$Circle Internet Corp.(CRCL)$ 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 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.
+ Follow
+68