Circle Internet Group (NYSE:CRCL) Shares Up 8.1% – Still a Buy?

Posted by Stanley Muller on Oct 17th, 2026

Shares of Circle Internet Group, Inc. (NYSE:CRCL – Get Free Report) traded up 8.1% during trading on Thursday. The stock traded as high as $86.21 and last traded at $86.0150. Approximately 9,991,660 shares traded hands during mid-day trading, a decline of 31% from the average session volume of 14,546,629 shares. The stock had previously closed at $79.55.

Wall Street Analysts Forecast Growth

Several research analysts have issued reports on the company. The Goldman Sachs Group reiterated an “underperform” rating on shares of Circle Internet Group in a research note on Wednesday, September 9th. Keefe, Bruyette & Woods started coverage on Circle Internet Group in a report on Tuesday, September 8th. They set a “market perform” rating and a $105.00 price objective for the company. Morgan Stanley reduced their target price on shares of Circle Internet Group from $38.00 to $37.00 and set an “underweight” rating on the stock in a research note on Thursday, August 6th. William Blair restated an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday, August 5th. Finally, Robert W. Baird lowered their target price on shares of Circle Internet Group from $138.00 to $100.00 and set an “outperform” rating on the stock in a report on Monday, July 13th. One research analyst has rated the stock with a Strong Buy rating, ten have assigned a Buy rating, nine have assigned a Hold rating and four have assigned a Sell rating to the stock. According to MarketBeat, Circle Internet Group currently has a consensus rating of “Hold” and a consensus price target of $97.82.

Read Our Latest Stock Analysis on CRCL

Circle Internet Group Stock Down 5.5%

The company’s fifty day moving average price is $86.15 and its two-hundred day moving average price is $86.61. The company has a market cap of $20.88 billion, a price-to-earnings ratio of 56.32 and a beta of 0.73.

Circle Internet Group (NYSE:CRCL – Get Free Report) last announced its earnings results on Wednesday, August 5th. The company reported $0.18 EPS for the quarter, missing the consensus estimate of $0.26 by ($0.08). The business had revenue of $701.32 million during the quarter. Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%. Circle Internet Group’s quarterly revenue was up 6.6% compared to the same quarter last year. During the same quarter in the prior year, the firm earned ($4.48) earnings per share. Research analysts forecast that Circle Internet Group, Inc. will post 1.10 earnings per share for the current year.

Insider Activity

In other Circle Internet Group news, insider Nikhil Chandhok sold 26,668 shares of the business’s stock in a transaction on Thursday, October 8th. The stock was sold at an average price of $79.59, for a total value of $2,122,506.12. Following the transaction, the insider owned 715,331 shares of the company’s stock, valued at approximately $56,933,194.29. The trade was a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CFO Jeremy Fox-Geen sold 4,238 shares of the stock in a transaction on Friday, October 2nd. The stock was sold at an average price of $85.78, for a total value of $363,535.64. Following the sale, the chief financial officer owned 302,930 shares in the company, valued at $25,985,335.40. The trade was a 1.38% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Over the last three months, insiders sold 485,657 shares of company stock worth $39,207,306. 10.85% of the stock is currently owned by insiders.

Institutional Inflows and Outflows

Institutional investors have recently made changes to their positions in the business. Rockefeller Capital Management L.P. lifted its position in Circle Internet Group by 17.8% during the 4th quarter. Rockefeller Capital Management L.P. now owns 255,222 shares of the company’s stock valued at $20,239,000 after purchasing an additional 38,567 shares during the period. Public Employees Retirement System of Ohio bought a new position in shares of Circle Internet Group in the 2nd quarter valued at about $5,539,000. Fifth Third Bancorp bought a new position in shares of Circle Internet Group in the 1st quarter valued at about $7,282,000. SBI Holdings USA Inc. acquired a new stake in shares of Circle Internet Group during the 2nd quarter worth approximately $101,084,820. Finally, Sumitomo Mitsui Trust Group Inc. grew its position in shares of Circle Internet Group by 13.3% during the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,917,764 shares of the company’s stock worth $278,384,000 after buying an additional 342,080 shares during the period.

About Circle Internet Group

(Get Free Report)

Circle Internet Group, Inc is a global financial technology company that develops infrastructure for digital currencies and blockchain-based payments. Its primary product is USD Coin (USDC), a dollar-denominated stablecoin designed to maintain a stable value and support digital transactions, payments and transfers across blockchain networks. Circle also issues EURC, a euro-denominated stablecoin.

The company provides institutional and developer-focused services through Circle Mint, which enables eligible businesses to create, redeem and manage USDC and access related payment and treasury tools.