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 price target of $415. This price reflects an upside potential of approximately 70%. 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 has described as a "transformational year."