Circle Launches Arc Mainnet, an Economic Operating System for the Internet
Business Wire · 16 Sept 2026
CRCLFinancial Services · Capital MarketsCRCL Stock Forecast: Circle Internet Group, Inc. Price Predictions for 2026-2027
Last close, 15 Sept 2026
$86
−11.41% on the day
The 28 Wall Street analysts covering Circle Internet Group, Inc. hold a median 12-month price target of $100 — +15.9% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 13 of 100 as at 15 Sept 2026 — in the weakest quartile. The Street sees upside; the factor read is a caution. That gap is the story on this page.
Market cap
$26.6B
Ticker Nerd rank
13 / 100
Median analyst target
$100
Analysts covering
28
Revenue$701.3M+6.6% y/y
Operating income$33.7M
Net income$48.2M
Free cash flow$497.3M
Quarterly, 8 quarters to 30 June 2026 · latest quarter's figure shown
Total return, dividends reinvested
1W
−10.3%
1M
+20.5%
YTD
+8.8%
1Y
−35.6%
From 52W high
−42.7%
From 52W low
+71.8%
$50
52-week range, adjusted closes · the dot is the last close$150
Ticker Nerd rank
CRCL stock analysis: one number for the whole business
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.
Where the model ranks itAs at 15 Sept 2026
13 / 100
Percentile across ~4,600 US stocks on Ticker Nerd’s systematic factor model. Higher is better. How the model is built and tested
Revisions
65
Growth
52
Quality
45
Issuance
36
Value
28
Accruals
15
Volatility
13
Momentum
12
Size
10
Revisions (65): Analysts have, on balance, been raising their forecasts.
Momentum (12): The shares have been drifting down relative to others.
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 quant trader with fourteen years in markets.
Wall Street
CRCL stock forecast 2026-2027: analyst price targets & predictions
The bullish and bearish analyst opinions on CRCL, reported as data — targets and ratings, the market's view beside the model's.
Share price and the analyst range, 12 monthsAdjusted close, US dollars
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
What Wall Street says28 analysts
13 Buy12 Hold3 Sell
Low $37Median $100High $243
The green dot is the last close — the median target sits +15.9% from it.
Recent analyst actionsNewest first
Of the 20 most recent actions, 3 moved their price target up and 5 moved it down.
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| 8 Sept 2026 | Keefe, Bruyette & Woods | Initiates | Market Perform | $105 |
| 25 Aug 2026 | Wolfe Research | Maintains | Underperform | $50 → $65 |
| 25 Aug 2026 | Wolfe Research | Maintains | Underperform | — |
| 24 Aug 2026 | Susquehanna | Maintains | Neutral | — |
| 24 Aug 2026 | Susquehanna | Maintains | Neutral | $69 → $92 |
| 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 | — |
| 6 Aug 2026 | HC Wainwright & Co. | Maintains | Buy | $115 → $104 |
| 6 Aug 2026 | Morgan Stanley | Maintains | Underweight | $38 → $37 |
| 6 Aug 2026 | Morgan Stanley | Maintains | Underweight | — |
| 6 Aug 2026 | Needham | Maintains | Buy | $150 → $127 |
| 6 Aug 2026 | Needham | Maintains | Buy | — |
| 3 Aug 2026 | TD Cowen | Initiates | Buy | — |
| 3 Aug 2026 | TD Cowen | Initiates | Buy | $82 |
| 31 July 2026 | Mizuho | Upgrade | Neutral | — |
| 31 July 2026 | Mizuho | Upgrade | Neutral | $50 → $45 |
| 22 July 2026 | Raymond James | Initiates | Market Perform | — |
Price targets and ratings are third-party analyst estimates, reported here as data. They are not Ticker Nerd forecasts, and they are frequently wrong.
Market Radar
This page is one stock. Monday covers all of them.
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.
Performance
CRCL vs the S&P 500
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 15 Sept 2026, Circle Internet Group, Inc. returned −35.6% against +15.9% for the S&P 500, dividends included.
CRCL vs S&P 500, last 12 monthsTotal return, rebased to 100
Download this chart as an image — free to reuse; link this page as the source.
Data provided by Twelve Data
Estimates
CRCL analyst estimate revisions
Not the forecast itself — the direction analysts are revising it. Revision direction is one of the model's factor families.
Which way the estimates are movingNext fiscal year
EPS revision, 90 days
+28.2%
Analysts raising
12
Analysts cutting
3
Fundamentals
Circle Internet Group, Inc. (CRCL) financial data
A margin means little on its own. Each bar marks where the figure sits across the whole US universe we score.
Valuation
- Trailing P/E
- 19.5×
- Price / sales
- 9.1×
- Price / book
- 7.0×
- EV / EBITDA
- 100.6×
Cheaper than 38% of US stocks
Cheaper than 15% of US stocks
Cheaper than 14% of US stocks
Cheaper than 2% of US stocks
Growth & margins
- Revenue growth (YoY)
- 6.6%
- Earnings growth (YoY)
- 6.6%
- Gross margin
- 22.1%
- Operating margin
- 4.9%
- Net margin
- 15.5%
Higher than 43% of US stocks
Higher than 43% of US stocks
Higher than 24% of US stocks
Higher than 55% of US stocks
Higher than 78% of US stocks
Returns & dividend
- Return on equity
- 15.3%
- Return on assets
- 0.2%
- Dividend yield
- —
Higher than 75% of US stocks
Higher than 44% of US stocks
Bars mark the percentile across the ~4,600 US stocks Ticker Nerd covers, among those reporting the figure.
Key statistics
Circle Internet Group, Inc. (CRCL) statistics: revenue, profit & scale
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 $26.6B and an enterprise value of $23.0B.
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: 19.5×; forward P/E: 64.0× — the forward figure prices analyst consensus estimates, not reported earnings.
Circle Internet Group, Inc. employs 1,100 people — $2.6M of revenue per employee.
Data provided by Twelve Data
Peers
CRCL vs competitors
The nearest names by industry and size, scored by the same model — like for like.
Its peer group, ranked by the same modelCapital Markets
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 →
News
Latest CRCL news & analysis
Navigating the Market: Inflation, Yields, & the Fed
Zacks Investment Research · 16 Sept 2026neutral
The article notes that the market has been choppy and illiquid over recent weeks, but anticipates that Wednesday's Federal Open Market Committee (FOMC) meeting should restore volatility and give the market clearer direction.
Why it matters — A CRCL watcher would care because Federal Reserve policy signals on inflation and interest rates can influence broader market conditions and sentiment affecting financial and crypto-related issuers like Circle.
Why Circle Internet Group Stock Was Crushed Today
The Motley Fool · 15 Sept 2026negative
The Clarity Act, a proposed law that would have reduced one form of competition for Circle Internet Group, appears unlikely to pass. The item reports that the legislation is not dead yet but is looking unhealthy.
Why it matters — CRCL watchers would care because the weakening prospects of the Clarity Act mean a potential competitive advantage for Circle may not materialize, putting downward pressure on the stock.
The Big 3: CRCL, BNY, AAPL
Schwab Network · 15 Sept 2026neutral
Schwab Network coverage, featuring analyst Jessica Inskip, discusses the upcoming Fed interest-rate decision Wednesday amid balancing inflation concerns and a full job market. The segment examines how the market trajectory relates to the "Big 3" stocks, including CRCL, BNY, and AAPL.
Why it matters — A CRCL watcher would care because the Fed's interest-rate decision and market trajectory discussed in this segment could influence the broader environment for CRCL as part of the featured Big 3 coverage.
Circle Internet Sinks 8% as ARK Trims Its Stake Before the Senate Clarity Act Vote; Coinbase and Bitmine Drop 5%
24/7 Wall Street · 15 Sept 2026negative
Circle Internet Group shares fell 8% after ARK Invest trimmed its position ahead of a U.S. Senate procedural vote on the Digital Asset Market Clarity Act. Other crypto-related stocks, including Coinbase and Bitmine, also dropped about 5%.
Why it matters — The decline reflects investor reaction to ARK's stake reduction and ongoing regulatory uncertainty around the Senate vote, which could affect Circle's market outlook.
FAQ
Frequently asked questions about CRCL stock
What is the CRCL stock price forecast for 2026-2027?
The 28 Wall Street analysts covering Circle Internet Group, Inc. have a median 12-month price target of $100, with estimates ranging from $37 to $243. These are third-party analyst estimates, not Ticker Nerd forecasts, and they are frequently wrong.
Is CRCL stock a buy right now?
Of the 28 analysts covering Circle Internet Group, Inc., 13 rate it a Buy, 12 a Hold and 3 a Sell. Ticker Nerd's systematic factor model ranks Circle Internet Group, Inc. 13 out of 100 across roughly 4,600 US stocks as at 15 Sept 2026. None of this is personal advice — it does not consider your circumstances.
How does Ticker Nerd's model rank CRCL?
As at 15 Sept 2026, Circle Internet Group, Inc. ranks 13 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 (65 of 100).
Will CRCL stock go up?
No one can know that. What the data says: the median 12-month target from 28 analysts implies +15.9% from the last close, and Ticker Nerd's factor model ranks Circle Internet Group, Inc. 13 out of 100 as at 15 Sept 2026. Analyst targets are third-party estimates and frequently wrong; none of this is personal advice.
What is the CRCL stock forecast for 2030?
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.
How has CRCL stock performed over the past year?
Circle Internet Group, Inc. returned -35.6% over the 12 months to 15 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
What does Circle Internet Group, Inc. do?
Circle Internet Group Inc. is a global financial technology company focused on stablecoin and blockchain-based financial infrastructure.
What is the latest news on CRCL?
The most recent item we track (Business Wire, 16 Sept 2026): "Circle Launches Arc Mainnet, an Economic Operating System for the Internet".
Company
About Circle Internet Group, Inc.
Circle Internet Group Inc. is a global financial technology company focused on stablecoin and blockchain-based financial infrastructure. Its core products and services include USDC and EURC stablecoins, developer tools, liquidity services, integration services, and tokenized funds designed to help businesses and developers move value across public blockchains. The company also offers payment-oriented applications and infrastructure that support digital commerce, cross-border transactions, treasury operations, and other enterprise use cases. Circle Internet Group Inc. serves customers worldwide across financial services, technology, and digital asset markets, acting as a bridge between traditional finance and blockchain networks. Its platform is positioned around regulated digital assets and software that make stablecoin usage more practical for modern payment and financial applications.
CEO Mr. Jeremy D. Allaire · 1,100 employees · United States · https://www.circle.com