Circle Internet Group, Inc. (NYSE:CRCL) Receives $104.18 Average PT from Brokerages

Posted by Francis Steltz on Aug 7th, 2026

Shares of Circle Internet Group, Inc. (NYSE:CRCL – Get Free Report) have earned a consensus rating of “Hold” from the twenty-seven analysts that are presently covering the stock, MarketBeat reports. Three research analysts have rated the stock with a sell recommendation, thirteen have issued a hold recommendation, ten have given a buy recommendation and one has issued a strong buy recommendation on the company. The average 12-month target price among brokerages that have issued a report on the stock in the last year is $96.8235.

Several equities research analysts have weighed in on the company. KeyCorp began coverage on Circle Internet Group in a report on Tuesday, May 26th. They issued a “sector weight” rating for the company. Mizuho set a $45.00 target price on Circle Internet Group and gave the company a “neutral” rating in a research note on Friday, July 31st. Freedom Capital upgraded Circle Internet Group to a “hold” rating in a report on Tuesday, April 21st. Raymond James Financial initiated coverage on Circle Internet Group in a research note on Tuesday, July 21st. They issued a “market perform” rating for the company. Finally, Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and issued a $101.00 price target on shares of Circle Internet Group in a report on Tuesday, May 12th.

Get Our Latest Stock Report on Circle Internet Group

Insider Transactions at Circle Internet Group

In related news, insider Nikhil Chandhok sold 26,666 shares of the business’s stock in a transaction dated Wednesday, July 8th. The shares were sold at an average price of $63.90, for a total transaction of $1,703,957.40. Following the transaction, the insider owned 725,068 shares in the company, valued at $46,331,845.20. The trade was a 3.55% decrease in their ownership of the stock. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, Director Patrick Sean Neville sold 50,000 shares of the stock in a transaction dated Monday, August 3rd. The stock was sold at an average price of $59.55, for a total transaction of $2,977,500.00. Following the completion of the transaction, the director directly owned 2,018 shares of the company’s stock, valued at approximately $120,171.90. The trade was a 96.12% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. In the last 90 days, insiders sold 1,946,433 shares of company stock worth $152,559,604. 10.85% of the stock is owned by corporate insiders.

Institutional Trading of Circle Internet Group

Large investors have recently bought and sold shares of the company. General Catalyst Group Management LLC purchased a new position in shares of Circle Internet Group in the 2nd quarter valued at approximately $3,647,694,000. IDG Accel China Capital II Associates L.P. purchased a new stake in Circle Internet Group in the fourth quarter worth $554,792,000. Accel XI Associates L.L.C. purchased a new stake in Circle Internet Group in the fourth quarter worth $513,844,000. Southpoint Capital Advisors LP raised its holdings in Circle Internet Group by 175.0% in the first quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock worth $314,853,000 after purchasing an additional 2,100,000 shares in the last quarter. Finally, Renaissance Technologies LLC bought a new position in Circle Internet Group in the fourth quarter worth $163,948,000.

Circle Internet Group Trading Up 0.2%

Circle Internet Group stock opened at $63.40 on Tuesday. The firm has a market cap of $15.76 billion, a P/E ratio of 43.42 and a beta of 0.23. Circle Internet Group has a 1-year low of $49.90 and a 1-year high of $189.92. The firm has a 50-day moving average of $72.47 and a 200-day moving average of $86.12.

Circle Internet Group (NYSE:CRCL – Get Free Report) last announced its quarterly earnings results on Wednesday, August 5th. The company reported $0.18 earnings per share (EPS) for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). The business had revenue of $701.32 million for the quarter. Circle Internet Group had a net margin of 15.53% and a return on equity of 13.84%. Circle Internet Group’s revenue for the quarter was up 6.6% compared to the same quarter last year. During the same quarter in the previous year, the company posted ($4.48) EPS. Research analysts forecast that Circle Internet Group will post 0.86 earnings per share for the current fiscal year.

Circle Internet Group News Roundup

Here are the key news stories impacting Circle Internet Group this week:

Positive Sentiment: Circle reported second-quarter revenue and reserve income of approximately $701 million, up about 7% year over year. USDC circulation increased 19% to roughly $73.3 billion, while on-chain transaction volume surged 151% to approximately $14.8 trillion, signaling accelerating institutional and business usage. Circle’s quarterly revenue rises as stablecoin circulation accelerates
Positive Sentiment: Circle received approval for a national trust bank charter from the OCC and also secured a New York trust charter. The approvals could strengthen regulatory credibility and make USDC more attractive to banks, asset managers and other institutional customers. Blueprint for a Banking Fortress: Circle Redraws the Map
Positive Sentiment: The company’s planned Arc enterprise blockchain launch on September 16 has attracted major financial institutions—including BlackRock, Visa, Mastercard and the DTCC—as validators or partners. Circle also acquired nearly 1,000 IBM blockchain patents, potentially reinforcing its competitive and intellectual-property position. Circle’s IBM Patent Deal Could Redraw the Stablecoin Infrastructure Race
Neutral Sentiment: HC Wainwright and Needham lowered their price targets to $104 and $127, respectively, but retained Buy ratings. The revisions reflect near-term execution and valuation risks rather than a loss of confidence in Circle’s long-term growth opportunity.
Negative Sentiment: Circle reported adjusted EPS of $0.18, below the broader consensus estimate of $0.26, although it exceeded a separate Zacks estimate of $0.16. Higher expenses tied to the Agent Stack and Arc launch compressed margins, raising concerns that rapid USDC growth is not yet translating into sufficient earnings growth.
Negative Sentiment: Circle’s valuation remains demanding, while analyst views are sharply divided; Morgan Stanley previously assigned an Equal Weight rating and a $38 target. A finance chief accounting officer’s sale of 1,194 shares is a minor additional concern, though it occurred under a pre-arranged 10b5-1 plan to cover taxes.

About Circle Internet Group

(Get Free Report)

Circle Internet Group (NYSE: CRCL) is a financial technology company that builds infrastructure to enable businesses and developers to use and move money on public blockchains. Co-founded by Jeremy Allaire and Sean Neville, the company is best known as a principal issuer and steward of USDC, a dollar-pegged stablecoin developed through the CENTRE Consortium, which Circle co-founded with Coinbase. Jeremy Allaire serves as CEO and has been a visible leader in the company’s strategy and public engagement around digital currency and payments innovation.

Circle’s core products and services center on digital currency issuance and programmable payments.

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Analyst Recommendations for Circle Internet Group (NYSE:CRCL)

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