Coinbase's Q4 earnings miss and a 65% stock plunge since October put COIN under pressure, but ETFs offer a way to stay in the crypto game.
Coinbase reported Q4 2025 earnings a couple of days ago. If I had to use one word to summarize the earnings print, ugly is the word I'd have chosen. As I explained in a macro analysis a few days ago, empirical evidence suggests the crypto winter may last much longer. This is bad news for Coinbase. A closer look at CFO Alesia Haas's comments on the Q3 and Q4 earnings calls and the guidance for Q1 2026 suggests that Coinbase has a new priority for 2026.
Coinbase Global Inc (NASDAQ:COIN) reported fourth quarter 2025 results that fell short of analyst expectations as crypto market activity softened during the period. The company posted revenue of $1.78 billion for the quarter, below the $1.85 billion consensus estimate, while earnings per share came in at $0.66 versus the $1.05 forecast.
February 12 proved an eventful day for Coinbase (NASDAQ: COIN) as the cryptocurrency exchange unveiled a disappointing earnings report and revealed an apparent trading stoppage that ultimately led to a 7.90% one-session drop in the stock market.
Coinbase Global, Inc. (COIN) Q4 2025 Earnings Call Transcript
Although the revenue and EPS for Coinbase Global (COIN) give a sense of how its business performed in the quarter ended December 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
The digital asset economy's early growth was driven primarily by speculative trading. It still is today.
Coinbase Global, Inc. (COIN) came out with quarterly earnings of $0.66 per share, missing the Zacks Consensus Estimate of $0.92 per share. This compares to earnings of $3.39 per share a year ago.
The crypto exchange's stock bounced off a two-year low as it looked to ease investor worries amid a sharp crypto selloff.
The service issue comes as the the crypto giant is set to report earnings on Thursday.
Coinbase Global (COIN) stock has decreased by 11.0% over the past 5 trading days. The recent decline reveals renewed worries about expected lower trading volumes, regulatory ambiguity surrounding stablecoins, and cautious analyst predictions ahead of earnings.
COIN heads into Q4 earnings with falling trading volumes, a negative Earnings ESP and a premium valuation-signals that suggest waiting may pay off.