Circle Internet Group, Inc. (CRCL)
NYSE NYSE Primary 
IPO Momentum Returns: 3 Stocks Rising After CoreWeave's Surge
A revival of merger and acquisition activity and initial public offerings (IPOs) was firmly on the pro side of the column when Wall Street debated the merits of a second Trump presidency. The first aspect hasn't come to pass, as the Federal Trade Commission (FTC) has retained many of the strict Biden-era M&A rules.
New Legislation Creates A Trillion Dollar Opportunity In Circle
The GENIUS Act paves the way for stablecoin regulation, positioning Circle and USDC as key beneficiaries of this legislative clarity. Stablecoins, especially USDC, could revolutionize global payments, offering instant settlement, low fees, and broad accessibility—potentially capturing a multi-trillion-dollar market. Circle's dominant transfer volume and regulatory compliance give it a strong edge, but risks include heavy revenue sharing with Coinbase, competition, and yield dependency.
Circle: Sell The IPO Surge
Circle's stock has soared post-IPO, but the current valuation is extremely high given its income situation. USDC growth drives revenue, but rising Coinbase-held USDC could erase Circle's net income due to costly distribution agreements. Potential dilution from outstanding options and warrants could further inflate the already stretched valuation metrics.
Circle Leads the Stablecoin Revolution: What you Need to Know
The stablecoin revolution is more than a fleeting trend. With its efficiency, low cost, and legislative support, demand for stablecoins is set to soar.
Circle Internet's stock-market surge continues as Senate bill's passage indicates the federal government is taking stablecoins seriously
Less than two weeks after IPO, Circle Internet's market capitalization surpasses nearly half of the S&P 500.
Circle shares rally again as investor enthusiasm for stablecoins soars
Shares of Circle Internet Financial (NYSE: CRCL) surged 18.6% on Monday, extending a sharp rally that has seen the stock jump more than fivefold from its initial public offering two weeks ago. Circle made its trading debut on the New York Stock Exchange on June 5 after pricing its IPO above range.
IPO Mania: A Closer Look at Circle and CoreWeave
IPO activity post-pandemic has fluctuated significantly, primarily driven by economic uncertainty, rising interest rates, and inflation, all of which have impacted investor sentiment.
Circle Internet: Anticipating Stablecoin Market Growing 8x; Initiate With 'Buy'
Initiating Circle Internet with a 'Buy' rating and a fair value of $147 per share after a successful $1.05B IPO. Circle's USDC and EURC stablecoins have strong market adoption, offering high liquidity, transparency, and regulatory compliance advantages over traditional finance. I project Circle's revenue to grow 25% annually, driven by stablecoin market expansion, margin improvement, and operating leverage as expenses scale down.
How Circle Can 3x Its Revenues
Circle Internet Group Inc. (NYSE: CRCL), the issuer of USDC, has rapidly emerged as one of the most strategically significant players in the digital finance sector. In 2024, Circle reported revenues exceeding $1.5 billion — primarily propelled by interest income from reserves that back its stablecoin.
