$6,437,473
Award · KANG HAN SEUNG ·131,258 shr
Award · ROGERS HAROLD ·168,361 shr
Award · ANAND GAURAV ·480,490 shr
Sell · KOLARI PRANAM ·7,172 shr ·$177,579
Sell · KOLARI PRANAM ·8,459 shr ·$194,388
Award · KANG HAN SEUNG ·34,036 shr
Award · ROGERS HAROLD ·177,982 shr
Sell · KOLARI PRANAM ·775 shr ·$17,128
Buy · GREENOAKS CAPITAL MS LP ¿ GCP-MAP LP SERIES ·2,250,199 shr ·$54,632,027
Other · KIM BOM SUK ·2,000,000 shr
Sell · KIM BOM SUK ·15,000,000 shr ·$344,550,000
Other · KIM BOM SUK ·17,000,000 shr
Sell · KOLARI PRANAM ·5,494 shr ·$133,339
Sell · KOLARI PRANAM ·11,631 shr ·$294,962
Sell · KOLARI PRANAM ·956 shr ·$23,164
Buy · GREENOAKS CAPITAL PARTNERS, L.L.C. ·300,000 shr ·$6,881,320
Sell · SUN BENJAMIN ·200,000 shr ·$4,672,000
Buy · GREENOAKS CAPITAL MS LP ¿ GCP-MAP LP SERIES ·501,300 shr ·$11,237,209
Sell · KOLARI PRANAM ·6,235 shr ·$141,098
Sell · ANAND GAURAV ·200,000 shr ·$4,550,000
Buy · GREENOAKS CAPITAL PARTNERS, L.L.C. ·950,000 shr ·$21,227,301
Sell · KOLARI PRANAM ·10,432 shr ·$207,597
Sell · KOLARI PRANAM ·673 shr ·$14,220
Award · SUN BENJAMIN ·118 shr
Award · SHARMA ASHA RANI ·14,248 shr
Other · SUN BENJAMIN ·30,000 shr
Sell · SUN BENJAMIN ·700,000 shr ·$14,441,000
Award · CHILD JASON E ·14,976 shr
Award · WARSH KEVIN M ·14,976 shr
Award · SUN BENJAMIN ·15,207 shr
Award · FRANCESCHI PEDRO ·14,285 shr
Award · MEHTA NEIL ·16,244 shr
Award · TOUBASSY AMBEREEN ·14,400 shr
Sell · KOLARI PRANAM ·6,490 shr ·$148,816
Buy · GREENOAKS CAPITAL PARTNERS, L.L.C. ·918,789 shr ·$20,389,447
Sell · LEE JONATHAN D ·5,000 shr ·$107,250
Sell · KOLARI PRANAM ·2,048 shr ·$45,752