Skip to contentHome page Seeking Alpha - Power to InvestorsStock IdeasMar 30, 2026, 8:42 AM ETCoinbase Global, Inc. (COIN) Stock, COIN:CA Stock, ZCOI:CA StockDanil SeredaInvesting Group LeaderCommentsSummaryCoinbase Global's (COIN) launch of crypto-backed mortgages and its 'Everything Exchange' strategy significantly expands its total addressable market and revenue diversification.Despite a recent GAAP net loss and rising operating expenses, the company’s aggressive international expansion and inorganic growth initiatives point toward long-term operating leverage.I think COIN's top-line growth visibility has improved, and the market underappreciates its structural pivot.Analysts project a 24% sales CAGR over the next five years, suggesting that current earnings estimates may underestimate the efficiency gains from Coinbase’s structural pivot.I see at least 15% undervaluation with a $190/share 12-month price target, supported by margin improvement and new product catalysts.Looking for a helping hand in the market? Members of Beyond the Wall Investing get exclusive ideas and guidance to navigate any climate.