Coinbase ranks third in Clear Street's 2026 Fintech Election.

Clear Street Analyst Highlights Coinbase

Clear Street analyst Owen Lau has identified Coinbase (COIN) shares as one of the top three fintech stocks for 2026. Lau emphasized the company's central role in blockchain-based financial services.

Lau maintains a Buy rating for Coinbase and sets a target price of $415. This price implies approximately a 70% upside potential. The analyst supports this potential with expected stablecoin revenues, regulatory developments, and new product lines.

Coinbase's increasing focus on tokenization, payment systems, and artificial intelligence tools may enhance the company's performance in what Lau describes as a "transition year."