CRCLFinancial Services · Capital MarketsThe 28 Wall Street analysts covering Circle Internet Group, Inc. hold a median 12-month price target of $100 — +10.4% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 13 of 100 as at 12 Sept 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 (65): Analysts have, on balance, been raising their forecasts.
Momentum (10): The shares have been drifting down relative to others.
Size (9): 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.
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 +10.4% from it.
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.
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.
Both lines are total return — dividends reinvested — so the comparison is honest on both sides.
Over the twelve months to 11 Sept 2026, Circle Internet Group, Inc. returned −32.2% against +17.5% 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 40% of US stocks
Cheaper than 16% of US stocks
Cheaper than 15% of US stocks
Cheaper than 2% of US stocks
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
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.
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 $24.7B and an enterprise value of $21.3B.
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: 18.2×; forward P/E: 57.8× — 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
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 →
Circle Internet Group's stock slumped 11% this week. The company is paying $400 million in stock to acquire Tazapay, a Singapore-based business that specializes in cross-border, B2B commerce.
Why it matters — A CRCL watcher would care because this acquisition signals a major strategic move into cross-border B2B payments that coincided with a notable weekly drop in the company's share price.
Hotcoin has officially launched its TradFi offering, expanding its platform beyond crypto assets to include tokenized U.S. stocks and stock-related perpetual contracts. The launch enables 24/7 trading of U.S. stock-linked products using stablecoins.
Why it matters — This expansion of stablecoin-backed trading of traditional financial products could increase stablecoin adoption and usage, which is relevant to Circle as a stablecoin issuer.
Circle announced on Tuesday that it is acquiring Tazapay, a Singapore-based B2B cross-border payments infrastructure company, a move intended to accelerate stablecoin payment adoption.
Why it matters — This acquisition expands Circle's payments infrastructure for cross-border B2B transactions, potentially broadening the use and adoption of its stablecoin offerings.
Seeking Alpha reiterates a Strong Buy rating on Circle Internet Group (CRCL), citing its leadership in the stablecoin revolution and continued USDC growth, while acknowledging the stock's recent 10% decline and premium valuation.
Why it matters — CRCL watchers would note that the article reinforces the bullish thesis around USDC growth and Circle's market position, but also flags valuation risk given the stock's high price-to-earnings multiple relative to the sector.
Circle Internet Group's stock rallied 63.1% in the past month, supported by stronger margins, raised guidance, and Arc/CPN catalysts, though the report notes ongoing interest-rate and crypto-related risks.
Why it matters — The report highlights both the drivers behind Circle's recent price surge and the rate and crypto risks that could affect its momentum.
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.
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 12 Sept 2026. None of this is personal advice — it does not consider your circumstances.
As at 12 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).
No one can know that. What the data says: the median 12-month target from 28 analysts implies +10.4% from the last close, and Ticker Nerd's factor model ranks Circle Internet Group, Inc. 13 out of 100 as at 12 Sept 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 -32.2% over the 12 months to 11 Sept 2026, with dividends reinvested. Past performance does not indicate future returns.
Circle Internet Group Inc. is a global financial technology company focused on stablecoin and blockchain-based financial infrastructure.
The most recent item we track (The Motley Fool, 11 Sept 2026): "Why Circle Internet Group Slumped by 11% This Week". Circle Internet Group's stock slumped 11% this week. The company is paying $400 million in stock to acquire Tazapay, a Singapore-based business that specializes in cross-border, B2B commerce.
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
