FY2026 Earnings Forecast for CRCL Issued By HC Wainwright

Circle Internet Group, Inc. (NYSE:CRCL) – Stock analysts at HC Wainwright issued their FY2026 earnings per share (EPS) estimates for shares of Circle Internet Group in a research note issued to investors on Thursday, August 6th. HC Wainwright analyst M. Colonnese anticipates that the company will earn $1.24 per share for the year. HC Wainwright currently has a “Buy” rating and a $104.00 target price on the stock. The consensus estimate for Circle Internet Group’s current full-year earnings is $0.93 per share. HC Wainwright also issued estimates for Circle Internet Group’s Q2 2027 earnings at $0.23 EPS.

Circle Internet Group (NYSE:CRCL) last posted its earnings results on Wednesday, August 5th. The company reported $0.18 earnings per share for the quarter, missing the consensus estimate of $0.26 by ($0.08). The business had revenue of $701.32 million for the quarter. Circle Internet Group had a return on equity of 13.58% and a net margin of 15.53%.The firm’s revenue was up 6.6% compared to the same quarter last year. During the same period last year, the firm posted ($4.48) EPS.

Several other research analysts have also recently issued reports on CRCL. Needham & Company LLC lowered their target price on shares of Circle Internet Group from $150.00 to $127.00 and set a “buy” rating for the company in a report on Thursday, August 6th. TD Cowen lifted their price target on shares of Circle Internet Group from $82.00 to $87.00 and gave the stock a “buy” rating in a research note on Wednesday. The Goldman Sachs Group set a $71.00 price objective on shares of Circle Internet Group in a research note on Thursday, August 6th. Mizuho set a $45.00 price objective on Circle Internet Group and gave the stock a “neutral” rating in a report on Friday, July 31st. Finally, Sanford C. Bernstein reiterated an “outperform” rating and set a $140.00 target price on shares of Circle Internet Group in a research report on Wednesday, July 29th. One analyst has rated the stock with a Strong Buy rating, ten have given a Buy rating, thirteen have assigned a Hold rating and three have issued a Sell rating to the company. According to MarketBeat.com, Circle Internet Group has an average rating of “Hold” and an average target price of $97.12.

Circle Internet Group Trading Up 0.4%

CRCL stock opened at $71.42 on Thursday. Circle Internet Group has a twelve month low of $49.90 and a twelve month high of $164.64. The company’s 50 day moving average is $69.82 and its two-hundred day moving average is $85.99. The stock has a market cap of $17.75 billion, a P/E ratio of 48.92 and a beta of 0.23.

Institutional Investors Weigh In On Circle Internet Group

Several hedge funds have recently made changes to their positions in CRCL. General Catalyst Group Management LLC acquired a new position in Circle Internet Group in the 2nd quarter valued at about $3,647,694,000. Marshall Wace LLP grew its stake in shares of Circle Internet Group by 23.8% in the 4th quarter. Marshall Wace LLP now owns 9,978,729 shares of the company’s stock valued at $791,313,000 after purchasing an additional 1,919,205 shares during the last quarter. IDG Accel China Capital II Associates L.P. purchased a new position in shares of Circle Internet Group in the 4th quarter valued at approximately $554,792,000. Accel XI Associates L.L.C. acquired a new position in shares of Circle Internet Group in the fourth quarter valued at approximately $513,844,000. Finally, Vanguard Group Inc. raised its stake in shares of Circle Internet Group by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company’s stock worth $448,292,000 after purchasing an additional 74,414 shares during the last quarter.

Insiders Place Their Bets

In related news, Director Patrick Sean Neville sold 1,034,396 shares of the stock in a transaction on Monday, June 8th. The shares were sold at an average price of $82.87, for a total transaction of $85,720,396.52. Following the completion of the sale, the director owned 2,018 shares in the company, valued at $167,231.66. This represents a 99.81% decrease in their position. The sale 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, CEO Jeremy Allaire sold 56,200 shares of the firm’s stock in a transaction on Friday, June 5th. The stock was sold at an average price of $82.93, for a total transaction of $4,660,666.00. Following the transaction, the chief executive officer directly owned 510,579 shares in the company, valued at $42,342,316.47. The trade was a 9.92% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Over the last ninety days, insiders sold 2,054,163 shares of company stock worth $159,286,990. Corporate insiders own 10.85% of the company’s stock.

Key Stories Impacting Circle Internet Group

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

• Positive Sentiment: HC Wainwright maintains a bullish outlook: The firm reiterated its “Buy” rating and set a $104 price target, implying significant upside from recent levels. Its forecast calls for FY2026 EPS of $1.24 and FY2027 EPS of $1.39, above the current-year consensus estimate of $0.93. The projections suggest earnings growth could accelerate as Circle expands its business.
• Positive Sentiment: Arc may provide a new growth catalyst: Circle has placed its Arc blockchain at the center of its strategy and raised its 2026 other-revenue outlook ahead of the planned September 16 mainnet launch. Investors may view Arc adoption and related revenue as potential drivers of future growth. CRCL Q2 Earnings Call Highlights Arc-Led Revenue Outlook
• Neutral Sentiment: Analyst sentiment remains divided: MarketBeat data shows a consensus “Hold” rating and an average target price of $97.12. TD Cowen raised its target to $87, while Deutsche Bank maintained a “Hold” rating at $101. HC Wainwright’s target was reduced from $115 to $104, despite retaining its Buy recommendation. Circle Internet Group Stock Jumps Tuesday. Analysts Are Still Split on the Stock.
• Negative Sentiment: Near-term earnings estimates were lowered: HC Wainwright cut its Q3 2026 EPS forecast to $0.34 from $0.37 and its Q4 forecast to $0.51 from $0.55. The reductions point to some near-term profitability pressure. Circle also recently reported quarterly EPS of $0.18, missing the $0.26 consensus estimate, although revenue rose 6.6% year over year to $701.32 million.
• Negative Sentiment: Insider selling may weigh on sentiment: Nikhil Chandhok sold 26,666 shares for approximately $1.79 million, reducing his holdings by 3.58%. The transaction was conducted under a pre-arranged Rule 10b5-1 plan, so it may not indicate a change in his outlook, but repeated insider sales can still concern investors. SEC insider transaction filing

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.