CRCL - NYSE
Circle Internet Group
$90.13
-11%Circle Internet Group, Inc. operates as a platform, network, and market infrastructure for stablecoin and blockchain applications. The company provides a suite of stablecoins and related products that include a network utility and application platform for organizations to benefit from stablecoins and the internet financial system; and issues a U.S. dollar-denominated stablecoin. Its stablecoins network comprises circle stablecoins, tokenized funds, liquidity, payments, and developer services, as well as integration services. The company was founded in 2013 and is based in New York, New York.
At a Glance
Live SnapshotCircle Internet Group Street Expectations Map
Wall Street analysts project that CRCL stock may rise significantly over the coming 12 months. The consensus 1-year price target stands at 124.63, with estimates ranging from a low of 77.00 to a high of 190.00.
The consensus 1-year price target stands at 124.63, with estimates ranging from a low of 77.00 to a high of 190.00.
Analyst Consensus Analysis
Upside Potential
Substantial upside potential. Analysts see significant value gap, suggesting the stock may be materially undervalued at current levels.
Analyst Agreement
High uncertainty. Very wide target spread indicates significant disagreement among analysts—major valuation uncertainty or transformation underway.
Risk-Reward Profile
Favorable risk-reward. Potential upside significantly exceeds downside risk, offering asymmetric return profile attractive for risk-tolerant investors.
Analyst Conviction
High uncertainty: Wide dispersion indicates analysts struggle to agree on valuation—proceed with caution and independent analysis.
Market Sentiment Insight
High risk, high reward: Substantial upside potential exists, but wide analyst disagreement signals execution risk or unclear catalysts. Thorough due diligence essential before committing capital.
Circle Internet Group Forward Estimates of Revenue
Forward Growth Analysis
Solid growth trajectory indicates healthy business performance and competitive positioning.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
Circle Internet Group Forward Estimates of Net Income
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
Circle Internet Group Forward Estimates of EPS
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Wide estimate range reveals significant forecast uncertainty and potential volatility.
Generally favorable outlook with reasonable growth prospects and analyst support.
Key Insight
High forecast uncertainty: Wide estimate range indicates analysts struggling to predict outcomes—suggests elevated risk and potential volatility.
Circle Internet Group Forward Estimates of EBIT
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Circle Internet Group Forward Estimates of EBITDA
Forward Growth Analysis
Significant contraction projected—major business challenges or industry disruption likely.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Generally favorable outlook with reasonable growth prospects and analyst support.
Circle Internet Group Forward Estimates of SG&A Expense
Forward Growth Analysis
Strong growth expectations signal robust business momentum and market opportunity expansion.
Good analyst coverage ensures reliable estimates with diverse professional perspectives.
Moderate uncertainty in forecasts—typical for companies with evolving business models.
Positive analyst consensus with strong growth expectations and forecast confidence.
Key Insight
Well-supported growth expectations: Strong analyst coverage combined with positive growth projections provides confidence in forward outlook.
Circle Internet Group Insider Positioning
During the last 12 months, insiders have sold $369.21M worth of CRCL shares, with no buying activity reported.
3 Months
0
0.00
114.7K
12.02M
-12.0M
-$12.02M
3-6 Months
0
0.00
131.2K
12.16M
-12.2M
-$12.16M
6-9 Months
0
0.00
204.3K
16.39M
-16.4M
-$16.39M
9-12 Months
0
0.00
8.6M
328.64M
-328.6M
-$328.64M
Top Buyers
No buying activity
Top Sellers
General Catalyst Group Vi, L.P.
Other: Former 10% Owner
$104.04M
Allaire Jeremy
Director, Officer: Chairman And Ceo
$93.13M
Neville Patrick Sean
Director
$71.21M
Chuang Xi Capital Ltd
10 Percent Owner
$25.19M
Chandhok Nikhil
Officer: Chief Product & Tech. Officer
$22.38M
Insider Activity Analysis
Net Insider Sentiment
Strong bearish signal with $369.21M net selling. Heavy insider selling may indicate concerns about valuation or near-term prospects.
Buy/Sell Ratio
Very poor ratio. Heavy selling with minimal buying suggests insiders may be concerned about valuation or outlook.
Recent Trend (3 Months)
Heavy recent selling activity. Recent insider sales notably exceed purchases—may warrant investigation into company developments.
Insider Participation
5 insider sellers vs. 0 buyers. Widespread selling across multiple insiders may signal concerns.
Insider Activity Insight
Multiple red flags: Heavy selling, numerous sellers, and continued recent selling create a concerning pattern. Investigate fundamental drivers and consider whether company guidance or industry conditions have deteriorated.
Related Guides
Continue your CRCL research with focused valuation guides.
Research Paths
Snapshot
Start with context, operating signals, and key market metrics.
Value Model
Stress test fair value across bear, base, and bull assumptions.
Statements
Validate revenue quality, margins, and balance sheet durability.
Earnings Call
Read management commentary and compare it with reported outcomes.
Dividends
Check payout sustainability and long-term distribution behavior.
Analyst Expectations
Review consensus spread and where estimate risk is concentrated.