Coupang Faces $8 Billion Market Cap Loss Amid Data Breach Lawsuit
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1h ago
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Source: PRnewswire
- Data Breach Incident: Coupang first detected a data breach on November 18, 2025, affecting 33.7 million customers' personal information, resulting in over $8 billion wiped from the company's market capitalization, severely impacting investor confidence and triggering legal action.
- Lawsuit Initiation: Investors have filed a class action lawsuit against Coupang, alleging that the company failed to timely disclose the data breach, potentially violating securities laws, which could lead to substantial financial liabilities and exacerbate the company's fiscal pressures.
- Executive Changes: In the wake of the data breach fallout, Coupang's CEO of its South Korean e-commerce unit resigned on December 10, 2025, highlighting internal management and transparency issues that may affect future leadership and strategic direction.
- Regulatory Scrutiny Intensifies: The South Korean government has convened an emergency meeting to investigate whether Coupang violated data safety regulations, and if found guilty, the company could face stricter regulatory measures and potential fines, further impacting its operations.
CPNG
$23.785+Infinity%1D
Analyst Views on CPNG
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 37.50 USD with a low forecast of 32.00 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
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 24.460
Low
32.00
Averages
37.50
High
40.00
Current: 24.460
Low
32.00
Averages
37.50
High
40.00
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.
