CPNG

Coupang's stock (CPNG) has experienced a significant decline in the past six months, down 29.4% year-to-date as of August 12, 2026, and over 43% in the past year, trading near its 52-week lows. In Q2 2026, the company reported net revenues of US$8.9 billion, up 4% year-on-year (10% on a constant currency basis), beating EPS estimates but slightly missing revenue expectations, while operating losses deepened to US$556 million due to regulatory fines, Farfetch integration costs, supply chain disruptions, and higher marketing spend. Coupang has faced a US$410 million Korean regulatory fine and ongoing investigations into alleged fair trade violations, which have reportedly led to US-Seoul trade tensions. A Q4 2025 data breach affecting 33 million accounts caused a roughly 50% stock drop, though management indicated membership declines largely reversed by April 2026. Insiders have been net sellers, disposing of US$6.3 million more than they bought in the last 12 months, including Harold L. Rogers selling 33% of his direct holding in August 2026. Analysts have a consensus "Hold" rating with an average price target implying significant upside, despite a 59% fall in consensus EPS estimates for fiscal year 2026. The integration of Farfetch has been noted as a factor in higher costs and potential for future earnings growth.