Analyst Consensus ?
ConsensusHold38 ratings
Bullish2155.3%
Neutral1334.2%
Bearish410.5%
Coinbase Global, Inc. · COIN · FY2026 Q1 · Calendar Q2 2026
Coinbase Q1 2026: Revenue Misses as Crypto Volumes Fall, But Market Share and Derivatives Scale
Coinbase entered FY2026 facing a sharp pullback in crypto market activity, with overall volumes down more than 20% quarter-over-quarter. The company reported $1.41 billion in revenue (down 21% year-over-year) and a net loss of $394 million, missing both consensus revenue and EPS estimates. Despite the headline miss, management emphasized that Coinbase gained crypto trading market share, scaled derivatives and prediction markets to annualized revenues of $200 million and $100 million respectively, and saw USDC holdings reach a record $19 billion. The stock initially rose 4.2% on the report but has since drifted approximately 19% lower, reflecting sustained concerns about institutional revenue weakness, fee compression, and the macro environment for crypto trading. The pending Deribit acquisition and the CLARITY Act legislation represent two major catalysts that could reshape the…
Reported After market closeNASDAQFinancial Services
$42.18B market cap
90quality score
Company context
Snapshot as of publicationCoinbase Global, Inc. delivers fundamental financial infrastructure and technological solutions to the expanding cryptoeconomy, operating across both the United States and international markets. The company provides a core financial gateway for individual consumers navigating the digital asset space. For institutional clients, it manages a dynamic trading venue that ensures abundant liquidity for cryptocurrency transactions. Moreover, Coinbase supplies developers with crucial technology and services, enabling them to build innovative crypto-based applications and seamlessly integrate secure digital asset payments. Founded in 2012, the firm is headquartered in Wilmington, Delaware.
Earnings scorecard
Reported versus consensus
Reported EPS
$-1.49
Consensus $0
EPS surprise
-2436.2%
Reported versus consensus
Reported revenue
$1.41B
Consensus $1.49B
Revenue surprise
-4.9%
Reported versus consensus
Earnings History
Estimate
Beat
Miss
Match
Analyst 52W Price Targets
$160.09Current
$33Low
$244.59Average
$600High
Latest persisted target per named analyst; persisted current price from FN2's market snapshot as of Jul 30, 2026. Not an FN2 forecast.
Firm-level rating actions
FMP grade actions identify the grading firm, not a named analyst.
| Firm | Rating | Prior rating | Action | Date |
|---|---|---|---|---|
| Rosenblatt | Buy | Buy | Maintain | Jul 28, 2026 |
| Citigroup | Buy | Buy | Maintain | Jul 23, 2026 |
| Oppenheimer | Outperform | Outperform | Maintain | Jul 16, 2026 |
| Piper Sandler | Neutral | Neutral | Maintain | Jul 15, 2026 |
| BTIG | Buy | Buy | Maintain | Jul 13, 2026 |
| Citizens | Market Outperform | Market Outperform | Maintain | Jul 9, 2026 |
| Barclays | Underweight | Underweight | Maintain | Jul 9, 2026 |
| Needham | Buy | Buy | Maintain | Jun 17, 2026 |
| Cantor Fitzgerald | Overweight | Overweight | Maintain | Jun 17, 2026 |
| Benchmark | Buy | Buy | Maintain | Jun 17, 2026 |
| Baird | Neutral | Neutral | Maintain | Jun 5, 2026 |
| B. Riley Securities | Neutral | Neutral | Maintain | Jun 1, 2026 |
| Mizuho | Neutral | Neutral | Maintain | May 12, 2026 |
| JP Morgan | Overweight | Overweight | Maintain | May 8, 2026 |
| HC Wainwright & Co. | Buy | Buy | Maintain | May 8, 2026 |
| Bernstein | Outperform | Outperform | Maintain | Mar 30, 2026 |
| Goldman Sachs | Buy | Buy | Maintain | Mar 26, 2026 |
| Canaccord Genuity | Buy | Buy | Maintain | Feb 13, 2026 |
| B of A Securities | Buy | Neutral | Upgrade | Jan 8, 2026 |
| Compass Point | Sell | Sell | Maintain | Dec 15, 2025 |
| Argus Research | Hold | Buy | Downgrade | Nov 25, 2025 |
| Monness, Crespi, Hardt | Buy | Neutral | Upgrade | Nov 10, 2025 |
| Rothschild & Co | Buy | Neutral | Upgrade | Oct 3, 2025 |
| Keefe, Bruyette & Woods | Market Perform | Market Perform | Maintain | Aug 4, 2025 |
| Jefferies | Hold | Hold | Maintain | Jul 29, 2025 |
| JMP Securities | Market Outperform | Market Outperform | Maintain | Jul 14, 2025 |
| Wedbush | Outperform | Outperform | Maintain | May 3, 2024 |
| Raymond James | Market Perform | Underperform | Upgrade | Mar 12, 2024 |
| Atlantic Equities | Neutral | Overweight | Downgrade | Jul 12, 2023 |
| Berenberg | Hold | Hold | Maintain | May 16, 2023 |
| Daiwa Capital | Buy | Hold | Upgrade | May 8, 2023 |
| Wells Fargo | Underweight | Underweight | Maintain | May 5, 2023 |
| TD Cowen | Underperform | Market Perform | Downgrade | Mar 24, 2023 |
| US Tiger Securities, Inc | Buy | Hold | Upgrade | Mar 20, 2023 |
| DA Davidson | Neutral | Buy | Downgrade | Feb 16, 2023 |
| Cowen & Co. | Market Perform | Outperform | Downgrade | Jan 5, 2023 |
| Redburn Partners | Neutral | Buy | Downgrade | Jun 23, 2022 |
| MoffettNathanson | Buy | Buy | Maintain | May 24, 2022 |
Named analyst price targets
Upside is calculated against the persisted current price $160.09. FMP does not supply a rating on these named-analyst rows.
| Firm | Analyst | 52W target | Price when posted | Upside | Date |
|---|---|---|---|---|---|
| UBS | Analyst unavailable | $235 | $166.12 | +46.8% | Jul 23, 2026 |
| Oppenheimer | Analyst unavailable | $209 | $167.21 | +30.6% | Jul 16, 2026 |
| Piper Sandler | Patrick Moley | $155 | $161.5 | -3.2% | Jul 15, 2026 |
| BTIG | Analyst unavailable | $260 | $159.07 | +62.4% | Jul 13, 2026 |
| Wolfe Research | Analyst unavailable | $325 | $159.36 | +103.0% | Jul 9, 2026 |
| US Tiger Securities | Analyst unavailable | $200 | $167.26 | +24.9% | Jul 7, 2026 |
| Coker Palmer | Mark Palmer | $270 | $169.87 | +68.7% | Jun 17, 2026 |
| Deutsche Bank | Brian Bedell | $208 | $169.49 | +29.9% | Jun 17, 2026 |
| Robert W. Baird | Robert Bamberger | $142 | $164.13 | -11.3% | Jun 5, 2026 |
| B.Riley Financial | Hal Goetsch | $203 | $181.36 | +26.8% | Jun 1, 2026 |
| Mizuho Securities | Analyst unavailable | $200 | $216.6 | +24.9% | May 12, 2026 |
| Robert W. Baird | Analyst unavailable | $160 | $201.16 | -0.1% | May 11, 2026 |
| H.C. Wainwright | Analyst unavailable | $310 | $196.2 | +93.6% | May 8, 2026 |
| Monness | Analyst unavailable | $110 | $189.92 | -31.3% | May 8, 2026 |
| Wedbush | Analyst unavailable | $224 | $190.66 | +39.9% | May 8, 2026 |
| Piper Sandler | Analyst unavailable | $170 | $192.96 | +6.2% | May 8, 2026 |
| Barclays | Analyst unavailable | $107 | $192.96 | -33.2% | May 8, 2026 |
| Coker Palmer | Mark Palmer | $260 | $193.74 | +62.4% | May 6, 2026 |
| Cantor Fitzgerald | Ramsey El-Assal | $250 | $209.35 | +56.2% | Apr 21, 2026 |
| Mizuho Securities | Dan Dolev | $170 | $164.32 | +6.2% | Feb 17, 2026 |
| UBS | Analyst unavailable | $264 | $166.36 | +64.9% | Feb 13, 2026 |
| Robert W. Baird | Analyst unavailable | $165 | $165.38 | +3.1% | Feb 13, 2026 |
| Needham | Analyst unavailable | $230 | $161.45 | +43.7% | Feb 13, 2026 |
| Deutsche Bank | Analyst unavailable | $250 | $159 | +56.2% | Feb 13, 2026 |
| Piper Sandler | Analyst unavailable | $150 | $141.09 | -6.3% | Feb 13, 2026 |
| Canaccord Genuity | Joseph Vafi | $300 | $141.09 | +87.4% | Feb 13, 2026 |
| Barclays | Analyst unavailable | $148 | $141.09 | -7.6% | Feb 13, 2026 |
| BTIG | Andrew Harte | $280 | $141.09 | +74.9% | Feb 13, 2026 |
| Monness | Gus Gala | $120 | $153.2 | -25.0% | Feb 12, 2026 |
| H.C. Wainwright | Analyst unavailable | $350 | $150.33 | +118.6% | Feb 11, 2026 |
| BTIG | Analyst unavailable | $340 | $168.62 | +112.4% | Feb 5, 2026 |
| Robert W. Baird | Robert Bamberger | $240 | $210.83 | +49.9% | Jan 27, 2026 |
| Piper Sandler | Analyst unavailable | $270 | $252.69 | +68.7% | Jan 14, 2026 |
| Barclays | Analyst unavailable | $258 | $245.93 | +61.2% | Jan 8, 2026 |
| Bernstein | Gautam Chhugani | $440 | $256.07 | +174.8% | Jan 6, 2026 |
| Goldman Sachs | Analyst unavailable | $303 | $236.53 | +89.3% | Jan 5, 2026 |
| Cantor Fitzgerald | Analyst unavailable | $320 | $248.79 | +99.9% | Dec 18, 2025 |
| Goldman Sachs | James Yaro | $294 | $244.19 | +83.6% | Dec 18, 2025 |
| UBS | Analyst unavailable | $340 | $252.61 | +112.4% | Dec 17, 2025 |
| Deutsche Bank | Analyst unavailable | $340 | $252.61 | +112.4% | Dec 17, 2025 |
| Mizuho Securities | Analyst unavailable | $280 | $250.48 | +74.9% | Dec 16, 2025 |
| Compass Point | Analyst unavailable | $230 | $267.52 | +43.7% | Dec 15, 2025 |
| Barclays | Analyst unavailable | $291 | $269.02 | +81.8% | Dec 12, 2025 |
| Goldman Sachs | Analyst unavailable | $314 | $238.16 | +96.1% | Nov 21, 2025 |
| Monness | Gus Galá | $375 | $317.21 | +134.2% | Nov 10, 2025 |
| Mizuho Securities | Dan Dolev | $320 | $343.78 | +99.9% | Nov 3, 2025 |
| Coker Palmer | Mark Palmer | $421 | $348.88 | +163.0% | Oct 31, 2025 |
| Cantor Fitzgerald | Analyst unavailable | $459 | $336.25 | +186.7% | Oct 31, 2025 |
| BTIG | Andrew Harte | $420 | $328.51 | +162.4% | Oct 31, 2025 |
| Barclays | Benjamin Budish | $357 | $328.51 | +123.0% | Oct 31, 2025 |
| H.C. Wainwright | Analyst unavailable | $425 | $348.61 | +165.5% | Oct 30, 2025 |
| Jefferies | Daniel Fannon | $384 | $355.22 | +139.9% | Oct 29, 2025 |
| UBS | Analyst unavailable | $404 | $345.33 | +152.4% | Oct 24, 2025 |
| Compass Point | Analyst unavailable | $277 | $342.24 | +73.0% | Oct 20, 2025 |
| Barclays | Analyst unavailable | $361 | $375.78 | +125.5% | Oct 8, 2025 |
| Redburn Partners | Analyst unavailable | $417 | $372.07 | +160.5% | Oct 3, 2025 |
| BTIG | Analyst unavailable | $410 | $337.49 | +156.1% | Oct 1, 2025 |
| Mizuho Securities | Dan Dolev | $300 | $343.13 | +87.4% | Sep 18, 2025 |
| Williams Trading | Trevor Williams | $405 | $381.1 | +153.0% | Jul 31, 2025 |
| Argus Research | Kevin Heal | $400 | $394.01 | +149.9% | Jul 14, 2025 |
| Bernstein | Gautam Chhugani | $510 | $355.37 | +218.6% | Jun 25, 2025 |
| Oppenheimer | Owen Lau | $293 | $244.44 | +83.0% | May 15, 2025 |
| JMP Securities | Devin Ryan | $400 | $208.06 | +149.9% | May 8, 2025 |
| Mizuho Securities | Analyst unavailable | $217 | $191.69 | +35.5% | Mar 11, 2025 |
| Monness | Analyst unavailable | $420 | $274.31 | +162.4% | Feb 18, 2025 |
| Needham | John Todaro | $290 | $211.74 | +81.1% | Oct 31, 2024 |
| H.C. Wainwright | Mike Colonnese | $295 | $220.74 | +84.3% | Oct 29, 2024 |
| Monness | Gus Galá | $245 | $214.17 | +53.0% | Oct 28, 2024 |
| B.Riley Financial | Hal Goetsch | $185 | $210.72 | +15.6% | Oct 23, 2024 |
| US Tiger Securities | Bo Pei | $380 | $210.48 | +137.4% | Oct 16, 2024 |
| Barclays | Benjamin Budish | $169 | $159.7 | +5.6% | Sep 6, 2024 |
| Jefferies | Trevor Williams | $220 | $197.66 | +37.4% | Aug 21, 2024 |
| Piper Sandler | Patrick Moley | $245 | $204.5 | +53.0% | Aug 2, 2024 |
| Citigroup | Peter Christiansen | $345 | $267.19 | +115.5% | Jul 23, 2024 |
| Deutsche Bank | Lauren Silberman | $295 | $257.79 | +84.3% | Jul 22, 2024 |
| H.C. Wainwright | Mike Colonnese | $315 | $219.55 | +96.8% | Jun 24, 2024 |
| Oppenheimer | Owen Lau | $282 | $228.85 | +76.2% | May 3, 2024 |
| Canaccord Genuity | Joseph Vafi | $280 | $228.85 | +74.9% | May 3, 2024 |
| Compass Point | Joe Flynn | $325 | $218.83 | +103.0% | Apr 17, 2024 |
| Mizuho Securities | Dan Dolev | $145 | $263.01 | -9.4% | Apr 12, 2024 |
| JMP Securities | Devin Ryan | $320 | $256.99 | +99.9% | Apr 9, 2024 |
| Barclays | Benjamin Budish | $179 | $240.9 | +11.8% | Apr 8, 2024 |
| Oppenheimer | Owen Lau | $276 | $251.58 | +72.4% | Apr 4, 2024 |
| JMP Securities | Devin Ryan | $300 | $258.91 | +87.4% | Mar 22, 2024 |
| Goldman Sachs | Will Nance | $282 | $257.2 | +76.2% | Mar 8, 2024 |
| Canaccord Genuity | Joseph Vafi | $11 | $180.31 | -93.1% | Feb 16, 2024 |
| Oppenheimer | Owen Lau | $160 | $125.2 | -0.1% | Jan 26, 2024 |
| Wedbush | Moshe Katri | $180 | $141.06 | +12.4% | Jan 11, 2024 |
| Needham | John Todaro | $160 | $149.94 | -0.1% | Dec 13, 2023 |
| Mizuho Securities | Dan Dolev | $31 | $92.92 | -80.6% | Nov 10, 2023 |
| Wedbush | Moshe Katri | $110 | $89 | -31.3% | Nov 7, 2023 |
| JMP Securities | Devin Ryan | $107 | $75.56 | -33.2% | Aug 17, 2023 |
| Canaccord Genuity | Joseph Vafi | $140 | $89.14 | -12.5% | Aug 4, 2023 |
| Mizuho Securities | Dan Dolev | $27 | $54.25 | -83.1% | Jun 15, 2023 |
| Atlantic Equities | Simon Clinch | $70 | $60.21 | -56.3% | May 30, 2023 |
| Daiwa | Steven Nie | $65 | $56.85 | -59.4% | May 8, 2023 |
| JMP Securities | Devin Ryan | $90 | $57.51 | -43.8% | May 5, 2023 |
| Oppenheimer | Owen Lau | $84 | $64.92 | -47.5% | Mar 23, 2023 |
| Mizuho Securities | Dan Dolev | $30 | $59.79 | -81.3% | Mar 13, 2023 |
| JMP Securities | Devin Ryan | $80 | $59.21 | -50.0% | Feb 22, 2023 |
| Telsey Advisory | Joseph Feldman | $180 | $65.2 | +12.4% | Feb 22, 2023 |
| Compass Point | Chris Allen | $100 | $61.96 | -37.5% | Feb 17, 2023 |
| Barclays | Analyst unavailable | $45 | $44.2 | -71.9% | Jan 12, 2023 |
| D.A. Davidson | Analyst unavailable | $55 | $43.59 | -65.6% | Jan 11, 2023 |
| Wells Fargo | Analyst unavailable | $33 | $38.53 | -79.4% | Jan 9, 2023 |
| Goldman Sachs | Analyst unavailable | $30 | $35.89 | -81.3% | Jan 9, 2023 |
| Jefferies | Analyst unavailable | $35 | $33.26 | -78.1% | Jan 9, 2023 |
| Barclays | Analyst unavailable | $37 | $36.6 | -76.9% | Dec 19, 2022 |
| Piper Sandler | Analyst unavailable | $75 | $36.6 | -53.2% | Dec 19, 2022 |
| Atlantic Equities | Analyst unavailable | $46 | $47.67 | -71.3% | Dec 5, 2022 |
| Needham | Needham Needham | $73 | $43.56 | -54.4% | Nov 29, 2022 |
| Barclays | Benjamin Budish | $44 | $43.06 | -72.5% | Nov 22, 2022 |
| D.A. Davidson | Analyst unavailable | $70 | $48.81 | -56.3% | Nov 16, 2022 |
| Goldman Sachs | Analyst unavailable | $41 | $54.12 | -74.4% | Nov 14, 2022 |
| JMP Securities | Devin Ryan | $155 | $57.1 | -3.2% | Nov 4, 2022 |
| Compass Point | Analyst unavailable | $75 | $75.05 | -53.2% | Oct 26, 2022 |
| Wells Fargo | Jeff Cantwell | $57 | $67.31 | -64.4% | Sep 29, 2022 |
| JMP Securities | Devin Ryan | $195 | $91.3 | +21.8% | Aug 10, 2022 |
| D.A. Davidson | Christopher Brendler | $90 | $70.82 | -43.8% | Jul 25, 2022 |
| Mizuho Securities | Dan Dolev | $42 | $53.42 | -73.8% | Jul 15, 2022 |
| Atlantic Equities | Simon Clinch | $35 | $54.98 | -78.1% | Jul 6, 2022 |
| Goldman Sachs | Will Nance | $45 | $56.68 | -71.9% | Jun 27, 2022 |
| Piper Sandler | Richard Repetto | $120 | $51.22 | -25.0% | Jun 21, 2022 |
| Mizuho Securities | Dan Dolev | $60 | $66.15 | -62.5% | May 22, 2022 |
| Goldman Sachs | Will Nance | $80 | $70 | -50.0% | May 17, 2022 |
| Piper Sandler | Richard Repetto | $180 | $72.61 | +12.4% | May 13, 2022 |
| Wedbush | Moshe Katri | $160 | $114.08 | -0.1% | May 5, 2022 |
| Daiwa | Carlton Lai | $230 | $132.35 | +43.7% | Apr 22, 2022 |
| Oppenheimer | Owen Lau | $314 | $148.53 | +96.1% | Apr 19, 2022 |
| Mizuho Securities | Dan Dolev | $150 | $147.29 | -6.3% | Apr 16, 2022 |
| JMP Securities | Devin Ryan | $394 | $160.94 | +146.1% | Apr 10, 2022 |
| Mizuho Securities | Dan Dolev | $190 | $160.94 | +18.7% | Apr 9, 2022 |
| Citigroup | Peter Christiansen | $275 | $201.41 | +71.8% | Mar 28, 2022 |
| Oppenheimer | Owen Lau | $377 | $177.22 | +135.5% | Mar 17, 2022 |
| Compass Point | Chris Allen | $200 | $165.75 | +24.9% | Mar 5, 2022 |
| Goldman Sachs | Will Nance | $250 | $176.83 | +56.2% | Feb 26, 2022 |
| BTIG | Mark Palmer | $500 | $176.83 | +212.3% | Feb 25, 2022 |
| Canaccord Genuity | Joseph Vafi | $275 | $176.83 | +71.8% | Feb 25, 2022 |
| Piper Sandler | Richard Repetto | $360 | $176.83 | +124.9% | Feb 25, 2022 |
| Rosenblatt Securities | Sean Horgan | $262 | $176.83 | +63.7% | Feb 25, 2022 |
| J.P. Morgan | Ken Worthington | $345 | $172.74 | +115.5% | Feb 23, 2022 |
| D.A. Davidson | Chris Brendler | $275 | $172.74 | +71.8% | Feb 23, 2022 |
| Mizuho Securities | Dan Dolev | $220 | $185.63 | +37.4% | Jan 25, 2022 |
| Citigroup | Peter Christiansen | $300 | $191.97 | +87.4% | Jan 22, 2022 |
| Bank of America Securities | Jason Kupferberg | $340 | $234 | +112.4% | Jan 6, 2022 |
| MoffettNathanson | Lisa Elis | $600 | $328.6 | +274.8% | Nov 10, 2021 |
| Wedbush | Moshe Katri | $380 | $357.39 | +137.4% | Nov 9, 2021 |
| Autonomous Research | Christian Bolu | $160 | $246.78 | -0.1% | Oct 13, 2021 |
| KBW | Kyle Voigt | $275 | $278.4 | +71.8% | Aug 11, 2021 |
| Loop Capital Markets | Kenneth Hill | $398 | $258.37 | +148.6% | May 14, 2021 |
| Bernstein | Harshita Rawat | $250 | $302 | +56.2% | Apr 27, 2021 |
Track every rating change on COIN the moment it posts. Free to start.
Start freeMarket reaction
event-close to next-session close
Stock move
+4.2%
Event window
SPY move
+0.8%
Same window
Abnormal move
+3.4%
Stock minus SPY
Volume
1.3×
Versus trailing sessions
Subsequent drift
-19.4%
Up to 20 sessions
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Try FN2 freeTranscript intelligence
What changed
Revenue fell to $1.41 billion (down 21% YoY) with a net loss of $394 million, as overall crypto trading volumes declined over 20% quarter-over-quarter. EPS came in at -$1.49 versus a consensus estimate of $0.06. Despite the top-line miss, Coinbase expanded its global crypto trading market share. Derivatives reached $200 million in annualized revenue and prediction markets $100 million. USDC holdings hit a record $19 billion with stablecoin transaction volume doubling quarter-over-quarter. Over 90% of on-chain agentic transaction volume now runs on Coinbase's Base chain, with the x402 protocol adopted by Cloudflare, AWS, Stripe, Shopify, and Google. The company announced a $50-60 million restructuring charge expected in Q2.
Guidance delta
Management maintained its expense guidance, supported by AI-driven efficiency gains in engineering and product development. No explicit revenue or earnings guidance was provided in the supplied analysis. The company signaled continued investment in the Deribit integration, the Everything Exchange expansion into non-crypto assets, and the x402 protocol ecosystem.
Key takeaways
- Coinbase grew its global crypto trading market share despite a 20%+ decline in overall crypto volumes.
- Derivatives and prediction markets are scaling rapidly, with annualized revenues of $200M and $100M respectively.
- USDC holdings reached a record $19B, and stablecoin transaction volume doubled quarter-over-quarter.
- AI-native development boosted engineering productivity, reducing costs and supporting expense guidance.
- Regulatory progress on the CLARITY Act could provide significant clarity for stablecoin rewards and broader tokenization.
Management priorities
- Full integration of Deribit to launch a unified crypto options platform in 2026.
- Continued rollout of new asset classes under the Everything Exchange, including equities, commodities, and prediction markets.
- Scaling the x402 protocol and broader agentic commerce ecosystem.
- Further AI-native product development and cost-saving initiatives.
- Ongoing expense reductions with a $50-60M restructuring charge expected in Q2.
Related earnings events
Financial ServicesAXP · FY2026 Q2 · Calendar Q3 2026AXP Q2 2026: Platinum Card Drives 10% Revenue Growth, Full-Year Guidance RaisedAMP · FY2026 Q2 · Calendar Q3 2026Ameriprise Q2 2026: Revenue Up 13%, EPS Beats on Record AUM and AI-Driven ProductivityNDAQ · FY2026 Q2 · Calendar Q3 2026Nasdaq Q2: Revenue Up 15%, EPS Beats by 9%, Index AUM Crosses $1 Trillion
Sources
- Earnings call transcript and parsed analysis · 2026-05-11T10:29:34.698584+00:00
- FN2 earnings calendar · 2026-07-26T00:37:12.209961+00:00
- Polygon adjusted daily market bars · 2026-07-30T01:52:00.610553+00:00
- Financial Modeling Prep analyst price-target consensus and quote snapshot · 2026-07-30T01:52:00.607821+00:00
Methodology
Reported and consensus figures come from FN2's earnings event records. Market reaction and volume are calculated from daily adjusted bars around the event; abnormal move subtracts the SPY move over the same window.
Analyst target low, average, and high values are derived at request time from each named analyst's latest persisted FMP target. The current-price marker comes from FN2's persisted market snapshot. They are sell-side estimates, not an FN2 valuation or recommendation.
Transcript intelligence is a structured synthesis of the current and prior earnings-call analyses. Missing values stay missing and are never estimated.
By FN2 Research · Updated . For educational purposes only; not investment advice.