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    The Bull Case For Coupang (CPNG) Could Change Following Massive South Korea Data Breach Review – Learn Why

    Simply Wall St·02/18/2026 03:26:01
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    • Coupang recently suffered a major data breach in South Korea, with regulators reviewing potential administrative measures after information from up to 34 million accounts was exposed.
    • While the incident has sparked concerns about regulation and reputation, analysts still highlight Coupang’s strong customer growth, revenue momentum, and improving cash generation.
    • Next, we’ll examine how this large-scale data breach and resulting regulatory scrutiny could alter Coupang’s previously optimistic investment narrative.

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    Coupang Investment Narrative Recap

    To own Coupang, you need to believe its logistics engine and rising spend per customer can translate into durable earnings, despite heavy reinvestment and Korea concentration. The data breach and regulatory review directly sharpen that last risk, since tougher rules or fines could lift costs in the near term. For now, the core business and its most important catalyst, continued margin progress from efficiency and scale, do not appear structurally altered by this incident.

    The most relevant recent move here is the emerging legal fallout, including a class action tied to alleged failures around the data breach and disclosure. This sits squarely on top of existing regulatory and compliance risk, and could influence how aggressively Coupang must invest in cybersecurity and controls, with potential implications for operating expenses and the pace at which investors see the benefits of its technology and logistics investments come through in margins.

    Yet behind the growth story, there is a regulatory and data privacy overhang that investors should be aware of as they consider whether...

    Read the full narrative on Coupang (it's free!)

    Coupang's narrative projects $46.0 billion revenue and $2.0 billion earnings by 2028.

    Uncover how Coupang's forecasts yield a $31.09 fair value, a 78% upside to its current price.

    Exploring Other Perspectives

    CPNG 1-Year Stock Price Chart
    CPNG 1-Year Stock Price Chart

    Before the breach, the most pessimistic analysts already worried about rising digital regulation, even while forecasting revenue of about US$45.1 billion and earnings of US$1.6 billion by 2028, so this latest event may lead you to reassess which risk story you find more convincing.

    Explore 8 other fair value estimates on Coupang - why the stock might be worth over 2x more than the current price!

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    This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.