Coinbase continues to be lifted by the state of the crypto market. The highest-flying digital assets certainly receive a lot of attention from investors. For those who aren't ready to fully jump in, owning a business like Coinbase (COIN -2.61%) might be an idea worth considering. But even this top crypto enterprise has taken investors on a volatile journey. The company's shares skyrocketed 391% in 2023 before rising 19% so far this year (as of Aug. 26). However, they trade 42% below their peak price from th ...

NEW YORK, Aug. 31, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, continues to investigate potential securities claims on behalf of shareholders of Coinbase Global, Inc. (NASDAQ: COIN) resulting from allegations that Coinbase may have issued materially misleading business information to the investing public. So What: If you purchased Coinbase securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arrangeme ...

文章核心观点 - 新的加密货币上市频繁,投资者需要及时发现和评估这些新项目,才能获得快速收益和长期收益 [1][2] - 及时关注加密货币交易所的新上市信息,以及社交媒体上的行业动态,可以帮助投资者抢先发现新项目 [3][4] - 在投资新加密货币时,需要深入了解项目团队、白皮书、市场需求、代币经济学等,才能评估其长期价值 [5][6] - 投资新加密货币需要平衡短期获利和长期持有的策略,既要抓住首发涨幅,也要关注项目的长期发展潜力 [7][8] 行业总结 - 加密货币行业新项目不断涌现,投资者需要保持警惕和适应能力,才能抓住其中的投资机会 [9] - 成功投资新加密货币需要全面深入的研究,包括团队背景、技术方案、市场前景等多个维度 [5][6] - 投资策略需要平衡短期和长期收益,既要把握首发涨幅,也要关注项目的长期发展潜力 [7][8] 公司总结 - 加密货币交易所是投资者获取新项目信息的重要渠道,需要密切关注其新上市动态 [3] - 社交媒体上的行业观点和分析也是投资者了解新项目的重要来源 [4] - 新加密货币项目的成功与否取决于其团队实力、技术方案、市场需求等多方面因素 [5][6]

NEW YORK, Aug. 23, 2024 (GLOBE NEWSWIRE) -- Why: Rosen Law Firm, a global investor rights law firm, announces an investigation of potential securities claims on behalf of shareholders of Coinbase Global, Inc. (NASDAQ: COIN) resulting from allegations that Coinbase may have issued materially misleading business information to the investing public. So What: If you purchased Coinbase securities you may be entitled to compensation without payment of any out of pocket fees or costs through a contingency fee arra ...

报告公司投资评级 - Coinbase 维持买入评级,目标价为260.00美元 [24] 报告的核心观点 公司业绩情况 - 2024年第二季度营业收入为14.5亿美元,同比增长105%,超出预期 [10] - 净利润从第一季度的11.76亿美元下降至3600万美元 [10] - 调整后EBITDA为5.96亿美元,低于预期 [10] - 月度交易用户(MTU)从800万增长至820万,同比增长12% [10] 收入结构分析 - 总交易收入为7.81亿美元,环比下降27%,但超出预期 [10] - 零售交易收入为6.65亿美元,同比增长130% [10] - 机构交易收入为6400万美元,同比增长超过270% [10] - 订阅和服务收入为5.99亿美元,环比增长17%,占总收入40% [10] 成本费用情况 - 总运营费用为11亿美元,环比增长26% [10] - 技术开发、管理和销售费用总计8.5亿美元,环比增长14% [10] 2024年第三季度业绩指引 - 7月交易收入约2.1亿美元 [22] - 订阅和服务收入预计5.3-6亿美元 [22] - 交易费用占总收入比例预计15%左右 [22] - 技术开发及管理费用预计7-7.5亿美元 [22] - 销售营销费用预计1.6-2.1亿美元 [22] 公司投资价值分析 - 公司收入来源多元化,订阅和服务收入增长稳定 [24] - 加密货币市场监管环境有所改善,有利于公司发展 [24] - 给予目标价260.00美元,对应2025年11倍PS估值 [24] 风险因素 - 监管政策不确定性,可能增加合规成本 [25] - 市场竞争加剧,可能影响市场份额和收入 [25] - 用户增长放缓或流失,可能影响收入和增长 [25] - 加密货币价格波动,可能影响交易收入 [25] - 整体经济状况变化,可能减少投资者兴趣 [25]

文章核心观点 1) 加密货币市场波动性下降,对Coinbase的交易收入产生不利影响 [2][8] 2) Coinbase面临多方面风险,包括交易收入波动大、监管不确定性、竞争加剧等 [3] 3) Coinbase最新财报显示交易收入大幅下滑,第三季度前景也不乐观 [8][9][12][16][20] 根据目录分别总结 财务数据 - 公司第二季度收入同比增长104%至14.5亿美元,但环比下降12% [8] - 交易量环比下降28%至2260亿美元,主要受机构交易量下降拖累 [9][10] - 交易收入环比下降27%至7.81亿美元,主要来自消费者交易 [12] - 订阅及服务收入环比增长6.1%至5.99亿美元,超出公司指引 [14][15] - 第三季度交易收入预计将进一步下滑,订阅及服务收入或持平 [16][18][19] 行业趋势 - 加密货币市场波动性下降,对Coinbase交易收入产生不利影响 [2][8] - 监管不确定性和与SEC的诉讼仍是公司面临的重大风险 [3] - 行业竞争加剧,ETF等产品可能分流加密货币交易量 [3] - 公司估值较高,面临诸多不确定性因素 [3]

Few companies are positioned as favorably as Coinbase, but not for the reasons you might think. It can be daunting to recommend buying a stock with triple-digit gains in the last year. However, Coinbase Global (COIN -3.53%) is not your typical stock. As one of the most prominent players in the dynamic and burgeoning crypto industry, there are myriad reasons to believe Coinbase can keep moving higher despite posting a monumental 495% gain since 2023. But to keep things brief, let's break down the three most ...

NEW YORK, Aug. 19, 2024 (GLOBE NEWSWIRE) -- Attorney Advertising -- Bronstein, Gewirtz & Grossman, LLC is investigating potential claims on behalf of purchasers of Coinbase Global, Inc. ("Coinbase" or "the Company") (NASDAQ: COIN). Investors who purchased Coinbase securities are encouraged to obtain additional information and assist the investigation by visiting the firm's site: bgandg.com/COIN. Investigation Details Coinbase is the subject of a press release issued by the Financial Conduct Authority ("FCA" ...

报告公司投资评级 - 公司投资评级为“增持(维持)” [1] 报告的核心观点 - 报告认为Coinbase Global, Inc.的业绩受到交易环比下滑和币值波动的拖累，但合规化大潮提升了公司的行业地位 [2] - 报告预测Coinbase未来三年的总收入和归母净利润将显著增长，维持“增持”评级 [11] 根据相关目录分别进行总结 市场数据和公司表现 - 当前价格为191.74美元，52周价格区间为69.63-283.48美元，总市值为470.85亿美元，流通市值为383.02亿美元，总股本为2.48亿股，流通股本为2.03亿股，日均成交额为17.38亿美元，近一月换手率为97.00% [4] - 最近一年Coinbase相对纳斯达克的表现为：1个月下跌12.05%，3个月下跌4.57%，12个月上涨136.09% [3] 收入和交易情况 - 2024年上半年，公司交易收入为18.58亿美元，同比增长164.69%，其中零售客户贡献收入16亿美元，占比86.13%，机构客户贡献1.49亿美元，占比8.02%，Base链及支付相关收入1.09亿美元 [6] - 2024年第二季度，交易收入为7.81亿美元，同比增长138.74%，环比下降27.48%，主要受益于新的费用来源，如衍生品交易和Coinbase钱包交易费用 [6] - 2024年上半年，成交量为5380亿美元，同比增长127.00%，其中零售客户成交量930亿美元，同比+166%，机构客户成交量4450亿美元，同比+120% [7] - 2024年第二季度，成交量为2260亿美元，同比+146%，环比-28%，其中零售客户成交量370亿美元，同比+164%，环比-34%，机构客户成交量1890亿美元，同比+142%，环比-26% [7] 订阅及服务收入 - 2024年上半年，订阅及服务收入为11.10亿美元，同比+59% [7] - 2024年第二季度，订阅及服务收入为5.99亿美元，同比+79%，环比+17%，主要由稳定币收入和区块链奖励收入驱动 [8] - 2024年第二季度，稳定币收入为2.40亿美元，同比+59%，环比+22%，区块链奖励收入为1.85亿美元，同比+111%，环比+23% [9] 合规化和监管环境 - 报告提到美国两党及监管机构对加密货币的积极态度，以及特朗普如能在美国大选中胜出可能带来的更温和的监管环境和更友好的政策 [10] - 美国证券交易委员会（SEC）已批准现货比特币ETF上市交易，这些ETF与Coinbase合作作为其托管合作伙伴，预计这将提升公司的行业地位 [10]

Coinbase Global Inc (NASDAQ: COIN),a leader in cryptocurrency exchange, has recently stirred the market with hints of an upcoming product launch, a synthetic Bitcoin (BTC) token named "cbBTC." This potential addition to Coinbase's offerings could position the exchange as a formidable competitor in the synthetic Bitcoin market, which is currently dominated by BitGo's Wrapped Bitcoin (WBTC). The announcement of cbBTC is especially significant as it arrives amid growing concerns and controversy surrounding WBT ...