Circle Internet Group (NYSE:CRCL) Stock Price Expected to Rise, Mizuho Analyst Says

Key Points

• Mizuho raised its price target on Circle from $90 to $100 while keeping a "neutral" rating, implying roughly a 4% upside from the prior close.
• Circle reported a blowout quarter with EPS of $0.43 versus $0.25 expected and revenue of $770.2M, up 76.9% year‑over‑year, supporting the recent positive sentiment around the stock.
• Large insider selling occurred around Feb. 26 (CFO sold 47,908 shares, a director sold 23,254), and insiders dumped 269,809 shares worth about $24.1M in the quarter, which could weigh on near‑term sentiment.

Circle Internet Group (NYSE:CRCL - Get Free Report) had its price objective raised by investment analysts at Mizuho from $90.00 to $100.00 in a research report issued to clients and investors on Tuesday,Benzinga reports. The firm currently has a "neutral" rating on the stock. Mizuho's price target would suggest a potential upside of 3.96% from the company's previous close.

A number of other equities research analysts have also issued reports on CRCL. Wells Fargo & Company cut their price target on shares of Circle Internet Group from $128.00 to $111.00 and set an "overweight" rating on the stock in a report on Thursday, February 26th. William Blair restated an "outperform" rating on shares of Circle Internet Group in a report on Wednesday, February 25th. Canaccord Genuity Group lowered their price target on Circle Internet Group from $247.00 to $160.00 and set a "buy" rating for the company in a research report on Thursday, February 26th. Sanford C. Bernstein set a $190.00 price objective on Circle Internet Group in a research report on Tuesday, January 6th. Finally, Monness Crespi & Hardt started coverage on Circle Internet Group in a research note on Monday, November 10th. They set a "buy" rating and a $150.00 target price on the stock. One equities research analyst has rated the stock with a Strong Buy rating, eight have assigned a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the stock. Based on data from MarketBeat, the company currently has an average rating of "Hold" and an average target price of $123.47.

Circle Internet Group Stock Up 15.3%

Shares of NYSE CRCL opened at $96.19 on Tuesday. The company has a market cap of $22.65 billion and a P/E ratio of -42.00. Circle Internet Group has a 52 week low of $49.90 and a 52 week high of $298.99. The business has a 50-day simple moving average of $72.36 and a two-hundred day simple moving average of $99.31.

Circle Internet Group (NYSE:CRCL - Get Free Report) last posted its earnings results on Wednesday, February 25th. The company reported $0.43 earnings per share (EPS) for the quarter, topping the consensus estimate of $0.25 by $0.18. The firm had revenue of $770.23 million during the quarter. The business's revenue was up 76.9% compared to the same quarter last year.

Insider Transactions at Circle Internet Group

In related news, CFO Jeremy Fox-Geen sold 47,908 shares of Circle Internet Group stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $90.00, for a total value of $4,311,720.00. Following the completion of the sale, the chief financial officer directly owned 261,059 shares in the company, valued at approximately $23,495,310. This trade represents a 15.51% decrease in their position. The transaction was disclosed in a filing with the Securities & Exchange Commission, which can be accessed through the SEC website. Also, Director Rajeev V. Date sold 23,254 shares of the business's stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $89.62, for a total value of $2,084,023.48. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have sold 269,809 shares of company stock valued at $24,125,170.

Institutional Trading of Circle Internet Group

A number of large investors have recently made changes to their positions in CRCL. Sit Investment Associates Inc. boosted its holdings in Circle Internet Group by 93.6% in the fourth quarter. Sit Investment Associates Inc. now owns 9,100 shares of the company's stock worth $722,000 after purchasing an additional 4,400 shares during the last quarter. Virtu Financial LLC bought a new position in shares of Circle Internet Group during the 4th quarter valued at $2,159,000. Cambient Family Office LLC bought a new position in shares of Circle Internet Group during the 4th quarter valued at $376,000. Invesco Ltd. boosted its stake in shares of Circle Internet Group by 7.6% in the 4th quarter. Invesco Ltd. now owns 34,908 shares of the company's stock worth $2,768,000 after buying an additional 2,467 shares during the last quarter. Finally, Alberta Investment Management Corp bought a new stake in shares of Circle Internet Group in the fourth quarter worth $25,027,000.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Strong quarterly results and revenue acceleration — Circle reported a blowout quarter with accelerating revenue growth and an EPS beat, which underpins the bullish fundamental case and likely sparked buying interest. Why Circle Stock Jumped 31% in February
• Positive Sentiment: USDC usage and new AI monetization pathway — Coverage notes soaring USDC activity and Circle building ways to monetize AI demand, strengthening revenue outlook and investor optimism. Why Circle Internet Stock Surged Today
• Positive Sentiment: Unusually bullish options activity — Traders bought roughly 158,937 call contracts (≈33% above typical call volume), indicating speculative positioning or hedging that can magnify short‑term upside.
• Positive Sentiment: Crypto market tailwind — Broad crypto strength (Bitcoin rally) has lifted fintech/crypto‑adjacent names including Circle, adding momentum to the equity. MSTR, COIN, CRCL, HOOD Stocks Rally as Bitcoin Hits $70k
• Neutral Sentiment: Goldman Sachs commentary — Follow‑up analyst notes after the quarter are generating headlines; impact depends on the tone/detail of the call and subsequent revisions. Goldman Sachs analyst delivers shock message on Circle after blowout quarter
• Neutral Sentiment: Regulatory clarity (CLARITY Act deadline) — A regulatory milestone for USDC issuer risk is due; outcome could be material but direction is currently uncertain. CLARITY Act deadline coverage
• Negative Sentiment: Clustered insider selling — Multiple insiders (CEO Jeremy Allaire, CFO Jeremy Fox‑Geen, President Heath Tarbert, directors and others) executed sizable sales on/around Feb. 26 (large transactions at ~$82–$90). Concentrated insider sales can weigh on near‑term sentiment. Representative SEC Form 4 filing
• Negative Sentiment: Analyst price‑target cut — Needham lowered its target to $130 (and other coverage is mixed), which can cap upside and add volatility despite strong near‑term catalysts. Needham cuts price target

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.

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