Circle Internet Group (NYSE:CRCL) Given New $90.00 Price Target at Keefe, Bruyette & Woods

Circle Internet Group (NYSE:CRCL) had its price objective reduced by Keefe, Bruyette & Woods from $105.00 to $90.00 in a research report released on Thursday morning,Benzinga reports. They currently have a market perform rating on the stock.

A number of other analysts have also weighed in on CRCL. Needham & Company LLC upped their price target on shares of Circle Internet Group from $130.00 to $134.00 and gave the stock a “buy” rating in a research note on Wednesday, October 21st. Seaport Research Partners set a $100.00 price objective on shares of Circle Internet Group in a research note on Monday, August 17th. Robert W. Baird lowered their price objective on shares of Circle Internet Group from $138.00 to $100.00 and set an “outperform” rating on the stock in a research note on Monday, July 13th. Mizuho set a $46.00 target price on Circle Internet Group in a report on Thursday. Finally, Weiss Ratings downgraded Circle Internet Group from a “sell (d+)” rating to a “sell (d)” rating in a research report on Thursday, October 8th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have given a Buy rating, seven have issued a Hold rating and five have given a Sell rating to the company’s stock. Based on data from MarketBeat.com, the stock currently has a consensus rating of “Hold” and an average price target of $94.88.

Circle Internet Group Stock Down 8.9%

CRCL stock opened at $69.37 on Thursday. The company has a 50-day simple moving average of $85.99 and a 200 day simple moving average of $85.66. The company has a market capitalization of $17.61 billion, a P/E ratio of 45.85 and a beta of 0.84. Circle Internet Group has a fifty-two week low of $49.90 and a fifty-two week high of $140.00.

Circle Internet Group (NYSE:CRCL) last released its earnings results on Wednesday, November 4th. The company reported $0.84 EPS for the quarter, beating the consensus estimate of $0.42 by $0.42. The firm had revenue of $864.89 million for the quarter. Circle Internet Group had a net margin of 15.27% and a return on equity of 13.52%. The firm’s quarterly revenue was up 16.9% on a year-over-year basis. During the same period in the previous year, the business posted $0.64 EPS. Equities analysts anticipate that Circle Internet Group will post 1.14 EPS for the current year.

Insiders Place Their Bets

In related news, insider Hossein Razzaghi sold 1,831 shares of the firm’s stock in a transaction that occurred on Tuesday, November 3rd. The shares were sold at an average price of $73.06, for a total transaction of $133,772.86. Following the completion of the sale, the insider directly owned 637,770 shares in the company, valued at approximately $46,595,476.20. This trade represents a 0.29% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available at 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, insider Nikhil Chandhok sold 26,668 shares of Circle Internet Group stock in a transaction that occurred on Thursday, October 8th. The stock was sold at an average price of $79.59, for a total transaction of $2,122,506.12. Following the completion of the transaction, the insider owned 715,331 shares in the company, valued at approximately $56,933,194.29. This trade represents a 3.59% 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. Over the last three months, insiders sold 372,633 shares of company stock worth $32,833,583. Company insiders own 10.85% of the company’s stock.

Institutional Investors Weigh In On Circle Internet Group

Several large investors have recently modified their holdings of CRCL. Sumitomo Mitsui Trust Group Inc. raised its position in shares of Circle Internet Group by 24.6% during the third quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,970,939 shares of the company’s stock worth $326,292,000 after purchasing an additional 785,213 shares during the period. Southpoint Capital Advisors LP lifted its holdings in shares of Circle Internet Group by 175.0% during the first quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock valued at $314,853,000 after purchasing an additional 2,100,000 shares during the last quarter. Amova Asset Management Americas Inc. lifted its holdings in shares of Circle Internet Group by 13.4% during the first quarter. Amova Asset Management Americas Inc. now owns 2,914,947 shares of the company’s stock valued at $278,173,000 after purchasing an additional 344,539 shares during the last quarter. SBI Holdings USA Inc. acquired a new position in shares of Circle Internet Group in the 2nd quarter valued at $101,084,820. Finally, Accel XI Associates L.L.C. acquired a new position in shares of Circle Internet Group in the 2nd quarter valued at $56,999,563.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Q3 revenue and reserve income rose 17% year over year to $865 million, while EPS of $0.84 topped the $0.42 consensus. USDC onchain transaction volume climbed 49% to $13.9 trillion, and average USDC in circulation grew 8% to $73.3 billion. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Compass Point upgraded CRCL to Buy, and several firms—including JPMorgan, Wells Fargo, Needham, HC Wainwright and TD Cowen—kept positive ratings despite lowering their price targets. Compass Point rating information
• Neutral Sentiment: Circle reportedly plans to cut about 5% of its workforce. The reductions may help control costs, though they also point to pressure to manage expenses. Circle trims staff 5%
• Negative Sentiment: Despite the earnings beat, investors may be concerned that lower reserve yields are squeezing income from USDC reserves. Analysts also flagged distribution costs, while some reported revenue growth was supported by an ARC token sale—raising questions about the durability of growth from Circle’s core business. Q3 earnings call highlights
• Negative Sentiment: Several analysts cut price targets after results, including Deutsche Bank, which lowered its target to $65 and maintained Hold. Even firms retaining Buy or Overweight ratings reduced targets, tempering the positive signal from the earnings beat. Wall Street cuts Circle price targets

About Circle Internet Group

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.