Coupang Stock: Signs of a Technical Rebound Emerge

Coupang appears to be recovering from the significant 2025 data scandal at a faster pace than many market participants had anticipated. The e-commerce giant is demonstrating a dual-track recovery, combining a notable resurgence in its customer base with a strategic technological pivot centered on an ambitious artificial intelligence partnership with NVIDIA.

Operational Recovery Underway

The company’s path to recovery began with addressing the fallout from the data leak disclosed in November, which impacted over 33 million customers. User numbers initially plummeted, hitting a low of approximately 26.7 million active users in December. However, targeted compensation programs launched in January have steadily helped rebuild consumer trust.

By mid-March, the count of weekly active users had rebounded to 28.28 million, nearing the pre-crisis level of around 29 million. Market observers interpret this swift recovery as a critical indicator that brand loyalty has remained largely intact despite the security incident, providing a stable foundation for future growth.

Strategic AI Partnership to Drive Efficiency

Concurrently, Coupang is aggressively modernizing its core infrastructure. Its collaboration with NVIDIA focuses on building a dedicated “AI Factory.” This initiative leverages high-performance computing systems, including the NVIDIA DGX SuperPOD, to deeply integrate AI algorithms directly into its logistics and fulfillment operations.

Should investors sell immediately? Or is it worth buying Coupang?

This technology is already being deployed to automate inventory management within warehouses and to optimize delivery routes in real-time. Furthermore, the system enables engineering teams at locations such as Seattle and Mountain View to test and implement new AI models with increased speed, aiming for a significant leap in operational efficiency.

Market Valuation Lags Operational Progress

Despite these positive operational developments, the stock market has been slow to reward the company’s recovery efforts. Shares closed at 16.33 euros on Friday, reflecting a year-to-date decline of roughly 18 percent. Technical analysis, however, suggests a potential inflection point. The Relative Strength Index (RSI) reading of 29.3 signals a technically oversold condition, highlighting the possibility that a bottom may be forming.

The effectiveness of the new AI infrastructure in supporting margins within the fiercely competitive e-commerce sector will be a key determinant in the coming months. The successful stabilization of the user base now provides the essential platform for a potential sustained recovery in the share price.