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

Clear Street Analyst Highlights Coinbase

Clear Street analyst Owen Lau has listed 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 on Coinbase and sets a target price of $415. This price reflects an approximately 70% upside potential. The analyst supports this potential through stablecoin revenue, regulatory developments, and new product lines.

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