Circle Internet Group stock initiated with outperform rating by Bernstein

Published 30/06/2025, 08:12
Circle Internet Group stock initiated with outperform rating by Bernstein

Investing.com - Bernstein SocGen Group has initiated coverage on Circle Internet Group (OTC:CRCL) with an outperform rating and a price target of $230.00. The company, currently valued at $41.07 billion, has demonstrated remarkable momentum with a 116.78% return over the past six months, according to InvestingPro data.

The firm views Circle as "an investor must-hold" to participate in what it describes as "the new internet-scale financial system built for the next decade." Bernstein analyst Gautam Chhugani cited Circle’s market-leading digital dollar stablecoin network, regulatory edge, liquidity headstart, and marquee distribution partnerships as advantages that are "hard to replicate." InvestingPro analysis supports this view, with the company maintaining a "GOOD" financial health rating and strong growth prospects.

Bernstein expects stablecoins to evolve from being primarily a money-rail for crypto markets to becoming a money-rail for the broader internet. The firm projects total industry stablecoin supply will grow from approximately $225 billion today to around $4 trillion over the next decade.

This growth would be driven by what Bernstein calls "transformative" expansion in crypto and tokenized capital markets, payments, and stablecoin-native financial services.

Circle Internet Group operates in the digital currency space, with its USD Coin (USDC) being one of the leading dollar-backed stablecoins in the cryptocurrency market.

In other recent news, Circle Internet Group announced a strategic partnership with Fiserv (NYSE:FI) to develop stablecoin-enabled solutions aimed at enhancing payment experiences for financial institutions and merchants. This collaboration will integrate Circle’s stablecoin platform with Fiserv’s digital banking capabilities, providing access to regulated digital dollars through Circle’s infrastructure. Additionally, Fiserv plans to launch a new digital asset platform featuring a stablecoin named FIUSD, which will be integrated into its existing banking infrastructure by year-end. The platform will leverage Fiserv’s technology to support financial institutions and merchant locations worldwide. Meanwhile, Seaport Global Securities initiated coverage on Circle with a buy rating, citing the company’s potential for significant growth as the regulatory environment for cryptocurrencies improves. The firm projects Circle’s annual revenue growth to be between 25% and 30%, driven by the global adoption of stablecoins like USDC. Furthermore, Circle’s shares experienced a notable increase following the U.S. Senate’s passage of stablecoin legislation, marking a significant milestone for the crypto industry.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

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