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CRCL

Circle Internet Group

CRCL

NYSE·Financial Services·Financial - Capital Markets·Mkt cap $16.6B

$64.09

▲ +3.45%

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Our plain-language verdict, the thesis, risk factors, and what is changing about the business.

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52-Week Range

$49.90 - $262.97

P/E

-23.05

Fwd P/E

62.83

Beta

-0.46

Div Yield

0.00%

Avg Vol

14.1M

Shares Out

265.9M

Mkt Cap

$16.6B

Price action

Price chart

Down 65.2% over the trailing year

1W
1M
3M
6M
YTD
1Y
5Y
MAX

Total returns

Price performance

Total return across standard periods - splits & dividends adjusted by FMP. Periods longer than 1Y show annualized in the tooltip.

Why we rate it this way

The thesis at a glance

Bull and bear case · plain-English context across the five lenses we evaluate.

▲

Bull Case

4 reasons

  • First-mover advantage in regulated stablecoin ecosystem
  • Strong institutional partnerships and regulatory compliance
  • Network effects from USDC adoption across major platforms
  • Advanced blockchain infrastructure and developer tools
▼

Bear Case

2 risks

  • Low volatility (beta -0.5).
  • Extreme premium - high expectations embedded

Growth

Turning profitable

Increased institutional adoption of stablecoins for payments and settlements

Value

Extreme premium - high expectations embedded

Momentum

Falling

-31.4% over 3m

Quality

Thin

Solid business

Dividend

None

No dividend

Earnings track record

Recent earnings results

AI-summarized recap of last quarter, plus the surprise on every print.

Next: Aug 11, 2026

“
Q2 26 RECAP

MAY 11, 2026

Reported EPS of $0.21 vs $0.15 consensus (+40.0% surprise). Revenue of $694.1M vs $714.7M expected (-2.9%).

EPS beat +40.0%
Revenue miss

EPS surprise · last 4Q

1 of 1 beats

Q2 26

+40.0%

Next: Aug 11, 2026

Revenue trend · last 8Q

—

—

—

+59%

+53%

+66%

+77%

+20%

Q2 24

Q3 24

Q4 24

Q1 25

Q2 25

Q3 25

Q4 25

Q1 26

$429.5M

$445.2M

$435.0M

$578.2M

$657.7M

$739.4M

$770.2M

$694.1M

Margins · last 8Q

Gross

—

Operating

—

Profit

8.0%

View full earnings history →

Wall Street consensus

13 analysts · 62% Buy

Live ratings and price targets aggregated across covering analysts.

Buy

8

62%

Hold

4

31%

Sell

1

8%

Median Price Target

$103.50

▲ +61.5% vs $64.09

Low $77.00
Median $103.50
High $150.00

Latest: Goldman Sachs · Jul 2, 2026

6 analysts covering

View full analyst page →

vs Industry

How CRCL stacks vs Financial - Capital Markets

Stock metrics vs industry averages. Green = better than industry.

Industry comparison data unavailable for this stock.