Post-IPO Volatility: Recent discussions on X about Circle Internet Group (CRCL) have been lively, focusing on the stock's sharp fluctuations since its June IPO. Many are intrigued by the dramatic rise and subsequent pullbacks, with some pointing to strong demand for crypto exposure as a key driver. The chatter reflects a mix of excitement and caution as the stock tests key price levels.
Stablecoin Market Dynamics: Another hot topic on X is Circle’s role in the stablecoin market, especially with regulatory developments and competitive pressures in focus. Posts highlight optimism about potential partnerships and legislative tailwinds, while others express concern over sustainability of gains amidst market corrections. This polarized dialogue keeps CRCL a central point of debate among investors.
Recent Price Momentum: Conversations have also turned to CRCL’s latest price movements, with some noting bullish momentum and breakout potential after a period of consolidation. There’s anticipation around upcoming catalysts like earnings reports, with a divide on whether current levels signal further upside or a looming downturn. The intensity of these discussions underscores the stock’s relevance in financial circles.
Note: This discussion summary was generated from an AI condensation of post data.
Circle Internet Group Congressional Stock Trading
Members of Congress have traded $CRCL stock 1 times in the past 6 months. Of those trades, 1 have been purchases and 0 have been sales.
Here’s a breakdown of recent trading of $CRCL stock by members of Congress over the last 6 months:
- REPRESENTATIVE ROBERT BRESNAHAN purchased up to $15,000 on 06/24.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
Circle Internet Group Insider Trading Activity
Circle Internet Group insiders have traded $CRCL stock on the open market 24 times in the past 6 months. Of those trades, 0 have been purchases and 24 have been sales.
Here’s a breakdown of recent trading of $CRCL stock by insiders over the last 6 months:
- CATALYST GROUP VI, L.P. GENERAL sold 3,550,724 shares for an estimated $104,036,213
- JEREMY ALLAIRE (Chairman and CEO) has made 0 purchases and 2 sales selling 1,939,972 shares for an estimated $91,826,247.
- XI CAPITAL LTD CHUANG has made 0 purchases and 2 sales selling 2,327,504 shares for an estimated $68,184,229.
- PATRICK SEAN NEVILLE has made 0 purchases and 2 sales selling 1,260,374 shares for an estimated $62,387,026.
- NIKHIL CHANDHOK (Chief Product & Tech. Officer) has made 0 purchases and 2 sales selling 350,000 shares for an estimated $15,143,750.
- JEREMY FOX-GEEN (Chief Financial Officer) has made 0 purchases and 3 sales selling 250,000 shares for an estimated $12,024,705.
- M MICHELE BURNS has made 0 purchases and 2 sales selling 163,258 shares for an estimated $7,711,429.
- RAJEEV V DATE has made 0 purchases and 4 sales selling 98,831 shares for an estimated $7,670,199.
- HEATH TARBERT (President) has made 0 purchases and 2 sales selling 111,925 shares for an estimated $6,400,869.
- DANITA K OSTLING has made 0 purchases and 2 sales selling 4,317 shares for an estimated $252,617.
- CRAIG W. BRODERICK sold 1,035 shares for an estimated $131,522
- TAMARA L SCHULZ (Chief Accounting Officer) sold 836 shares for an estimated $106,234
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Circle Internet Group Hedge Fund Activity
We have seen 6 institutional investors add shares of Circle Internet Group stock to their portfolio, and 2 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SG AMERICAS SECURITIES, LLC added 166,909 shares (+169.9%) to their portfolio in Q3 2025, for an estimated $22,128,795
- RHEOS CAPITAL WORKS INC. added 52,000 shares (+20.8%) to their portfolio in Q3 2025, for an estimated $6,894,160
- MADDEN SECURITIES CORP added 5,240 shares (+inf%) to their portfolio in Q3 2025, for an estimated $694,719
- ACORN FINANCIAL ADVISORY SERVICES INC /ADV removed 3,880 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $514,410
- CORECAP ADVISORS, LLC added 345 shares (+2300.0%) to their portfolio in Q3 2025, for an estimated $45,740
- NORTH STAR INVESTMENT MANAGEMENT CORP. added 290 shares (+152.6%) to their portfolio in Q3 2025, for an estimated $38,448
- DUNCKER STREETT & CO INC added 75 shares (+inf%) to their portfolio in Q3 2025, for an estimated $9,943
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 2 firms issue sell ratings.
Here are some recent analyst ratings:
- Wells Fargo issued a "Overweight" rating on 10/22/2025
- William Blair issued a "Outperform" rating on 10/14/2025
- Canaccord Genuity issued a "Buy" rating on 09/11/2025
- Needham issued a "Buy" rating on 09/08/2025
- JP Morgan issued a "Underweight" rating on 08/19/2025
- Compass Point issued a "Sell" rating on 07/22/2025
- Barclays issued a "Overweight" rating on 06/30/2025
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 $148.0.
Here are some recent targets:
- Jason Kupferberg from Wells Fargo set a target price of $160.0 on 10/22/2025
- Nicholas Watts from Rothschild & Co set a target price of $136.0 on 10/03/2025
- Joseph Vafi from Canaccord Genuity set a target price of $247.0 on 09/11/2025
- John Todaro from Needham set a target price of $250.0 on 09/08/2025
- Brian Bedell from Deutsche Bank set a target price of $123.0 on 08/20/2025
- Kenneth Worthington from JP Morgan set a target price of $89.0 on 08/19/2025
- David Koning from Baird set a target price of $185.0 on 08/13/2025
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.
