Coinbase Global, Inc. (COIN) earnings on July 30, 2026
More Coinbase Global, Inc. earnings
Prior outlook: Pessimistic Outcome: Accurate
Coinbase stock fell 10.6% after releasing quarterly results. Some analysts had expressed concerns heading into the report, and the market reacted negatively to the numbers.
COIN price around the earnings
146.26
Change: -10.6%
2026-07-31, 20:00 UTC
Start of the measured window
End of the measured window
139.44
147.79
156.14
164.49
163.58
July 30, 2026
July 31, 2026
- Price: green if it ends above the starting price; red if it ends below
- Start of the measured window
- End of the measured window
- Market open
- No trading (market closed)
- Starting price
Prior thesis
Prior outlook: Pessimistic Outcome: Accurate
- Thesis published
- Results released
Binary setup: strong analyst upside (+32%) sharply contradicts catastrophic earnings history (-886.5% avg). High IV priced in; trajectory downgraded into event.
Context analyzed before publication
- Trend
- Volatile trajectory with sharp downgrade (24.2→-64.2); binary risk elevated into event with high IV priced.
Analysts
Evidence
- Analyst consensus
- Buy
- Consensus average (1-5)
- 1.94
- Analysts covering the stock
- 31
- Average price target
- 216.39
- Lowest price target
- 99
- Highest price target
- 330
- Upside to price target
- 31.9%
- Revenue growth
- -30.8%
- Forward EPS
- 4.21
- Trailing EPS
- 2.72
- Analyst moves in the last 60 days
- 10
- Strong buy: 3
- Buy: 19
- Hold: 9
- Sell: 2
- Strong sell: 1
- Strong buy
- 3
- Buy
- 19
- Hold
- 9
- Sell
- 2
- Strong sell
- 1
- July 28, 2026 · Rosenblatt: Maintains rating (Buy → Buy)
- July 23, 2026 · Citigroup: Maintains rating (Buy → Buy)
- July 16, 2026 · Oppenheimer: Maintains rating (Outperform → Outperform)
- July 15, 2026 · Piper Sandler: Maintains rating (Neutral → Neutral)
- July 13, 2026 · BTIG: Maintains rating (Buy → Buy)
- July 9, 2026 · Citizens: Maintains rating (Market Outperform → Market Outperform)
- July 9, 2026 · Barclays: Maintains rating (Underweight → Underweight)
- June 17, 2026 · Cantor Fitzgerald: Reiterates rating (Overweight → Overweight)
- June 17, 2026 · Benchmark: Reiterates rating (Buy → Buy)
- June 17, 2026 · Rosenblatt: Maintains rating (Buy → Buy)
News and sentiment
Evidence
Sentiment
- Sentiment
- Constructive
- Mention volume
- Low
- Normalized volume
- 33%
News
Sources (3)
- Coinbase Earnings Are Imminent; These Most Accurate Analysts Revise Forecasts Ahead Of Earnings Call (opens in a new tab) — Benzinga
- HYPE Is Cheaper Than COIN, HOOD, CRCL, PYPL, Grayscale Argues—So Why Is PURR Going Down? (opens in a new tab) — Benzinga
- Coinbase to Beat Q2 Earnings? What Prediction Markets Are Signaling as COIN Stock Flashes Mixed Signals (opens in a new tab) — Benzinga
Technicals
Evidence
- Price when the context was analyzed
- 160.25
- Average true range (ATR)
- 6%
- Distance to 52-week high
- -57.6%
- 14-day change (14d)
- -4.2%
- 30-day change (30d)
- +5.7%
- 30-day relative strength
- +7.2%
- SPY change (30d)
- -1.5%
- Nearest support
- 160.15
- Distance to nearest support
- 0.1%
- Nearest resistance
- 161.86
- Distance to nearest resistance
- 1%
- Volume accumulation ratio (14d / 46d)
- 0.88
- Mid: 160.15 (0.1% away, 0.01 ATR, 19 touches)
- Major: 158.74 (0.9% away, 0.16 ATR, 41 touches)
- Mid: 157.5 (1.7% away, 0.29 ATR, 11 touches)
- Major: 161.86 (1% away, 0.17 ATR, 25 touches)
- Mid: 163.03 (1.7% away, 0.29 ATR, 11 touches)
- Major: 164.72 (2.8% away, 0.47 ATR, 38 touches)
Trends
Evidence
- Average earnings surprise
- -886.5%
- May 7, 2026: actual EPS -1.49 vs estimate 0.04 (surprise -3458.9%)
- February 12, 2026: actual EPS -2.49 vs estimate 0.94 (surprise -364.9%)
- October 30, 2025: actual EPS 1.5 vs estimate 1.13 (surprise +32.3%)
- July 31, 2025: actual EPS 5.14 vs estimate 1.49 (surprise +245.6%)
Expected move
- Implied move
- +9.0%
- Source
- Options chain
Reactions over its last 20 earnings
- Median move
- 5%
- 75th percentile move
- 10.4%
- 90th percentile move
- 16.8%
- Up / down moves
- 9 / 11
- Average up move
- +7.8%
- Average down move
- -8.3%
Monitoring and close
What Coinbase Global, Inc. reported
- Status
- Finished
| Actual EPS | -1.36 |
|---|---|
| EPS estimate | -0.23 |
| EPS surprise | -487.5% |
Coinbase reported a Q2 loss, missing revenue and earnings estimates. Shares fell after the announcement, despite record market share and growth in subscription services.
Sources (24)
- Coinbase Q2 earnings miss Wall Street estimates (opens in a new tab) — TheStreet
- Coinbase’s Q2 Miss Hides the First Public Proof of Where Agent Payments Settle (opens in a new tab) — Forkast News
- COIN Stock Slides After Earnings Miss — Coinbase CEO Says The Crypto Exchange Is Becoming More Than A Bitcoin Bet (opens in a new tab) — Stocktwits
- Coinbase Global Q2 Earnings Call Highlights (opens in a new tab) — MarketBeat
- Coinbase falls 6% after wider-than-expected Q2 loss, revenue miss (opens in a new tab) — Yahoo
- Coinbase Wants to Be an Everything Exchange. Weak Crypto Earnings Say Otherwise. (opens in a new tab) — Barrons.com
- Coinbase Global, Inc. (COIN) Reports Q2 Loss, Lags Revenue Estimates (opens in a new tab) — Zacks
- Coinbase Misses on Q2 Earnings as Crypto Trading Activity Slows (opens in a new tab) — Decrypt
- Coinbase Q2 Earnings Miss Drags COIN Lower as Losses Hit 3rd Quarter (opens in a new tab) — BeInCrypto
- Coinbase Revenue Miss Sends COIN Stock Lower Despite Record Market Share (opens in a new tab) — BeInCrypto
- Coinbase Swings to Loss on Weak Crypto Market (opens in a new tab) — The Wall Street Journal
- Coinbase Swings to Loss After Another Challenging Quarter for Crypto (opens in a new tab) — The Wall Street Journal
- Coinbase Misses on Earnings Amid Moribund Crypto Market. The Stock Is Falling. (opens in a new tab) — Barrons.com
- Coinbase (NASDAQ:COIN) Reports Sales Below Analyst Estimates In Q2 CY2026 Earnings, Stock Drops (opens in a new tab) — StockStory
- Coinbase Q2 Highlights: Double Miss, All-Time High Market Share, Prediction Market Revenue Doubles (opens in a new tab) — Benzinga
- Coinbase Rut Continues With Q2 Miss. Bitcoin, Miners Jump On AI Trade. (opens in a new tab) — Investor's Business Daily
- Crypto exchange Coinbase logs third straight quarterly loss on trading slowdown (opens in a new tab) — Reuters
- Crypto exchange Coinbase reports third straight quarterly loss on trading slowdown (opens in a new tab) — Reuters
- Coinbase Glb Q2 Adj. EPS $(0.40) Misses $(0.11) Estimate, Sales $1.220B Miss $1.316B Estimate (opens in a new tab) — Benzinga
- Cathie Wood's Ark Invest Loads Up on COIN, CRCL While Selling BMNR, HOOD, BLSH (opens in a new tab) — Benzinga
- Coinbase Due After Robinhood Earnings Soar On Record Trading Volumes (opens in a new tab) — Investor's Business Daily
- Coinbase Global, Inc. (COIN) Q2 2026 Earnings Call Transcript (opens in a new tab) — SeekingAlpha
- Citi Slashes Coinbase Target 41% — And Keeps Its Buy Rating (opens in a new tab) — BeInCrypto
- Earnings per share: $-1.36 vs $-0.23 expected — below expectations. — Yahoo Finance
Pre-market second reading after the results
There is no second reading available for this event.
How the stock reacted
- Outcome
- Accurate
- Consolidated
- -10.6%
- Max favorable move (MFE)
- 15%
- Max adverse move (MAE)
- 0.9%