Coinbase Reports 55% Revenue Growth to $1.9 Billion in Q3 2025, $355 Million from Stablecoins
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
0mins
Source: Fool
- Significant Revenue Growth: Coinbase's Q3 2025 revenue surged nearly 55% year-over-year to $1.9 billion, with adjusted EBITDA soaring 78.3% to $801 million, reflecting the company's strong performance and enhanced profitability in the cryptocurrency market.
- Stablecoin Revenue Driver: The company generated $355 million in stablecoin-related revenues, driven by high interest rates and a $15 billion USDC balance on the platform, which not only bolstered cash flow but also strengthened relationships with institutional clients.
- Expanded Asset Management: By the end of Q3, assets managed on Coinbase's platform approached $516 billion, with increasing institutional inflows leading to higher custody fees, further solidifying the company's market position.
- Improving Regulatory Environment: As U.S. lawmakers prepare for key hearings and votes in January 2026, the regulatory landscape for Coinbase is expected to improve, which will further encourage institutional participation and enhance the company's long-term growth potential.
Analyst Views on COIN
Wall Street analysts forecast COIN stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for COIN is 400.63 USD with a low forecast of 266.00 USD and a high forecast of 510.00 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.
22 Analyst Rating
15 Buy
6 Hold
1 Sell
Moderate Buy
Current: 239.280
Low
266.00
Averages
400.63
High
510.00
Current: 239.280
Low
266.00
Averages
400.63
High
510.00
About COIN
Coinbase Global, Inc. is a holding company of Coinbase, Inc. and other subsidiaries. The Company provides a platform that serves as a compliant on-ramp to the onchain economy and enables users to engage in a variety of activities with their crypto assets in both proprietary and third-party product experiences enabled by access to decentralized applications. It offers consumers their primary financial account for the cryptoeconomy; institutions a full-service prime brokerage platform with access to deep pools of liquidity across the crypto marketplace, and developers a suite of products granting access to build onchain. Its platform helps people and institutions to engage with crypto assets, including trading, staking, safekeeping, spending, and global transfers. It offers products and services to various customer groups: individuals, businesses, institutions, and developers. Its transaction products consist of consumer trading, prime Trading, markets, base protocol and Coinbase wallet.
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.
