NYSE: CPNG
Key Data Points
Coupang (CPNG 0.03%), South Korean e-commerce and technology company, closed Friday at $19.08, up 1.98%. The stock inched higher as investors reacted to stabilization signs following the late‑2025 data incident and are watching how management’s recovery plan and buybacks support earnings quality. Trading volume reached 51.2 million shares, about 125% above its three-month average of 22.7 million shares. Coupang IPO'd in 2021 and has fallen 61% since going public.
How the markets moved today
S&P 500 slipped 0.45% to 6,878, while the Nasdaq Composite fell 0.92% to 22,668. Within internet retail, industry peers JD.com closed at $26.53, down 1.67%, and Alibaba Group finished at $144.11, down 2.66%, underscoring pressure across the group.
What this means for investors
Coupang shares opened 7% higher, but trended lower to close up 2% today, after the company reported fourth-quarter earnings after the bell yesterday. Most of Coupang’s Q4 report is impaired by a $1.18 billion settlement with South Korean users, stemming from a “former employee illegally accessing data from over 33 million user accounts and retaining data from approximately 3,000 user accounts” during the quarter.
With this mostly in the rearview mirror, the rest of Coupang’s earnings were solid:
- sales rose 11%
- active customers increased 8%
- Taiwan revenue jumped 23% sequentially
- management guided for 20% sales growth in 2026
Currently trading at 1.05 times sales -- near its lowest ever mark -- Coupang’s growth optionality with Taiwan and its array of promising developing offerings remain reasonably priced as it moves on from the recent hack.
