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Published
13 Jan 26
Updated
21 Aug 26
Views
286
Not Invested
Circle Internet GroupCRCL
CRCL logo
Fair Value
US$193.62
Share price21 Aug
US$91.7852.6% undervalued intrinsic discount
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1Y-36.33%
7D1.30%

Onchain Finance Infrastructure Will Transform Stablecoin Adoption And Support Long Term Earnings Power

AN
AnalystHighTarget
AnalystHighTarget

Analyst High Target compiles bullish analysts opinions to create narratives which represent one standard deviation above the consensus price target, using forecasted revenue and earnings figures, as well as the transcripts of earnings calls

Published
13 Jan 26
Updated
21 Aug 26
Views
286
Not Invested
Fair ValueUS$193.62
Share priceUS$91.78
52.6% undervalued intrinsic discount
Narrative
Updates2

Shared on 21 Aug 26

Fair value Decreased 17%

CRCL: Regulatory Wins And New Network Are Expected To Recast Earnings Profile

Circle lands key approvals and lines up major partners for its new Arc network, aiming to grow beyond just its stablecoin and add new ways to make money. Analysts still see upside if adoption keeps building, but expectations cool as growth and profits look less certain and competition stays intense.
Read more
22 viewsusers have viewed this narrative update

Shared on 26 Jun 26

Fair value Decreased 13%

CRCL: Arc Network And Token Presale Will Reshape Long Term Earnings Profile

Circle leans into its Arc network and a new token presale to broaden its business beyond stablecoin reserves, which some analysts say could change how it earns money over time. But growing competition and incoming rule changes could make stablecoin payments feel more like a commodity, so the upside depends on whether Circle can turn its new ecosystem into real, lasting demand.
Read more
25 viewsusers have viewed this narrative update

Fair Value vs Share Price

US$193.62
vs US$91.7852.6% undervalued intrinsic discount
PastFuture-1b6b2019202120232025202620272029Revenue US$6.0bEarnings US$869.6m
27.7%
Revenue growth
14.4%
Profit margin

Recent News & Updates

No updates

Recent updates

No updates

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Company analysis

Flawless balance sheet with low risk.

Market capUS$21.6b
PB6.6x
Estimated Growth17.2%
Dividend YieldN/A
Full analysis

CEO & management

Jeremy Allaire
CEO
3.2yrs
CEO Tenure

Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications.

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Level 5, 320 Pitt Street, Sydney
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