CRCLFinancial Services · Capital MarketsThe 29 Wall Street analysts covering Circle Internet Group, Inc. hold a median 12-month price target of $101 — +23.5% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 20 of 100 as at 28 Oct 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 (83): Analysts have, on balance, been raising their forecasts.
Volatility (14): The share price moves around a lot.
Size (10): Larger than most of the companies we track — more scrutinised, less often mispriced.
Built and run by Aslam Ghouse, an ex-Goldman Sachs systematic trader with 15+ years in markets.
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.
Data provided by Twelve Data
The green dot is the last close — the median target sits +23.5% from it.
Of the 20 most recent actions, 5 moved their price target up and 4 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 21 Oct 2026 | Needham | Maintains | Buy | $130 → $134 |
| 17 Sept 2026 | TD Cowen | Maintains | Buy | $87 → $92 |
| 17 Sept 2026 | TD Cowen | Maintains | Buy | — |
| 8 Sept 2026 | Keefe, Bruyette & Woods | Initiates | Market Perform | $105 |
| 8 Sept 2026 | Keefe, Bruyette & Woods | Initiates | Market Perform | — |
| 25 Aug 2026 | Wolfe Research | Maintains | Underperform | $50 → $65 |
| 25 Aug 2026 | Wolfe Research | Maintains | Underperform | — |
| 24 Aug 2026 | Needham | Maintains | Buy | — |
| 24 Aug 2026 | Susquehanna | Maintains | Neutral | $69 → $92 |
| 24 Aug 2026 | Susquehanna | Maintains | Neutral | — |
| 12 Aug 2026 | TD Cowen | Maintains | Buy | $82 → $87 |
| 12 Aug 2026 | TD Cowen | Maintains | Buy | — |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | $160 → $130 |
| 6 Aug 2026 | Canaccord Genuity | Maintains | Buy | — |
| 6 Aug 2026 | HC Wainwright & Co. | Maintains | Buy | $115 → $104 |
| 6 Aug 2026 | HC Wainwright & Co. | Maintains | Buy | — |
| 6 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 6 Aug 2026 | Morgan Stanley | Maintains | Underweight | $38 → $37 |
| 6 Aug 2026 | Needham | Maintains | Buy | $150 → $127 |
| 6 Aug 2026 | Needham | 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.
CRCL appears in the Radar on the weeks it earns a place.
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Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 28 Oct 2026, Circle Internet Group, Inc. returned −40.0% against +13.6% for the S&P 500, dividends included.
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
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 13% of US stocks
Cheaper than 18% of US stocks
Cheaper than 16% of US stocks
Cheaper than 3% of US stocks
Higher than 44% of US stocks
Higher than 44% of US stocks
Higher than 24% of US stocks
Higher than 54% of US stocks
Higher than 78% of US stocks
Higher than 75% of US stocks
Higher than 44% of US stocks
Higher than 1% of US dividend payers
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
The headline figures, each with its date. Every row carries its own link — cite it straight from here.
Circle Internet Group, Inc. has a market value of $20.7B and an enterprise value of $19.0B.
Revenue in the twelve months to 30 June 2026: $2.9B. The latest quarter grew 6.6% year on year.
Net income over the same four quarters: $451.3M, a 15.5% net margin.
Diluted earnings per share, trailing twelve months: $1.46.
Free cash flow in the twelve months to 30 June 2026: $709.8M, after $67.1M of capital spending.
Trailing P/E: 55.9×; forward P/E: 55.2× — the forward figure prices analyst consensus estimates, not reported earnings.
Forward dividend yield: 0.00%, paying out 0% of earnings.
Circle Internet Group, Inc. employs 1,100 people — $2.6M of revenue per employee.
Data provided by Twelve Data
The nearest names by industry and size, scored by the same model — like for like.
Look up any of the roughly 4,600 stocks we score.
The rank is the raw material. Whether the rules would actually own Circle Internet Group, Inc. — and when they’d sell — is the membership. See the Ticker Nerd 20 →
Zacks says Circle Internet Group (CRCL) lacks the two key ingredients associated with a likely earnings beat in its upcoming report and highlights key expectations.
Why it matters — CRCL watchers may want to note the article's outlook ahead of the company's upcoming earnings report.
ACI Worldwide and Circle announced a collaboration to demonstrate how USDC settlement can be integrated into existing banking and payment infrastructure in Latin America. The initiative will use ACI Connetic, ACI’s cloud-native payments platform.
Why it matters — The collaboration highlights an effort to bring USDC settlement into existing payment systems in a regional market.
The article highlights Robinhood, Circle and Figure as crypto and blockchain companies expanding their footprints through stablecoins, tokenized assets and digital lending amid growing institutional demand.
Why it matters — Circle is included among the companies expanding blockchain-related offerings as institutional demand grows.
The Motley Fool compares Circle Internet Group, described as a dominant force in the growing stablecoin market with rapidly rising revenue, with Strategy, which it describes as the largest Bitcoin treasury company.
Why it matters — The comparison highlights Circle’s stablecoin-market position and revenue growth as relevant context for CRCL watchers.
Bitcoin and Ethereum fell alongside equities amid AI debt concerns, while Adam Lynch said he still sees bullish signs beneath the selloff. The headline also points to an OCC stablecoin framework as a potential focus for COIN and CRCL.
Why it matters — A potential OCC stablecoin framework is relevant to CRCL watchers because the headline links it to Circle’s stock.
The 29 Wall Street analysts covering Circle Internet Group, Inc. have a median 12-month price target of $101, with estimates ranging from $37 to $243. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Of the 29 analysts covering Circle Internet Group, Inc., 15 rate it a Buy, 11 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Circle Internet Group, Inc. 20 out of 100 across roughly 4,600 US stocks as at 28 Oct 2026. None of this is personal advice — it does not consider your circumstances.
As at 28 Oct 2026, Circle Internet Group, Inc. ranks 20 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 (83 of 100).
No one can know that. What the data says: the median 12-month target from 29 analysts implies +23.5% from the last close, and Ticker Nerd's factor model ranks Circle Internet Group, Inc. 20 out of 100 as at 28 Oct 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: $37 to $243 over the next 12 months.
Circle Internet Group, Inc. returned -40.0% over the 12 months to 28 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.
Circle Internet Group, Inc. Class A is a financial technology company focused on stablecoin and blockchain infrastructure for modern payments, commerce, and financial applications.
The most recent item we track (Zacks Investment Research, 28 Oct 2026): "Analysts Estimate Circle Internet Group, Inc. (CRCL) to Report a Decline in Earnings: What to Look Out for". Zacks says Circle Internet Group (CRCL) lacks the two key ingredients associated with a likely earnings beat in its upcoming report and highlights key expectations.
Circle Internet Group, Inc. Class A is a financial technology company focused on stablecoin and blockchain infrastructure for modern payments, commerce, and financial applications. The company operates a platform and network that support digital asset issuance, transfer, and related services, including its core stablecoins USDC and EURC. It also provides blockchain-based developer infrastructure and application tools designed to help businesses use digital currencies across payment flows and other financial use cases. Circle serves a broad range of customers that include enterprises, financial institutions, and developers seeking regulated digital asset solutions. Based in New York, Circle Internet Group, Inc. Class A plays an important role in the expanding market for onchain financial services and digital currency infrastructure.
CEO Mr. Jeremy D. Allaire · 1,100 employees · United States · https://www.circle.com
