TOP TIERMARKET NEWSWIRE
Movers explained · 2026-07-31

Archived explainer. For the current picture see today's COIN page.

Why Is COINBASE GLOBAL INC Class A (COIN) Stock Down Today?

By the Top Tier Newswire AI Desk · July 31, 2026 at 9:47 AM ET · reviewed against 41 wire stories

COINBASE GLOBAL INC Class A (COIN) is down -11.27% in the latest session. Our newswire has captured 41 stories on COIN across 18 sources in the last 36 hours, with AI sentiment reading mixed (avg 46/100).

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Coinbase Global Inc Class A (COIN) fell 11.27% to $145.15 in Friday trading, marking one of the day’s largest declines. The stock opened with a -5.4% gap down from the previous close and continued lower throughout the session, reaching a low of $144.76. The move followed a second price target cut from a brokerage in two days and a reported net loss of $359.5 million in the second quarter.

What Happened

The stock’s sharp decline came after a series of analyst actions and weak earnings. Rosenblatt cut its price target on Coinbase due to crypto weakness, and Baird reduced its target following weak second-quarter results. A report on X noted Coinbase posted a third consecutive quarterly loss with revenue falling 14% to $1.22 billion. The firm also bought 819 Bitcoin in Q2 2026, bringing its total holdings to 17,311 BTC. Meanwhile, Coinbase CEO Brian Armstrong has urged crypto firms to avoid pivoting to AI, a stance some analysts have questioned. The stock’s decline was also amplified by broader market concerns, including a lawsuit against the Kalshi exchange and bearish signals in Bitcoin and Ethereum.

What The Data Shows

The stock opened at $154.80 and traded as low as $144.76, with volume so far at 2.3 million shares, or 0.2 times the 3-month daily average. The stock is currently trading within its 52-week range of $139.18 to $402.16. Over the last 8 sessions, the stock has fallen -8.9% to $163.58. Recent insider transactions show 6 sales totaling $7.3 million in the last 90 days, with no buys reported. Unusual options activity in the last 36 hours included 4 notable prints, with call premium at $3.4 million versus put premium at $8,000. The largest single print was $2.8 million.

What To Watch

Coinbase is expected to report earnings on a date not disclosed in the provided data. Investors will closely monitor coverage breadth and any further analyst actions, as well as broader market sentiment toward crypto and AI trends.

AI-assisted analysis composed exclusively from headlines and data on the Top Tier newswire. Public view is delayed 4 hours from real time. Not financial advice.

COIN by the numbers

Last: $145.15Session: -11.27%7 sessions: -10.70%Coverage: 41 stories / 18 sourcesAI sentiment: 46/100 (mixed)Mkt cap: $44.2BP/E: 57.152w: $139.18 to $402.16
COIN · Jul 31 session (5-min) · -10.93% vs prior close · updated 8:55 PM ET
$138$152$165prev close $163.58$145.707:00 AM10:13 AM1:27 PM4:41 PM7:55 PM7:00 AM · $155.057:05 AM · $154.807:10 AM · $154.917:15 AM · $154.707:20 AM · $155.397:25 AM · $155.517:30 AM · $155.627:35 AM · $155.477:40 AM · $155.267:45 AM · $155.357:50 AM · $155.637:55 AM · $154.508:00 AM · $153.298:05 AM · $153.378:10 AM · $153.088:15 AM · $153.108:20 AM · $153.508:25 AM · $153.698:30 AM · $153.508:35 AM · $153.158:40 AM · $153.008:45 AM · $152.768:50 AM · $153.568:55 AM · $153.589:00 AM · $153.909:05 AM · $154.489:10 AM · $154.449:15 AM · $153.949:20 AM · $154.289:25 AM · $153.479:30 AM · $147.509:35 AM · $146.119:40 AM · $146.769:45 AM · $145.039:50 AM · $143.369:55 AM · $142.7810:00 AM · $142.2610:05 AM · $141.2010:10 AM · $140.1210:15 AM · $139.8810:20 AM · $140.6910:25 AM · $140.4310:30 AM · $140.3610:35 AM · $140.2810:40 AM · $140.6010:45 AM · $141.7010:50 AM · $141.7910:55 AM · $142.2511:00 AM · $142.4011:05 AM · $141.5011:10 AM · $140.4411:15 AM · $140.7011:20 AM · $140.5711:25 AM · $140.1111:30 AM · $140.5011:35 AM · $140.9611:40 AM · $141.3611:45 AM · $140.7511:50 AM · $141.5011:55 AM · $141.3212:00 PM · $142.8712:05 PM · $142.6912:10 PM · $142.4612:15 PM · $142.4012:20 PM · $143.5812:25 PM · $143.6012:30 PM · $144.0212:35 PM · $144.0612:40 PM · $143.6412:45 PM · $143.8812:50 PM · $143.8412:55 PM · $144.001:00 PM · $145.241:05 PM · $145.451:10 PM · $146.381:15 PM · $146.051:20 PM · $146.391:25 PM · $146.961:30 PM · $147.581:35 PM · $147.621:40 PM · $147.281:45 PM · $146.941:50 PM · $148.261:55 PM · $147.942:00 PM · $148.992:05 PM · $148.852:10 PM · $148.442:15 PM · $149.612:20 PM · $149.852:25 PM · $149.802:30 PM · $149.732:35 PM · $149.162:40 PM · $150.162:45 PM · $150.102:50 PM · $150.472:55 PM · $150.453:00 PM · $151.193:05 PM · $150.693:10 PM · $150.973:15 PM · $150.553:20 PM · $150.593:25 PM · $150.803:30 PM · $150.833:35 PM · $150.043:40 PM · $149.503:45 PM · $149.223:50 PM · $148.323:55 PM · $146.024:00 PM · $145.704:05 PM · $144.604:10 PM · $146.044:15 PM · $146.794:20 PM · $146.604:25 PM · $146.404:30 PM · $146.754:35 PM · $146.254:40 PM · $146.604:45 PM · $146.554:50 PM · $146.554:55 PM · $146.155:00 PM · $146.105:05 PM · $146.305:10 PM · $146.005:15 PM · $146.065:20 PM · $146.265:25 PM · $146.265:35 PM · $146.285:40 PM · $146.325:45 PM · $146.505:50 PM · $146.005:55 PM · $146.006:00 PM · $145.876:05 PM · $145.816:10 PM · $145.746:15 PM · $145.376:20 PM · $145.996:25 PM · $145.986:30 PM · $146.266:35 PM · $145.956:40 PM · $146.276:45 PM · $146.126:55 PM · $146.267:00 PM · $146.007:10 PM · $145.457:20 PM · $145.907:25 PM · $146.047:30 PM · $145.907:35 PM · $145.907:40 PM · $145.657:45 PM · $145.677:50 PM · $145.967:55 PM · $145.70
AI sentiment, last 36h · averaged over 41 stories · 46/100 neutral
AI sentiment 46/100 (neutral)0 · bearish50bullish · 100

The headlines behind the move

Story flow · 8 stories on the wire, last 36h · hover or tap a dot for the headline
36h ago24h ago12h agopublishStocktwits News · sentiment 34 · COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns Less BearishStocktwits News · 34COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns …Investing.com Analyst Ratings · sentiment 42 · H.C. Wainwright reiterates Coinbase stock rating on weak quarterInvesting.com Analyst Ratings · 42H.C. Wainwright reiterates Coinbase stock rating on weak quarterInvesting.com Analyst Ratings · sentiment 34 · Rosenblatt cuts Coinbase stock price target on crypto weaknessInvesting.com Analyst Ratings · 34Rosenblatt cuts Coinbase stock price target on crypto weaknessReuters · sentiment 38 · Coinbase shares take hit on quarterly loss, analysts back diversification strategyReuters · 38Coinbase shares take hit on quarterly loss, analysts back diversification strategySeeking Alpha · sentiment 38 · At a glance: stocks gapping down premarketSeeking Alpha · 38At a glance: stocks gapping down premarketCNBC · sentiment 50 · Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & moreCNBC · 50Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit,…Investing.com Analyst Ratings · sentiment 34 · Baird cuts Coinbase stock price target on weak Q2 resultsInvesting.com Analyst Ratings · 34Baird cuts Coinbase stock price target on weak Q2 resultsThe Motley Fool · sentiment 48 · Coinbase CEO Brian Armstrong Says Crypto Firms Should Stop Pivoting to AI. Here's Why He's Wrong.The Motley Fool · 48Coinbase CEO Brian Armstrong Says Crypto Firms Should Stop Pivoting to AI. Here's Why He'…
10d agoThe Motley FoolNEUTRAL 48General

Coinbase CEO Brian Armstrong Says Crypto Firms Should Stop Pivoting to AI. Here's Why He's Wrong.

It makes more sense to pivot toward AI than to dabble in volatile cryptocurrencies.

10d agoInvesting.com Analyst RatingsBEARISH 34Analyst

Baird cuts Coinbase stock price target on weak Q2 results

Baird cuts Coinbase stock price target on weak Q2 results

10d agoCNBCNEUTRAL 50Analyst

Here are Friday's biggest analyst calls: Nvidia, SpaceX, Apple, Amazon, Coinbase, Reddit, Arm, Roblox & more

Here are the biggest calls on Wall Street on Friday.

10d agoSeeking AlphaBEARISH 38General

At a glance: stocks gapping down premarket

Pre-market stock market update: top gap-down movers Friday, including Apple, Roblox, Reddit and Coinbase, as futures rise after Amazon earnings.

10d agoReutersBEARISH 38Earnings

Coinbase shares take hit on quarterly loss, analysts back diversification strategy

10d agoInvesting.com Analyst RatingsBEARISH 34Analyst

Rosenblatt cuts Coinbase stock price target on crypto weakness

Rosenblatt cuts Coinbase stock price target on crypto weakness

10d agoInvesting.com Analyst RatingsBEARISH 42Analyst

H.C. Wainwright reiterates Coinbase stock rating on weak quarter

H.C. Wainwright reiterates Coinbase stock rating on weak quarter

10d agoStocktwits NewsBEARISH 34Earnings

COIN Stock Drops After Earnings Miss Sparks Wave Of Price Target Cuts – But Retail Turns Less Bearish

Several brokerages, including Barclays, Goldman Sachs, BTIG, and Clear Street, lowered their price targets on COIN stock following the earnings report.

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More on COIN: full news and sentiment history. Sentiment scores are AI-derived research signals, not financial advice.

Earlier COIN move explainers: 2026-08-03 · 2026-07-31 · 2026-07-30 · 2026-07-27 · 2026-07-21 · 2026-07-20 · 2026-07-17 · 2026-07-14