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William Blair lowered its 2026 and 2027 earnings forecasts for Coinbase but maintained its “Outperform” rating.
Svmuu News: William Blair has lowered its 2026 revenue forecast for Coinbase by 12% and its 2027 revenue forecast by 13%, and has reduced its adjusted EBITDA forecasts for both years by 34%, while maintaining its “Outperform” rating. William Blair expects Coinbase’s total transaction volume to decline by approximately 44% this year to $669 billion, before rebounding by more than 32% in 2027. The firm believes Coinbase’s earnings will bottom out in the second half of 2026 and recover in 2027. Coinbase Shares of Circle rose by about 3% to 4% on Wednesday.Coinbase has fallen nearly 30% year-to-date, while Bitcoin has declined about 26% over the same period;Circle has fallen about 20% since January. Technical analyst John Bollinger noted that a “W” double bottom pattern has emerged on the daily chart for Bitcoin; if this pattern is confirmed, it will be seen as confirmation of a trend reversal. Glassnode’s latest weekly analysis shows that the Long-Term Holder Capitulation Index has pulled back after reaching its peak for this cycle two weeks ago.
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