CRCL Share Price Performance
US$87.21
3.98 (4.78%)
39.7% undervalued intrinsic discount
US$144.67
Fair Value
Price US$87.21
AnalystConsensusTarget US$144.67
AnalystHighTarget US$270.91
BlackGoat US$122.10
Fair ValueUS$144.67
Share Pricen/a
Circle Internet Group, Inc. Stock Price
- 5 Narratives written by author
- 3 Comments on narratives written by author
- 273 Fair Values set on narratives written by author
CRCL Community Narratives
AN
Fair Value US$144.67 39.7% undervalued intrinsic discount
US Dollar Stablecoin Adoption Will Drive Long Term Earnings Power
0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
Fair Value US$270.91 67.8% undervalued intrinsic discount
Onchain Finance Infrastructure Will Transform Stablecoin Adoption And Support Long Term Earnings Power
1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
BL
Fair Value US$122.1 28.6% undervalued intrinsic discount
Circle: Powering the Digital Dollar (but at what cost?)
11users have liked this narrative
2users have commented on this narrative
44users have followed this narrative
Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure
The market’s perception of Circle has shifted faster than its business itself. For much of the past year, CRCL traded like a speculative crypto equity, moving largely with sentiment rather than fundamentals.Read more
0
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
Circle: Powering the Digital Dollar (but at what cost?)
Company Overview Circle is the issuer of USDC, the world’s second-largest stablecoin. As of July 2025, USDC has: $62.3B in circulation $25.5T in cumulative on-chain transaction volume Zero depegs during market stress Circle went public in July 2025 under the ticker CRCL, after years of operating privately and disclosing financials through SEC reports.Read more
1.1k
users have viewed this narrative11users have liked this narrative
2users have commented on this narrative
44users have followed this narrative
BL
US$122.1
28.6% undervalued intrinsic discount
BlackGoat's Fair Value
Revenue
19% p.a.
Profit Margin
9%
Future PE
39x
Price in 2030
US$196.65
Onchain Finance Infrastructure Will Transform Stablecoin Adoption And Support Long Term Earnings Power
Catalysts About Circle Internet Group Circle Internet Group operates a global Internet-based financial infrastructure platform built around its USDC stablecoin, blockchain services, and payments network. What are the underlying business or industry changes driving this perspective?Read more
94
users have viewed this narrative1users have liked this narrative
0users have commented on this narrative
1users have followed this narrative
AN
US$270.91
67.8% undervalued intrinsic discount
AnalystHighTarget's Fair Value
Revenue
42.23% p.a.
Profit Margin
16.41%
Future PE
87.53x
Price in 2029
US$345.61
Tightening Stablecoin Regulation And Slowing Tokenization Adoption Will Pressure Long-Term Earnings Potential
Catalysts About Circle Internet Group Circle Internet Group operates a global Internet native financial infrastructure platform centered on USDC and related onchain payment, treasury and tokenization services. What are the underlying business or industry changes driving this perspective?Read more
130
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
2users have followed this narrative
AN
US$60
45.4% overvalued intrinsic discount
AnalystLowTarget's Fair Value
Revenue
16.8% p.a.
Profit Margin
15.77%
Future PE
36.43x
Price in 2028
US$76.57
US Dollar Stablecoin Adoption Will Drive Long Term Earnings Power
Catalysts About Circle Internet Group Circle Internet Group operates a global Internet financial platform centered on USDC and related blockchain based infrastructure for payments, capital markets and digital asset applications. What are the underlying business or industry changes driving this perspective?Read more
206
users have viewed this narrative0users have liked this narrative
0users have commented on this narrative
18users have followed this narrative
AN
US$144.67
39.7% undervalued intrinsic discount
AnalystConsensusTarget's Fair Value
Revenue
34.25% p.a.
Profit Margin
13%
Future PE
70.23x
Price in 2028
US$184.74
Trending Discussion
Recently Updated Narratives
FE
Circle Internet Group: From Crypto Proxy to Rate-Sensitive Financial Infrastructure
Fair Value: US$35.82 143.5% overvalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BL
Circle: Powering the Digital Dollar (but at what cost?)
Fair Value: US$122.1 28.6% undervalued intrinsic discount
44 followersusers have followed this narrative
2 commentsusers have commented on this narrative
6 likesusers have liked this narrative
AN
Onchain Finance Infrastructure Will Transform Stablecoin Adoption And Support Long Term Earnings Power
Fair Value: US$270.91 67.8% undervalued intrinsic discount
1 followerusers have followed this narrative
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
Snowflake Analysis
Circle Internet Group, Inc. Key Details
About CRCL
- Founded
- 2013
- Employees
- 900
- CEO
- WebsiteView website
Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications. The company provides a suite of stablecoins and related products that include a network utility and application platform for organizations to benefit from stablecoins and the internet financial system; and issues a U.S. dollar-denominated stablecoin. Its stablecoins network comprises circle stablecoins, tokenized funds, liquidity, payments, and developer services, as well as integration services. The company was founded in 2013 and is based in New York, New York.
