Coinbase has been rated by Clear Street analysts as one of the top three fintech stocks for 2026, with a target price of $415

According to CoinDesk, Clear Street analyst Owen Lau has rated Coinbase (COIN) as one of the top three fintech stocks for 2026 in his latest outlook report, believing it will play a core role in the transformation of blockchain financial infrastructure. Lau maintains a "buy" rating on Coinbase, setting a 12-month price target of $415, which represents an upside of about 70% from the current stock price of $234.50.

Lau pointed out that Coinbase "is best positioned to benefit from blockchain adoption and regulatory clarity," with the company's revenue continuing to grow through subscription services, stablecoin activities, and on-chain financial services. In particular, the USDC stablecoin, operated in partnership with Circle, provides Coinbase with about 50% of its revenue share, becoming a key growth driver.