FY2026 Earnings Estimate for CRCL Issued By HC Wainwright

Circle Internet Group, Inc. (NYSE:CRCL) – HC Wainwright issued their FY2026 earnings per share (EPS) estimates for Circle Internet Group in a note issued to investors on Thursday, August 6th. HC Wainwright analyst M. Colonnese expects that the company will post earnings of $1.24 per share for the year. HC Wainwright has a “Buy” rating and a $104.00 price objective on the stock. The consensus estimate for Circle Internet Group’s current full-year earnings is $0.93 per share. HC Wainwright also issued estimates for Circle Internet Group’s Q2 2027 earnings at $0.23 EPS.

Several other equities analysts have also issued reports on CRCL. Mizuho set a $45.00 target price on Circle Internet Group and gave the stock a “neutral” rating in a research note on Friday, July 31st. Deutsche Bank Aktiengesellschaft reiterated a “hold” rating and set a $101.00 price target on shares of Circle Internet Group in a research note on Tuesday, May 12th. Freedom Capital raised shares of Circle Internet Group to a “hold” rating in a research report on Tuesday, April 21st. Raymond James Financial started coverage on shares of Circle Internet Group in a research note on Tuesday, July 21st. They issued a “market perform” rating for the company. Finally, Morgan Stanley dropped their price objective on shares of Circle Internet Group from $38.00 to $37.00 and set an “underweight” rating for the company in a report on Thursday, August 6th. One equities research analyst has rated the stock with a Strong Buy rating, ten have issued a Buy rating, thirteen have given a Hold rating and three have given a Sell rating to the company. According to data from MarketBeat, the company currently has a consensus rating of “Hold” and an average target price of $97.12.

Circle Internet Group Trading Up 0.4%

Shares of NYSE CRCL opened at $71.42 on Thursday. The stock has a market capitalization of $17.75 billion, a PE ratio of 48.92 and a beta of 0.23. Circle Internet Group has a twelve month low of $49.90 and a twelve month high of $164.64. The stock has a fifty day simple moving average of $69.82 and a 200-day simple moving average of $85.99.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Wednesday, August 5th. The company reported $0.18 EPS for the quarter, missing analysts’ consensus estimates of $0.26 by ($0.08). Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%.The firm had revenue of $701.32 million for the quarter. During the same quarter last year, the business earned ($4.48) EPS. The firm’s quarterly revenue was up 6.6% compared to the same quarter last year.

Institutional Trading of Circle Internet Group

A number of large investors have recently made changes to their positions in CRCL. EverSource Wealth Advisors LLC acquired a new stake in Circle Internet Group in the second quarter valued at approximately $27,000. Larson Financial Group LLC increased its position in shares of Circle Internet Group by 3,800.0% in the 3rd 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. National Bank of Canada FI purchased a new stake in shares of Circle Internet Group in the 3rd quarter valued at approximately $37,000. Pin Oak Investment Advisors Inc. acquired a new stake in shares of Circle Internet Group in the 3rd quarter valued at $39,000. Finally, WPG Advisers LLC acquired a new stake in shares of Circle Internet Group in the 1st quarter valued at $31,000.

Insider Transactions at Circle Internet Group

In other Circle Internet Group news, insider Hossein Razzaghi sold 34,623 shares of the company’s stock in a transaction dated Wednesday, June 10th. The stock was sold at an average price of $78.85, for a total transaction of $2,730,023.55. Following the sale, the insider owned 666,404 shares in the company, valued at $52,545,955.40. This represents a 4.94% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, President Heath Tarbert sold 39,240 shares of the stock in a transaction dated Wednesday, June 10th. The shares were sold at an average price of $81.47, for a total value of $3,196,882.80. Following the completion of the sale, the president directly owned 502,558 shares in the company, valued at $40,943,400.26. This represents a 7.24% decrease in their position. The disclosure for this sale is available in the SEC filing. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 2,054,163 shares of company stock valued at $159,286,990 in the last 90 days. Insiders own 10.85% of the company’s stock.

Circle Internet Group News Roundup

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

• Positive Sentiment: HC Wainwright maintains a bullish outlook: The firm reiterated its “Buy” rating and set a $104 price target, implying significant upside from recent levels. Its forecast calls for FY2026 EPS of $1.24 and FY2027 EPS of $1.39, above the current-year consensus estimate of $0.93. The projections suggest earnings growth could accelerate as Circle expands its business.
• Positive Sentiment: Arc may provide a new growth catalyst: Circle has placed its Arc blockchain at the center of its strategy and raised its 2026 other-revenue outlook ahead of the planned September 16 mainnet launch. Investors may view Arc adoption and related revenue as potential drivers of future growth. CRCL Q2 Earnings Call Highlights Arc-Led Revenue Outlook
• Neutral Sentiment: Analyst sentiment remains divided: MarketBeat data shows a consensus “Hold” rating and an average target price of $97.12. TD Cowen raised its target to $87, while Deutsche Bank maintained a “Hold” rating at $101. HC Wainwright’s target was reduced from $115 to $104, despite retaining its Buy recommendation. Circle Internet Group Stock Jumps Tuesday. Analysts Are Still Split on the Stock.
• Negative Sentiment: Near-term earnings estimates were lowered: HC Wainwright cut its Q3 2026 EPS forecast to $0.34 from $0.37 and its Q4 forecast to $0.51 from $0.55. The reductions point to some near-term profitability pressure. Circle also recently reported quarterly EPS of $0.18, missing the $0.26 consensus estimate, although revenue rose 6.6% year over year to $701.32 million.
• Negative Sentiment: Insider selling may weigh on sentiment: Nikhil Chandhok sold 26,666 shares for approximately $1.79 million, reducing his holdings by 3.58%. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, so it may not indicate a change in his outlook, but repeated insider sales can still concern investors. SEC insider transaction filing

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 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.