Q4 Earnings Triumph: Social media buzzed with enthusiasm after Circle Internet Group's Q4 revenue hit $770 million, beating expectations. Shares leaped 21% in premarket trading, inflating market cap by over $3 billion in hours. The fourfold profit surge fueled optimism around USDC's dominance.
Intraday Breakout: Traders spotlighted a sharp 12.6% rally to $94.80, with trading volume surging 150% above average. Institutions appeared to pile in, positioning $CRCL as the premier stablecoin bet. Momentum signals hinted at further upside potential.
Technical Divergence: Amid the rally, some charts warned of descending triangles and support tests near key levels. Yet bulls eyed resistance breaks toward $105, undeterred by volatility. Discussions reflected a blend of caution and conviction.
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 69 times in the past 6 months. Of those trades, 0 have been purchases and 69 have been sales.
Here’s a breakdown of recent trading of $CRCL stock by insiders over the last 6 months:
- RAJEEV V DATE has made 0 purchases and 13 sales selling 504,869 shares for an estimated $40,485,501.
- HEATH TARBERT (President) has made 0 purchases and 9 sales selling 137,108 shares for an estimated $12,857,342.
- PATRICK SEAN NEVILLE has made 0 purchases and 7 sales selling 138,569 shares for an estimated $12,305,043.
- M MICHELE BURNS has made 0 purchases and 7 sales selling 125,000 shares for an estimated $11,987,250.
- NIKHIL CHANDHOK (Chief Product & Tech. Officer) has made 0 purchases and 7 sales selling 140,000 shares for an estimated $11,308,003.
- JEREMY FOX-GEEN (Chief Financial Officer) has made 0 purchases and 4 sales selling 83,176 shares for an estimated $7,498,554.
- HOSSEIN RAZZAGHI (Chief Commercial Officer) sold 43,119 shares for an estimated $4,311,900
- JEREMY ALLAIRE (Chairman and CEO) has made 0 purchases and 15 sales selling 31,251 shares for an estimated $2,814,152.
- TAMARA L SCHULZ (Chief Accounting Officer) has made 0 purchases and 4 sales selling 8,306 shares for an estimated $672,120.
- DANITA K OSTLING has made 0 purchases and 2 sales selling 5,162 shares for an estimated $445,844.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
Circle Internet Group Revenue
Circle Internet Group had revenues of $770.2M in Q4 2025. This is an increase of 76.92% 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 328 institutional investors add shares of Circle Internet Group stock to their portfolio, and 198 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- GENERAL CATALYST GROUP MANAGEMENT, LLC removed 19,001,041 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $1,506,782,551
- FMR LLC removed 12,380,221 shares (-95.5%) from their portfolio in Q4 2025, for an estimated $981,751,525
- ACCEL XI ASSOCIATES L.L.C. added 6,479,748 shares (+inf%) to their portfolio in Q4 2025, for an estimated $513,844,016
- RENAISSANCE TECHNOLOGIES LLC added 2,067,446 shares (+inf%) to their portfolio in Q4 2025, for an estimated $163,948,467
- MARSHALL WACE, LLP added 1,919,205 shares (+23.8%) to their portfolio in Q4 2025, for an estimated $152,192,956
- SUSQUEHANNA INTERNATIONAL GROUP, LLP removed 1,908,941 shares (-60.6%) from their portfolio in Q4 2025, for an estimated $151,379,021
- ATLAS MERCHANT CAPITAL LLC removed 1,687,376 shares (-100.0%) from their portfolio in Q4 2025, for an estimated $133,808,916
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:
- JP Morgan issued a "Overweight" rating on 11/13/2025
- Needham issued a "Buy" 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 13 analysts offer price targets for $CRCL in the last 6 months, with a median target of $100.0.
Here are some recent targets:
- Dan Dolev from Mizuho set a target price of $100.0 on 03/03/2026
- Joseph Vafi from Canaccord Genuity set a target price of $160.0 on 02/26/2026
- Jason Kupferberg from Wells Fargo set a target price of $111.0 on 02/26/2026
- John Todaro from Needham set a target price of $130.0 on 02/26/2026
- Kenneth Worthington from JP Morgan set a target price of $90.0 on 02/10/2026
- James Faucette from Morgan Stanley set a target price of $66.0 on 02/02/2026
- James Yaro from Goldman Sachs set a target price of $88.0 on 01/06/2026
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.
