Coinbase Tapped as Top 2026 Fintech Pick with Projecting 70% Upside
Clear Street analyst Owen Lau names Coinbase a top fintech pick for 2026 with a $415 target. Explore why diversification into USDC and AI tools drives this 70% upside potential.
Could your portfolio be looking at a 70% gain? Clear Street analyst Owen Lau has just named Coinbase (COIN) one of his top three fintech stock picks for 2026, positioning the exchange alongside traditional giants.
The $415 Target: Joining the Ranks of Nasdaq
According to reports from Reuters and CoinDesk, Lau maintained a Buy rating on COIN with a $415 price target. This represents a massive leap from its current price of approximately $234.50. Lau ranked the crypto exchange in the same league as Nasdaq (NDAQ) and S&P Global (SPGI) as the premier fintech ideas for next year.
| Ticker | Current Price (12/26) | Price Target | Potential Upside |
|---|---|---|---|
| [object Object] | [object Object] | [object Object] | [object Object] |
Diversification Beyond Trading Volumes
The bull case rests on Coinbase’s evolution from a volatile trading venue to a stable financial infrastructure player. A key revenue engine is USDC, the stablecoin co-managed with Circle. Coinbase captures roughly 50% of the revenue from USDC, providing a buffer against market cycles. Lau also highlighted growth levers like AI-based financial tools, prediction markets, and tokenization as catalysts for a valuation re-rating.
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