Coinbase Global Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
2.9%projected annual EPS growth
Analyst Coverage
29analysts covering
Monitoring Framework
Key Performance Indicators
Monthly Transacting Users (MTUs) Quarterly8.2M
Total Trading Volume Quarterly22B
Average USDC Held in Coinbase Products Quarterly19B
Watch Items
- USDC Stablecoin Revenue ShareTrigger: Decline in Circle reserve income or shift in revenue share agreement below 44%Action: Re-evaluate subscription and services revenue projections and overall margin stability.
- Crypto Asset Mark-to-Market VolatilityTrigger: Significant downward swings in Bitcoin and Ethereum prices leading to large pre-tax losses on corporate crypto holdingsAction: Focus on Adjusted EBITDA trends (which have been positive for 13 consecutive quarters) rather than GAAP Net Income to assess core operational health.
- Regulatory and Legislative ProgressTrigger: Delays or failure in passing the CLARITY Act or final crypto market structure bills in the U.S. CongressAction: Adjust risk premium and discount rates applied to institutional service revenue streams.
Research as of 2 Sep 2026