Clear Street Picks Coinbase with Nasdaq and S&P Global for 2026, Sets $415 Target

In a 2026 outlook, Clear Street's Owen Lau named Coinbase a top fintech pick alongside Nasdaq and S&P Global, reiterating a Buy rating and a 12‑month price target of $415. During a post‑Christmas selloff, Coinbase shares traded around $234.50, down roughly 1.2%, but Lau argued the pullback does not change his longer‑term thesis.