Coupang Inc's stock fell by 3.02% as it hit a 20-day low, reflecting ongoing concerns following a significant data breach.
The decline is attributed to the fallout from a data breach affecting nearly 34 million users, which led to the resignation of Coupang's South Korean unit CEO. This incident has severely impacted the company's reputation and investor confidence, prompting legal investigations into potential securities claims against the company. The market's reaction indicates a lack of trust in Coupang's governance and security practices.
As the legal scrutiny intensifies, investors are advised to remain cautious. The ongoing investigations and the company's response to the breach will be critical in shaping its future market performance and restoring investor confidence.
Wall Street analysts forecast CPNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CPNG is 33.83 USD with a low forecast of 22.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
6 Analyst Rating
Wall Street analysts forecast CPNG stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for CPNG is 33.83 USD with a low forecast of 22.00 USD and a high forecast of 40.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
4 Buy
2 Hold
0 Sell
Moderate Buy
Current: 20.330
Low
22.00
Averages
33.83
High
40.00
Current: 20.330
Low
22.00
Averages
33.83
High
40.00
Deutsche Bank
Peter Milliken
Hold
to
Buy
upgrade
$25
2026-01-15
Reason
Deutsche Bank
Peter Milliken
Price Target
$25
AI Analysis
2026-01-15
upgrade
Hold
to
Buy
Reason
Deutsche Bank analyst Peter Milliken upgraded Coupang to Buy from Hold with a $25 price target.
Morgan Stanley
Seyon Park
Overweight
downgrade
$35 -> $31
2025-12-14
Reason
Morgan Stanley
Seyon Park
Price Target
$35 -> $31
2025-12-14
downgrade
Overweight
Reason
Morgan Stanley analyst Seyon Park lowered the firm's price target on Coupang to $31 from $35 and keeps an Overweight rating on the shares. The firm reduced estimates to reflect the company's "heightened risk" following its recent personal information breach. The analyst embedded higher spending on cybersecurity in its forecasts. However, Morgan Stanley sees minimal impact on Coupang's operations.
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Barclays
NULL -> Overweight
maintain
$36 -> $40
2025-11-11
Reason
Barclays
Price Target
$36 -> $40
2025-11-11
maintain
NULL -> Overweight
Reason
Barclays raised the firm's price target on Coupang to $40 from $36 and keeps an Overweight rating on the shares. The firm revised estimates post the Q3 report.
Mizuho
James Lee
Neutral
maintain
$30 -> $32
2025-11-06
Reason
Mizuho
James Lee
Price Target
$30 -> $32
2025-11-06
maintain
Neutral
Reason
Mizuho analyst James Lee raised the firm's price target on Coupang to $32 from $30 and keeps a Neutral rating on the shares. The firm is more positive on the shares following the earnings report, saying Coupang's core product commerce positions it for growth and margin expansion.
About CPNG
Coupang, Inc. is a technology company that provides retail, restaurant delivery, video streaming, and fintech services to customers around the world under brands, such as Coupang, Coupang Eats, Coupang Play, Farfetch, and Rocket Now. Through its AI cloud computing service as Coupang Intelligent Cloud (CIC), it enhances its services and operations and provides GPU-as-a-Service (GPUaaS), including to external parties. Its Product Commerce segment includes its core Korean retail (owned inventory) and marketplace offerings (third-party merchants) and Rocket Fresh, its fresh grocery offering, as well as advertising products associated with these offerings. Its Developing Offerings include Coupang Eats, its restaurant ordering and delivery service in Korea, Coupang Play, an online content streaming service in Korea, fintech, its retail operations in Taiwan, as well as advertising products associated with these offerings, and also include Farfetch, its global luxury fashion marketplace.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
