Analysts’ Recent Ratings Changes for Circle Internet Group (CRCL)

Several analysts have recently updated their ratings and price targets for Circle Internet Group (NYSE: CRCL):

• 2/26/2026 – Circle Internet Group had its price target lowered by Wells Fargo & Company from $128.00 to $111.00. They now have an “overweight” rating on the stock.
• 2/26/2026 – Circle Internet Group had its price target lowered by Needham & Company LLC from $190.00 to $130.00. They now have a “buy” rating on the stock.
• 2/26/2026 – Circle Internet Group had its price target lowered by Canaccord Genuity Group Inc. from $247.00 to $160.00. They now have a “buy” rating on the stock.
• 2/25/2026 – Circle Internet Group had its “outperform” rating reaffirmed by William Blair.
• 2/16/2026 – Circle Internet Group was downgraded by Zacks Research from “hold” to “strong sell”.
• 2/10/2026 – Circle Internet Group had its price target lowered by JPMorgan Chase & Co. from $100.00 to $90.00. They now have an “overweight” rating on the stock.
• 2/2/2026 – Circle Internet Group is now covered by Morgan Stanley. They set an “equal weight” rating and a $66.00 price target on the stock.
• 1/29/2026 – Circle Internet Group was upgraded by Compass Point from “sell” to “neutral”. They now have a $75.00 price target on the stock.
• 1/28/2026 – Circle Internet Group was given a new $77.00 price target by Mizuho. They now have a “neutral” rating on the stock.
• 1/28/2026 – Circle Internet Group was upgraded by Mizuho from “underperform” to “neutral”. They now have a $77.00 price target on the stock, up from $70.00.
• 1/21/2026 – Circle Internet Group had its “sell (d)” rating reaffirmed by Weiss Ratings.
• 1/6/2026 – Circle Internet Group was given a new $190.00 price target by Sanford C. Bernstein.
• 1/5/2026 – Circle Internet Group had its price target raised by The Goldman Sachs Group, Inc. from $79.00 to $88.00. They now have a “neutral” rating on the stock.

Insider Activity

In other Circle Internet Group news, CAO Tamara L. Schulz sold 1,527 shares of the business’s stock in a transaction on Tuesday, February 3rd. The shares were sold at an average price of $59.80, for a total transaction of $91,314.60. Following the sale, the chief accounting officer directly owned 98,010 shares of the company’s stock, valued at $5,860,998. The trade was a 1.53% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is available through this hyperlink. Also, CEO Jeremy Allaire sold 7,055 shares of the company’s stock in a transaction that occurred on Monday, December 22nd. The shares were sold at an average price of $90.07, for a total transaction of $635,443.85. Following the completion of the transaction, the chief executive officer owned 70,517 shares in the company, valued at approximately $6,351,466.19. This represents a 9.09% decrease in their position. The disclosure for this sale is available in the SEC filing. Insiders have sold 205,769 shares of company stock valued at $17,148,896 over the last 90 days.

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.