Class Action Initiation: Rosen Law Firm has filed a class action lawsuit against Coupang on behalf of securities purchasers from August 6 to December 16, 2025, aiming to recover damages under federal securities laws, highlighting serious concerns regarding the company's governance and compliance.
Data Breach Risks: The lawsuit alleges that Coupang failed to disclose inadequate cybersecurity protocols that allowed 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 Coupang became aware of the data breach, it did not file a current report with the SEC as required, indicating significant deficiencies in the company's transparency and compliance, which could undermine investor confidence.
Investor Losses: As the true details emerged, investors suffered damages, and the filing of the lawsuit reflects potential negative implications for Coupang's future stock price and market performance, possibly leading to a reassessment of the company's outlook by investors.
CPNG
$22.69+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
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.
5 Buy
1 Hold
0 Sell
Strong Buy
Current: 22.720
Low
32.00
Averages
37.50
High
40.00
Current: 22.720
Low
32.00
Averages
37.50
High
40.00
Morgan Stanley
Seyon Park
Overweight
downgrade
$35 -> $31
2025-12-14
New
Reason
Morgan Stanley
Seyon Park
Price Target
$35 -> $31
2025-12-14
New
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.
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.
BofA
Ahyung Cho
Buy
maintain
$36 -> $38
2025-11-05
Reason
BofA
Ahyung Cho
Price Target
$36 -> $38
2025-11-05
maintain
Buy
Reason
BofA analyst Ahyung Cho raised the firm's price target on Coupang to $38 from $36 and keeps a Buy rating on the shares. Earnings has consistently surpassed initial expectation in the year-to-date due mainly to product commerce revenue and profits, says the firm, which raised its FY26 and FY27 PC EBITDA margin estimates to 9.6 and 10.1%, respectively.
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.
