CRCL · Circle Internet Group, Inc.

Circle Internet Group Inc CRCL

Issues the USDC stablecoin and provides related payment and treasury infrastructure for businesses and financial institutions.

Daily briefAugust 24, 2026

Circle reaffirmed as a top stablecoin pick by Bernstein

-0.30% to $87.72 from $87.98

Bernstein reiterated its Outperform rating and $140 price target on Circle, arguing the stablecoin issuer’s growth cycle doesn’t depend on the CLARITY Act passing.
Bernstein’s analysts pointed to growing stablecoin payment adoption and AI-driven payments settling in USDC as continuing growth drivers.
Susquehanna flagged rising competition in the stablecoin market as a watch point heading into September.
Shares moved with a broader rally in crypto-linked stocks tied to bitcoin’s advance.

Sources: The Block · Stocktwits

Daily briefAugust 5, 2026

+0.05% to $63.28 from $63.25

Q2 revenue and reserve income of $701 million rose 7% year-over-year but missed the $717 million estimate; EPS of $0.18 beat the $0.17 consensus.
USDC in circulation fell to $73.3 billion in the second quarter from $77 billion in the first quarter, a sequential decline flagged by analysts.
Mizuho maintained a bearish rating on the stock, citing competition from the newly formed Open USD stablecoin consortium backed by BlackRock, Coinbase, Mastercard, Stripe and Visa.
Adjusted EBITDA margin fell 329 basis points year-over-year.

Sources: Circle press release · TIKR.com · Benzinga