Circle Internet Group (NYSE:CRCL) Stock Gets Price Target Trim from Susquehanna

Circle Internet Group (NYSE:CRCL) had its price target dropped by analysts at Susquehanna from $92.00 to $86.00 in a research note issued to investors on Thursday, Benzinga reports. The firm currently has a “neutral” rating on the stock. Susquehanna‘s price objective suggests a potential upside of 12.61% from the stock’s previous close.

Other research analysts have also issued reports about the company. Morgan Stanley lowered their price objective on Circle Internet Group from $37.00 to $34.00 and set an “underweight” rating for the company in a research report on Monday. TD Cowen raised their target price on Circle Internet Group from $87.00 to $92.00 and gave the stock a “buy” rating in a research note on Thursday, September 17th. HC Wainwright decreased their target price on Circle Internet Group from $104.00 to $100.00 and set a “buy” rating for the company in a research note on Thursday. Seaport Research Partners set a $100.00 target price on Circle Internet Group in a report on Monday, August 17th. Finally, Mizuho set a $46.00 price target on Circle Internet Group in a research note on Thursday. Two equities research analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have issued a Hold rating and four have given a Sell rating to the company. Based on data from MarketBeat.com, the company has a consensus rating of “Hold” and an average price target of $97.00.

Circle Internet Group Stock Up 1.5%

Shares of NYSE CRCL opened at $76.37 on Thursday. The company has a market capitalization of $19.39 billion, a PE ratio of 52.31 and a beta of 0.84. Circle Internet Group has a twelve month low of $49.90 and a twelve month high of $140.00. The firm has a fifty day simple moving average of $86.40 and a 200 day simple moving average of $85.71.

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

Insider Activity at Circle Internet Group

In related news, insider Hossein Razzaghi sold 1,831 shares of the firm’s stock in a transaction dated Tuesday, November 3rd. The shares were sold at an average price of $73.06, for a total value of $133,772.86. Following the transaction, the insider owned 637,770 shares of the company’s stock, valued at approximately $46,595,476.20. This trade represents a 0.29% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through the SEC website. 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. Also, CEO Jeremy Allaire sold 56,200 shares of Circle Internet Group stock in a transaction dated Monday, October 5th. The shares were sold at an average price of $83.59, for a total value of $4,697,758.00. Following the transaction, the chief executive officer owned 277,560 shares of the company’s stock, valued at $23,201,240.40. This trade represents a 16.84% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders sold a total of 372,633 shares of company stock valued at $32,833,583 over the last quarter. 10.85% of the stock is currently owned by company insiders.

Institutional Trading of Circle Internet Group

Hedge funds and other institutional investors have recently added to or reduced their stakes in the stock. WPG Advisers LLC bought a new position in shares of Circle Internet Group in the first quarter valued at approximately $31,000. Pinnacle Wealth Planning Services Inc. boosted its position in shares of Circle Internet Group by 952.8% during the third quarter. Pinnacle Wealth Planning Services Inc. now owns 379 shares of the company’s stock valued at $31,000 after buying an additional 343 shares during the last quarter. First Horizon Corp purchased a new position in shares of Circle Internet Group during the first quarter valued at approximately $35,000. Abound Financial LLC purchased a new position in shares of Circle Internet Group during the first quarter valued at approximately $38,000. Finally, Global Assets Advisory LLC bought a new stake in Circle Internet Group during the first quarter worth $43,000.

More Circle Internet Group News

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.