Coupang Faces Stock Decline Due to Data Leak, Remitly Shows Strong Growth Potential
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 07 2026
0mins
Source: NASDAQ.COM
- Coupang Financial Performance: Despite a stock decline due to a data leak, Coupang reported a 20% year-over-year increase in net revenue and a 22% rise in gross profit last quarter, indicating a strong financial foundation in the East Asian market.
- User Activity Decline: Following the data breach, Coupang's weekly active users have decreased by 4%, while competitors are gaining users, suggesting pressure on its market share.
- Remitly Growth Potential: Remitly's revenue grew 25% year-over-year to $420 million last quarter, significantly outpacing the overall foreign remittance market, showcasing its competitive edge in low fees and user-friendliness.
- Market Valuation Discrepancy: With a current market cap of $2.75 billion, Remitly is projected to exceed $3 billion in revenue by 2028, highlighting substantial expansion opportunities in the rapidly growing remittance market.
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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 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
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
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.
Coupang Faces Class Action Lawsuit Over Alleged Securities Fraud
- Lawsuit Background: Levi & Korsinsky LLP has notified investors that Coupang, Inc. is facing a class action lawsuit aimed at recovering losses for investors affected by alleged securities fraud between May 7 and December 16, 2025.
- Data Breach Allegations: The lawsuit claims that Coupang had inadequate cybersecurity protocols, allowing a former employee to access sensitive customer information for nearly six months undetected, thereby exposing the company to heightened regulatory and legal scrutiny.
- Disclosure Failures: When the company became aware of the data breach, it failed to report it in a timely manner as required by SEC regulations, resulting in materially false and misleading public statements throughout the relevant period.
- Investor Rights Protection: Affected investors have until February 17, 2026, to request to be appointed as lead plaintiff, with participation in the lawsuit at no cost, highlighting the firm's commitment to protecting investor rights.
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Coupang Faces Lawsuit Over Data Breach
- Data Breach Incident: Coupang is accused of failing to detect a data breach affecting 33.7 million accounts for nearly six months, resulting in over $8 billion in market value loss, highlighting severe deficiencies in its cybersecurity controls.
- Compensation Plan: The company has initiated a compensation plan of up to 1.685 trillion won (approximately $1.2 billion) to restore customer trust, reflecting urgent needs in crisis management and financial strain.
- Executive Resignation: The resignation of CEO Park Dae-joon due to the data breach signifies a major shift in the company's governance structure, which may impact future strategic decisions and investor confidence.
- Regulatory Investigation: Coupang has acknowledged that Korean regulators are investigating the incident, indicating challenges in compliance and transparency that could lead to stricter regulatory requirements and potential legal repercussions.
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