Schwab Network 对 $COIN 的判断变化

频道资料 →频道引用的来源：BFA and JP Morgan、Baird、Bank of America、Barclays、Berenberg、Bernstein, with a Jefferies target cut noted、Bird (analyst firm)、CEO、CEO Joe Dominguez、Caner、Citi、Citigroup、Citizens、Daiwa、Dan Deming and Michael Monahan、Dan Ives、Deutsche Bank、Erit Research、Evercore ISI、Evercore ISI; Dan Ives、Goldman Sachs、JP Morgan Chase、JPMorgan、JPMorgan Chase、Jefferies、Jefferies, UBS and Citigroup、Jensen Huang; Dan Ives、Loop Capital、Mattie Natsson、Michael Saylor、Milius (analyst)、Morgan Stanley、Northrop、Oppenheimer、Oppenheimer, Freedom Broker、Oracle、Reddit CEO、Rothschild Redburn、SK Hynix、Seth、Tim Bigham、Tim and KG、Truist、UBS、Wall Street Journal、Wedbush、Wells Fargo、analysts共 2 条

Schwab Network 自 2026-10-29 起在 2 个视频里谈过 $COIN，最近一次（2026-11-02）为看跌。

2026-11-02看跌

《Monday's First Moves: COIN Downgrade, MAR All-Time High, EL Earnings》引用来源：Morgan Stanley

AI 摘要 · Morgan Stanley 将 COIN 评级从 equal weight 下调至 underweight，目标价从 258 下调至 120，COIN 下跌约 1.5%。COIN 上加密交易减少意味着交易手续费收入下降，第四季度交易收入约 1.65 亿美元；上周的盗窃事件打击了信任，动摇了整个加密领域的信心。

Coinbase 被下调至减持评级。当然，上周发生了一起重大盗窃案，所以我认为加密市场已经不稳定了一段时间。所以这给整个板块带来了一些不利因素，Coinbase 的股价在今早被下调评级后下跌了约1.5%。

Coinbase has been downgraded to an underweight rating. Of course, there was a major theft last week, so I think the crypto market has been unstable for a while. So this has caused some headwinds across the sector, and Coinbase's share price has fallen by about 1.5 percent after being downgraded this morning.

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2026-10-29

《EARNINGS PANEL: AMZN, INTC, SNDK, RDDT, COIN, SBUX》

AI 摘要 · COIN在交易收入、订阅收入和调整后EBITDA上均超预期，其10.7%的加密交易份额同比翻倍。但核心交易收入因市场环境疲软而放缓；第四季度订阅收入指引区间宽达5.5亿至6.3亿美元，显示业务波动性更大；说话者怀疑COIN能否与一站式券商竞争，不过预测市场若能变现或有帮助。

好。那我们来看看Coinbase。有意思的是，Coinbase的股价正在上涨。我们目前上涨1%。让我们看看为什么会这样。

Okay. So, let's take a look at Coinbase. Interestingly, Coinbase's share price is rising. We are one percent above. Let's see why this is happening.

第三季度营收为12.2亿美元，这与预期相当一致。交易业务产生了5.9亿美元营收，好于5.75亿美元的预期。订阅和服务收入为5.7亿美元，这也好于预期。调整后EBITDA为3.329亿美元，远超预期。

我们的预期是2.829亿美元。这是连续第15个季度实现正的调整后EBITDA。净利润为7.19亿美元。调整后净利润为7800万美元。

Third-quarter revenue was $1.22 billion. This is fairly consistent with expectations. The transaction generated revenue of $590 million. This is better than expectations of 575 million.

Revenue from subscriptions and services amounted to $570 million. This is also better than the estimate. Adjusted EBITDA was $332.9 million, which well exceeded expectations. We had an estimate of $282.9 million.

This is the 15th consecutive quarter where positive adjusted EBITDA has been achieved. Net income is $719 million. Adjusted net income came in at $78 million.

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