According to Foresight News, Bernstein analysts in their investment report pointed out that with the gradual clarification of the US regulatory environment, Robinhood and Coinbase may see an upward trend. Analysts expect Coinbase's stock price to rise to $310 in the next 12 months, a 63% increase from the previous closing price of $190.38, and Robinhood's price to double to $105 from the current $43.66.
The report stated that "HOOD has the most attractive product pipeline that can drive scalable revenue growth," while Coinbase is undervalued by the market. Analysts believe that as the dominant platform in the US market, Coinbase will benefit from increased trading volume, approval of new trading products (such as perpetual contracts), and growth in non-trading revenue (including stablecoin and staking services). Robinhood, through the acquisition of Bitstamp exchange, plans to list more tokens, and expand global business into crypto trading derivatives, staking, and stablecoin markets to drive revenue growth.
