Coinbase has been named one of the top three fintech stocks for 2026 by Clear Street analysts, with a target price of $415.
TL;DR
Clear Street analyst Owen Lau names Coinbase a top fintech stock for 2026 with a $415 target price, citing its strong position in blockchain adoption and revenue growth from services like USDC.
[Coinbase Named One of the Top 3 Fintech Stocks for 2026 by Clear Street Analyst, with a Target Price of $415] According to CoinDesk, Clear Street analyst Owen Lau named Coinbase (COIN) one of the top three fintech stocks for 2026 in his latest outlook report, believing it will play a central role in the transformation of blockchain financial infrastructure. Lau maintained his "buy" rating on Coinbase, setting a 12-month target price of $415, representing approximately 70% upside from the current share price of $234.50. Lau pointed out that Coinbase is "most well-positioned to benefit from blockchain adoption and regulatory clarity," with the company experiencing continued revenue growth through subscription services, stablecoin activities, and on-chain financial services. In particular, the USDC stablecoin, operated in partnership with Circle, from which Coinbase receives approximately 50% of the revenue, has become a key growth driver.