Coinbase named a top three 2026 fintech pick at Clear Street

The crypto exchange’s tokenization, AI tools, and stablecoin revenue help it stand out in ‘transition year’ for crypto equities, said Clear Street's Owen Lau. What to know : Clear Street analyst Owen Lau named Coinbase (COIN) one of his top three fintech stock picks for 2026, citing its central role in blockchain-based finance. Lau maintains a Buy rating on COIN with a $415 price target, pointing to roughly 70% upside driven by stablecoin revenue, regulatory catalysts and new product lines. Coinbase’s growing focus on tokenization, payments and AI tools may help it outperform in what Lau calls a “transition year” for crypto equities.