Coupang, Inc. (CPNG)’s Growth Engine Remains Intact Despite Temporary Uncertainty

On January 12, Nomura downgraded Coupang, Inc. (NYSE:CPNG) to Neutral from Buy and lowered its terms people to $22 from $30, citing heightened regulatory scrutiny successful South Korea pursuing a information breach incidental successful precocious November. The steadfast besides sharply reduced its 2026 EPS forecast to bespeak imaginable user compensation costs and the hazard of a sizable regulatory fine. While these near-term overhangs person weighed connected sentiment, they are mostly event-driven and bash not change Coupang’s underlying operational momentum oregon semipermanent competitory positioning.

Operationally, Coupang, Inc. (NYSE:CPNG) continues to present beardown growth. In the 3rd 4th of 2025, the institution reported consolidated gross of $9.3 billion, representing 18% year-over-year growth, oregon 20% connected a constant-currency basis. International enlargement remains a cardinal pillar of the semipermanent thesis, with Taiwan posting triple-digit gross maturation arsenic Coupang builds retired last-mile logistics and expands some first-party and marketplace offerings. These investments are laying the groundwork for durable standard advantages akin to those Coupang has established successful Korea.

Founded successful 2010 and headquartered successful Seattle, Washington, Coupang, Inc. (NYSE:CPNG) is simply a Delaware-incorporated exertion and online retail institution with a profoundly integrated logistics network. While regulatory uncertainty whitethorn unit near-term earnings, Coupang’s accelerated gross growth, expanding planetary footprint, and best-in-class fulfillment infrastructure presumption it arsenic a compelling semipermanent compounder for investors consenting to look done impermanent noise.

While we admit the imaginable of CPNG arsenic an investment, we judge definite AI stocks connection greater upside imaginable and transportation little downside risk. If you’re looking for an highly undervalued AI banal that besides stands to payment importantly from Trump-era tariffs and the onshoring trend, spot our escaped study connected the best short-term AI stock.

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Disclosure: None.