Coinbase Stock Price Sees Potential for Significant Upside

As the cryptocurrency market continues to evolve, Coinbase Global (NASDAQ: COIN) has found itself in a unique position. The company's stock price has declined significantly, but analysts at 24/7 Wall St. predict substantial upside over the next 12 months.

The prediction is based on several key factors, including the recent conditional approval from the Office of the Comptroller of the Currency (OCC) for a national trust company charter. This regulatory development could unlock institutional custody mandates and drive significant growth for Coinbase.

Additionally, the Deribit acquisition has been delivering strong results, with Deribit achieving all-time highs in revenue in Q4 2025 and institutional transaction revenue growing by 37% year-over-year. Furthermore, USDC stablecoin expansion has accelerated, with average USDC in Coinbase products reaching an all-time high of $17.8 billion.