机构投资者纷纷进军 Coinbase Global

Monolith Management Ltd. 于 2023 年最后一个季度收购了 Coinbase Global, Inc. (COIN) 的大量股份，总计 80,000 股，价值约 1,390 万美元。这项投资占 Monolith 投资组合的 7.3%，使 COIN 成为其第四大持股。其他几家机构投资者最近也增加了 COIN 的仓位，包括 TD Asset Management、Arete Wealth Advisors、Fifth Third Bancorp、Teacher Retirement System of Texas 和 Nwam LLC。

Institutional Investors Acquire Significant Stakes in Coinbase Global

New York, NY - March 15, 2023

机构投资者收购 Coinbase Global 大量股份纽约州纽约 - 2023 年 3 月 15 日

Monolith Management Ltd., a leading investment firm, has recently disclosed its acquisition of a substantial position in Coinbase Global, Inc. (NASDAQ: COIN). According to the company's latest Form 13F filing with the Securities and Exchange Commission (SEC), Monolith purchased 80,000 shares of the cryptocurrency exchange's stock, valued at approximately $13.9 million. This strategic investment constitutes approximately 7.3% of Monolith Management Ltd.'s investment portfolio, making Coinbase Global its fourth largest holding.

领先的投资公司 Monolith Management Ltd. 最近宣布收购 Coinbase Global, Inc.（纳斯达克股票代码：COIN）的重要股权。根据该公司向美国证券交易委员会 (SEC) 提交的最新 13F 表格，Monolith 购买了 80,000 股加密货币交易所股票，价值约 1390 万美元。这项战略投资约占 Monolith Management Ltd. 投资组合的 7.3%，使 Coinbase Global 成为其第四大持股。

Monolith's move follows a broader trend of institutional interest in Coinbase Global. Several other prominent investment firms have recently increased their stakes or initiated new positions in the company. TD Asset Management Inc. boosted its holdings by 8.0% during the third quarter, acquiring an additional 1,579 shares. Arete Wealth Advisors LLC raised its stake by 15.5%, purchasing 864 additional shares. Fifth Third Bancorp significantly increased its position by 957.5%, accumulating 11,030 additional shares. Teacher Retirement System of Texas expanded its portfolio by 4.3%, acquiring 539 additional shares. Finally, Nwam LLC increased its stake by 10.9%, purchasing 686 additional shares.

Monolith 的举动遵循了机构对 Coinbase Global 兴趣的更广泛趋势。其他几家知名投资公司最近也增持了该公司的股份或设立了新的职位。道明资产管理公司(TD Asset Management Inc.)第三季度增持了8.0%，额外购买了1,579股。 Arete Wealth Advisors LLC 增持 15.5%，购买 864 股额外股份。 Fifth Third Bancorp 大幅增持 957.5%，增持 11,030 股。德克萨斯州教师退休系统将其投资组合扩大了 4.3%，额外购买了 539 股股票。最后，Nwam LLC 增持了 10.9% 的股份，购买了 686 股额外股份。

Collectively, institutional investors and hedge funds now own approximately 68.84% of Coinbase Global's outstanding shares, reflecting the growing confidence in the company's long-term prospects.

机构投资者和对冲基金目前总共持有 Coinbase Global 已发行股票的约 68.84%，反映出人们对该公司长期前景的信心不断增强。

Insider Activity and Analyst Outlook

内幕活动和分析师展望

In other Coinbase Global news, Director Frederick Ernest Ehrsam III sold 8,735 shares of the company's stock on February 26th, valued at $1,624,710. Following the sale, Ehrsam III retains ownership of 4,662 shares, valued at approximately $867,132. Insider Paul Grewal also sold a significant number of shares, disposing of 42,113 shares on February 26th for a total value of $8,015,788.42. Grewal's remaining stake in the company now stands at 66,122 shares, valued at approximately $12,585,661.48.

Coinbase Global 的其他消息中，董事 Frederick Ernest Ehrsam III 于 2 月 26 日出售了 8,735 股该公司股票，价值 1,624,710 美元。出售后，Ehrsam III 保留 4,662 股股票的所有权，价值约 867,132 美元。内部人士 Paul Grewal 还出售了大量股票，于 2 月 26 日出售了 42,113 股，总价值为 8,015,788.42 美元。 Grewal 持有的公司剩余股份目前为 66,122 股，价值约 12,585,661.48 美元。

Meanwhile, analysts have provided mixed assessments of Coinbase Global's stock performance. Canaccord Genuity Group upgraded its price target from $240.00 to $280.00 and reiterated its "buy" rating. Needham & Company LLC lowered its target price from $275.00 to $260.00 but maintained a "buy" rating. JMP Securities reiterated its "market outperform" rating and set a price target of $320.00. Keefe, Bruyette & Woods raised its price objective from $230.00 to $240.00 and assigned a "market perform" rating. Finally, Sanford C. Bernstein lifted its target price from $80.00 to $200.00 and maintained a "market perform" rating.

与此同时，分析师对 Coinbase Global 的股票表现给出了不同的评估。 Canaccord Genuity Group 将目标价从 240.00 美元上调至 280.00 美元，并重申其“买入”评级。 Needham & Company LLC 将目标价从 275.00 美元下调至 260.00 美元，但维持“买入”评级。 JMP 证券重申其“跑赢大盘”评级，并将目标价定为 320.00 美元。 Keefe, Bruyette & Woods 将其价格目标从 230.00 美元上调至 240.00 美元，并给予“市场表现”评级。最后，Sanford C. Bernstein 将目标价从 80.00 美元上调至 200.00 美元，并维持“市场表现”评级。

Based on data from MarketBeat.com, Coinbase Global currently has an average rating of "Hold" and a consensus price target of $200.63.

根据 MarketBeat.com 的数据，Coinbase Global 目前的平均评级为“持有”，一致目标价为 200.63 美元。

Company Performance and Future Prospects

公司业绩及未来展望

Coinbase Global's recent financial results have been strong. The company posted quarterly earnings per share (EPS) of $1.04, exceeding analyst estimates by $1.13. Coinbase Global's net margin was 33.98%, and its return on equity was 9.42%. Revenue for the quarter reached $953.80 million, surpassing analyst expectations of $826.10 million.

Coinbase Global 最近的财务业绩表现强劲。该公司公布的季度每股收益 (EPS) 为 1.04 美元，超出分析师预期 1.13 美元。 Coinbase Global 的净利润率为 33.98%，股本回报率为 9.42%。该季度收入达到 9.538 亿美元，超过分析师预期的 8.261 亿美元。

Equities analysts forecast that Coinbase Global, Inc. will post EPS of 5.01 for the current year. The company's revenue is projected to grow by 51.6% year over year.

股票分析师预测 Coinbase Global, Inc. 今年的每股收益将为 5.01。公司收入预计同比增长51.6%。

Coinbase Global provides a critical platform for the burgeoning crypto economy. Its cryptocurrency exchange offers a primary financial account for consumers and a marketplace for institutions to transact in crypto assets. As the adoption of cryptocurrencies continues to expand, Coinbase Global is well-positioned to benefit from the growing demand for secure and accessible trading platforms.

Coinbase Global 为蓬勃发展的加密经济提供了一个重要平台。其加密货币交易所为消费者提供了主要的金融账户，并为机构提供了进行加密资产交易的市场。随着加密货币的采用不断扩大，Coinbase Global 处于有利地位，可以从对安全和可访问的交易平台不断增长的需求中受益。

The recent influx of institutional investment in Coinbase Global, coupled with the company's strong financial performance and optimistic analyst outlook, suggests that it remains a compelling investment opportunity for both long-term and short-term investors.

最近机构投资大量涌入 Coinbase Global，加上该公司强劲的财务业绩和乐观的分析师前景，表明它对于长期和短期投资者来说仍然是一个引人注目的投资机会。