Coinbase (COIN) Reports Q4: Everything You Need To Know Ahead Of Earnings

Coinbase (COIN) Reports Q4: Everything You Need To Know Ahead Of Earnings

Adam Hejl

Wed, February 11, 2026 at 12:05 PM GMT+9 2 min read

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COIN

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Blockchain infrastructure company Coinbase (NASDAQ:COIN) will be reporting results this Thursday after the bell. Here’s what to look for.

Coinbase beat analysts’ revenue expectations by 4.5% last quarter, reporting revenues of $1.87 billion, up 55.1% year on year. It was a very strong quarter for the company, with a solid beat of analysts’ EBITDA estimates and an impressive beat of analysts’ revenue estimates. It reported 9.3 million monthly active users, up 19.2% year on year.

Is Coinbase a buy or sell going into earnings? Read our full analysis here, it’s free for active Edge members.

This quarter, analysts are expecting Coinbase’s revenue to decline 19.2% year on year to $1.84 billion, a reversal from the 138% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.99 per share.

Coinbase Total Revenue

Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. Coinbase has missed Wall Street’s revenue estimates three times over the last two years.

Looking at Coinbase’s peers in the consumer internet segment, some have already reported their Q4 results, giving us a hint as to what we can expect. Robinhood delivered year-on-year revenue growth of 26.5%, missing analysts’ expectations by 3.9%, and Electronic Arts reported revenues up 61.8%, topping estimates by 29.4%. Electronic Arts traded down 2.3% following the results.

Read our full analysis of Robinhood’s results here and Electronic Arts’s results here.

Questions about potential tariffs and corporate tax changes have caused much volatility in 2025. Investors in consumer internet stocks have been spared in this environment as share prices are down 17.3% on average over the last month. Coinbase is down 34.2% during the same time and is heading into earnings with an average analyst price target of $327.98 (compared to the current share price of $160.28).

When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we’ve found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback.

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