Coinbase Global (COIN) came in below expectations in Q2 FY2026 on revenue of $1.2B versus the $1.3B estimate (-18.5% YoY) and EPS of $-1.36. The next Coinbase Global (COIN) earnings date is Oct 29, 2026. Below is the full Coinbase Global earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.
Coinbase Global (COIN) Earnings Analysis — key stats
Next earnings date
Oct 29, 2026
Latest reported quarter
Q2 FY2026
Earnings verdict
Miss
EPS beat rate
3 of last 8 (quarters above estimate)
Avg next-day move
±8.3% (over the last 8 reports)
Post-earnings direction
Up 3 / Down 5 (of the last 8 reports)
Implied move (next report)
±34.5% (options-derived · into Oct 29, 2026)
Top 10 holders
39.7% (of shares outstanding)
Insider activity
7 buys / 5 sells (recent Form 4 filings)
Revenue
$1.2B (vs $1.3B est · -5.6% surprise · -18.5% YoY)
EPS
$-1.36 (vs $-0.44 est · -206.5% surprise · -124.3% YoY)
Share price
$179.48 (-3.8%)
Market cap
$47.4B
Coinbase Global (COIN) Earnings Analysis — beat / miss history
Quarter
Revenue
EPS
EPS surprise
Next-day move
Verdict
Q3 FY2026
$1.2B vs $1.3B est
$-1.36 vs $-0.44 est
-206.5%
-8.6%
Miss
Q2 FY2026
$1.4B vs $1.5B est
$-0.24 vs $0.36 est
-166.7%
+1.6%
Miss
Q1 FY2026
$1.8B vs $1.8B est
$-2.49 vs $0.99 est
-350.5%
+7.3%
Mixed
Q4 FY2025
$1.9B vs $1.8B est
$1.44 vs $1.20 est
+20.0%
-1.4%
Beat
Q3 FY2025
$1.5B vs $1.6B est
$5.14 vs $1.19 est
+331.9%
-16.6%
Mixed
Q2 FY2025
$2.0B vs $2.1B est
$0.24 vs $1.94 est
-87.6%
+1.4%
Mixed
Q1 FY2025
$2.3B vs $1.8B est
$4.66 vs $2.26 est
+106.2%
-11.2%
Beat
Q4 FY2024
$1.2B vs $1.3B est
$0.28 vs $0.41 est
-32.4%
-18.4%
Miss
Top institutional holders
Holder
% outstanding
Shares
Value
QoQ change
Vanguard Group INC
10.2%
26.4M
$6.0B
+0.7%
Blackrock, INC.
6.6%
17.1M
$3.9B
+6.0%
Susquehanna International Group, Llp
4.0%
10.3M
$2.3B
-15.2%
State Street Corp
3.6%
9.5M
$2.1B
+1.6%
Susquehanna International Group, Llp
3.0%
7.9M
$1.8B
-2.3%
Jane Street Group, LLC
2.9%
7.5M
$1.7B
+25.1%
Jane Street Group, LLC
2.8%
7.3M
$1.7B
+6.3%
Geode Capital Management, LLC
2.3%
6.1M
$1.4B
+3.2%
Citadel Advisors LLC
2.2%
5.6M
$1.3B
-24.3%
Toroso Investments, LLC
2.1%
5.4M
$1.2B
-35.6%
Recent insider transactions
Insider
Role
Date
Type
Shares
Value
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Sell
2K
—
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Sell
1K
—
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Buy
2K
—
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Buy
1K
—
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Sell
3K
$400820
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Buy
1K
—
Jones Jennifer N.
officer: Chief Accounting Officer
2026-08-20
Sell
1K
—
Choi Emilie
officer: President & COO
2026-08-20
Buy
8K
—
What you'll find
Next Coinbase Global (COIN) earnings date, the expected move and the estimates priced in
A clear Beat / Miss / In-line / Mixed verdict the moment Coinbase Global reports
Revenue & EPS versus estimates, guidance and segment trends
Multi-lens price forecast — analyst, quant, technical and options views
Deep research: red flags, risk decoder and earnings-call sentiment
Technicals, options / implied volatility and unusual-activity signals
Hedge-fund and legendary-investor 13F holdings in Coinbase Global (COIN)
Side-by-side peer and historical earnings comparison
Frequently asked questions
When is Coinbase Global's next earnings date?
Coinbase Global's (COIN) next scheduled earnings date is Oct 29, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did Coinbase Global (COIN) beat or miss earnings?
In Q2 FY2026, Coinbase Global (COIN) posted miss results — revenue of $1.2B versus the $1.3B estimate (-5.6% surprise) and EPS of $-1.36 versus $-0.44 expected (-206.5% surprise). Magnisto decodes every Coinbase Global (COIN) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does Coinbase Global beat earnings estimates?
Over its last 8 reported quarters, Coinbase Global (COIN) beat Wall Street EPS estimates 3 times, most recently a miss result in Q3 FY2026. Magnisto tracks every Coinbase Global (COIN) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does Coinbase Global stock move after earnings?
Over its last 8 quarterly reports, Coinbase Global (COIN) moved an average of ±8.3% the day after earnings — ranging from -18.4% (Q4 FY2024) to +7.3% (Q1 FY2026). The stock rose after 3 of those 8 reports and fell after 5. Heading into its next report on Oct 29, 2026, options-implied volatility is pricing in a move of roughly ±34.5% (derived). Magnisto tracks the realized post-earnings move for every Coinbase Global (COIN) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Who are the largest shareholders of Coinbase Global?
Its largest institutional holders include Vanguard Group INC (10.2%), Blackrock, INC. (6.6%), Susquehanna International Group, Llp (4.0%). Magnisto lists Coinbase Global's (COIN) top 13F holders with each stake size and its quarter-over-quarter change.
Are insiders buying or selling Coinbase Global (COIN)?
In the most recent Form 4 filings Magnisto tracks, Coinbase Global (COIN) insiders recorded 7 purchases and 5 sales — net buying. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for Coinbase Global (COIN) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for Coinbase Global (COIN), anchored to the current $179.48 share price, so you can weigh the bull, base and bear cases for Coinbase Global side by side.
Is Coinbase Global (COIN) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether Coinbase Global fits your own thesis and risk profile. This is research, not investment advice.