Coinbase World COIN has been exploring paths to be the trade’s premier “the whole lot change.” From launching new merchandise to getting into the prediction market with Kalshi, from becoming a member of forces with banks to pursuing strategic buyouts (Vector, Echo, Deribit, Liquifi and others), it has left no stone unturned.
COIN’s focus checklist for 2026 consists of real-world belongings (RWA) perpetuals, specialised exchanges and buying and selling terminals, next-gen DeFi, and AI & robotics. Delving deeper, COIN famous elevated curiosity in on-chain RWA and perpetuals, crypto’s most confirmed buying and selling product suits greatest fairly than tokenization. With enhancements in perpetual DEX infrastructure, RWA perpetuals create artificial publicity to off-chain belongings via perpetual futures contracts. Coinbase thus anticipates bringing unique asset publicity on-chain.
COIN famous that prediction markets have emerged as certainly one of the main shopper crypto purposes. Coming into the prediction market in collaboration with Kalshi is thus a prudent transfer. COIN additionally stays centered on investing in tasks that speed up on-chain market construction growth.
COIN believes the subsequent section of DeFi wants to be extra environment friendly, versatile, and ready to supply credit score. Platforms that blend yield-earning belongings, perpetual buying and selling, structured merchandise, and lending with out heavy collateral might begin to compete immediately with conventional finance. COIN additionally sees this as a trillion-dollar alternative.
Coinbase additionally expects crypto and synthetic intelligence to come collectively.
COIN, via its Coinbase Ventures, stays centered on capitalizing on the alternatives as and after they come up in these avenues.
What About its Friends?
Robinhood Markets HOOD stays centered on accelerating progress via fast product innovation and international growth. Robinhood has been participating in opportunistic acquisitions to deepen its footprint and increase its product attain inside the United States and globally. Robinhood additionally famous that AI options and quick rollouts are growing engagement, premium monetization and retention, whereas stronger instruments entice each retail and superior merchants.
Interactive Brokers IBKR continues to discover progress alternatives in the rising markets of Taiwan, Mexico and India. Given the fast progress of its European enterprise, Interactive Brokers has considerably expanded its operations there. Interactive Brokers has been enterprise a number of measures to improve its international presence.
COIN’s Worth Efficiency
Shares of COIN have gained % 12 months to date, outperforming the trade.
Picture Supply: Zacks Funding Analysis
COIN’s Costly Valuation
COIN trades at a price-to-earnings worth ratio of 45.14, considerably above the trade common of 24.2. It carries a Worth Rating of F.
Picture Supply: Zacks Funding Analysis
Estimate Motion for COIN
The Zacks Consensus Estimate for COIN’s fourth-quarter 2025 and first-quarter 2026 EPS has witnessed no revision in the previous seven days. The identical holds true for full-year 2025 and 2026 EPS.
Picture Supply: Zacks Funding Analysis
The consensus estimate for COIN’s 2025 and 2026 revenues signifies year-over-year will increase. Although the consensus estimate for the firm’s 2025 EPS signifies a rise, the similar for 2026 signifies a decline.
COIN inventory presently carries a Zacks Rank #3 (Maintain). You possibly can see the full checklist of at the moment’s Zacks #1 Rank (Sturdy Purchase) shares right here.
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Interactive Brokers Group, Inc. (IBKR): Free Stock Analysis Report
Coinbase Global, Inc. (COIN): Free Stock Analysis Report
Robinhood Markets, Inc. (HOOD): Free Stock Analysis Report
This article originally published on Zacks Investment Research (zacks.com).
