Held · Bookmarked
0 · 0
portfolios · users
Avg position size
—
of holders' portfolios
13F filers
1
institution
Market cap
$23.0B
254M shares
52-week range
$49.90 – $159.47
39% from low
Sector
FINANCE SERVICES
Exchange
NYSE
CS
P/S (TTM)
8.6
EV / FCF (TTM)
29.8
Circle Internet Group Inc is a financial technology firm engaged in digital currencies and public blockchains for payments, commerce, and financial applications. The company's platform is a full-stack, internet financial platform business, organized around three pillars: Arc Blockchain and Developer Infrastructure, Circle Digital Assets and Services, and Circle Applications.
www.circle.comNo one on the platform currently holds CRCL.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2026-03-31 | 1,791,346 | $170.9M |
| Execution date | Ratio |
|---|---|
| 2010-08-16 | 18-for-1 |
No one on the platform has traded CRCL yet.
Consensus-seeded revenue, margins, and exit multiples. This is a scenario tool, not investment advice.
Consensus does not cover every selected forecast year. Later assumptions are extrapolated from available analyst estimates.
| Metric | Historical average | My assumptions | ||||
|---|---|---|---|---|---|---|
| 1 year | 5 years | 10 years | Low | Mid | High | |
| ROIC % | — | — | — | |||
| Rev. Growth % | 63.9% | 181.9% | ||||
| Profit Margin % | -2.5% | -134.6% | ||||
| Free Cash Flow Margin % | 19.3% | -17.0% | ||||
| Exit P/E | — | — | — | |||
| Exit P/FCF | — | — | — | |||
| Desired Annual Return % | — | — | — | |||
At today's price, your expected annual return is +0.4% on the P/E track.
At today's price, your expected annual return is +23.5% on the P/E track.
At today's price, your expected annual return is +42.4% on the P/E track.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $3.0B | +10.3% | $1.05 | $0.76–$1.24 | 88.2× | 17 |
| 2027 | $3.7B | +23.9% | $1.49 | $1.17–$1.78 | 62.1× | 16 |
| 2028 | $4.6B | +23.8% | $2.14 | $1.14–$3.20 | 43.2× | 14 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 4 of the last 5 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-05 | $0.16 | $0.18 | +10.6% |
| 2026-05-11 | $0.19 | $0.21 | +8.1% |
| 2026-02-25 | $0.16 | $0.43 | +161.6% |
| 2025-11-12 | $0.19 | $0.64 | +234.7% |
| 2025-08-12 | $-1.10 | $-4.48 | -307.3% |
| $27.6B |
| — |
| MSMorgan Stanley | $206.60 | -3.63% | $325.9B | — |
| RJFRaymond James Financial, Inc. | $170.80 | -1.53% | $32.8B | — |
Source: Financial Modeling Prep · peers by sector/industry
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
The Clarity Act vote is set for 2PM ET today. With Trump agreeing to the Ethics terms, we have improved the passing chance, but we still need 7 democratic votes. $BTC.X $CRCL $MSTR $COIN $BITX https://www.reuters.com/legal/government/us-senate-vote-advancing-landmark-crypto-bill-2026-09-15/
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$MSTR $BTC.X $CRCL $COIN Clarity Act Wont Pass but you still have the right to have wet dreams
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concept for today, cloture. it's why $CRCL and friends are down before a bill even gets debated. the house needed a simple majority and passed the CLARITY act 294 to 134. the senate is different, ending debate needs 60 of 100 votes, way more than a simple majority. a bill can have broad support and still die because 60 is a much higher bar than 51. that gap between house math and senate math is what's getting priced into crypto stocks this morning.
View on StockTwits ↗$CRCL down about 5% premarket, worst large cap in the space today. senate holds a cloture vote on the CLARITY act at 2:15 this afternoon, the bill that would set federal rules for stablecoins. it needs 60 votes just to open debate and odds of passage have collapsed from 82% back in february to under 25% now. this hits circle directly, reserve interest income was 667 million of their 701 million in revenue last quarter, and the bill's yield language goes right at that.
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$COIN $CRCL $IBIT US Senate to vote on advancing landmark crypto bill - Reuters https://ooc.bz/l/114182
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🚀 Circle Arc Mainnet launches Sept. 16. Circle is positioning Arc as a USDC-native Layer 1 built for payments, FX, RWAs, DeFi and institutional finance. With USDC as gas, EVM compatibility, and sub-second finality, Arc is entering a competitive market alongside Ethereum and Solana. If Arc gains traction as a major USDC settlement layer, CRCL could be a major beneficiary. 📈 Bullish on CRCL. $USDC.X $CRCL $ARC
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CRCL, COIN Stocks Slip Premarket: Crypto Industry Makes Final Push For CLARITY Act Ahead Of Senate Vote Today $COIN $CRCL $USDC.X https://stocktwits.com/news/equity/markets/why-coin-crcl-stocks-falling-clarity-act-senate-vote/cZtndCZRBTw
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$NVDA If a slowdown in AI triggers a major sell-off in the stock market, what other industry could come to the rescue? $SPCX $CRCL $NFLX
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$CRCL Share Price: $97.48 Contract Selected: Oct 09, 2026 $95 Calls Buy Zone: $7.52 – $9.29 Target Zone: $12.09 – $14.78 Potential Upside: 52% ROI Time to Expiration: 24 Days | Updates via https://fxcapta.com/stockinfo/
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$HOOD cathie wood sold $CRCL $COIN , but not $HOOD , why ? big part of robinhood’s growth comes from crypto….
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BIG NEWS - White House agrees to new ethics language for Claeity Act. This was one of the two key blockers for Clarity Act from passing. Now the big bank objection is the only main obstacle left, but Senate Banking Committee already passed this vote once before. With Trump agreeing to new Ethics clauses, I think the probably of passing went from low to medium level. $BTC.X $CRCL $MSTR $COIN $IBIT
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$CRCL buyers are treating every dip like an invitation.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.