Circle Internet Group (NYSE:CRCL) Stock Price Target Cut by Keefe, Bruyette & Woods

Circle Internet Group (NYSE:CRCL) had its price target cut by equities research analysts at Keefe, Bruyette & Woods from $105.00 to $90.00 in a research report issued on Thursday, Benzinga reports. The firm currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods‘s price target indicates a potential upside of 17.85% from the stock’s current price.

Other equities research analysts have also issued reports about the stock. HC Wainwright dropped their price objective on shares of Circle Internet Group from $115.00 to $104.00 and set a “buy” rating on the stock in a report on Thursday, August 6th. Sanford C. Bernstein reissued an “outperform” rating and issued a $140.00 price objective on shares of Circle Internet Group in a report on Wednesday, July 29th. Canaccord Genuity Group reduced their price objective on Circle Internet Group from $160.00 to $130.00 and set a “buy” rating for the company in a research note on Thursday, August 6th. William Blair reiterated an “outperform” rating on shares of Circle Internet Group in a research report on Wednesday, August 5th. Finally, Wall Street Zen upgraded shares of Circle Internet Group from a “strong sell” rating to a “sell” rating in a report on Saturday, October 31st. Two investment analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating, seven have assigned a Hold rating and four have given a Sell rating to the stock. Based on data from MarketBeat.com, Circle Internet Group has an average rating of “Hold” and a consensus target price of $97.35.

Circle Internet Group Stock Up 1.5%

CRCL opened at $76.37 on Thursday. The company has a market cap of $19.39 billion, a P/E ratio of 52.31 and a beta of 0.84. The firm’s 50-day moving average price is $86.40 and its 200-day moving average price is $85.71. Circle Internet Group has a 52-week low of $49.90 and a 52-week high of $140.00.

Circle Internet Group (NYSE:CRCL) last released its earnings results on Wednesday, November 4th. The company reported $0.84 earnings per share for the quarter, topping the consensus estimate of $0.42 by $0.42. Circle Internet Group had a net margin of 15.53% and a return on equity of 13.58%. The company had revenue of $864.89 million for the quarter. During the same period in the prior year, the firm posted $0.64 EPS. The firm’s revenue for the quarter was up 16.9% on a year-over-year basis. On average, research analysts anticipate that Circle Internet Group will post 1.14 EPS for the current fiscal year.

Insider Buying and Selling

In other news, CFO Jeremy Fox-Geen sold 45,000 shares of the business’s stock in a transaction dated Friday, August 21st. The stock was sold at an average price of $90.00, for a total value of $4,050,000.00. Following the completion of the transaction, the chief financial officer owned 323,837 shares of the company’s stock, valued at $29,145,330. The trade was a 12.20% 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 56,200 shares of the company’s stock in a transaction dated Tuesday, September 8th. The stock was sold at an average price of $98.04, for a total value of $5,509,848.00. Following the completion of the sale, the chief executive officer owned 333,760 shares in the company, valued at $32,721,830.40. The trade was a 14.41% 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. Over the last 90 days, insiders have sold 372,633 shares of company stock worth $32,833,583. Corporate insiders own 10.85% of the company’s stock.

Institutional Inflows and Outflows

Large investors have recently bought and sold shares of the stock. Public Employees Retirement System of Ohio acquired a new stake in shares of Circle Internet Group during the 2nd quarter worth approximately $5,539,000. Fifth Third Bancorp purchased a new position in shares of Circle Internet Group during the 1st quarter valued at approximately $7,282,000. SBI Holdings USA Inc. acquired a new position in shares of Circle Internet Group in the 2nd quarter valued at $101,084,820. Sumitomo Mitsui Trust Group Inc. lifted its stake in shares of Circle Internet Group by 13.3% in the 1st quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,917,764 shares of the company’s stock valued at $278,384,000 after purchasing an additional 342,080 shares during the period. Finally, Handelsbanken Fonder AB purchased a new stake in Circle Internet Group during the second quarter worth $6,804,000.

Key Headlines Impacting Circle Internet Group

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

• Positive Sentiment: Q3 adjusted earnings of $0.84 per share more than doubled the $0.42 analyst consensus, while revenue and reserve income rose 17% year over year to $865 million. USDC circulation averaged $73.3 billion, up 8%, and on-chain transaction volume increased 49% to $13.9 trillion—evidence of continued activity and adoption. Circle Reports Third Quarter 2026 Results
• Positive Sentiment: Ark Invest reportedly bought 12,835 Circle shares, a modest vote of confidence that could offer some support to sentiment. Ark Invest buys Circle shares
• Neutral Sentiment: Circle plans to cut about 5% of its workforce immediately after the earnings report. The move may help control costs, but also raises questions about the company’s outlook and operating priorities. Circle trims staff 5%
• Negative Sentiment: The headline beat may be less reassuring because a reported $182 million ARC token sale contributed to revenue, while lower interest rates are squeezing income earned on USDC reserves. Investors may question whether growth in the core stablecoin business can offset that pressure. Circle revenue growth and ARC token sale

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.