Coinbase Global (NASDAQ: COIN) reports Q2 2026 net revenue above $2.0 billion (July 30, 2026, after market close; confirmed by Coinbase press release)
Miss
✦ AI-generated prediction
Published on 27. July 2026
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Predicted for 30. July 2026
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Based on: Historical Cycle
Coinbase reports on July 30, 2026 after market close. Bitcoin traded predominantly between $60,000 and $72,000 in Q2 2026; as of July 27, 2026, BTC is at $65,330. Elevated crypto trading volumes directly support Coinbase transaction revenues. Additional growth drivers include staking revenues, growing Base L2 activity, and institutional custody fees. Coinbase achieved $2.27 billion revenue in Q4 2024; at a similar price level and healthy market volumes in Q2 2026, exceeding the $2 billion threshold again appears realistic. No direct Polymarket market; own estimate 58%.
Data basis for this prediction
- Coinbase Q2 2026 Earnings Date: 30. Juli 2026 (StockTitan/Coinbase IR, 27.07.2026)
- Bitcoin 27.07.2026: 65.330 USD; Q2-2026-Spanne ~60.000–72.000 USD (Robinhood Prediction Market / Fortune, 20.07.2026)
- Coinbase Q4 2024 Nettoumsatz: 2,27 Mrd. USD (Referenzwert Coinbase IR)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Miss
Coinbase meldete für Q2 2026 (veröffentlicht am 30. Juli 2026 nach Börsenschluss) einen Nettoumsatz von ca. 1,15 Mrd. USD – weit unter der prognostizierten Schwelle von 2,0 Mrd. USD. Der Gesamtumsatz betrug 1,22 Mrd. USD (Transaktionsumsatz: 599 Mio. USD, Subscription & Services: 555 Mio. USD). Hauptursache: Das Bitcoin-Preisniveau im Q2 2026 (60.000–72.000 USD) war deutlich niedriger als in Q4 2024 (>90.000 USD), was das Handelsvolumen und die Transaktionsgebühren drückte. Zudem verfehlte Coinbase die Wall-Street-Schätzungen (~1,35 Mrd. USD) erheblich und meldete einen Nettoverlust von 359 Mio. USD (-1,36 USD/Aktie). Quellen: bitcoinfoundation.org/news/crypto-exchanges-news/coinbase-q2-report/, finance.yahoo.com/markets/crypto/articles/coinbase-q2-earnings-miss-wall-232339513.html, cnbc.com/2026/07/30/coinbase-coin-earnings-q2-2026.html
💻 Technology
✦ AI
Applied Materials has beaten the EPS consensus in all four of its last reported quarters, with an average earnings surprise of +3.5%. The company's own Q4 guidance is $3.82–$4.22 per share; consensus at $4.06 sits near the midpoint, reflecting classic conservative management framing. Revenue is estimated at $10.30B (+51% YoY) — TSMC and Samsung have not pulled back H2 2026 capex plans. No Polymarket market directly available; a 100% beat streak over 4 quarters with a positive guidance range implies 70–75% probability. Risk: supply chain delays or expanded US export controls on advanced chips could force a Q5 inventory build.
💻 Technology
✦ AI
PLTR closed at $175.40 on November 4, 2026 (after-hours: $170.88, -2.58%; intraday high: $176.54; 52-week high: $212.94). Palantir clearly beat Q3-FY2026 EPS consensus: total revenue $2.313B, US Commercial revenue +148% YoY to $984M. The $185 threshold is +5.5% above the closing price or +8.3% above after-hours levels. Typical post-earnings 'sell the news' may weigh short-term, but the 52-week high of $212.94 confirms the level is reachable. NVIDIA earnings on November 18, 2026 could serve as a sector-wide catalyst. No direct Polymarket equivalent; own estimate: ~42%.
💻 Technology
✦ AI
CBRS trades at $109.18 (October 30, 2026) — already 61% below its all-time high of $279.72. The final and largest lockup expiration is scheduled for November 10, 2026: approximately 19.4 million shares are unlocked (of three tranches of 19.4M each). Prior lockup tranches have consistently weighed on the stock. Insiders have sold ~$394.6M in shares since the May 2026 IPO — zero insider purchases. A Culper Research short-seller report has triggered multiple investigations. A close below $100 requires a ~8.4% decline — plausible given the expected supply pressure on expiration day.