Circle Internet Group, Inc. (NYSE:CRCL) Receives $141.18 Average Price Target from Analysts

Circle Internet Group, Inc. (NYSE:CRCL) has received an average rating of “Hold” from the twenty-four ratings firms that are presently covering the firm, MarketBeat reports. Four research analysts have rated the stock with a sell rating, ten have issued a hold rating, eight have given a buy rating and two have given a strong buy rating to the company. The average 12 month price target among brokerages that have updated their coverage on the stock in the last year is $141.1765.

Several research analysts have commented on CRCL shares. Citigroup began coverage on Circle Internet Group in a report on Tuesday, September 30th. They set a “market perform” rating on the stock. Weiss Ratings reissued a “sell (d)” rating on shares of Circle Internet Group in a research report on Wednesday, October 8th. Rothschild & Co Redburn began coverage on Circle Internet Group in a report on Friday, October 3rd. They issued a “neutral” rating and a $136.00 price objective for the company. Mizuho lowered their price objective on shares of Circle Internet Group from $84.00 to $70.00 and set an “underperform” rating for the company in a research note on Friday, November 14th. Finally, JPMorgan Chase & Co. raised shares of Circle Internet Group from an “underweight” rating to an “overweight” rating and raised their target price for the company from $94.00 to $100.00 in a research report on Thursday, November 13th.

Key Stores Impacting Circle Internet Group

Here are the key news stories impacting Circle Internet Group this week:

• Positive Sentiment: Stacks integration expands USDC utility by connecting Stacks to Circle’s xReserve, opening on‑ramps for USDC‑backed stablecoins into Bitcoin‑layer ecosystems — a product win that supports longer‑term demand for Circle’s payments and reserve services. Stacks Now Connected to Circle xReserve
• Positive Sentiment: Macro tailwinds: coverage notes 2025 gains in crypto and the prospect of lower interest rates in 2026 that could boost retail and institutional appetite for crypto assets and stablecoin/payment infrastructure businesses like Circle. Crypto Won In 2025—But Bitcoin Fell
• Positive Sentiment: Short‑term buying interest flagged by intraday bulletin boards/reports showing moderately bullish activity and episodic upticks, which can support rebounds despite broader selling pressure. Moderately bullish activity in Circle
• Neutral Sentiment: Valuation review and analyst mix — recent writeups reassessing CRCL’s short‑term rebound and MarketBeat/Yahoo summaries show a consensus “Hold” from many brokerages and a wide range of price targets, which keeps upside expectations tempered until clearer catalysts arrive. Reassessing Valuation After a Recent Short-Term Share Price Rebound
• Negative Sentiment: Clustered insider selling: CEO Jeremy Allaire, director/executive Nikhil Chandhok and President Heath Tarbert reported sales on Dec. 22 (multiple filings show several thousand shares sold at ~\$90), increasing perceived near‑term supply and prompting investor concern. Insider trades summary Allaire SEC Filing Chandhok SEC Filing Tarbert SEC Filing
• Negative Sentiment: Options and sentiment indicators show mixed/negative tone in places (reports of mixed options flow and a notable intraday decline), which can amplify downside when combined with insider sales and neutral analyst stance. Mixed options sentiment

Circle Internet Group Stock Performance

NYSE:CRCL opened at $82.26 on Monday. The stock’s fifty day moving average is $96.05 and its 200 day moving average is $137.18. Circle Internet Group has a fifty-two week low of $64.00 and a fifty-two week high of $298.99.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings results on Wednesday, November 12th. The company reported $0.64 EPS for the quarter, topping analysts’ consensus estimates of $0.20 by $0.44. The firm had revenue of $739.76 million for the quarter. Circle Internet Group’s revenue was up 65.9% compared to the same quarter last year.

Insider Buying and Selling

In related news, Director Patrick Sean Neville sold 33,569 shares of the business’s stock in a transaction on Thursday, November 13th. The stock was sold at an average price of $85.05, for a total transaction of $2,855,043.45. Following the transaction, the director directly owned 33,568 shares in the company, valued at $2,854,958.40. The trade was a 50.00% decrease in their position. The sale was disclosed in a filing with the Securities & Exchange Commission, which is available through this link. Also, CFO Jeremy Fox-Geen sold 23,830 shares of the business’s stock in a transaction dated Friday, December 12th. The stock was sold at an average price of $90.00, for a total value of $2,144,700.00. Following the sale, the chief financial officer owned 282,173 shares in the company, valued at $25,395,570. The trade was a 7.79% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 717,651 shares of company stock worth $58,162,154 over the last ninety days.

Institutional Inflows and Outflows

Several institutional investors have recently bought and sold shares of the stock. General Catalyst Group Management LLC acquired a new position in Circle Internet Group in the 2nd quarter worth about $3,647,694,000. Marshall Wace LLP purchased a new stake in shares of Circle Internet Group in the second quarter valued at approximately $1,547,214,000. Vanguard Group Inc. raised its stake in shares of Circle Internet Group by 61.6% during the 3rd quarter. Vanguard Group Inc. now owns 5,578,696 shares of the company’s stock worth $739,624,000 after buying an additional 2,126,072 shares during the period. ARK Investment Management LLC raised its stake in shares of Circle Internet Group by 1.5% during the 3rd quarter. ARK Investment Management LLC now owns 2,966,940 shares of the company’s stock worth $393,357,000 after buying an additional 42,537 shares during the period. Finally, Sumitomo Mitsui Trust Group Inc. lifted its position in shares of Circle Internet Group by 282.1% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 1,299,374 shares of the company’s stock valued at $172,271,000 after buying an additional 959,309 shares in the last quarter.

About Circle Internet Group

Circle Internet Group (NYSE: CRCL) is a financial technology company that builds infrastructure to enable businesses and developers to use and move money on public blockchains. Co-founded by Jeremy Allaire and Sean Neville, the company is best known as a principal issuer and steward of USD Coin (USDC), a dollar-pegged stablecoin developed through the CENTRE Consortium, which Circle co-founded with Coinbase. Jeremy Allaire serves as CEO and has been a visible leader in the company’s strategy and public engagement around digital currency and payments innovation.

Circle’s core products and services center on digital currency issuance and programmable payments.