CRCLFinancial Services · Capital MarketsThe 27 Wall Street analysts covering Circle Internet Group, Inc. hold a median 12-month price target of $113 — +87.2% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 5 of 100 as at 1 Aug 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Consensus tells you what everyone already believes. The model scores Circle Internet Group, Inc. on its factor families — the same systematic rank behind the Ticker Nerd portfolio.
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions (42): Analysts have, on balance, been raising their forecasts.
Momentum (11): The shares have been drifting down relative to others.
The rank is the raw material. Whether the rules would actually own Circle Internet Group, Inc. — and when they’d sell — is the membership.
The bullish and bearish analyst opinions on CRCL, reported as data — targets and ratings, the market's view beside the model's.
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
The green dot is the last close — the median target sits +87.2% from it.
Of the 20 most recent actions, 0 moved their price target up and 3 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 3 Aug 2026 | TD Cowen | Initiates | Buy | $82 |
| 31 July 2026 | Mizuho | Upgrade | Neutral | $50 → $45 |
| 22 July 2026 | Raymond James | Initiates | Market Perform | — |
| 22 July 2026 | Raymond James | Initiates | Market Perform | — |
| 14 July 2026 | Mizuho | Downgrade | Underperform | — |
| 14 July 2026 | Mizuho | Downgrade | Underperform | $85 → $50 |
| 13 July 2026 | Baird | Maintains | Outperform | — |
| 13 July 2026 | Baird | Maintains | Outperform | $138 → $100 |
| 2 July 2026 | Goldman Sachs | Maintains | Neutral | — |
| 1 July 2026 | Compass Point | Upgrade | Neutral | — |
| 1 July 2026 | Susquehanna | Initiates | Neutral | — |
| 5 June 2026 | Mizuho | Maintains | Neutral | — |
| 26 May 2026 | Keybanc | Initiates | Sector Weight | — |
| 19 May 2026 | Morgan Stanley | Maintains | Equal-Weight | — |
| 18 May 2026 | HC Wainwright & Co. | Upgrade | Buy | — |
| 12 May 2026 | Mizuho | Maintains | Neutral | — |
| 12 May 2026 | Needham | Maintains | Buy | — |
| 5 May 2026 | Wells Fargo | Maintains | Overweight | — |
| 9 Apr 2026 | Compass Point | Downgrade | Sell | — |
| 25 Mar 2026 | Canaccord Genuity | Maintains | Buy | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Cheaper than 1% of US stocks
Cheaper than 22% of US stocks
Cheaper than 24% of US stocks
Cheaper than 96% of US stocks
Higher than 72% of US stocks
Higher than 23% of US stocks
Higher than 24% of US stocks
Higher than 60% of US stocks
Higher than 27% of US stocks
Higher than 41% of US stocks
Higher than 43% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The nearest names by industry and size, scored by the same model — like for like.
Computed off the Friday close and sent before the US open.
Market Radar reports the week’s largest rank changes across roughly 4,600 US stocks, the factor behind each one, and where the market went. CRCL appears on the weeks it earns a place.
The article notes that Circle (CRCL) has drawn sharply divided analyst sentiment: Morgan Stanley is bearish on stagnant USDC growth, while TD Cowen sees upside from platform evolution.
Why it matters — For CRCL watchers, the split analyst views highlight key uncertainties around the company's growth prospects, specifically USDC adoption versus broader platform development.
Circle Internet Group shares fell 6% in premarket trading after Morgan Stanley downgraded the stablecoin issuer, while TD Cowen initiated coverage with a bullish rating, reflecting a split among Wall Street analysts on the company's outlook.
Why it matters — The contrasting analyst ratings signal uncertainty about Circle's long-term prospects, which could influence investor sentiment and stock volatility for CRCL.
Circle Internet Group, Inc. (NYSE: CRCL) announced it has received a limited purpose trust charter from the New York Department of Financial Services for Circle Internet Trust Company LLC, doing business as Circle New York Trust.
Why it matters — The trust charter from NYDFS signals strong regulatory recognition of Circle's compliance standards, which supports the company's credibility and operational standing as a stablecoin market leader.
A Zacks Investment Research earnings preview reports that Circle Internet Group, Inc. (CRCL) does not have the right combination of key ingredients for a likely earnings beat in its upcoming Q2 report, with earnings expected to decline.
Why it matters — CRCL watchers would care because the preview signals that the upcoming Q2 earnings report may not meet expectations, which could influence the stock's near-term performance.
FXEmpire reported that crypto stocks including CRCL were trading softly ahead of Thursday earnings, with a slightly weak start to Tuesday.
Why it matters — The report reflects near-term market sentiment around CRCL and other crypto-linked stocks heading into their upcoming earnings releases.
The 27 Wall Street analysts covering Circle Internet Group, Inc. have a median 12-month price target of $113, with estimates ranging from $45 to $243. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 27 analysts covering Circle Internet Group, Inc., 13 rate it a Buy, 12 a Hold and 2 a Sell. Ticker Nerd's systematic factor model ranks Circle Internet Group, Inc. 5 out of 100 across roughly 4,600 US stocks as at 1 Aug 2026. None of this is personal advice — it does not consider your circumstances.
As at 1 Aug 2026, Circle Internet Group, Inc. ranks 5 out of 100 on Ticker Nerd's systematic factor model — a percentile across roughly 4,600 US stocks, built from its factor families. Its strongest factor family is Revisions (42 of 100).
No one can know that. What the data says: the median 12-month target from 27 analysts implies +87.2% from the last close, and Ticker Nerd's factor model ranks Circle Internet Group, Inc. 5 out of 100 as at 1 Aug 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
No analyst covering Circle Internet Group, Inc. publishes a 2030 price target — Wall Street targets run 12 to 18 months out. Sites quoting a 2030 price for CRCL are extrapolating price history, which says nothing about the business. The furthest attributed numbers are the current analyst targets: $45 to $243 over the next 12 months.
Circle Internet Group, Inc. returned -64.1% over the 12 months to 3 Aug 2026, with dividends reinvested. Past performance does not indicate future returns.
Circle Internet Group, Inc. is a financial technology company that operates a full-stack platform, network, and market infrastructure for stablecoin and blockchain-based applications.
The most recent item we track (Seeking Alpha, 3 Aug 2026): "Wall Street Lunch: Peloton's Costly Detour". The article notes that Circle (CRCL) has drawn sharply divided analyst sentiment: Morgan Stanley is bearish on stagnant USDC growth, while TD Cowen sees upside from platform evolution.
Circle Internet Group, Inc. is a financial technology company that operates a full-stack platform, network, and market infrastructure for stablecoin and blockchain-based applications. The company focuses on enabling businesses and developers to move money and value on public blockchains for payments, commerce, and a wide range of financial use cases. Circle issues and manages major fiat-referenced digital assets, including USDC and EURC, as well as tokenized fund products such as USYC, which are designed for use across multiple blockchain ecosystems. Its platform offerings span blockchain and developer infrastructure, digital asset liquidity, custody and trust frameworks, and applications such as payments networks and foreign exchange solutions. Circle serves enterprises, financial institutions, and fintech developers globally, providing tools to integrate stablecoins and onchain services into their products and operations. Founded in 2013 and headquartered in New York City, United States, Circle plays a prominent role in the market for regulated stablecoins and onchain financial infrastructure.
CEO Mr. Jeremy D. Allaire · 1,100 employees · United States · https://www.circle.com