TechFlow, on December 26, according to CoinDesk, Clear Street analyst Owen Lau named Coinbase (COIN) as one of the top three fintech stocks for 2026 in his latest outlook report, stating that the company will play a central role in the transformation of blockchain-based financial infrastructure. Lau maintains a "buy" rating on Coinbase with a 12-month price target of $415, representing approximately 70% upside from its current share price of $234.50.
Lau noted that Coinbase is "best positioned to benefit from increased blockchain adoption and regulatory clarity," with ongoing revenue growth driven by subscription services, stablecoin activities, and on-chain financial services. In particular, the USDC stablecoin, operated in partnership with Circle, generates about 50% revenue share for Coinbase, serving as a key growth driver.
