Bernstein Analysts Adjust Price Targets for Coinbase, Robinhood, and Figure Technology Solutions

Bernstein analysts have adjusted their price targets for Coinbase, Robinhood, and Figure Technology Solutions in response to the current market conditions. The firm lowered its price targets on Coinbase to $330, Robinhood to $130, and Figure to $67.

According to Bernstein's analysis, Coinbase faces the most direct crypto exposure among the three companies, with spot volumes tracking roughly 30% below Q4 2025 levels. However, the firm projects a 26% revenue compound annual growth rate through 2027, driven by stablecoin revenue.

Robinhood and Figure are expected to have an easier time rebounding due to their limited exposure to crypto prices. The analysts anticipate that prediction markets will emerge as a significant revenue driver for Robinhood in 2026, with projected contributions of $586 million—a 286% increase year-over-year.