Coinbase missed its revenue targets in Q2 2025, with its stock declining 3.76% to close below $180 on Monday. Despite the miss, Bernstein maintains its $330 price target, implying 85% upside from current levels. Analyst Gautam Chhugani argues Wall Street is underestimating Coinbase’s growth potential from stablecoins, derivatives, and subscription revenues. In total, 18 analysts have a buy rating on the stock with a consensus target of $215, suggesting 20% near-term upside. Separately, Coinbase-backed Stand With Crypto endorsed 32 additional pro-crypto candidates ahead of November elections, with crypto-aligned PACs committing $324 million to the electoral cycle.
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