TICKERNERD
Menu
CRCLCRCLFinancial Services · Capital Markets

CRCL Stock Forecast: Circle Internet Group, Inc. Price Predictions for 2026-2027

Last close, 7 Oct 2026
$81
−3.91% on the day

The 29 Wall Street analysts covering Circle Internet Group, Inc. hold a median 12-month price target of $100 — +23.7% from the last close. Ticker Nerd's systematic factor model, run across ~4,600 US stocks, ranks it 17 of 100 as at 6 Oct 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
$21.4B
Ticker Nerd rank
17 / 100
Median analyst target
$100
Analysts covering
29
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
−1.6%
1M
−20.8%
YTD
+1.9%
1Y
−45.6%
From 52W high
−46.3%
From 52W low
+60.9%
$50
$150
52-week range, adjusted closes · the dot is the last close
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 6 Oct 2026
17 / 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
68
Growth
52
Quality
45
Issuance
36
Value
29
Momentum
27
Accruals
15
Volatility
12
Size
10

Revisions (68): Analysts have, on balance, been raising their forecasts.

Volatility (12): 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 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
$50$100$150$200$250Jan 26Apr 26Jul 26Oct 26CRCLHigh $243Median $100Low $37

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 says29 analysts
15 Buy11 Hold3 Sell
Low $37Median $100High $243

The green dot is the last close — the median target sits +23.7% from it.

Recent analyst actionsNewest first

Of the 20 most recent actions, 4 moved their price target up and 5 moved it down.

DateFirmActionRatingTarget
17 Sept 2026TD CowenMaintainsBuy$87 → $92
8 Sept 2026Keefe, Bruyette & WoodsInitiatesMarket Perform$105
8 Sept 2026Keefe, Bruyette & WoodsInitiatesMarket Perform—
25 Aug 2026Wolfe ResearchMaintainsUnderperform—
25 Aug 2026Wolfe ResearchMaintainsUnderperform$50 → $65
24 Aug 2026SusquehannaMaintainsNeutral$69 → $92
24 Aug 2026SusquehannaMaintainsNeutral—
12 Aug 2026TD CowenMaintainsBuy$82 → $87
12 Aug 2026TD CowenMaintainsBuy—
6 Aug 2026Canaccord GenuityMaintainsBuy—
6 Aug 2026Canaccord GenuityMaintainsBuy$160 → $130
6 Aug 2026HC Wainwright & Co.MaintainsBuy$115 → $104
6 Aug 2026HC Wainwright & Co.MaintainsBuy—
6 Aug 2026Morgan StanleyMaintainsUnderweight$38 → $37
6 Aug 2026Morgan StanleyMaintainsUnderweight—
6 Aug 2026NeedhamMaintainsBuy—
6 Aug 2026NeedhamMaintainsBuy$150 → $127
3 Aug 2026TD CowenInitiatesBuy—
3 Aug 2026TD CowenInitiatesBuy$82
31 July 2026MizuhoUpgradeNeutral$50 → $45

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.

Free, every Monday. Unsubscribe any time.

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 7 Oct 2026, Circle Internet Group, Inc. returned −45.6% against +17.7% for the S&P 500, dividends included.

CRCL vs S&P 500, last 12 monthsTotal return, rebased to 100
406080100120Jan 26Apr 26Jul 26Oct 26CRCLS&P 500

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
+29.8%
Analysts raising
4
Analysts cutting
1
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
57.6×

Cheaper than 13% of US stocks

Price / sales
7.4×

Cheaper than 18% of US stocks

Price / book
6.1×

Cheaper than 16% of US stocks

EV / EBITDA
84.9×

Cheaper than 3% of US stocks

Growth & margins
Revenue growth (YoY)
6.6%

Higher than 43% of US stocks

Earnings growth (YoY)
6.6%

Higher than 43% of US stocks

Gross margin
22.1%

Higher than 24% of US stocks

Operating margin
4.9%

Higher than 55% of US stocks

Net margin
15.5%

Higher than 78% of US stocks

Returns & dividend
Return on equity
15.3%

Higher than 75% of US stocks

Return on assets
0.2%

Higher than 44% of US stocks

Dividend yield
0.0%

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.

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 $21.4B and an enterprise value of $19.4B.

  • 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.

  • Shares outstanding: 252.6M.

  • Trailing P/E: 57.6×; forward P/E: 59.6× — 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.

Statement figures: company filings via Twelve Data, four quarters to 30 June 2026 · market figures as at 7 Oct 2026

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
CompanyMarket capTKN rank
CRCLCircle Internet Group, Inc.$21.4B
17
TWTradeweb Markets, Inc.$25.4B
76
IRENIREN Ltd.$16.2B
4
LPLALPL Financial Holdings, Inc.$26.7B
57
BMNRBitmine Immersion Technologies, Inc.$15.8B
8
XPXP, Inc.$15.4B
78
HUTHut 8 Corp.$11.4B
15

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

Circle to Announce Q3 2026 Financial Results on November 4, 2026

Business Wire · 7 Oct 2026neutral

Circle Internet Group will report its third-quarter 2026 financial results on November 4, 2026, followed by a live webcast at 8 a.m. ET to discuss results and business highlights. The webcast and related materials, including a replay and transcript, will be available through the channels and investor site listed by Circle.

Why it matters — CRCL watchers can use the scheduled results release and webcast to follow the company’s financial results and business highlights.

2 Fintech Stocks to Buy After Losing Over Half Their Value

The Motley Fool · 7 Oct 2026positive

A Motley Fool article names SoFi and Circle among two fintech stocks that have lost more than half their value. It says Circle's reserve income could grow if the Fed remains hawkish.

Why it matters — CRCL watchers may note the article's link between a hawkish Fed and potential growth in Circle's reserve income.

5 Things to Know Before the Stock Market Opens on Wednesday

Investopedia · 7 Oct 2026negative

Crypto-related stocks are falling alongside bitcoin in morning trading, while stock futures are lower after the S&P 500 and Nasdaq closed at record highs. The Federal Reserve is due to release minutes from last month's policy meeting.

Why it matters — The report describes a decline in crypto-related stocks and bitcoin, relevant to CRCL watchers tracking sentiment across crypto-linked equities.

Tereina, an SAP-Backed Company, and Circle Bring USDC and EURC into Enterprise Workflows, Starting with the SAP Ecosystem Behind 84% of Global Commerce

Business Wire · 7 Oct 2026positive

Tereina and Circle announced a partnership to integrate USDC and EURC into Tereina’s payments infrastructure, beginning with SAP Cloud ERP. Tereina is an SAP-backed financial services company focused on embedding payments in enterprise applications.

Why it matters — The partnership could expand the use of Circle’s USDC and EURC within enterprise workflows, beginning in the SAP ecosystem.

New Stablecoin Open USD (OUSD) Goes Live With Plans to Take on Circle and Tether. Here's What Crypto Investors Need to Know.

The Motley Fool · 5 Oct 2026negative

A new syndicate-backed stablecoin called Open USD (OUSD) has launched, with its main innovation being that it routes revenue from usage to its distributors rather than to a centralized entity. The launch positions it as a competitor to Circle and Tether.

Why it matters — A new stablecoin that routes revenue to distributors rather than a centralized entity could challenge Circle's revenue model and competitive position in the stablecoin market.

FAQ

Frequently asked questions about CRCL stock

What is the CRCL stock price forecast for 2026-2027?

The 29 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 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. 17 out of 100 across roughly 4,600 US stocks as at 6 Oct 2026. None of this is personal advice — it does not consider your circumstances.

How does Ticker Nerd's model rank CRCL?

As at 6 Oct 2026, Circle Internet Group, Inc. ranks 17 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 (68 of 100).

Will CRCL stock go up?

No one can know that. What the data says: the median 12-month target from 29 analysts implies +23.7% from the last close, and Ticker Nerd's factor model ranks Circle Internet Group, Inc. 17 out of 100 as at 6 Oct 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 -45.6% over the 12 months to 7 Oct 2026, with dividends reinvested. Past performance does not indicate future returns.

What does Circle Internet Group, Inc. do?

Circle Internet Group, Inc. Class A is a financial technology company focused on stablecoin and blockchain infrastructure for modern payments, commerce, and financial applications.

What is the latest news on CRCL?

The most recent item we track (Business Wire, 7 Oct 2026): "Circle to Announce Q3 2026 Financial Results on November 4, 2026". Circle Internet Group will report its third-quarter 2026 financial results on November 4, 2026, followed by a live webcast at 8 a.m. ET to discuss results and business highlights. The webcast and related materials, including a replay and transcript, will be available through the channels and investor site listed by Circle.

Company

About Circle Internet Group, Inc.

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