The crypto exchange’s tokenization, AI tools, and stablecoin revenue help it stand out in ‘transition year’ for crypto equities, said Clear Street's Owen Lau.
What to know:
Clear Street analyst Owen Lau named Coinbase (COIN) one of his top three fintech stock picks for 2026, citing its central role in blockchain-based finance.
Lau maintains a Buy rating on COIN with a $415 price target, pointing to roughly 70% upside driven by stablecoin revenue, regulatory catalysts and new product lines.
Coinbase’s growing focus on tokenization, payments and AI tools may help it outperform in what Lau calls a “transition year” for crypto equities.