Circle Internet Group (CRCL) Stock Overview
Operates as a platform, network, and market infrastructure for stablecoin and blockchain applications. More details
| Snowflake Score | |
|---|---|
| Valuation | 1/6 |
| Future Growth | 5/6 |
| Past Performance | 0/6 |
| Financial Health | 6/6 |
| Dividends | 0/6 |
CRCL Community Fair Values
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Analyst Price Targets
Top Community Narratives
Circle Internet Group, Inc. Competitors
Price History & Performance
| Historical stock prices | |
|---|---|
| Current Share Price | US$64.32 |
| 52 Week High | US$193.33 |
| 52 Week Low | US$49.90 |
| Beta | 0 |
| 1 Month Change | -12.57% |
| 3 Month Change | -32.69% |
| 1 Year Change | -64.59% |
| 3 Year Change | n/a |
| 5 Year Change | n/a |
| Change since IPO | -22.72% |
Recent News & Updates
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
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
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 AlphaCRCL: 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.
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.
CRCL: Arc Network And Token Presale Will Reshape Long Term Earnings Profile
Analysts have trimmed their average price target for Circle Internet Group to about $234, down from roughly $271. They are factoring in slightly higher discount rates, more moderate revenue growth expectations, a higher projected profit margin, and a lower future P/E multiple following recent research updates on stablecoin competition, regulatory progress, and the Arc ecosystem.Circle Internet Group, Inc. Beat Analyst Estimates: See What The Consensus Is Forecasting For This Year
Investors in Circle Internet Group, Inc. ( NYSE:CRCL ) had a good week, as its shares rose 3.9% to close at US$127...
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.
Circle: Powering the Digital Dollar
$62.3B in circulationShareholder Returns
| CRCL | US Software | US Market | |
|---|---|---|---|
| 7D | -9.5% | -0.9% | -1.5% |
| 1Y | -64.6% | -23.8% | 16.0% |
Return vs Industry: CRCL underperformed the US Software industry which returned -23.8% over the past year.
Return vs Market: CRCL underperformed the US Market which returned 16% over the past year.
Price Volatility
| CRCL volatility | |
|---|---|
| CRCL Average Weekly Movement | 14.3% |
| Software Industry Average Movement | 9.8% |
| Market Average Movement | 7.2% |
| 10% most volatile stocks in US Market | 16.1% |
| 10% least volatile stocks in US Market | 3.2% |
Stable Share Price: CRCL's share price has been volatile over the past 3 months compared to the US market.
Volatility Over Time: CRCL's weekly volatility (14%) has been stable over the past year, but is still higher than 75% of US stocks.
About the Company
| Founded | Employees | CEO | Website |
|---|---|---|---|
| 2013 | 1,100 | Jeremy Allaire | 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.
Circle Internet Group, Inc. Fundamentals Summary
| CRCL fundamental statistics | |
|---|---|
| Market cap | US$16.32b |
| Earnings (TTM) | -US$14.25m |
| Revenue (TTM) | US$2.86b |
Is CRCL overvalued?
See Fair Value and valuation analysisEarnings & Revenue
| CRCL income statement (TTM) | |
|---|---|
| Revenue | US$2.86b |
| Cost of Revenue | US$2.63b |
| Gross Profit | US$232.03m |
| Other Expenses | US$246.29m |
| Earnings | -US$14.25m |
Last Reported Earnings
Mar 31, 2026
Next Earnings Date
Aug 05, 2026
| Earnings per share (EPS) | -0.057 |
| Gross Margin | 8.11% |
| Net Profit Margin | -0.50% |
| Debt/Equity Ratio | 0% |
How did CRCL perform over the long term?
See historical performance and comparisonCompany Analysis and Financial Data Status
| Data | Last Updated (UTC time) |
|---|---|
| Company Analysis | 2026/07/28 08:28 |
| End of Day Share Price | 2026/07/28 00:00 |
| Earnings | 2026/03/31 |
| Annual Earnings | 2025/12/31 |
Data Sources
The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.
| Package | Data | Timeframe | Example US Source * |
|---|---|---|---|
| Company Financials | 10 years |
| |
| Analyst Consensus Estimates | +3 years |
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| Market Prices | 30 years |
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| Ownership | 10 years |
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| Management | 10 years |
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| Key Developments | 10 years |
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* Example for US securities, for non-US equivalent regulatory forms and sources are used.
Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.
Analysis Model and Snowflake
Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.
Learn about the world class team who designed and built the Simply Wall St analysis model.
Industry and Sector Metrics
Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.
Analyst Sources
Circle Internet Group, Inc. is covered by 32 analysts. 23 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.
| Analyst | Institution |
|---|---|
| Brooksley Kang | Aletheia Analyst Network Limited |
| David Koning | Baird |
| Robert Bamberger | Baird |