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

Circle Internet Group (NYSE:CRCL) had its price objective raised by research analysts at Mizuho from $120.00 to $135.00 in a report issued on Tuesday,Benzinga reports. The brokerage presently has a “neutral” rating on the stock. Mizuho’s price objective would suggest a potential upside of 2.30% from the company’s previous close.

A number of other research analysts also recently weighed in on CRCL. Clear Str upgraded shares of Circle Internet Group from a “hold” rating to a “strong-buy” rating in a research report on Monday, March 16th. Needham & Company LLC upped their price objective on shares of Circle Internet Group from $130.00 to $150.00 and gave the stock a “buy” rating in a research report on Tuesday. William Blair reissued an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday, February 25th. Zacks Research raised shares of Circle Internet Group from a “strong sell” rating to a “hold” rating in a report on Tuesday, March 17th. Finally, Robert W. Baird boosted their price target on shares of Circle Internet Group from $110.00 to $138.00 and gave the stock an “outperform” rating in a report on Tuesday, March 17th. One investment analyst has rated the stock with a Strong Buy rating, nine have given a Buy rating, eleven have assigned a Hold rating and three have given a Sell rating to the stock. According to MarketBeat.com, the company currently has a consensus rating of “Hold” and an average price target of $131.12.

Circle Internet Group Stock Performance

Shares of Circle Internet Group stock opened at $131.97 on Tuesday. The firm has a 50-day simple moving average of $104.81 and a two-hundred day simple moving average of $90.15. The company has a market cap of $32.57 billion and a P/E ratio of -70.95. Circle Internet Group has a fifty-two week low of $49.90 and a fifty-two week high of $298.99.

Circle Internet Group (NYSE:CRCL) last issued its quarterly earnings data on Monday, May 11th. The company reported $0.21 earnings per share for the quarter, missing analysts’ consensus estimates of $0.27 by ($0.06). The business had revenue of $694.13 million for the quarter. Circle Internet Group’s revenue for the quarter was up 20.0% on a year-over-year basis. Equities research analysts forecast that Circle Internet Group will post 0.85 EPS for the current year.

Insider Buying and Selling

In related news, CAO Tamara L. Schulz sold 1,194 shares of the business’s stock in a transaction on Monday, May 4th. The shares were sold at an average price of $107.10, for a total value of $127,877.40. Following the completion of the sale, the chief accounting officer owned 90,829 shares of the company’s stock, valued at approximately $9,727,785.90. The trade was a 1.30% decrease in their position. The sale was disclosed in a legal filing with the Securities & Exchange Commission, which can be accessed through this hyperlink. 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, Director M Michele Burns sold 10,000 shares of the business’s stock in a transaction on Tuesday, May 5th. The stock was sold at an average price of $120.15, for a total transaction of $1,201,500.00. Following the completion of the sale, the director directly owned 330,206 shares of the company’s stock, valued at approximately $39,674,250.90. The trade was a 2.94% 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 617,464 shares of company stock worth $60,251,749 in the last 90 days. 10.85% of the stock is owned by insiders.

Institutional Investors Weigh In On Circle Internet Group

Institutional investors and hedge funds have recently added to or reduced their stakes in the business. Rakuten Securities Inc. acquired a new stake in Circle Internet Group during the 3rd quarter worth $2,491,000. CloudAlpha Capital Management Limited Hong Kong boosted its stake in Circle Internet Group by 181.1% during the 3rd quarter. CloudAlpha Capital Management Limited Hong Kong now owns 283,964 shares of the company’s stock worth $37,648,000 after purchasing an additional 182,954 shares during the last quarter. New York State Common Retirement Fund acquired a new stake in Circle Internet Group during the 3rd quarter worth $3,248,000. Vanguard Group Inc. boosted its stake in 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 purchasing an additional 2,126,072 shares during the last quarter. Finally, Sumitomo Mitsui Trust Group Inc. boosted its stake in Circle Internet Group by 98.2% during the 4th quarter. Sumitomo Mitsui Trust Group Inc. now owns 2,575,684 shares of the company’s stock worth $204,252,000 after purchasing an additional 1,276,310 shares during the last quarter.

Circle Internet Group News Roundup

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

• Positive Sentiment: Circle reported Q1 results that showed USDC circulation up 28% to $77.0 billion, onchain transaction volume up 263% to $21.5 trillion, and revenue and reserve income up 20% to $694 million, reinforcing investor confidence in the platform’s growth trajectory. Circle Reports First Quarter 2026 Results
• Positive Sentiment: Management also unveiled Circle Agent Stack, an AI-focused infrastructure push aimed at the “agentic economy,” which could open a new growth avenue beyond core stablecoin usage. Circle Launches AI Infrastructure to Power the Agentic Economy
• Positive Sentiment: Circle’s CEO endorsed transaction-based stablecoin rewards as a “powerful tailwind” for USDC adoption, adding to the bullish narrative around broader real-world use cases for stablecoins. Circle CEO Jeremy Allaire Endorses Stablecoin Rewards Based On Transactions Instead Of Passive Holding, Calls It ‘Powerful Tailwind’ For USDC Adoption
• Neutral Sentiment: Some articles noted that net income fell 15% and that revenue missed at least one estimate, which may temper enthusiasm even as top-line growth remains strong. Circle Internet (CRCL) Shares Slip After Revenue Miss Overshadows Earnings Beat
• Negative Sentiment: Investor sentiment may also be weighed slightly by reports of insider selling, though this appears minor relative to the company’s growth updates. Insider Selling: Circle Internet Group (NYSE:CRCL) Director Sells $439,185.00 in Stock

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 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.