US · Financial Services · Capital Markets
EPS came in at 0.18 against a street estimate of 0.16 — a beat of 12.5%.
Analysts rate Circle Internet Group, Inc. a buy (15 buy, 11 hold, 3 sell out of 29) with an average price target of $105.56.
CONFIDENT Circle grew USDC to $73.3B (+19% YoY) with $701M revenue. ARC mainnet launching Sept 16 with major validators. CPN payments hit $23B annualized TPV. Raised other revenue guidance to $310–330M on ARC presale. Q2 2026 Call did not break out geographic segments. Operations described globally (185 countries, 35 blockchains, 58 countries for CPN). Analysts pressed competitive threats (OUSD, Clarity Act delays), agentic monetization timing, and blockchain partnership deprioritization. Management emphasized existing 70% market share, 150+ distribution partners, revenue-share models (hyper-liquid deal), and ARC's validator coalition as insurmountable moats. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| IDG China Capital Fund III Associates L.P. | 3.51% |
| BlackRock Inc | 3.29% |
| IDG-Accel China Capital II Associates L.P. | 2.75% |
| Vanguard Portfolio Management, LLC | 2.32% |
| Morgan Stanley - Brokerage Accounts | 1.96% |
| Vanguard Capital Management, LLC | 1.95% |
| ARK Investment Management LLC | 1.80% |
| UBS Group AG | 1.63% |
| Document | Date |
|---|---|
| Board / officer change · Q3 2026 CIRCLE INTERNET GROUP, INC. — FORM 8-K SUMMARY HEADLINE NUMBERS • Board size reduced from 8 to 7 directors following resignation • CFO separation pa | 2026-09-25 |
| Company announcement · Q3 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Circle raised $100 million in gross proceeds from private placement of 1,237,011 C | 2026-09-22 |
| Material agreement · Q3 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY --- HEADLINE NUMBERS • Circle Internet Group acquiring Tazapay Pte. Ltd. (Singapore-based company) v | 2026-09-08 |
| Quarterly report · Q2 2026 CIRCLE INTERNET GROUP, INC. – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue & Reserve Income (6M 2026): $1,395 | 2026-08-05 |
| Results announced · Q3 2026 CIRCLE INTERNET GROUP Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue and Reserve Income: $701 million in Q2 2026, up 7% year-over-year • | 2026-08-05 |
| Company announcement · Q2 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company sold 67.5 million ARC tokens in private placement (Second Closing) • Token | 2026-07-02 |
| Board / officer change · Q2 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Circle Internet Group, Inc. is a Delaware-incorporated company tradin | 2026-06-12 |
| Quarterly report · Q1 2026 CIRCLE INTERNET GROUP, INC. — Q1 2026 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Total assets: $80.5 billion (March 31, 2026) vs. $78.7 billion (Dece | 2026-05-11 |
Readable in the app.
| Announcement | Date |
|---|---|
| Strategic partnership expansion and $100M equity investment from Binance Circle Internet Group expanded its partnership with Binance on September 17, 2026, in two major ways. First, the companies entered into a new five-year commercial arrangement replacing previ | 2026-09-22 |
| Acquires Tazapay for $400 million in stock consideration Circle Internet Group announced on September 4, 2026, that it agreed to acquire Tazapay Pte. Ltd., a Singapore-based payment company, for approximately $400 million in Circle Class A common | 2026-09-08 |
| Raised $222 million in token presale from institutional investors led by a16z crypto Circle Internet Group raised approximately $222 million through a private token sale of 740 million ARC tokens at $0.30 per token. The sale was led by venture capital firm a16z crypto and va | 2026-05-11 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Circle Internet Group, Inc. — free to start.
Open in the appGoogle PlayApp StoreData updated 2026-10-18.