Insiders sell $283 million in Coinbase stock while analysts double down with buy ratings

Coinbase insiders sold $283,336,839 worth of stock over the past six months. No insider purchases of COIN stock occurred in that time. CEO Brian Armstrong sold $68,539,741 in shares, CFO Alesia Haas sold $66,581,521, and co-founder Fred Ehrsam sold $114,289,259. Coinbase Global, Inc. (COIN) is up 6.9% today. Bitcoin rebounded to the mid-$70,000s, driving a broad crypto risk-on rally. The crypto rally lifted sentiment across crypto-linked equities, including Coinbase. Hedge fund activity in Q4 2025 showed divergent positioning: UBS AM and FMR LLC cut holdings by over 70%, while Capital World Investors and A16Z Perennial added over $300 million each. Wall Street analysts issued 8 buy ratings on COIN in the past several months, with no sell ratings. The median analyst price target for COIN is $285.0, with a high of $355.0 and a low of $140.0.