Circle Internet Group (NYSE:CRCL) Given New $111.00 Price Target at Wells Fargo & Company

Circle Internet Group (NYSE:CRCL) had its target price reduced by Wells Fargo & Company from $128.00 to $111.00 in a report published on Thursday morning,Benzinga reports. They currently have an overweight rating on the stock.

CRCL has been the subject of several other reports. HC Wainwright assumed coverage on Circle Internet Group in a research note on Friday, December 19th. They set a “neutral” rating and a $85.00 price target for the company. William Blair reaffirmed an “outperform” rating on shares of Circle Internet Group in a research note on Wednesday. Weiss Ratings reaffirmed a “sell (d)” rating on shares of Circle Internet Group in a research report on Wednesday, January 21st. Monness Crespi & Hardt started coverage on shares of Circle Internet Group in a research note on Monday, November 10th. They issued a “buy” rating and a $150.00 target price on the stock. Finally, Compass Point raised Circle Internet Group from a “sell” rating to a “neutral” rating and set a $75.00 price target on the stock in a research report on Thursday, January 29th. One equities research 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 assigned a Sell rating to the stock. Based on data from MarketBeat, the company presently has an average rating of “Hold” and a consensus price target of $122.12.

Circle Internet Group Stock Performance

CRCL opened at $87.14 on Thursday. The company has a market cap of $20.52 billion and a price-to-earnings ratio of -38.05. Circle Internet Group has a one year low of $49.90 and a one year high of $298.99. The business’s fifty day moving average is $72.22 and its two-hundred day moving average is $100.97.

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

Insider Transactions at Circle Internet Group

In other news, CAO Tamara L. Schulz sold 4,438 shares of Circle Internet Group stock in a transaction that occurred on Monday, January 5th. The shares were sold at an average price of $85.19, for a total value of $378,073.22. Following the transaction, the chief accounting officer directly owned 82,679 shares of the company’s stock, valued at $7,043,424.01. This trade represents a 5.09% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the SEC, which is available at this link. Also, CFO Jeremy Fox-Geen sold 23,830 shares of the business’s stock in a transaction that occurred on Friday, December 12th. The shares were sold at an average price of $90.00, for a total transaction of $2,144,700.00. Following the transaction, the chief financial officer directly owned 282,173 shares in the company, valued at $25,395,570. The trade was a 7.79% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. Insiders have sold a total of 205,769 shares of company stock worth $17,148,896 in the last three months.

Hedge Funds Weigh In On Circle Internet Group

Institutional investors have recently made changes to their positions in the business. General Catalyst Group Management LLC acquired a new position in Circle Internet Group in the 2nd quarter valued at approximately $3,647,694,000. Marshall Wace LLP increased its holdings in Circle Internet Group by 23.8% during 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 in the last quarter. IDG Accel China Capital II Associates L.P. bought a new position in shares of Circle Internet Group in the fourth quarter valued at about $554,792,000. Accel XI Associates L.L.C. bought a new position in shares of Circle Internet Group in the fourth quarter worth about $513,844,000. Finally, Vanguard Group Inc. lifted its holdings in Circle Internet Group by 1.3% during the 4th quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company’s stock worth $448,292,000 after buying an additional 74,414 shares in the last quarter.

Circle Internet Group News Summary

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

• Positive Sentiment: Q4 beat: Circle reported Q4 revenue of ~$770M and EPS of $0.43, topping estimates; revenue rose ~77% YoY driven by reserve income and higher margins — the company posted strong adjusted EBITDA and net income gains. BusinessWire: Q4 Results
• Positive Sentiment: USDC momentum: USDC in circulation grew ~72% to ~$75B and on‑chain transaction volume jumped, helping reserve income and margins — the core stablecoin business is the primary earnings driver. Zacks: Q4 Earnings & Revenues
• Positive Sentiment: Market reaction and coverage: Reports and analyst notes following the beat pushed the stock sharply higher in premarket/session trading; media and interviews (Bloomberg/CNBC) amplified the narrative of stablecoin-led resilience. Invezz: Why Circle stock is up
• Neutral Sentiment: Analyst actions mixed: Several firms trimmed price targets (Wells Fargo, Canaccord, Needham) but left buy/overweight stances in many cases — suggests optimism remains but expectations on valuation/timing were reset. Benzinga: Analyst Notes
• Neutral Sentiment: Technical/context: The stock is trading above its 50‑day average but below the 200‑day average; intraday volume is much higher than usual, indicating a strong short‑term move that may retrace. MarketBeat: Price Data
• Negative Sentiment: Cost/expense trajectory and macro risks: Some analysts caution that rising costs and a less favorable expense profile could limit margin sustainment, and macro/crypto market uncertainty could pressure multiples despite top‑line growth. TipRanks: Balanced Risk-Reward / Hold

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.