Coinbase Faces Earnings Recovery Risk Amid Soft Revenue Trends, Morgan Stanley Says in Downgrade
Published . Updated .
Market Call
Think this story will push the stock up or down over the next three trading days? Make a free call and see what other readers think. Points are play money with no cash value.
Get these market calls by email
The week's biggest market-moving stories, Congress trades and Trump posts, with the tickers they touch. Free, one email a week.
Free. We only use your email to send the digest, never sell or share it, and every email has a one-click unsubscribe link. See our privacy policy.
This report does not map to a usual set of affected companies.
Directly affected
Indirectly affected
- XLF Financial Select Sector SPDR
Financial Select Sector SPDR holds the financials sector that Coinbase Global belongs to, so it often moves with news about it.
- AXP American Express
American Express is a peer of Coinbase Global in finance services; rivals often move on the same news.
- MSTR Strategy
Strategy is a peer of Coinbase Global in finance services; rivals often move on the same news.
- SYF Synchrony Financial
Synchrony Financial is a peer of Coinbase Global in finance services; rivals often move on the same news.
- CRCL Circle Internet Group
Circle Internet Group is a peer of Coinbase Global in finance services; rivals often move on the same news.
- SOFI SoFi Technologies
SoFi Technologies is a peer of Coinbase Global in finance services; rivals often move on the same news.
- GS The Goldman Sachs Group
The Goldman Sachs Group is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
- BLK BlackRock
BlackRock is a peer of Morgan Stanley in security brokers, dealers and flotation companies; rivals often move on the same news.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| COIN | +11.38% | +13.37% | base | -4.66% | +1.47% | +6.02% | -3.78% |
| MS | -0.45% | +3.24% | base | +0.76% | +0.95% | +5.22% | -1.03% |
| XLF | -0.87% | -0.73% | base | +1.79% | +1.15% | +4.67% | +1.89% |
| AXP | -1.25% | -0.28% | base | +2.77% | +1.95% | +4.21% | +1.89% |
| MSTR | +7.15% | +11.26% | base | +0.15% | +3.87% | +9.20% | -1.13% |
| SYF | -0.68% | +0.01% | base | +1.94% | -0.29% | -0.44% | -1.67% |
| CRCL | +10.00% | +12.62% | base | -0.66% | +3.68% | +4.95% | -5.01% |
| SOFI | -13.72% | +2.21% | base | -1.01% | +0.12% | +3.76% | -4.36% |
| GS | -0.08% | +3.61% | base | +0.52% | +0.20% | +3.84% | -2.85% |
| BLK | -1.74% | +0.94% | base | +1.70% | +1.14% | +6.67% | +2.01% |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Coinbase Faces Earnings Recovery Risk Amid Soft Revenue Trends, Morgan Stanley Says in Downgrade Yahoo Finance
Source: Yahoo Finance
This story
| Company | When | Move | Status |
|---|---|---|---|
| AXP | that day | +2.77% | final price |
| AXP | the next day | +1.95% | final price |
| AXP | two days later | +4.21% | final price |
| AXP | three days later | +1.89% | final price |
| AXP | three days earlier | -0.28% | final price |
| AXP | five days earlier | -1.25% | final price |
| BLK | that day | +1.70% | final price |
| BLK | the next day | +1.14% | final price |
| BLK | two days later | +6.67% | final price |
| BLK | three days later | +2.01% | final price |
| BLK | three days earlier | +0.94% | final price |
| BLK | five days earlier | -1.74% | final price |
| COIN | that day | -4.66% | final price |
| COIN | the next day | +1.47% | final price |
| COIN | two days later | +6.02% | final price |
| COIN | three days later | -3.78% | final price |
| COIN | three days earlier | +13.37% | final price |
| COIN | five days earlier | +11.38% | final price |
| CRCL | that day | -0.66% | final price |
| CRCL | the next day | +3.68% | final price |
| CRCL | two days later | +4.95% | final price |
| CRCL | three days later | -5.01% | final price |
| CRCL | three days earlier | +12.62% | final price |
| CRCL | five days earlier | +10.00% | final price |
| GS | that day | +0.52% | final price |
| GS | the next day | +0.20% | final price |
| GS | two days later | +3.84% | final price |
| GS | three days later | -2.85% | final price |
| GS | three days earlier | +3.61% | final price |
| GS | five days earlier | -0.08% | final price |
| MS | that day | +0.76% | final price |
| MS | the next day | +0.95% | final price |
| MS | two days later | +5.22% | final price |
| MS | three days later | -1.03% | final price |
| MS | three days earlier | +3.24% | final price |
| MS | five days earlier | -0.45% | final price |
| MSTR | that day | +0.15% | final price |
| MSTR | the next day | +3.87% | final price |
| MSTR | two days later | +9.20% | final price |
| MSTR | three days later | -1.13% | final price |
| MSTR | three days earlier | +11.26% | final price |
| MSTR | five days earlier | +7.15% | final price |
| SOFI | that day | -1.01% | final price |
| SOFI | the next day | +0.12% | final price |
| SOFI | two days later | +3.76% | final price |
| SOFI | three days later | -4.36% | final price |
| SOFI | three days earlier | +2.21% | final price |
| SOFI | five days earlier | -13.72% | final price |
| SYF | that day | +1.94% | final price |
| SYF | the next day | -0.29% | final price |
| SYF | two days later | -0.44% | final price |
| SYF | three days later | -1.67% | final price |
| SYF | three days earlier | +0.01% | final price |
| SYF | five days earlier | -0.68% | final price |
| XLF | that day | +1.79% | final price |
| XLF | the next day | +1.15% | final price |
| XLF | two days later | +4.67% | final price |
| XLF | three days later | +1.89% | final price |
| XLF | three days earlier | -0.73% | final price |
| XLF | five days earlier | -0.87% | final price |
Trades by members of Congress and officials in the stocks in this story
- Rep. Rohit Khanna bought Coinbase Global (COIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 59 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Coinbase Global (COIN), worth $1,001 - $15,000 on 18 Aug 2026. That is 76 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Coinbase Global (COIN), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought American Express (AXP) (held by a dependent child), worth $1,001 - $15,000 on 15 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought American Express (AXP) (held by a spouse), worth $1,001 - $15,000 on 15 Sep 2026. That is 48 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Rohit Khanna bought American Express (AXP) (held by a spouse), worth $1,001 - $15,000 on 17 Aug 2026. That is 77 days before publication. Filed 4 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, bought Strategy (MSTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 84 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Maria Elvira Salazar sold Goldman Sachs Group (GS), worth $1,001 - $15,000 on 24 Sep 2026. That is 39 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Michael Rulli bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 3 Sep 2026. That is 60 days before publication. Filed 2 Oct 2026. View the filing.
- Rep. Gilbert Cisneros bought Goldman Sachs Group (GS), worth $1,001 - $15,000 on 26 Aug 2026. That is 68 days before publication. Filed 10 Sep 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
This story
12 out of 100
“Coinbase Faces Earnings Recovery Risk Amid Soft Revenue Trends, Morgan Stanley Says in Downgrade” scores 12 out of 100. The score uses 1 sources.