Post-IPO Volatility: Recent chatter on X about Circle Internet Group (CRCL) has been intense, centering on the stock's wild swings since its June IPO. Many are drawn to the sharp rises and pullbacks, attributing the volatility to strong demand for crypto exposure in traditional markets. The discussion reflects both fascination and wariness as the stock navigates key price levels.
Stablecoin Developments: Another focal point on X is Circle’s role in the stablecoin market, especially with recent blockchain launches and partnerships. Posts highlight renewed interest in USDC growth and upcoming earnings reports, with some seeing these as potential catalysts. However, there’s a split, as others warn of downside risks amid profit-taking and market sentiment shifts.
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 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 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 Hedge Fund Activity
We have seen 37 institutional investors add shares of Circle Internet Group stock to their portfolio, and 17 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- SUMITOMO MITSUI TRUST GROUP, INC. added 959,309 shares (+282.1%) to their portfolio in Q3 2025, for an estimated $127,185,187
- SG AMERICAS SECURITIES, LLC added 166,909 shares (+169.9%) to their portfolio in Q3 2025, for an estimated $22,128,795
- JENNISON ASSOCIATES LLC removed 136,824 shares (-100.0%) from their portfolio in Q3 2025, for an estimated $18,140,125
- YONG RONG (HK) ASSET MANAGEMENT LTD added 131,500 shares (+119.5%) to their portfolio in Q3 2025, for an estimated $17,434,270
- BANK OF NEW YORK MELLON CORP added 74,910 shares (+941.1%) to their portfolio in Q3 2025, for an estimated $9,931,567
- RHEOS CAPITAL WORKS INC. added 52,000 shares (+20.8%) to their portfolio in Q3 2025, for an estimated $6,894,160
- UNIVERSAL- BETEILIGUNGS- UND SERVICEGESELLSCHAFT MBH added 24,526 shares (+inf%) to their portfolio in Q3 2025, for an estimated $3,251,657
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:
- JP Morgan issued a "Underweight" rating on 10/24/2025
- 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
- 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:
- Kenneth Worthington from JP Morgan set a target price of $93.0 on 10/24/2025
- 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
- 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.
