Coinbase’s COIN could jump 40% to $340: Bank of America

Coinbase’s inventory COIN is grossly undervalued on the present $245 degree, in keeping with Financial institution of America (BofA). 

Following the late 2025 crypto market rout, associated shares similar to COIN dropped by practically half to a low of $225 from a excessive of $444. 

Supply: COIN, TradingView 

Nevertheless, the present muted ranges current a big shopping for alternative, as BofA expects a couple of 40% upside potential to a $340 worth goal. 

BofA’s bullish catalysts for COIN

The BofA’s score was the second purchase for COIN this week. Bernstein analysts issued one other daring shopping for score, with a 72% upside acquire to $440. 

For BofA’s analyst Jason Kupferberg, the improve on COIN from “impartial” to a “purchase” was knowledgeable by the platform’s push in the direction of an ‘all the pieces change’ with latest product choices. 

He said, 

“Whereas the inventory is off 40% from its July highs, beneath the floor of the 4Q25 crypto correction the corporate’s product velocity has elevated, and its TAM expanded in parallel.”

The brand new merchandise, together with prediction markets and shares/ETF buying and selling, had been optimistic for the inventory, in keeping with the analyst. 

Kupferberg additionally highlighted Base’s monetization and the launch of Coinbase Tokenize as essential strikes that would give the change a lead within the tokenization increase.

“The world remains to be within the early innings of crypto adoption, and we see Coinbase because the trusted platform with #1 market share within the US, which makes it an ideal TradFi companion.”

Supply: X

The professional-crypto Donald Trump Administration might also gas the COIN’s rally. Nevertheless, he cautioned that Binance US’s growth and a deeper market correction may dent the bullish outlook. 

That mentioned, 20 Wall Road analysts have issued a purchase score for COIN, together with BofA and Bernstein. 

Supply: MarketBeat

Tokenization ‘supercycle’ impression

Most analysts view the tokenization increase as an important catalyst and defining theme for the crypto business in 2026. Regulators, together with the SEC, have directed that a lot of the U.S. capital markets be moved on‑chain.

By 2025, tokenized shares and ETFs had already constructed sturdy momentum and emerged as a “strategic priority” for Coinbase and different main U.S. exchanges.

For the unfamiliar, tokenized shares or ETFs are an on-chain model of conventional equities or funds for world entry. Though at the moment valued at round $1 billion, they’re anticipated to surge after a transparent regulatory framework is established this 12 months. 

Last Ideas 

• Financial institution of America projected COIN may hit $340, citing Coinbase’s new merchandise and pro-crypto administration. 
• BofA was the second bullish Wall Road score this week after Bernstein, which eyed a +70% upside for the inventory.