HC Wainwright Has Optimistic Opinion of CRCL FY2026 Earnings

Circle Internet Group, Inc. (NYSE:CRCL) – Investment analysts at HC Wainwright boosted their FY2026 earnings per share (EPS) estimates for Circle Internet Group in a research report issued to clients and investors on Thursday, November 5th. HC Wainwright analyst M. Colonnese now anticipates that the company will post earnings per share of $1.25 for the year, up from their prior estimate of $1.24. HC Wainwright has a “Buy” rating and a $100.00 price target on the stock. The consensus estimate for Circle Internet Group’s current full-year earnings is $1.20 per share. HC Wainwright also issued estimates for Circle Internet Group’s Q4 2026 earnings at $0.02 EPS, Q1 2027 earnings at $0.23 EPS and Q2 2027 earnings at $0.34 EPS.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, November 4th. The company reported $0.84 earnings per share (EPS) for the quarter, beating analysts’ consensus estimates of $0.42 by $0.42. The firm had revenue of $864.89 million during the quarter. Circle Internet Group had a return on equity of 13.10% and a net margin of 15.27%. Circle Internet Group’s revenue was up 16.9% on a year-over-year basis. During the same period last year, the firm posted $0.64 EPS.

A number of other brokerages have also recently issued reports on CRCL. Wall Street Zen cut Circle Internet Group from a “sell” rating to a “strong sell” rating in a report on Sunday, November 8th. TD Cowen cut their price target on shares of Circle Internet Group from $92.00 to $87.00 and set a “buy” rating on the stock in a report on Thursday, November 5th. Susquehanna reduced their price target on shares of Circle Internet Group from $92.00 to $86.00 and set a “neutral” rating on the stock in a research report on Thursday, November 5th. Morgan Stanley cut shares of Circle Internet Group from an “underweight” rating to a “cautious” rating in a research report on Thursday, November 5th. Finally, William Blair reiterated an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday, August 5th. Two equities research analysts have rated the stock with a Strong Buy rating, fourteen have issued a Buy rating, seven have given a Hold rating and five have assigned a Sell rating to the stock. According to data from MarketBeat, the company has an average rating of “Hold” and a consensus price target of $91.44.

Circle Internet Group Price Performance

Circle Internet Group stock opened at $63.84 on Friday. The company has a market cap of $16.21 billion, a price-to-earnings ratio of 38.46 and a beta of 0.84. Circle Internet Group has a 12 month low of $49.90 and a 12 month high of $140.00. The stock’s 50-day moving average is $83.50 and its 200-day moving average is $85.52.

Insider Buying and Selling

In other Circle Internet Group news, insider Nikhil Chandhok sold 26,668 shares of the business’s stock in a transaction on Monday, November 9th. The shares were sold at an average price of $66.09, for a total value of $1,762,488.12. Following the transaction, the insider owned 708,181 shares in the company, valued at $46,803,682.29. The trade was a 3.63% decrease in their position. The sale was disclosed in a filing with the SEC, which is available through the SEC website. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CEO Jeremy Allaire sold 3,032 shares of the business’s stock in a transaction on Thursday, November 5th. The stock was sold at an average price of $68.48, for a total transaction of $207,631.36. Following the completion of the transaction, the chief executive officer owned 57,282 shares in the company, valued at $3,922,671.36. This represents a 5.03% decrease in their position. 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. Insiders have sold 423,396 shares of company stock valued at $36,226,299 over the last three months. Company insiders own 10.85% of the company’s stock.

Institutional Inflows and Outflows

Several institutional investors have recently modified their holdings of the business. Sumitomo Mitsui Trust Group Inc. grew its stake in Circle Internet Group by 24.6% during the 3rd quarter. Sumitomo Mitsui Trust Group Inc. now owns 3,970,939 shares of the company’s stock valued at $326,292,000 after purchasing an additional 785,213 shares in the last quarter. Southpoint Capital Advisors LP boosted its stake in Circle Internet Group by 175.0% during the 1st quarter. Southpoint Capital Advisors LP now owns 3,300,000 shares of the company’s stock valued at $314,853,000 after acquiring an additional 2,100,000 shares during the last quarter. Amova Asset Management Americas Inc. boosted its stake in Circle Internet Group by 13.4% during the 1st quarter. Amova Asset Management Americas Inc. now owns 2,914,947 shares of the company’s stock valued at $278,173,000 after acquiring an additional 344,539 shares during the last quarter. SBI Holdings USA Inc. acquired a new position in Circle Internet Group during the 2nd quarter worth $101,084,820. Finally, Accel XI Associates L.L.C. bought a new position in shares of Circle Internet Group during the second quarter worth about $56,999,563.

Trending Headlines about Circle Internet Group

Here are a few of the latest headlines about CRCL:

• Positive Sentiment: Circle and Global Citizen announced a multi-year partnership to expand economic opportunity in Africa through digital financial innovation, potentially broadening USDC use and Circle’s payments reach. Article: Global Citizen and Circle Partner to Expand Economic Opportunity Across Africa
• Positive Sentiment: The expansion builds on broader international partnerships; coverage also pointed to growing transaction volumes and revenue as signs of a developing global payments network. Circle’s latest reported quarter showed revenue growth of 16.9% year over year and EPS above consensus. Article: CRCL Expands Partnerships Globally
• Negative Sentiment: HC Wainwright cut its FY2027 EPS estimate to $1.28 from $1.39 and its Q4 2027 estimate to $0.38 from $0.42, signaling a less favorable earnings outlook. Analyst estimate report

About Circle Internet Group

Circle Internet Group develops digital financial infrastructure centered on stablecoins and blockchain-based payments. Its principal products include USDC, a U.S. dollar-pegged stablecoin, and EURC, a euro-pegged stablecoin. The company also provides services and software that help businesses use digital currencies for payments and financial applications. Circle Mint is a platform for eligible institutions to mint and redeem USDC and EURC. Circle also offers developer tools and infrastructure, including its Cross-Chain Transfer Protocol, which supports the movement of USDC across compatible blockchains.