Coupang Valuation After Data Breach Fallout and Leadership Changes: Assessing Risks and Opportunities

Tuesday, Jan 27, 2026 2:36 pm ET1min read
CPNG--

Coupang's shares have declined 38.69% in 90 days and 13.79% in 1 year despite a 3-year total shareholder return of 18.75%. The company faces lawsuits and regulatory probes after a data breach, and its CEO has resigned. The stock trades at an implied discount of 18% to analyst targets, with ongoing investments in technology driving improvements in efficiency and gross margins. The narrative suggests a fair value of $36.23, but elevated operating expenses and losses from new offerings could impact margins.

Coupang Valuation After Data Breach Fallout and Leadership Changes: Assessing Risks and Opportunities

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