Circle Dumping Risk? Cash Out at $150 or Time to Bottom?

Circle beats revenue but fell as it 5% as it files to sell 10M shares of Class A common stock. Circle reported a net loss of $482 million in the second quarter, compared with a $33 million profit a year ago. Revenue increased by 53% to $658 million, surpassing Wall Street estimates of $646 million.

avatarBarcode
08-13

⭕️🟢📈💰 $CRCL revenue +53% YoY, USDC circulation $65.2B, Arc blockchain launching this fall 💰⭕️🟢

$Circle Internet Corp.(CRCL)$ 📈 Earnings shock meets structural adoption I’m impressed by how decisively $CRCL reset sentiment. On 12Aug25, Circle reported Q2 revenue of $658.08M, up 53% year over year and ahead of consensus by $13.36M; shares spiked premarket as traders prioritised growth over a GAAP loss of $482M that was driven by non-cash IPO charges. USDC circulation surged 90% YoY to $61.3B at quarter end and climbed to $65.2B by 10Aug, confirming momentum into the print. 🧭 Regulatory clarity and institutional momentum I believe the market is re-rating Circle as a regulated payments infrastructure play. The GENIUS Act became U.S. law in July; it creates a federal framework for payment stablecoins, clarifies oversight for bank and non-bank is
⭕️🟢📈💰 $CRCL revenue +53% YoY, USDC circulation $65.2B, Arc blockchain launching this fall 💰⭕️🟢
avatar1PC
08-12
Circle Q2: Revenue Rockets 🚀, EPS Misses the Mark 🤔—What’s the Trade? Circle (CRCL) just dropped Q2 earnings and the market gave it a thumbs-up—shares popped 5% in premarket. But the numbers need decoding: • 🧮 EPS: $4.48 vs. $0.34 consensus—but don’t cheer too fast. That beat was inflated by IPO-related accounting quirks (non-cash charges of $591M). • 💰 Revenue: $658M (+53% YoY) beat by $13M. That’s the real win—driven by USDC growth, infra deals, and expanding institutional adoption. • 📈 Price Action: CRCL is up 91% since IPO. Volatility’s spicy—weekly swings average 24.8%. • 📊 Valuation: Trading near $159. Fair value estimates range $122–175. DCF models suggest it’s 20–30% overvalued short term. • ⚙️ Catalysts: GENIUS Act, bank charter push, and stablecoin tailwinds could fuel long
$Circle Internet Corp.(CRCL)$ $Circle (CRCL.US)$ typical sell on news. big boys bought at 80-120. they just want to get rid so they can move on. volume has been thin and today they have massively unloaded. insiders know it best@ARKK Investment Tracker  

​​💸 IPO Hangover or Cash Machine? 90% USDC Surge Fuels Circle’s $658M Revenue Boom

The recently released Q2 financial report of $Circle Internet Corp.(CRCL)$ showed strong overall performance, exceeding market expectations and highlighting the company's leading position and growth potential in the stablecoin sector.We believe that this quarter's performance can be rated as "excellent," with the key highlight being a 90% year-on-year surge in USDC circulation, driving a 53% increase in revenue, further fulfilling previous expectations. Adjusted EBITDA also achieved a 52% year-on-year increase. However, potential drawbacks include non-cash expenses related to the IPO resulting in a substantial net loss, and distribution costs growing faster than revenue, slightly eroding profit margins, reflecting the company's cost control pressu
​​💸 IPO Hangover or Cash Machine? 90% USDC Surge Fuels Circle’s $658M Revenue Boom
avatarShyon
08-12
$Circle Internet Corp.(CRCL)$ I am intrigued by the news that Circle Internet Group has beaten revenue expectations with a Q2 revenue of $658.08 million, surpassing consensus by $13.36 million, marking a 53.0 percent year-over-year increase. The 5 percent jump in Circle shares during premarket trading catches my attention, suggesting market confidence despite the earnings per share miss of negative $4.48, which falls short of the expected $0.34. This mixed performance makes me curious about the company's future. I find the revenue beat reassuring, as the significant year-over-year growth indicates strong demand and operational success. However, the EPS miss gives me pause, as it suggests challenges in profitability or higher costs. I weigh these
avatarJuville
08-12
180
$100
166.8
$Circle Internet Corp.(CRCL)$ What to Expect from the Q2 2025 Earnings Report Earnings Release Circle will announce its Q2 2025 results on Tuesday, August 12, 2025, before market open, accompanied by a live audio webcast at 8 a.m. ET . Revenue Projections Analysts expect revenue to be approximately $645.7 million, representing around 48% year-over-year growth . Some sources cite an alternative consensus estimate near $673 million . Profit Expectations The company is forecasted to report a net loss per share of about $1.00, though projections suggest EBITDA could reach approximately $119 million, reflecting operational momentum despite the bottom-line loss . --- Can Strong Revenue Growth Sustain the Stock Rally? Bull Case Momentum from Q1: Circle
avatarxc__
08-12

Circle’s Earnings Debut: Will Revenue Surge Ignite a Stock Explosion?

Circle Internet Group, Inc. ( $Circle Internet Corp.(CRCL)$ ) is set to unveil its first earnings report since its June 2025 IPO on August 12, 2025, before the market opens, and the stakes couldn’t be higher. With the stock skyrocketing 413% from its $31 IPO price to $159.03, investors are eager to see if this momentum holds. Wall Street anticipates a Q2 2025 loss per share of $1.00, but revenue is projected to soar 48% year-over-year to $645.7 million, driven by its USDC stablecoin growth and fintech innovations. Against a backdrop of a robust S&P 500 at 6,297.36 and Nasdaq at 20,884.27, yet with tariff pressures (30% on EU/Mexico, 35% on Canada) and a VIX at 15.94, can Circle’s revenue growth fuel another stock breakout, or will losses dampe
Circle’s Earnings Debut: Will Revenue Surge Ignite a Stock Explosion?
$203
avatarToNi
08-12
$Circle Internet Corp.(CRCL)$ Why Circle Internet Group (CRCL) Is Poised for Long-Term Growth After Its First Post-IPO Earnings As Circle Internet Group, Inc. prepares to release its first earnings report since going public on August 12, 2025, investors have reason to be optimistic. The company’s Class A Common Stock (CRCL) has already demonstrated remarkable momentum, surging an impressive 413% from its IPO price of $31 to $159.03. This significant rally reflects strong market confidence in Circle’s potential, particularly as a key player in the fintech and cryptocurrency space. With its earnings report due before the market opens today, there are compelling reasons to view this as a bullish opportunity. First, the anticipated 48% year-over-year
avatarIsleigh
08-12

Circle’s (CRCL) First Earnings Since IPO: Expectation vs. Outcome

$Circle Internet Corp.(CRCL)$   Current Snapshot: Trading around $161, up from its IPO debut, reflecting strong momentum and investor optimism. What's Coming (Earnings Tuesday, Aug 12): Consensus Forecast: Revenue estimated around $645–647M (+48–50% YoY); EPS expected to show a non-GAAP adjusted loss near –$0.08 per share . Macro Tailwinds: The GENIUS Act has accelerated regulatory clarity for stablecoins, boosting sentiment. Wall Street Split: Bullish View (Seaport) sees Circle’s first-mover status and expansion potential pushing the stock toward $280. Bearish View (Mizuho) warns of thin revenue diversification and margin pressure, issuing a Sell rating with an $85 target—a ~50% downside. Post–Earnings Scenarios: Outlook Conditions & Pri
Circle’s (CRCL) First Earnings Since IPO: Expectation vs. Outcome
avatarECLC
08-12
$168
avatar1PC
08-11
I will make a wild Guess $174 [Happy]
$Circle Internet Corp.(CRCL)$ What do you think of their upcoming Q2 financial report ?  Strategic Collaboration: Circle has signed a memorandum of understanding (MOU) with Hana Bank, a major commercial bank in South Korea, to explore stablecoin business opportunities. This signals a growing interest from traditional financial institutions in integrating stablecoins, particularly in international markets. Will it go back up to 180 and above?  #Circle #earningsreport #Bullish #Bearish #stablecoin #USDC #revenue #growth 

Circle Internet Group (CRCL) Circulating Supply Of USDC Key For CRCL Revenue Source

$Circle Internet Corp.(CRCL)$ is scheduled to announce its fiscal Q2 2025 financial results on August 12, 2025, before the market opens. This report will cover the quarter that ended in June 2025. Here is an analysis of what investors should be looking for, based on publicly available information and analyst forecasts. Revenue: Analysts are forecasting revenue for Q2 2025 to be in the range of approximately $645 million. The key will be whether Circle can meet or exceed this expectation. As mentioned, this revenue is largely driven by interest income, so any changes in the Federal Reserve's policies or a shift in the "higher for longer" interest rate narrative could impact this figure. Earnings Per Share (EPS): The consensus EPS forecast for the q
Circle Internet Group (CRCL) Circulating Supply Of USDC Key For CRCL Revenue Source
avatarShyon
08-11
I am excited to see Circle Internet Group $Circle Internet Corp.(CRCL)$   first earnings report as a public company under the CRCL ticker, scheduled for August 12, 2025, before the market opens. Since going public in June, the stock has surged an impressive 413% from its IPO price of $31 to $159.03. As someone interested in the fintech space, I find this growth remarkable and wonder if the anticipated revenue increase can continue to drive the stock higher. This earnings release feels like a pivotal moment to assess the company's future. I note that Wall Street analysts expect Circle Internet to report a loss per share of $1.00 for Q2 2025, which does raise some concerns about profitability. However, the projected revenue growth of about

[Stock Prediction] How will Circle close 12/08 following their earnings?

$Circle Internet Corp.(CRCL)$ reports Q2 FY2025 results before the bell on Aug 12 (ET). Investors will be watching to see whether the numbers keep the momentum going or slow it down. According to Bloomberg analyst expectations, Circle’s Q2 2025 revenue is projected to reach $646 million, with adjusted EPS at -$0.22.📌 What to WatchCircle Payments Network (CPN): As Circle’s 2025 flagship, CPN’s traction is key. JPMorgan estimates a $5B USDC balance could support ~$1T annualized volume (≈3% of global cross-border). Watch enterprise onboarding, transaction scale, and bank integrations.RWA tokenization: Pilots in Hong Kong and Singapore (including solar asset tokenization with partners like CGN Energy Tech) could lift real, recurring revenue. Progress
[Stock Prediction] How will Circle close 12/08 following their earnings?