AI-Powered Payments on the Rise: Stocks to Watch in Agentic Commerce

The convergence of artificial intelligence (AI) and blockchain technology is gaining momentum, and investors are taking notice. The agentic economy, where AI agents automate tasks for consumers, is still in its early stages, but it's expected to bring significant changes to the way we interact with digital assets.

One company at the forefront of this shift is Coinbase Global (NASDAQ: COIN), a cryptocurrency exchange that holds a unique position in the digital asset ecosystem. With a consensus price target of around $250, an upside of more than 60% from its current closing price, investors are taking a closer look at COIN.

Circle Internet Group (NYSE: CRCL) is another key player in this space. The company has launched its Agent Stack, a suite of developer tools designed specifically for the agentic economy. Circle's Nanopayments protocol enables high-frequency, sub-cent machine-to-machine payments, which could revolutionize the way we think about transactions.

PayPal Holdings (NASDAQ: PYPL) is also making moves in the agentic commerce space with its Agentic Commerce Services suite and the launch of its own stablecoin, PayPal USD (PYUSD). While analysts have a Hold rating on PYPL, top-rated analysts believe these five stocks are better buys.