CRCL logo

Circle Internet Group, Inc. Stock Price

NYSE:CRCL Community·US$15.7b Market Cap
  • 5 Narratives written by author
  • 3 Comments on narratives written by author
  • 324 Fair Values set on narratives written by author

CRCL Share Price Performance

US$66.14
-121.19 (-64.69%)
US$133.71
Fair Value
US$66.14
-121.19 (-64.69%)
50.5% undervalued intrinsic discount
US$133.71
Fair Value
Price US$66.14
AnalystConsensusTarget US$133.71
Felix11 US$35.82
BlackGoat US$122.10

CRCL Community Narratives

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Fair Value US$133.71 50.5% undervalued intrinsic discount

US Dollar Stablecoin Adoption Will Drive Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
36users have followed this narrative
Fair Value
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Fair Value US$35.82 84.6% overvalued intrinsic discount

Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure

2users have liked this narrative
0users have commented on this narrative
10users have followed this narrative
Fair Value
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Fair Value US$122.1 45.8% undervalued intrinsic discount

Circle: Powering the Digital Dollar (but at what cost?)

11users have liked this narrative
2users have commented on this narrative
48users have followed this narrative
US$35.82
84.6% overvalued intrinsic discount
Fair Value
Profit Margin
12.46%
Future PE
23.77x
Price in 2031
US$53.62
US$122.1
45.8% undervalued intrinsic discount
Fair Value
Revenue
19% p.a.
Profit Margin
9%
Future PE
39x
Price in 2030
US$196.65

Trending Discussion

Updated Narratives

CRCL logo

Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure

Fair Value: US$35.82 84.6% overvalued intrinsic discount
10 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
CRCL logo

Circle: Powering the Digital Dollar (but at what cost?)

Fair Value: US$122.1 45.8% undervalued intrinsic discount
48 users have set this as their fair value
2 users have commented on this narrative
6 users have liked this narrative
CRCL logo

CRCL: Regulatory Tailwinds And New Products Will Support Future Upside

Fair Value: US$133.71 50.5% undervalued intrinsic discount
36 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative

Snowflake Analysis

Flawless balance sheet with high growth potential.

1 Risk
1 Reward

Circle Internet Group, Inc. Key Details

US$2.9b

Revenue

US$2.6b

Cost of Revenue

US$232.0m

Gross Profit

US$246.3m

Other Expenses

-US$14.3m

Earnings

Last Reported Earnings
Mar 31, 2026
Next Reporting Earnings
n/a
-0.057
8.11%
-0.50%
0%
View Full Analysis

About CRCL

Founded
2013
Employees
1100
CEO
Jeremy Allaire
WebsiteView website
www.circle.com

Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications. The company provides various platform including Arc Blockchain and Developer Infrastructure, an open, layer-1 blockchain network purpose-built to bring real world economic activity onchain; Circle Digital Assets and Services, which includes circle digital assets, USDC, EURC, and USYC, as well as circle mint and xreserve, related liquidity, custody, and trust infrastructure; and Circle Applications, which includes circle payments network and stablefx, applications that use circle digital assets to deliver real-world utility on the arc network and across the broader multichain ecosystem. Its stablecoins network comprises circle stablecoins, tokenized funds, liquidity, payments network, and developer services, as well as integration services. The company was founded in 2013 and is based in New York, New York.

Recent CRCL News & Updates

Seeking Alpha 1h

Circle Just Became The Only Licensed Stablecoin Bank, Here's Why That Matters

Summary Circle received OCC national trust bank approval on July 8, 2026, becoming the first stablecoin issuer with a federal banking charter, creating a regulatory moat vs. Tether and the OPEN-USD consortium. USDC circulation grew 19% to $73.2B despite the Fed cutting rates 75 bps since August 2025, while transaction revenue doubled ($23.8M → $47.2M quarterly), validating the dual-engine thesis. FIS Money Movement Hub integration is now live with 8 pilot banks, enabling USDC as a real-time payment rail alongside ACH/RTP/FedNow, de-risking revenue from pure rate dependency. CRCL trades at 16x EV/RLDC (vs. 30x in Aug 2025) and 0.22x EV/USDC despite stronger fundamentals and a banking charter, presenting an asymmetric upside opportunity. Read the full article on Seeking Alpha
Narrative Update Jul 10

CRCL: Regulatory Tailwinds And New Products Will Support Future Upside

Circle Internet Group's analyst price target has been trimmed as analysts incorporate lower revenue growth assumptions, a slightly higher discount rate, and competitive pressures from new stablecoin entrants. At the same time, they highlight firmer profit margin expectations and renewed interest following recent rating upgrades and price target resets across the Street.

Recent updates

No updates