{"id":8016,"date":"2026-04-01T11:19:37","date_gmt":"2026-04-01T11:19:37","guid":{"rendered":"https:\/\/cryptonews.uk.com\/?p=8016"},"modified":"2026-04-01T11:19:37","modified_gmt":"2026-04-01T11:19:37","slug":"crypto-stocks-near-bottom-after-60-slide-bernstein-sees-buying-opportunity","status":"publish","type":"post","link":"https:\/\/cryptonews.uk.com\/?p=8016","title":{"rendered":"Crypto Stocks Near Bottom After 60% Slide, Bernstein Sees Buying Opportunity"},"content":{"rendered":"

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  • Bernstein lowered price targets for Coinbase, Robinhood, and Figure while maintaining outperform ratings, noting that a 60% decline from peak levels created a valuation discount.<\/span><\/li>\n
  • Analysts attributed the market sell-off to temporary pressures from the Iran conflict and cooling crypto sentiment, though they argued these factors did not change long-term revenue outlooks.<\/span><\/li>\n
  • Forecasts remained strong based on Coinbase\u2019s interest income, Robinhood\u2019s growth in prediction markets, and Figure\u2019s achievement of 1 billion dollars in monthly blockchain-based loan originations.<\/span><\/li>\n<\/ul>\n<\/div>\n<\/div>\n

    Bernstein lowered price targets on Coinbase, Robinhood and Figure on March 30, 2026, while maintaining Outperform ratings, saying a roughly 60% decline from their 2025 peaks has pushed the three crypto-linked stocks into discount territory despite near-term weakness.<\/p>\n

    The firm cut Coinbase\u2019s target to US$330 (AU$479) from US$440 (AU$638), Robinhood\u2019s to US$130 (AU$189) from US$160 (AU$232), and Figure\u2019s to US$67 (AU$97) from US$72 (AU$104).\u00a0<\/p>\n

    But all three were notably below the firm\u2019s revised targets, as Coinbase was trading near US$160 (AU$232), Robinhood around US$64 (AU$93), and Figure about US$31 (AU$45).<\/p>\n

    Bernstein said the sell-off reflects two temporary pressures, starting with weaker global risk appetite tied to the Iran conflict, and softer crypto sentiment after the cooling of last year\u2019s bull market.\u00a0<\/p>\n

    Likewise, the broker argued that neither factor changes the longer-term revenue outlook for the three companies.<\/p>\n

    Read more: Banking Woes Rise as Record One-Third of Australians Invest in Digital Assets<\/strong><\/p>\n

    Bernstein Remains Bullish<\/h2>\n

    Coinbase faces the sharpest near-term hit as spot trading volumes are tracking about 30% below Q4 2025 levels, leading Bernstein to cut its 2026 earnings-per-share estimate by 44% to US$5.97 (AU$9).\u00a0<\/p>\n

    Even so, the broker kept its forecast for 26% compound annual revenue growth through 2027, supported partly by Coinbase\u2019s roughly 50% share of Circle\u2019s USDC income distributions, which provide recurring revenue less tied to trading volumes. Robinhood\u2019s crypto business, which makes up about 20% of total revenue, is under similar pressure.\u00a0<\/p>\n

    Bernstein\u2019s longer-term case, however, focuses on prediction markets, where it forecasts US$586 million (AU$850 million) in 2026 revenue, up 286% from a year earlier. The note said Robinhood is well placed in a category that saw record activity as recently as late 2025.<\/p>\n

    Figure\u2019s case is different again as the company, which went public in September 2025 at a US$5.3 billion (AU$7.69 billion) valuation, focuses on blockchain-based home lending and tokenised real-world assets rather than crypto trading.\u00a0<\/p>\n

    Bernstein said crypto equities may be nearing a floor as weak first-quarter results are absorbed, with any re-rating likely to depend on whether the current risk-off backdrop begins to ease.<\/p>\n

    Related: Lido Eyes $20M Token Buyback as LDO Hits Deep Discount<\/strong><\/p>\n<\/p><\/div>\n

    Bernstein,Coinbase#Crypto #Stocks #Bottom #Slide #Bernstein #Sees #Buying #Opportunity1775042377<\/p>\n","protected":false},"excerpt":{"rendered":"

    Bernstein lowered price targets for Coinbase, Robinhood, and Figure while maintaining outperform ratings, noting that a 60% decline from peak levels created a valuation discount. Analysts attributed the market sell-off to temporary pressures from the Iran conflict and cooling crypto sentiment, though they argued these factors did not change long-term revenue outlooks. Forecasts remained strong<\/p>\n","protected":false},"author":1,"featured_media":8017,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[7],"tags":[3725,891,501,62,1185,823,1802,991],"class_list":{"0":"post-8016","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-bitcoin","8":"tag-bernstein","9":"tag-bottom","10":"tag-buying","11":"tag-crypto","12":"tag-opportunity","13":"tag-sees","14":"tag-slide","15":"tag-stocks"},"yoast_head":"\nCrypto Stocks Near Bottom After 60% Slide, Bernstein Sees Buying Opportunity - Crypto News: Latest Cryptocurrency News and Analysis<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cryptonews.uk.com\/?p=8016\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Crypto Stocks Near Bottom After 60% Slide, Bernstein Sees Buying Opportunity\" \/>\n<meta property=\"og:description\" content=\"Bernstein lowered price targets for Coinbase, Robinhood, and Figure while maintaining outperform ratings, noting that a 60% decline from peak levels created a valuation discount. 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