Wells Fargo & Company Has Lowered Expectations for Circle Internet Group (NYSE:CRCL) Stock Price

Circle Internet Group (NYSE:CRCL) had its price objective lowered by equities research analysts at Wells Fargo & Company from $128.00 to $111.00 in a research report issued to clients and investors on Thursday,Benzinga reports. The firm presently has an “overweight” rating on the stock. Wells Fargo & Company‘s price target points to a potential upside of 27.05% from the company’s previous close.

Several other research firms have also issued reports on CRCL. Weiss Ratings reiterated a “sell (d)” rating on shares of Circle Internet Group in a report on Wednesday, January 21st. JPMorgan Chase & Co. cut their target price on Circle Internet Group from $100.00 to $90.00 and set an “overweight” rating on the stock in a research note on Tuesday, February 10th. Monness Crespi & Hardt assumed coverage on shares of Circle Internet Group in a report on Monday, November 10th. They issued a “buy” rating and a $150.00 target price for the company. William Blair reiterated an “outperform” rating on shares of Circle Internet Group in a report on Wednesday. Finally, Deutsche Bank Aktiengesellschaft lowered their price objective on Circle Internet Group from $147.00 to $90.00 and set a “hold” rating on the stock in a research report on Thursday, November 13th. One equities research analyst has rated the stock with a Strong Buy rating, eight have given a Buy rating, ten have issued a Hold rating and three have issued a Sell rating to the company’s stock. According to data from MarketBeat.com, Circle Internet Group presently has an average rating of “Hold” and a consensus price target of $122.12.

Circle Internet Group Price Performance

Circle Internet Group stock traded up $4.23 during mid-day trading on Thursday, reaching $87.37. 28,005,613 shares of the company traded hands, compared to its average volume of 12,317,777. Circle Internet Group has a 52-week low of $49.90 and a 52-week high of $298.99. The firm’s 50 day moving average price is $72.09 and its 200 day moving average price is $101.07. The firm has a market capitalization of $20.57 billion and a price-to-earnings ratio of -38.52.

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

Insider Activity

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

Institutional Inflows and Outflows

A number of institutional investors and hedge funds have recently modified their holdings of CRCL. General Catalyst Group Management LLC purchased a new position in shares of Circle Internet Group in the 2nd quarter worth $3,647,694,000. Marshall Wace LLP lifted its holdings in shares of Circle Internet Group by 23.8% in the 4th 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. purchased a new position in Circle Internet Group in the fourth quarter worth about $554,792,000. Accel XI Associates L.L.C. bought a new stake in Circle Internet Group during the fourth quarter worth approximately $513,844,000. Finally, Vanguard Group Inc. raised its position in Circle Internet Group by 1.3% during the fourth quarter. Vanguard Group Inc. now owns 5,653,110 shares of the company’s stock valued at $448,292,000 after purchasing an additional 74,414 shares during the period.

Trending Headlines about Circle Internet Group

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

• Positive Sentiment: Q4 results materially beat expectations — EPS $0.43 vs. $0.25 consensus and revenue $770M (≈+77% YoY); adjusted EBITDA and net income improved, supporting a near‑term earnings-driven rally. Business Wire: Q4 Results
• Positive Sentiment: USDC growth remains the core catalyst — USDC in circulation ~$75.3B (+72% Y/Y) and Q4 on‑chain transaction volume of $11.9T (+247%), signaling durable demand for Circle’s stablecoin business and driving fee/reserve income. Business Wire: USDC Metrics
• Positive Sentiment: Strong media and management visibility — CEO interviews and widespread coverage highlighted stablecoin momentum and new business lines, amplifying investor attention and supporting the share move. Bloomberg Tech Interview
• Neutral Sentiment: Analyst caution / hold views exist alongside bullish data — some firms (e.g., H.C. Wainwright, other analysts cited on TipRanks) are keeping or reiterating hold ratings, noting macro uncertainty and expense trajectory despite top‑line strength. TipRanks: Hold Analysis
• Neutral Sentiment: Valuation debate is resurfacing — coverage asks whether the stock should be reassessed after post‑IPO moves and recent volatility; investors should weigh growth vs. valuation and margin sustainability. Yahoo Finance: Reassess Article
• Negative Sentiment: Price targets were cut by some firms despite keeping buy ratings — Canaccord lowered its PT to $160 (from $247) and Needham lowered to $130 (from $190), which narrows analyst upside and could cap medium‑term gains if others follow. Benzinga: Canaccord/Needham PT Cuts TickerReport: Needham

About Circle Internet Group

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.