"Circle's move isn't coming out of nowhere. The company recently reported a standout quarter, with Q4 2025 revenue of $770.23M, up 76.9% year over year, and an EPS of $0.43 against a $0.25 estimate. That's the kind of beat that gets attention. USDC, Circle's flagship stablecoin, saw its circulation hit $75.30B in Q4, up 72% year over year, while on-chain transaction volume exploded to $11.9 trillion, up 247% year over year."
"Adjusted EBITDA for Q4 came in at $167M, up 412% year over year. For the full year, adjusted EBITDA doubled to $582M. Circle also received OCC conditional approval for a national trust bank charter, a milestone that signals growing regulatory legitimacy for the stablecoin business model. Add in a 40% multi-year USDC circulation CAGR target, and the bull case starts to write itself."
"Keep in mind that stablecoins do pretty well in high-interest-rate environments, as yields offered are higher. So, Circle is benefiting from a few key factors. Outstanding earnings that were recently issued. The size of Circle's beat has led to price targets rising across Wall Street. The war in Iran leads to a higher likelihood that rates could stay elevated in 2026."
Circle Internet Group (CRCL) shares closed up 10% to $111.84, outperforming crypto-adjacent peers MicroStrategy and Coinbase. The company reported exceptional Q4 2025 results with revenue of $770.23M (up 76.9% year-over-year) and EPS of $0.43 versus a $0.25 estimate. USDC stablecoin circulation reached $75.30B (up 72% year-over-year) with on-chain transaction volume surging to $11.9 trillion (up 247% year-over-year). Adjusted EBITDA for Q4 reached $167M (up 412% year-over-year), doubling to $582M for the full year. Circle received OCC conditional approval for a national trust bank charter, signaling regulatory legitimacy. Analysts maintain a consensus price target of $125.01 with predominantly bullish ratings. Stablecoins benefit from elevated interest rates, positioning Circle favorably in the current economic environment.
Read at 24/7 Wall St.
Unable to calculate read time
Collection
[
|
...
]