Circle Internet Group Jumps 35.5% on Earnings: Analysts See $130 Target Price

Rexielyn Diaz3 minute read
Reviewed by: Thomas Richmond
Last updated Feb 26, 2026

Key Stats for CRCL Stock

  • Price Change for CRCL stock: +35.5%
  • CRCL Share Price as of Feb. 25: $83
  • 52-Week High: $299
  • CRCL Stock Price Target: $130

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What Happened?

Circle Internet Group (CRCL) shares jumped 35.5% on Feb. 25 after the company reported Q4 results. Revenue topped expectations, helped by stronger USDC circulation and higher reserve income. The stock closed at $83.14 after the report.

Circle also posted Q4 EPS of $0.43. The quarter reflected stronger activity tied to on-chain transaction volume and stablecoin usage. Investors focused on the quarterly momentum despite broader crypto-equity volatility.

USDC circulation ended 2025 materially higher year over year, which supported quarterly revenue. Q4 profitability also improved versus prior periods, even as full-year results reflected IPO-related expenses. That mix still pushed the stock higher on the day.

CRCL Stock Price Targets (TIKR)

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What the Market Is Telling Us About CRCL Stock

The rally suggests investors are paying up for accelerating top-line growth. CRCL generated $2.75 billion of LTM revenue, up 63.9% year over year. However, profitability remains pressured, with LTM EBIT margin at -3.5%.

Margins have compressed sharply in recent years. LTM gross margin is 8.7%, down from 23.6% in 2024 and 29.4% in 2023. So, revenue growth has been strong, but unit economics and cost structure remain key.

Investors are also reacting to USDC-linked operating indicators. Stronger stablecoin circulation and reserve income were key drivers of quarterly performance. These variables can materially influence results while macro conditions shift.

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Should You Invest in Circle Internet Group, Inc.?

The only way to really know is to look at the numbers yourself. TIKR gives you free access to the same institutional-quality financial data that professional analysts use to answer exactly that question.

Pull up CRCL, and you’ll see years of historical financials, what Wall Street analysts expect for revenue and earnings in the quarters ahead, how valuation multiples have moved over time, and whether price targets are trending up or down.

You can build a free watchlist to track CRCL alongside every other stock on your radar. No credit card required. Just the data you need to decide for yourself.

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Disclaimer:

Please note that the articles on TIKR are not intended to serve as investment or financial advice from TIKR or our content team, nor are they recommendations to buy or sell any stocks. We create our content based on TIKR Terminal’s investment data and analysts’ estimates. Our analysis might not include recent company news or important updates. TIKR has no position in any stocks mentioned. Thank you for reading, and happy investing!

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