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Coinbase (COIN) Stock Set To Explode on Trump’s Regulatory Tailwinds, According to Bernstein Analysts: Report

Coinbase (COIN) Stock Set To Explode on Trump’s Regulatory Tailwinds, According to Bernstein Analysts: Report

  • 18.03.2025 20:52
  • dailyhodl.com
  • Keywords: danger, success

Bernstein analysts predict Coinbase (COIN) stock could surge over 72% due to pro-crypto regulations under Trump, positioning the exchange as a leading platform in the US market. They expect rising non-trading revenues and believe regulatory clarity will outweigh competition, driving long-term growth.

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Analyst rating: Buy

Coinbase is expected to see a significant increase in stock price due to favorable regulatory changes under Trump's administration, potentially leading to a 72% surge. The company holds a dominant market share in the US and is projected to expand its non-trading revenue at a high growth rate.

Context

Analysis of Coinbase (COIN) Stock Outlook: Business Insights and Market Implications

Overview

  • Bernstein Analysts' Prediction: Gautam Chhugani, Bernstein’s managing director of global digital assets, predicts a potential 72% increase in Coinbase stock price.
  • Price Target: Bernstein sets a price target of $310 per share for Coinbase (up from the current $180).
  • Regulatory Tailwinds: The prediction is driven by expected pro-crypto regulatory changes under President Donald Trump’s administration.

Regulatory Dynamics

  • US Crypto Capital Aspiration: The Trump Administration aims to position the US as the "crypto capital of the world," with Coinbase (66% US market share) poised to benefit.
  • Regulatory Clarity Impact:
    • Increased Competition: Regulatory clarity may bring more competition from fintechs, brokers, and banks.
    • Net Positive for Coinbase: Expected bull market and US onshore dominance are expected to offset competitive pressures.

Competitive Landscape

  • Market Leadership: Coinbase holds a dominant position in the US crypto exchange market (66% share).
  • Strategic Advantage:
    • Non-Trading Revenues: Predicted compound annual growth rate of ~31% for non-trading revenues.
    • Diversified Services: Strong suite of crypto financial services, including leading market share in USD stablecoins and staking (crypto yield services).

Financial Projections

  • Stock Price Potential: Coinbase stock could surge by over 72%, reaching $310 from its current price of $180.
  • Revenue Growth: Non-trading revenue growth is projected at ~31% CAGR, driven by expansion into crypto financial services.

Long-Term Implications

  • Industry Expansion: The US crypto industry’s growth is expected to benefit Coinbase significantly.
  • Market Dominance: With 66% US market share and a strong focus on non-trading services, Coinbase is well-positioned for long-term dominance.

Key Takeaways: Bernstein’s bullish outlook highlights Coinbase’s strategic position in the US crypto market. Regulatory clarity and market expansion are expected to drive significant growth, with potential upside of over 70% in stock price.