Circle Internet Group (NYSE:CRCL) Stock Moved Up to Buy by Compass Point

Circle Internet Group (NYSE:CRCL) was upgraded by equities research analysts at Compass Point from a “neutral” rating to a “buy” rating in a note issued to investors on Thursday, MarketBeat Ratings reports. The firm presently has a $99.00 target price on the stock. Compass Point‘s price objective suggests a potential upside of 29.64% from the company’s current price.

A number of other research analysts have also commented on the stock. Robert W. Baird reduced their price target on shares of Circle Internet Group from $138.00 to $100.00 and set an “outperform” rating for the company in a research report on Monday, July 13th. Wolfe Research boosted their target price on Circle Internet Group from $50.00 to $65.00 and gave the stock an “underperform” rating in a research report on Tuesday, August 25th. Weiss Ratings lowered Circle Internet Group from a “sell (d+)” rating to a “sell (d)” rating in a research note on Thursday, October 8th. Susquehanna reaffirmed a “neutral” rating on shares of Circle Internet Group in a report on Tuesday, September 29th. Finally, Zacks Research upgraded shares of Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research report on Friday, October 16th. Two investment analysts have rated the stock with a Strong Buy rating, eleven have assigned a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the stock. According to data from MarketBeat.com, the company currently has an average rating of “Hold” and an average target price of $97.35.

Circle Internet Group Stock Up 1.5%

NYSE CRCL opened at $76.37 on Thursday. The firm has a market cap of $19.39 billion, a P/E ratio of 51.52 and a beta of 0.84. The company’s 50 day moving average is $86.40 and its 200-day moving average is $85.71. Circle Internet Group has a 12-month low of $49.90 and a 12-month high of $140.00.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings data on Wednesday, November 4th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.42 by $0.42. The company had revenue of $864.89 million for the quarter. Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%. The business’s revenue for the quarter was up 16.9% compared to the same quarter last year. During the same quarter in the previous year, the firm posted $0.64 earnings per share. Equities analysts expect that Circle Internet Group will post 1.14 EPS for the current year.

Insider Buying and Selling at Circle Internet Group

In other Circle Internet Group news, insider Nikhil Chandhok sold 26,668 shares of the stock in a transaction that occurred on Thursday, October 8th. The shares were sold at an average price of $79.59, for a total value of $2,122,506.12. Following the transaction, the insider directly owned 715,331 shares in the company, valued at approximately $56,933,194.29. This trade represents a 3.59% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is accessible through this hyperlink. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CAO Tamara Schulz sold 1,194 shares of Circle Internet Group stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $73.06, for a total transaction of $87,233.64. Following the transaction, the chief accounting officer owned 92,024 shares in the company, valued at $6,723,273.44. This represents a 1.28% decrease in their position. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders sold 372,633 shares of company stock valued at $32,833,583 in the last quarter. Insiders own 10.85% of the company’s stock.

Institutional Trading of Circle Internet Group

Several institutional investors have recently made changes to their positions in the business. Fulcrum Asset Management LLP bought a new stake in Circle Internet Group during the 3rd quarter valued at $4,265,000. Ethic Inc. raised its stake in Circle Internet Group by 21.2% in the third quarter. Ethic Inc. now owns 5,361 shares of the company’s stock valued at $441,000 after buying an additional 939 shares during the last quarter. 180 Wealth Advisors LLC acquired a new stake in shares of Circle Internet Group during the third quarter worth $333,000. StoneX Group Inc. acquired a new position in Circle Internet Group during the third quarter valued at $1,440,000. Finally, Pictet Asset Management Holding SA increased its stake in shares of Circle Internet Group by 54.9% in the 3rd quarter. Pictet Asset Management Holding SA now owns 134,636 shares of the company’s stock valued at $11,063,000 after purchasing an additional 47,714 shares in the last quarter.

Trending Headlines about Circle Internet Group

Here are the key news stories impacting Circle Internet Group this week:

• Positive Sentiment: Q3 adjusted earnings of $0.84 per share more than doubled the $0.42 analyst consensus, while revenue and reserve income rose 17% year over year to $865 million. USDC circulation averaged $73.3 billion, up 8%, and on-chain transaction volume increased 49% to $13.9 trillion—evidence of continued activity and adoption. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Ark Invest reportedly bought 12,835 Circle shares, a modest vote of confidence that could offer some support to sentiment. Ark Invest buys Circle shares
• Neutral Sentiment: Circle plans to cut about 5% of its workforce immediately after the earnings report. The move may help control costs, but also raises questions about the company’s outlook and operating priorities. Circle trims staff 5%
• Negative Sentiment: The headline beat may be less reassuring because a reported $182 million ARC token sale contributed to revenue, while lower interest rates are squeezing income earned on USDC reserves. Investors may question whether growth in the core stablecoin business can offset that pressure. Circle revenue growth and ARC token sale

Circle Internet Group Company Profile

Circle Internet Group, Inc is a global financial technology company focused on digital currencies and blockchain-based payments. The company is best known for issuing USD Coin (USDC), a dollar-backed stablecoin designed to maintain a value of one U.S. dollar and support digital transactions, payments, trading and other financial applications. Circle also issues EURC, a euro-backed stablecoin.

Circle provides infrastructure and services for businesses, financial institutions and developers through products such as Circle Mint, which supports the creation, redemption and transfer of its stablecoins, as well as APIs and developer tools for integrating digital-asset payments and blockchain functionality.