Ripple Predicts Half of Fortune 500 Will Adopt Crypto Strategies by 2026
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Jan 21 2026
0mins
Should l Buy COIN?
Source: Benzinga
- Stablecoins as Payment Foundation: Monica Long, president of Ripple, predicts that by the end of 2026, stablecoins will replace traditional payment systems, driving B2B payments to an annualized $76 billion in 2025, indicating strong growth potential for crypto payments.
- Fortune 500 Goes Crypto: Long expects that by 2026, Fortune 500 companies will hold over $1 trillion in digital assets, with roughly half implementing active crypto strategies, reflecting a growing corporate focus on blockchain technology.
- Regulatory-Driven Custody Consolidation: In 2025, crypto M&A reached $8.6 billion, and Long predicts that more than half of the world's top 50 banks will formalize at least one new custody relationship by 2026, highlighting the trend of commoditization in custody services.
- AI and Blockchain Convergence: Long envisions that AI and blockchain will converge in 2026 to automate financial operations that currently require manual work, with stablecoins and smart contracts enhancing efficiency and driving digital asset adoption in regulated markets.
Trade with 70% Backtested Accuracy
Stop guessing "Should I Buy COIN?" and start using high-conviction signals backed by rigorous historical data.
Sign up today to access powerful investing tools and make smarter, data-driven decisions.
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 361.63 USD with a low forecast of 230.00 USD and a high forecast of 440.00 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.
25 Analyst Rating
17 Buy
7 Hold
1 Sell
Moderate Buy
Current: 153.200
Low
230.00
Averages
361.63
High
440.00
Current: 153.200
Low
230.00
Averages
361.63
High
440.00
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.
Coinbase Q4 Earnings Preview: Analysts Expect Decline
- Earnings Release Announcement: Coinbase Global, Inc. is set to release its fourth-quarter earnings after the market closes on February 12, with analysts projecting earnings per share of $1.05, a significant drop from $3.39 in the same quarter last year, indicating profitability challenges for the company.
- Revenue Expectations Decline: The anticipated quarterly revenue for Coinbase is $1.84 billion, down from $2.27 billion a year earlier, reflecting the adverse impact of a sluggish cryptocurrency market on the company's performance.
- Historical Performance Review: Coinbase has beaten revenue estimates in seven of the last ten quarters, including a strong performance in the most recent third quarter; however, the current expectations suggest a weakening growth momentum.
- Stock Price Fluctuation: Coinbase shares fell 5.7% to close at $153.20 on Wednesday, indicating market caution ahead of the earnings report, which may affect investor confidence.
See More
Coinbase Q4 Earnings Expected to Decline Amid Market Challenges
- Earnings Announcement: Coinbase is set to release its Q4 earnings on February 12 after market close, with analysts projecting a revenue decline, estimating EPS at $0.99 and revenue at $1.84 billion, down 18.9% year-over-year.
- Market Expectation Adjustments: Over the last three months, EPS estimates have seen one upward revision and six downward revisions, while revenue estimates have experienced two upward and fourteen downward revisions, indicating cautious market sentiment regarding the company's short-term performance.
- Industry Challenges Intensify: With Robinhood and Bullish reporting disappointing revenues and Michael Saylor's firm posting significant losses, the overall cryptocurrency market faces severe challenges, leading to expectations that Q4 will be a tough quarter for most crypto-linked companies.
- Long-Term Outlook Remains Positive: Despite short-term pressures, analysts maintain an optimistic view on Coinbase's long-term growth prospects, highlighting the ongoing growth in stablecoins and management's efforts towards tokenization as key factors supporting future business development.
See More
Coinbase CEO Sells $545.7 Million in Stock Over Nine Months
- Massive Sell-Off: Coinbase CEO Brian Armstrong sold over 1.5 million shares through 88 sell orders worth $545.7 million over nine months, indicating a pessimistic outlook on market conditions.
- Net Worth Decline: Armstrong's net worth plummeted by over $10 billion from a peak of $17.7 billion in July 2025, leaving him with a remaining fortune of $7.5 billion tied to his 14% stake in the exchange he co-founded in 2012.
- Analyst Rating Divergence: Goldman Sachs upgraded COIN to a buy rating with a $303 price target on January 5, citing non-trading revenue growth as a buffer against market cycles, while JPMorgan slashed its target by 27% due to declining trading volumes and concerns over soft crypto prices.
- Price Trend Analysis: COIN closed down 6% yesterday after breaking critical support at $230-$240, currently facing downward pressure below $160, and if it fails to reclaim $168-$170, it may test support levels around $140-$145.
See More
Stock Movers: Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, Novocure, and Others
- Stock Market Trends: Stock futures were rising on Thursday as investors reacted to recent economic data.
- Economic Data Impact: The rise in stock futures comes in the wake of a delayed U.S. monthly jobs report and other economic indicators.
See More
US Stock Market Close and Employment Data Analysis
- Strong Employment Data: US nonfarm payrolls for January increased by 130,000, surpassing expectations of 65,000, indicating labor market stability, while the unemployment rate unexpectedly fell by 0.1% to 4.3%, which is likely to have a positive impact on economic recovery.
- Interest Rate Expectations Shift: Following the robust employment report, the market's expectation for a Fed rate cut next month dropped from 23% to 6%, with the 10-year T-note yield rising by 3 basis points to 4.17%, reflecting a cautious outlook on future monetary policy.
- Mixed Market Performance: The S&P 500 closed unchanged, the Nasdaq 100 rose by 0.29%, while the Dow Jones Industrial Average fell by 0.13%, highlighting a contrast between strong tech stock performance and weakness in software stocks.
- Optimistic Earnings Outlook: Over 78% of the 335 S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, indicating that sustained corporate profitability will support long-term stock market gains.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
Coinbase Q4 Earnings Preview: Analysts Expect Decline
- Earnings Release Announcement: Coinbase Global, Inc. is set to release its fourth-quarter earnings after the market closes on February 12, with analysts projecting earnings per share of $1.05, a significant drop from $3.39 in the same quarter last year, indicating profitability challenges for the company.
- Revenue Expectations Decline: The anticipated quarterly revenue for Coinbase is $1.84 billion, down from $2.27 billion a year earlier, reflecting the adverse impact of a sluggish cryptocurrency market on the company's performance.
- Historical Performance Review: Coinbase has beaten revenue estimates in seven of the last ten quarters, including a strong performance in the most recent third quarter; however, the current expectations suggest a weakening growth momentum.
- Stock Price Fluctuation: Coinbase shares fell 5.7% to close at $153.20 on Wednesday, indicating market caution ahead of the earnings report, which may affect investor confidence.
See More
Coinbase Q4 Earnings Expected to Decline Amid Market Challenges
- Earnings Announcement: Coinbase is set to release its Q4 earnings on February 12 after market close, with analysts projecting a revenue decline, estimating EPS at $0.99 and revenue at $1.84 billion, down 18.9% year-over-year.
- Market Expectation Adjustments: Over the last three months, EPS estimates have seen one upward revision and six downward revisions, while revenue estimates have experienced two upward and fourteen downward revisions, indicating cautious market sentiment regarding the company's short-term performance.
- Industry Challenges Intensify: With Robinhood and Bullish reporting disappointing revenues and Michael Saylor's firm posting significant losses, the overall cryptocurrency market faces severe challenges, leading to expectations that Q4 will be a tough quarter for most crypto-linked companies.
- Long-Term Outlook Remains Positive: Despite short-term pressures, analysts maintain an optimistic view on Coinbase's long-term growth prospects, highlighting the ongoing growth in stablecoins and management's efforts towards tokenization as key factors supporting future business development.
See More
Coinbase CEO Sells $545.7 Million in Stock Over Nine Months
- Massive Sell-Off: Coinbase CEO Brian Armstrong sold over 1.5 million shares through 88 sell orders worth $545.7 million over nine months, indicating a pessimistic outlook on market conditions.
- Net Worth Decline: Armstrong's net worth plummeted by over $10 billion from a peak of $17.7 billion in July 2025, leaving him with a remaining fortune of $7.5 billion tied to his 14% stake in the exchange he co-founded in 2012.
- Analyst Rating Divergence: Goldman Sachs upgraded COIN to a buy rating with a $303 price target on January 5, citing non-trading revenue growth as a buffer against market cycles, while JPMorgan slashed its target by 27% due to declining trading volumes and concerns over soft crypto prices.
- Price Trend Analysis: COIN closed down 6% yesterday after breaking critical support at $230-$240, currently facing downward pressure below $160, and if it fails to reclaim $168-$170, it may test support levels around $140-$145.
See More
Stock Movers: Cisco, AppLovin, Micron, Fastly, Equinix, Rollins, Novocure, and Others
- Stock Market Trends: Stock futures were rising on Thursday as investors reacted to recent economic data.
- Economic Data Impact: The rise in stock futures comes in the wake of a delayed U.S. monthly jobs report and other economic indicators.
See More
US Stock Market Close and Employment Data Analysis
- Strong Employment Data: US nonfarm payrolls for January increased by 130,000, surpassing expectations of 65,000, indicating labor market stability, while the unemployment rate unexpectedly fell by 0.1% to 4.3%, which is likely to have a positive impact on economic recovery.
- Interest Rate Expectations Shift: Following the robust employment report, the market's expectation for a Fed rate cut next month dropped from 23% to 6%, with the 10-year T-note yield rising by 3 basis points to 4.17%, reflecting a cautious outlook on future monetary policy.
- Mixed Market Performance: The S&P 500 closed unchanged, the Nasdaq 100 rose by 0.29%, while the Dow Jones Industrial Average fell by 0.13%, highlighting a contrast between strong tech stock performance and weakness in software stocks.
- Optimistic Earnings Outlook: Over 78% of the 335 S&P 500 companies that reported earnings exceeded expectations, with Q4 earnings growth projected at 8.4%, indicating that sustained corporate profitability will support long-term stock market gains.
See More
Stocks Close Steady Following Robust Jobs Data
Market Movement: The S&P 500 attempted to reach the 7,000 mark during trading.
End of Day Status: Despite the early gains, the index closed the day at its starting point.
See More
