CRCL logo

Circle Internet Group, Inc. Stock Price

NYSE:CRCL Community·US$16.9b Market Cap
  • 5 Narratives written by author
  • 3 Comments on narratives written by author
  • 344 Fair Values set on narratives written by author

CRCL Share Price Performance

US$66.67
-94.50 (-58.63%)
US$35.82
Fair Value
US$66.67
-94.50 (-58.63%)
86.1% overvalued intrinsic discount
US$35.82
Fair Value
Price US$66.67
Felix11 US$35.82
AnalystConsensusTarget US$107.98
AnalystLowTarget US$50.00

CRCL Community Narratives

Fair Value
·
Fair Value US$35.82 86.1% 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
18users have followed this narrative
·
Fair Value US$107.98 38.3% undervalued intrinsic discount

US Dollar Stablecoin Adoption Will Drive Long Term Earnings Power

0users have liked this narrative
0users have commented on this narrative
42users have followed this narrative
·
Fair Value US$50 33.3% overvalued intrinsic discount

Tightening Stablecoin Regulation And Slowing Tokenization Adoption Will Pressure Long-Term Earnings Potential

0users have liked this narrative
0users have commented on this narrative
4users have followed this narrative
US$35.82
86.1% overvalued intrinsic discount
Fair Value
Profit Margin
12.46%
Future PE
23.77x
Price in 2031
US$53.62
US$122.1
45.4% undervalued intrinsic discount
Fair Value
Revenue
19% p.a.
Profit Margin
9%
Future PE
39x
Price in 2030
US$196.65

Trending Discussion

No trending discussion available.

Updated Narratives

CRCL logo

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

Fair Value: US$35.82 86.1% overvalued intrinsic discount
18 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 45.4% 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 Progress And New Network Launch Will Support Future Upside

Fair Value: US$107.98 38.3% undervalued intrinsic discount
42 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 low risk.

3 Risks
2 Rewards

Circle Internet Group, Inc. Key Details

US$2.9b

Revenue

US$2.3b

Cost of Revenue

US$639.1m

Gross Profit

US$187.9m

Other Expenses

US$451.3m

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
1.78
22.00%
15.53%
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

Narrative Update Aug 07

CRCL: Regulatory Progress And New Network Launch Will Support Future Upside

The analyst price target for Circle Internet Group has been reduced in line with a lower implied fair value of about $108, as analysts factor in concerns around USDC balances, rising distribution costs and stablecoin competition, even while acknowledging ongoing product rollouts and expanding addressable markets. Analyst Commentary Street research on Circle Internet Group shows a wide range of views on how sustainable the current business model is, how quickly growth can play out and what that means for valuation.

Recent updates

No updates