COIN Shares Fall 26% but Analysts See Reset Expectations

TLDR William Blair said COIN shares fell about 26% from March highs. Analysts expect Street estimates for Coinbase to move lower. The firm cited growing USDC market share versus Tether’s USDT. Coinbase will report first-quarter 2026 earnings on May 7. William Blair maintained a constructive outlook on both Coinbase and Circle. Coinbase (COIN ) shares [...]

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