Nomura Slashes Coupang (CPNG) 2026 EPS Forecast Following $900M Fine and Regulatory Pressure

Coupang Inc. (NYSE:CPNG) is 1 of the best US stocks to bargain and clasp successful 2026. On January 12, Nomura downgraded Coupang to Neutral from Buy, with a terms people of $22, down from $30. While the November 30 information breach was initially expected to origin lone a little diminution successful stock price, the institution is present contending with intensifying regulatory unit successful South Korea. Nomura warned that the country’s FTC has signaled assertive administrative action, starring the steadfast to slash its 2026 EPS forecast by 95%, dropping it to conscionable $0.03. This revision accounts for the costs of a large-scale user compensation bundle and a projected good of up to $900 million.

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In Q3 2025, Coupang Inc. (NYSE:CPNG) announced consolidated gross of $9.3 billion, which was an 18% year-over-year increase. The company’s nett income reached $95 million, resulting successful diluted EPS of $0.05. The Product Commerce conception remained the superior motor of growth, generating $8 cardinal successful revenue, which was a 16% increase. This show was driven by a 10% summation successful progressive customers, present totaling 24.7 million, and a 5% summation successful nett gross per progressive lawsuit to $323. In contrast, the Developing Offerings segment, which includes newer initiatives similar Coupang Eats and planetary enlargement into Taiwan, saw accelerated gross maturation of 32% to scope $1.3 billion.

The institution continues to put heavy successful logistics and lawsuit adoption successful Taiwan. Management indicated that Taiwan is exceeding expectations, with lawsuit behaviors mirroring the aboriginal palmy stages seen successful the Korean market.

Coupang Inc. (NYSE:CPNG), unneurotic with its subsidiaries, owns and operates a retail concern done its mobile applications and net websites successful South Korea and internationally.

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. This nonfiction is primitively published at Insider Monkey.