What's moving this stock lately
7 direct · 5 2nd-order · 0 thematicRanked by relevance and recency.
1 duplicate reports of the same events merged
- #1Impact3.4%bullishDirectCoinbase Global Maps ‘Everything Exchange' Push Beyond Crypto Trading27d ago
With quarterly revenue down 18.5% YoY, COIN's push into equities, prediction markets and derivatives is a structural hedge against declining crypto trading volume, but this is still a planning-stage announcement with no near-term revenue proof
Also named: HOOD · CME · NDAQ · IBKR · CRCL
- #2Impact2.71%bearish2nd-orderSchwab isn't trying to win crypto customers. It's trying not to lose them.41d ago
Schwab's 34-million-account base entering crypto trading structurally erodes Coinbase's retail trading volume and custody share over the long run.
Also named: SCHW · IBKR · HOOD
- #3Impact2.56%bullishDirectCoinbase Is Pushing to Bring Stablecoins to 1,000 Community Banks. Here's Why Everyone Is Talking About Stablecoins Right Now.27d ago
As USDC's core distributor, embedding stablecoins in 1,000 community banks could structurally expand USDC float and interest-income share, though near-term financial contribution is limited given revenue already down 18.5% YoY
Also named: CRCL · WU · MA · FI · JKHY
Expanding into IPO distribution diversifies revenue away from crypto trading commission dependence
Also named: HOOD · SOFI · IBKR · GS · MS · NDAQ
With core trading revenue down 18.5% YoY, the new IPO access feature offers an incremental fee-revenue stream and retention hook, though it remains a gradual product extension rather than a game-changer.
Also named: HOOD · SOFI · GS · MS
As the news subject, Coinbase directly benefits from reduced regulatory uncertainty around its trading and custody business, though earnings consensus reliability is low (estimate range 822% of consensus), tempering the incremental impact
Also named: HOOD · SQ · CRCL · BTC · ETH
- #7Impact1.92%bearish2nd-orderCharles Schwab Announces Plans to Expand Digital Assets Available in Schwab Crypto™ Accounts42d ago
Schwab's tens of millions of retail brokerage accounts gaining broader crypto access erodes Coinbase's differentiated position as the primary retail crypto on-ramp
Also named: SCHW · IBKR · HOOD · BTC · ETH
If the CFTC proposal advances spot crypto listings on regulated derivatives venues, Coinbase as the largest compliant crypto exchange stands to expand product breadth and institutional flow
Also named: HOOD · IBKR · CME · ICE · MSTR · MARA
- #9Impact0.71%bearish2nd-orderThese Recent Moves Are Brilliant. Here's Why Robinhood Is the Most Important Player in Crypto Right Now.17d ago
HOOD's expansion in zero-commission crypto trading and tokenized products pressures Coinbase's spot trading commission revenue base
Also named: HOOD
The Canadian derivatives launch expands COIN's addressable market, but against a $7.2B revenue base and a recent quarter showing an 18.5% YoY revenue decline, the near-term revenue impact is limited
Also named: HOOD · CME · ICE
The rest, archived by time · 2
🧭 -3.9% today with no fresh news · why?
- 📊 Market-0.6%S&P -0.2% × beta 2.4
- 💸 Money flowMFI 30 · net outflow · volume 0.7× average
- 🧩 PeersHOOD -2.2%MSTR -6.8%CRCL -3.9%MARA -5.6%SOFI -0.6%BTC -1.2%6 peers moved the same way today, averaging -3.4% — this is a sector move, not a single-stock event.
- 🕰️ Old news, still digesting▼ Robinhood Launches Zero-Fee Crypto Trading For Ustructural impact active, ~1 days left
- 🕰️ Old news, still digesting▲ Coinbase Brings Tokenized Stocks to Ethereum L2 structural impact active, ~15 days left
Educational decomposition · not investment advice
🎯 Market expectations
Estimate coverage Low · 41/100Nasdaq analyst consensus · the pre-news baseline
There is no clear consensus on this stock (thin coverage or wide disagreement) — 'beating expectations' means little here.
- Jun 2026-$0.39 vs $0.14-378.57%
- Mar 2026-$0.17 vs $0.36-147.22%
- Dec 2025$0.66 vs $0.92-28.26%
- Sep 2025$1.44 vs $1.03+39.81%
Analyst estimates, not our forecast · not investment advice
🏛️ Company factsSEC filings + FINRA official data
Annual revenue $7.2B · latest quarter down 18.5% YoY · profitable (FY net income $1.3B) · short activity within its normal range.
FY revenue
$7.2B
2025-12
Latest Q YoY
-18.5%
FY net income
$1.3B
Diluted EPS
$4.85
Short volume
53.7%
20d avg 56.9% · normal
🐋 5%+ ownership filings (last 180d)
The following investors reported beneficial ownership of more than 5% in recent SEC filings. "Activist" filers stated an intent to influence control of the company; "Passive" indicates the filer did not report such an intent.
- 2026-05-15passive (13G)SUSQUEHANNA SECURITIES, LLC
- 2026-04-29passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
🕰️ Price × news · analysis history
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📜 Call history (newest first
392 past analyses of this stock, each checked against what the price did afterwards · sign up to view
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