Rothschild expects Coinbase stock to hit $320

The big guy jumped in.

Rothschild Investment Management has raised its price target for Coinbase (NASDAQ: COIN) to $320, citing surging institutional demand for digital assets and the exchange’s unique position as the most regulated and trusted cryptocurrency platform in the United States. The revised outlook reflects strong confidence in Coinbase’s growth trajectory amid growing adoption of Bitcoin ETFs, stablecoins, and tokenized assets.

Coinbase has weathered a volatile regulatory environment, ongoing litigation with the U.S. Securities and Exchange Commission (SEC), and competition from foreign exchanges. However, several favorable factors are currently fueling optimism:

• Institutional capital is pouring into spot Bitcoin and Ethereum ETFs, where Coinbase acts as the primary custodian for major issuers like BlackRock and Fidelity.

• Expand custody services and infrastructure for sovereign wealth funds, hedge funds and corporates.

• Growth in staking activity, stablecoin (USDC) usage, and tokenization initiatives across Coinbase's entire product suite.

Rothschild's optimistic prediction underscores the view that Coinbase is no longer just a retail brokerage firm but a systemic financial infrastructure provider, connecting Wall Street and crypto.

Stocks soar beyond expectations

COIN shares jumped 2.14% to $380.02 on Friday, outpacing the Nasdaq's 0.8% gain, with trading volume 25% higher than average - $12.5 million shares traded. After the open, the stock was flat at $381, with options tilted to the upside.

Rothschild's bullish target reinforces investor optimism about Coinbase. Analyst upgrades from reputable institutions typically create short-term upside for a stock, as they are interpreted as confirmation of underlying strength. For Coinbase, this reinforces the narrative that it is the primary bridge between Wall Street and cryptocurrency in the United States.

The $320 price target sets a high bar for performance. If Coinbase fails to show revenue growth from custody, staking, and international expansion, the market could react negatively. High expectations increase both upside potential and downside risk.

The upgrade could help Coinbase secure new partnerships with financial institutions, as partners see growing analytical confidence in Coinbase's role as a systemically important infrastructure provider.

Evaluation and Conclusion

Rothschild’s revised $320 target underscores the belief that Coinbase will be a major beneficiary of institutional adoption of digital assets, particularly through ETFs and custody authorizations. If Coinbase maintains its regulatory leadership and increases its integration with traditional finance, the exchange could become the BlackRock of crypto infrastructure.

Disclaimer: The information presented in this article is the author's personal opinion in the cryptocurrency field. It is not intended to be financial or investment advice. Any investment decision should be based on careful consideration of your personal portfolio and risk tolerance. The views expressed in this article do not represent the official position of the platform. We recommend that readers conduct their own research and consult with a professional before making any investment decisions.