Circle Internet Group (NYSE:CRCL) Price Target Lowered to $130.00 at Needham & Company LLC

Circle Internet Group (NYSE:CRCL) had its target price reduced by analysts at Needham & Company LLC from $190.00 to $130.00 in a note issued to investors on Thursday,Benzinga reports. The brokerage presently has a “buy” rating on the stock. Needham & Company LLC’s price objective suggests a potential upside of 56.71% from the company’s current price.

CRCL has been the topic of a number of other research reports. Zacks Research lowered Circle Internet Group from a “hold” rating to a “strong sell” rating in a report on Monday, February 16th. Monness Crespi & Hardt assumed coverage on shares of Circle Internet Group in a research note on Monday, November 10th. They issued a “buy” rating and a $150.00 price objective for the company. Compass Point upgraded shares of Circle Internet Group from a “sell” rating to a “neutral” rating and set a $75.00 target price on the stock in a report on Thursday, January 29th. Deutsche Bank Aktiengesellschaft decreased their price target on shares of Circle Internet Group from $147.00 to $90.00 and set a “hold” rating for the company in a report on Thursday, November 13th. Finally, Wall Street Zen lowered Circle Internet Group from a “hold” rating to a “sell” rating in a research note on Saturday, December 13th. One research analyst has rated the stock with a Strong Buy rating, eight have issued a Buy rating, ten have given a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and a consensus price target of $123.12.

Circle Internet Group Trading Up 35.2%

CRCL opened at $82.96 on Thursday. The stock has a market cap of $19.53 billion and a price-to-earnings ratio of -36.23. Circle Internet Group has a 1 year low of $49.90 and a 1 year high of $298.99. The stock has a fifty day moving average price of $72.09 and a 200 day moving average price of $101.07.

Circle Internet Group (NYSE:CRCL) last posted its earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.25 by $0.18. The business had revenue of $770.23 million during the quarter. The firm’s revenue was up 76.9% compared to the same quarter last year.

Insider Buying and Selling

In other news, Director Patrick Sean Neville sold 5,000 shares of the firm’s stock in a transaction dated Friday, December 12th. The shares were sold at an average price of $90.00, for a total value of $450,000.00. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. Also, insider Nikhil Chandhok sold 10,000 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $90.00, for a total value of $900,000.00. Following the transaction, the insider directly owned 474,974 shares in the company, valued at approximately $42,747,660. This represents a 2.06% decrease in their position. The SEC filing for this sale provides additional information. Insiders sold 205,769 shares of company stock valued at $17,148,896 over the last 90 days.

Hedge Funds Weigh In On Circle Internet Group

A number of hedge funds and other institutional investors have recently modified their holdings of CRCL. Bartlett & CO. Wealth Management LLC purchased a new stake in Circle Internet Group during the fourth quarter worth $25,000. Larson Financial Group LLC grew its stake in Circle Internet Group by 3,800.0% in the third quarter. Larson Financial Group LLC now owns 195 shares of the company’s stock valued at $26,000 after purchasing an additional 190 shares during the last quarter. Pilgrim Partners Asia Pte Ltd purchased a new position in Circle Internet Group in the third quarter valued at about $27,000. EverSource Wealth Advisors LLC bought a new stake in shares of Circle Internet Group in the 2nd quarter valued at about $27,000. Finally, Bellevue Asset Management LLC purchased a new position in shares of Circle Internet Group in the 4th quarter worth approximately $29,000.

Circle Internet Group News Roundup

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

• Positive Sentiment: Q4 results beat expectations — total revenue and reserve income of $770.2M (up ~77% y/y) and EPS of $0.43 vs. consensus ~$0.25 drove the rally. Circle Reports Fourth Quarter and Full Fiscal Year 2025 Financial Results
• Positive Sentiment: Strong USDC metrics — USDC in circulation was $75.3B (≈72% y/y) and Q4 on‑chain transaction volume jumped ~247%, signaling durable demand for Circle’s core product. Circle Reports Fourth Quarter and Full Fiscal Year 2025 Financial Results
• Positive Sentiment: Profitability and margin progress — net income from continuing operations rose to $133M and adjusted EBITDA was $167M, which supports upside to free‑cash generation expectations. MarketBeat: Circle earnings summary
• Neutral Sentiment: Management tone and outreach amplified interest — CEO interviews and the earnings call highlighted new lines of business and growth drivers, helping sentiment but leaving execution questions. Circle Shares Surge on Earnings Beat (Bloomberg)
• Neutral Sentiment: Analysts largely remain conservative — several firms reiterated Hold ratings, balancing strong top‑line momentum with macro and valuation uncertainty. Balancing Strong USDC Growth with Macro Uncertainty
• Negative Sentiment: Rising costs and a less favorable expense trajectory are flagged as risks — at least one analyst says these offset growth enough to justify a Hold, which could cap upside if margins deteriorate. Balanced Risk-Reward at Circle

Circle Internet Group Company Profile

Circle Internet Group (NYSE: CRCL) is a financial technology company that builds infrastructure to enable businesses and developers to use and move money on public blockchains. Co-founded by Jeremy Allaire and Sean Neville, the company is best known as a principal issuer and steward of USD Coin (USDC), a dollar-pegged stablecoin developed through the CENTRE Consortium, which Circle co-founded with Coinbase. Jeremy Allaire serves as CEO and has been a visible leader in the company’s strategy and public engagement around digital currency and payments innovation.

Circle’s core products and services center on digital currency issuance and programmable payments.