Robinhood and Interactive Brokers Overview: Robinhood (HOOD) has seen a significant increase in share price due to its popularity among young investors, while Interactive Brokers (IBKR) is recognized as an undervalued stock with similar growth drivers.
IBKR's Market Position: IBKR has recently been added to the S&P 500, enhancing its visibility and analyst coverage, which could lead to increased investment from large index funds.
Earnings Growth and Trading Activity: IBKR reported impressive earnings growth, with a pre-tax profit margin of 75% and substantial increases in account openings and trading volumes, particularly in options and futures.
Technical Analysis and Investment Strategy: Analysts suggest that IBKR's stock may successfully retest previous resistance levels, with key price points identified for traders and long-term investors to monitor.
COIN
$252.61+Infinity%1D
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
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.
15 Buy
6 Hold
1 Sell
Moderate Buy
Current: 250.420
Low
266.00
Averages
400.63
High
510.00
Current: 250.420
Low
266.00
Averages
400.63
High
510.00
Mizuho
Mizuho
Neutral
downgrade
$320 -> $280
2025-12-16
New
Reason
Mizuho
Mizuho
Price Target
$320 -> $280
2025-12-16
New
downgrade
Neutral
Reason
Mizuho lowered the firm's price target on Coinbase (COIN) to $280 from $320 and keeps a Neutral rating on the shares. The firm's survey of over 230 Coinbase and Robinhood (HOOD) users indicates strong engagement with the prediction markets. Coinbase and Robinhood users are 9-times more likely to participate in prediction markets versus non-users, the analyst tells investors in a research note. Mizuno expects expect Robinhood to see greater medium-term revenue upside, supported by "fresh capital inflows" and a Q4 run-rate of $300M. It trimmed Coinbase's price target to reflect softer than initially expected Q4 trends and lower bitcoin price levels.
Compass Point
Sell
downgrade
$266 -> $230
2025-12-15
New
Reason
Compass Point
Price Target
$266 -> $230
2025-12-15
New
downgrade
Sell
Reason
Compass Point lowered the firm's price target on Coinbase (COIN) to $230 from $266 and keeps a Sell rating on the shares ahead of the company's product event scheduled for December 17. Robinhood (HOOD) hosted a similar crypto event on June 30, which supported Robinhood's 41% rally in June and Coinbase investors are now asking whether Coinbase's upcoming event can provide a similar catalyst, notes the analyst, who highlighted three product announcements the firm is expecting. However, the firm doesn't believe these materially impact Coinbase's P&L and the firm could see the event disappointing investor expectations. Softer crypto markets reduce the firm's 2026 forecasts, adds the analyst, who sees Q4 revenue is tracking about 5% below the Street view.
Barclays
Equal Weight
downgrade
$357 -> $291
2025-12-12
New
Reason
Barclays
Price Target
$357 -> $291
2025-12-12
New
downgrade
Equal Weight
Reason
Barclays lowered the firm's price target on Coinbase to $291 from $357 and keeps an Equal Weight rating on the shares. The firm adjusted targets in the brokers, asset managers and exchanges group as part of its 2026. Market conditions "look constructive" going into 2026, particularly for the alternative asset managers and wealth brokers, the analyst tells investors in a research note. Barclays sees a more mixed outlook for the exchanges and traditional asset managers.
BofA
Neutral
downgrade
$358 -> $341
2025-12-10
Reason
BofA
Price Target
$358 -> $341
2025-12-10
downgrade
Neutral
Reason
BofA lowered the firm's price target on Coinbase to $341 from $358 and keeps a Neutral rating on the shares. Looking ahead to 2026, the firm now favors the alternative asset managers to online brokers due to what it sees as a better valuation and positioning setup combined with a stronger macro backdrop, the analyst tells investors in a note on the brokers, asset managers and exchanges group.
About COIN
Coinbase Global, Inc. is a holding company of Coinbase, Inc. and other subsidiaries. The Company provides a platform for its customers to engage with crypto assets and offers critical infrastructure for the onchain economy. It offers products and services to three customer groups: Consumers, Institutions, and Developers. Consumers include retail customers seeking to invest in or trade crypto assets and engage onchain. Institutions consist of businesses that include market makers, asset managers, hedge funds, banks, wealth platforms, registered investment advisors, payment platforms, and public and private corporations. Developers include entrepreneurs, creators, merchants, crypto asset issuers, organizations and financial institutions, and other groups building decentralized protocols, applications, products, or other services onchain. Its transaction products include prime trading, base protocol, Coinbase Wallet, and others. It also offers subscription products and other services.
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.
