Circle Internet Group (NYSE:CRCL) Price Target Cut to $100.00 by Analysts at JPMorgan Chase & Co.

Circle Internet Group (NYSE:CRCL) had its price objective decreased by JPMorgan Chase & Co. from $110.00 to $100.00 in a research note released on Thursday,Benzinga reports. JPMorgan Chase & Co. currently has an overweight rating on the stock.

Several other equities research analysts also recently issued reports on CRCL. Raymond James Financial began coverage on Circle Internet Group in a report on Tuesday, July 21st. They issued a “market perform” rating for the company. Wells Fargo & Company lowered their price target on shares of Circle Internet Group from $115.00 to $101.00 and set an “overweight” rating on the stock in a research note on Thursday. Mizuho set a $46.00 price objective on Circle Internet Group in a research note on Thursday. Susquehanna dropped their target price on shares of Circle Internet Group from $92.00 to $86.00 and set a “neutral” rating on the stock in a report on Thursday. Finally, William Blair restated an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday, August 5th. Two investment analysts have rated the stock with a Strong Buy rating, fifteen have issued a Buy rating, seven have given a Hold rating and five have given a Sell rating to the company. According to MarketBeat.com, the stock presently has an average rating of “Hold” and an average target price of $94.88.

Circle Internet Group Stock Performance

CRCL opened at $69.37 on Thursday. Circle Internet Group has a 52 week low of $49.90 and a 52 week high of $140.00. The company has a fifty day moving average price of $85.99 and a two-hundred day moving average price of $85.66. The firm has a market capitalization of $17.61 billion, a PE ratio of 45.85 and a beta of 0.84.

Circle Internet Group (NYSE:CRCL) last released its quarterly earnings data on Wednesday, November 4th. The company reported $0.84 EPS for the quarter, beating analysts’ consensus estimates of $0.42 by $0.42. The business had revenue of $864.89 million during the quarter. Circle Internet Group had a return on equity of 13.52% and a net margin of 15.27%. The company’s revenue for the quarter was up 16.9% compared to the same quarter last year. During the same quarter in the prior year, the company posted $0.64 EPS. Equities analysts forecast that Circle Internet Group will post 1.14 EPS for the current year.

Insider Buying and Selling at Circle Internet Group

In other Circle Internet Group news, CFO Jeremy Fox-Geen sold 4,238 shares of the company’s stock in a transaction on Tuesday, November 3rd. The stock was sold at an average price of $73.06, for a total transaction of $309,628.28. Following the completion of the sale, the chief financial officer directly owned 294,815 shares in the company, valued at $21,539,183.90. This represents a 1.42% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is available at the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, CAO Tamara L. Schulz sold 1,194 shares of the firm’s stock in a transaction dated Tuesday, November 3rd. The shares were sold at an average price of $73.06, for a total value of $87,233.64. Following the completion of the sale, the chief accounting officer directly owned 92,024 shares in the company, valued at $6,723,273.44. This trade represents a 1.28% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Insiders have sold a total of 372,633 shares of company stock valued at $32,833,583 over the last three months. 10.85% of the stock is owned by insiders.

Institutional Trading of Circle Internet Group

Hedge funds have recently added to or reduced their stakes in the stock. Maryland State Retirement & Pension System boosted its holdings in shares of Circle Internet Group by 14.2% during the 3rd quarter. Maryland State Retirement & Pension System now owns 10,880 shares of the company’s stock valued at $894,000 after acquiring an additional 1,351 shares in the last quarter. Fulcrum Asset Management LLP bought a new stake in Circle Internet Group in the third quarter valued at approximately $4,265,000. Ethic Inc. increased its position in shares of Circle Internet Group by 21.2% during the third quarter. Ethic Inc. now owns 5,361 shares of the company’s stock worth $441,000 after buying an additional 939 shares during the period. 180 Wealth Advisors LLC acquired a new stake in Circle Internet Group during the 3rd quarter worth about $333,000. Finally, StoneX Group Inc. acquired a new stake in Circle Internet Group during the third quarter worth approximately $1,440,000.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Q3 revenue and reserve income rose 17% year over year to $865 million, while EPS of $0.84 topped the $0.42 consensus. USDC onchain transaction volume climbed 49% to $13.9 trillion, and average USDC in circulation grew 8% to $73.3 billion. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Compass Point upgraded CRCL to Buy, and several firms—including JPMorgan, Wells Fargo, Needham, HC Wainwright and TD Cowen—kept positive ratings despite lowering their price targets. Compass Point rating information
• Neutral Sentiment: Circle reportedly plans to cut about 5% of its workforce. The reductions may help control costs, though they also point to pressure to manage expenses. Circle trims staff 5%
• Negative Sentiment: Despite the earnings beat, investors may be concerned that lower reserve yields are squeezing income from USDC reserves. Analysts also flagged distribution costs, while some reported revenue growth was supported by an ARC token sale—raising questions about the durability of growth from Circle’s core business. Q3 earnings call highlights
• Negative Sentiment: Several analysts cut price targets after results, including Deutsche Bank, which lowered its target to $65 and maintained Hold. Even firms retaining Buy or Overweight ratings reduced targets, tempering the positive signal from the earnings beat. Wall Street cuts Circle price targets

About Circle Internet Group

Circle Internet Group, Inc is a global financial technology company focused on digital currencies and blockchain-based payments. The company is best known for issuing USD Coin (USDC), a dollar-backed stablecoin designed to maintain a value of one U.S. dollar and support digital transactions, payments, trading and other financial applications. Circle also issues EURC, a euro-backed stablecoin.

Circle provides infrastructure and services for businesses, financial institutions and developers through products such as Circle Mint, which supports the creation, redemption and transfer of its stablecoins, as well as APIs and developer tools for integrating digital-asset payments and blockchain functionality.