Goldman Sachs Flags 2 Crypto Stocks Worth Buying After 46% Sector Crash

Source: [https://beincrypto.com/goldman-sachs-crypto-stocks-bottom-buy/](https://beincrypto.com/goldman-sachs-crypto-stocks-bottom-buy/)

Goldman Sachs analyst James Yaro published a note saying crypto-linked equities look selectively attractive after falling 46% from their October 2025 peak, with price action showing "volatile but flattish" behavior in recent weeks, a pattern he says matches historical peak-to-trough averages for this cycle.

The firm maintained Buy ratings on Robinhood ($91 target, down from $102), Coinbase ($235 target, down from $270), and Figure Technologies ($42 target, raised from $39). The main caveat: volumes could still fall further, potentially cutting 2026 revenue by 2% and profits by 4%, but Goldman notes trough crypto volumes typically last a median of three months before rebounding. Notably, the same firm also raised its US recession odds to 30% this month, so the call is selective, not broadly bullish.