Recent Price Decline: Recent discussions on social media about Circle Internet Group have centered on a significant drop in its stock price, down over 60% from its 2025 highs. Many users are pointing to concerns over macro rate pressures and potential regulatory challenges impacting stablecoin issuers. There’s also chatter about trimmed forecasts for USDC circulation and reserve income, adding to the cautious mood.
Regulatory and Adoption Debate: Another hot topic is the rising adoption of USDC, with some highlighting its growth as a positive signal for Circle’s future despite current setbacks. However, fears of new banking provisions squeezing stablecoin profitability are dampening enthusiasm for some. Upcoming Q4 and full-year 2025 results, set for release on February 25, are frequently mentioned as a key event to watch.
Note: This discussion summary was generated from an AI condensation of post data.
Circle Internet Group Insider Trading Activity
Circle Internet Group insiders have traded $CRCL stock on the open market 50 times in the past 6 months. Of those trades, 0 have been purchases and 50 have been sales.
Here’s a breakdown of recent trading of $CRCL stock by insiders over the last 6 months:
- JEREMY ALLAIRE (Chairman and CEO) has made 0 purchases and 11 sales selling 373,438 shares for an estimated $46,876,237.
- RAJEEV V DATE has made 0 purchases and 15 sales selling 530,446 shares for an estimated $44,606,677.
- PATRICK SEAN NEVILLE has made 0 purchases and 4 sales selling 328,943 shares for an estimated $39,092,069.
- NIKHIL CHANDHOK (Chief Product & Tech. Officer) has made 0 purchases and 7 sales selling 170,000 shares for an estimated $15,861,753.
- JEREMY FOX-GEEN (Chief Financial Officer) has made 0 purchases and 3 sales selling 73,830 shares for an estimated $8,309,405.
- HEATH TARBERT (President) has made 0 purchases and 3 sales selling 36,273 shares for an estimated $4,448,380.
- M MICHELE BURNS sold 29,946 shares for an estimated $3,805,387
- TAMARA L SCHULZ (Chief Accounting Officer) has made 0 purchases and 3 sales selling 6,274 shares for an estimated $562,327.
- DANITA K OSTLING has made 0 purchases and 2 sales selling 3,952 shares for an estimated $389,371.
- CRAIG W. BRODERICK sold 1,035 shares for an estimated $131,522
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Circle Internet Group Revenue
Circle Internet Group had revenues of $739.8M in Q3 2025. This is an increase of 65.95% from the same period in the prior year.
You can track CRCL financials on Quiver Quantitative's CRCL stock page.
Circle Internet Group Hedge Fund Activity
We have seen 260 institutional investors add shares of Circle Internet Group stock to their portfolio, and 118 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUSQUEHANNA INTERNATIONAL GROUP, LLP added 2,458,044 shares (+356.2%) to their portfolio in Q3 2025, for an estimated $325,887,473
- VANGUARD GROUP INC added 2,126,072 shares (+61.6%) to their portfolio in Q3 2025, for an estimated $281,874,625
- ATLAS MERCHANT CAPITAL LLC added 1,687,376 shares (+inf%) to their portfolio in Q3 2025, for an estimated $223,712,310
- SUMITOMO MITSUI TRUST GROUP, INC. added 1,276,310 shares (+98.2%) to their portfolio in Q4 2025, for an estimated $101,211,383
- GENERAL CATALYST GROUP MANAGEMENT, LLC removed 1,119,728 shares (-5.6%) from their portfolio in Q3 2025, for an estimated $148,453,538
- BLACKROCK, INC. added 1,082,068 shares (+31.5%) to their portfolio in Q3 2025, for an estimated $143,460,575
- FMR LLC removed 787,509 shares (-5.7%) from their portfolio in Q3 2025, for an estimated $104,407,943
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
Circle Internet Group Analyst Ratings
Wall Street analysts have issued reports on $CRCL in the last several months. We have seen 6 firms issue buy ratings on the stock, and 0 firms issue sell ratings.
Here are some recent analyst ratings:
- Needham issued a "Buy" rating on 11/13/2025
- JP Morgan issued a "Overweight" rating on 11/13/2025
- Wells Fargo issued a "Overweight" rating on 11/13/2025
- Monness, Crespi, Hardt issued a "Buy" rating on 11/10/2025
- William Blair issued a "Outperform" rating on 10/14/2025
- Canaccord Genuity issued a "Buy" rating on 09/11/2025
To track analyst ratings and price targets for Circle Internet Group, check out Quiver Quantitative's $CRCL forecast page.
Circle Internet Group Price Targets
Multiple analysts have issued price targets for $CRCL recently. We have seen 12 analysts offer price targets for $CRCL in the last 6 months, with a median target of $105.0.
Here are some recent targets:
- James Yaro from Goldman Sachs set a target price of $88.0 on 01/06/2026
- Mike Colonnese from HC Wainwright & Co. set a target price of $85.0 on 12/19/2025
- Daniel Krebs from Wolfe Research set a target price of $60.0 on 12/02/2025
- Dan Dolev from Mizuho set a target price of $70.0 on 11/14/2025
- David Koning from Baird set a target price of $110.0 on 11/14/2025
- Kenneth Worthington from JP Morgan set a target price of $100.0 on 11/13/2025
- John Todaro from Needham set a target price of $190.0 on 11/13/2025
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
