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

Clear Street Analyst Highlights Coinbase

Clear Street analyst Owen Lau has named Coinbase (COIN) shares among 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, setting a target price of $415. This price indicates an approximately 70% upside potential. The analyst supports this potential with stablecoin revenue, regulatory developments, and new product lines.

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