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Circle Internet Group, Inc. Stock Price

NYSE:CRCL Community·US$16.3b Market Cap
  • 5 Narratives written by author
  • 3 Comments on narratives written by author
  • 340 Fair Values set on narratives written by author

CRCL Share Price Performance

US$64.32
-117.32 (-64.59%)
US$133.71
Fair Value
US$64.32
-117.32 (-64.59%)
51.9% undervalued intrinsic discount
US$133.71
Fair Value
Price US$64.32
AnalystConsensusTarget US$133.71
Felix11 US$35.82
AnalystHighTarget US$234.46

CRCL Community Narratives

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Fair Value US$133.71 51.9% 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
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Fair Value US$35.82 79.6% 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
15users have followed this narrative
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Fair Value US$234.46 72.6% 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
7users have followed this narrative
US$35.82
79.6% overvalued intrinsic discount
Fair Value
Profit Margin
12.46%
Future PE
23.77x
Price in 2031
US$53.62
US$122.1
47.3% 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 79.6% overvalued intrinsic discount
15 users have set this as their fair value
0 users have commented on this narrative
0 users have liked this narrative
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Circle: Powering the Digital Dollar (but at what cost?)

Fair Value: US$122.1 47.3% 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
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CRCL: Rising Stablecoin Competition Will Pressure Future Earnings Power

Fair Value: US$50 28.6% overvalued intrinsic discount
3 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
Aug 05, 2026
-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 Jul 27

Circle Internet Group: Navigating Competitive And Macro Headwinds

Summary Circle continues to diversify its revenue base and yet remains highly reliant on USDC reserve income. Growth has slowed amid crypto market headwinds and lower rates. This situation has also pressured Circle's margins. The upcoming Open USD launch represents a material threat and, if nothing else, could undermine Circle’s ability to capture reserve income. While economic activity on Circle’s platform continues to increase, the uncertain competitive landscape and macro pressures warrant a more cautious stance on the company's long-term prospects. Read the full article on Seeking Alpha
Narrative Update Jul 24

CRCL: Rising Stablecoin Competition Will Pressure Future Earnings Power

The Analyst Price Target on Circle Internet Group has been revised to $50. This reflects analysts' tempered assumptions for USDC circulation growth, pressure on revenue and margin expectations, and rising concerns about stablecoin competition and potential pricing compression.

Recent updates

No updates