Circle Internet Group (NYSE:CRCL) Price Target Raised to $100.00 at Mizuho

Circle Internet Group (NYSE:CRCL) had its price objective lifted by Mizuho from $90.00 to $100.00 in a research report released on Tuesday morning,Benzinga reports. They currently have a neutral rating on the stock.

A number of other research analysts have also recently commented on the stock. Wolfe Research assumed coverage on shares of Circle Internet Group in a report on Tuesday, December 2nd. They issued an “underperform” rating and a $60.00 target price for the company. The Goldman Sachs Group increased their price objective on shares of Circle Internet Group from $79.00 to $88.00 and gave the company a “neutral” rating in a research note on Monday, January 5th. HC Wainwright assumed coverage on shares of Circle Internet Group in a research report on Friday, December 19th. They issued a “neutral” rating and a $85.00 target price on the stock. Sanford C. Bernstein set a $190.00 price target on shares of Circle Internet Group in a report on Tuesday, January 6th. Finally, Needham & Company LLC dropped their price target on Circle Internet Group from $190.00 to $130.00 and set a “buy” rating for the company in a research note on Thursday, February 26th. One investment analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have assigned a Hold rating and three have issued a Sell rating to the company’s stock. According to MarketBeat, the stock currently has a consensus rating of “Hold” and a consensus price target of $123.47.

Circle Internet Group Stock Performance

Shares of CRCL stock opened at $99.38 on Tuesday. Circle Internet Group has a fifty-two week low of $49.90 and a fifty-two week high of $298.99. The stock’s fifty day moving average price is $72.70 and its two-hundred day moving average price is $98.95. The company has a market cap of $23.40 billion and a PE ratio of -43.40.

Circle Internet Group (NYSE:CRCL) last posted its quarterly earnings results on Wednesday, February 25th. The company reported $0.43 EPS for the quarter, topping analysts’ consensus estimates of $0.25 by $0.18. The business had revenue of $770.23 million for the quarter. The firm’s revenue was up 76.9% on a year-over-year basis.

Insiders Place Their Bets

In related news, insider Nikhil Chandhok sold 20,000 shares of the stock in a transaction on Thursday, February 26th. The stock was sold at an average price of $90.00, for a total value of $1,800,000.00. Following the completion of the sale, the insider directly owned 425,295 shares in the company, valued at $38,276,550. This represents a 4.49% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the SEC, which is available at this hyperlink. Also, CEO Jeremy Allaire sold 14,109 shares of Circle Internet Group stock in a transaction dated Thursday, February 26th. The stock was sold at an average price of $90.04, for a total value of $1,270,374.36. Following the transaction, the chief executive officer directly owned 56,408 shares in the company, valued at $5,078,976.32. The trade was a 20.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Insiders sold a total of 269,809 shares of company stock valued at $24,125,170 over the last ninety days.

Institutional Trading of Circle Internet Group

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

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Geopolitical risk (Middle East / Iran) has pushed crypto and stablecoin flows higher as investors seek dollar‑pegged liquidity; several pieces note that instability boosts USDC usage and helped lift CRCL sentiment. Circle Internet (CRCL) Stock Rallies 15% Circle Internet Stock Gets an Iran Bump
• Positive Sentiment: Mizuho raised its price target to $100 (now Neutral) on a lower probability of Fed rate cuts; that lift in formal target and supportive analyst commentary is reinforcing upside expectations. Mizuho raises Circle target to $100
• Positive Sentiment: Fundamentals and product news: recent reports highlight accelerating revenue (Q4 strength), surging USDC usage, and new monetization angles tied to AI/prediction‑market activity — all constructive for near‑term growth expectations. Why Circle Stock Jumped 31% in February Why Circle Internet Stock Surged Today
• Positive Sentiment: Unusually heavy bullish options activity: ~158,937 calls were traded (≈+33% vs. average), signaling short‑term speculative buying or hedging that can amplify upward moves.
• Neutral Sentiment: Post‑earnings analyst commentary (including a high‑profile Goldman Sachs note) is generating headlines; views vary by shop, so this is informing volatility rather than a clear directional signal. Goldman Sachs analyst delivers shock message on Circle
• Neutral Sentiment: Comparative analyst pieces (peer valuation comparisons) are circulating and provide context for investors but do not themselves drive a clear buy/sell signal. PIPR vs. CRCL: Which Stock Is the Better Value Option?
• Negative Sentiment: Clustered insider selling: multiple executives and directors (including the CFO, president and CEO reductions) sold large blocks in late February — a material negative for sentiment and a potential source of supply pressure. Representative SEC Form 4 filing
• Negative Sentiment: Some firms (e.g., Needham) trimmed targets recently, which can weigh on medium‑term valuation expectations and contribute to short‑term volatility. Needham cuts price target

Circle Internet Group Company Profile

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.