$Circle Internet Corp.(CRCL)$ 🚨 📊 𝐀𝐍𝐀𝐋𝐘𝐒𝐓 𝐀𝐋𝐄𝐑𝐓: JPMorgan’s Kenneth Worthington upgrades $CRCL with a price target raised to $100.00, an increase of 6%. 🔼 𝐃𝐎𝐔𝐁𝐋𝐄 𝐔𝐏𝐆𝐑𝐀𝐃𝐄𝐃
JPM shifts from Underweight to Overweight, noting the valuation reset has opened up a clearer asymmetry for accumulation.
Bernstein SocGen reiterates Outperform with a $230 price target and highlights Circle’s strong Q3 performance. Revenue of $740M beat expectations by 5%, and adjusted EBITDA of $166M exceeded estimates by 26%. Analysts continue to see the recent pullback as sentiment driven rather than structural, with long term fundamentals remaining firmly intact.
USDC adoption continues to accelerate across banking, payments and capital markets. Increased on platform flows are strengthening network economics and reinforcing Circle’s competitive position in the stablecoin ecosystem.
Cathie Wood and Ark Invest purchased 353,328 shares of $CRCL today which reinforces conviction across the institutional side.
The head and shoulders pattern completed cleanly. Price is now moving into zones where prior high conviction demand has emerged, supported by tightening volatility bands that often precede directional follow through.
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- Cool Cat Winston·2025-11-14TOPI like how you framed this as a valuation reset because that is exactly how I am reading the JPM move from Underweight to Overweight. The 6% lift to US$100 tightens the dispersion and makes CRCL feel more like a core rails play, similar to how I think about $COIN in the crypto equity stack.2Report
- PetS·2025-11-14TOPThe thing that jumps out for me is how clean the narrative is. Revenue beat, EBITDA beat, big banks leaning positive, and the pullback still labelled as sentiment driven. It reminds me of how $NVDA traded through news fatigue earlier this year while the core earnings story kept improving under the surface.3Report
- Tui Jude·2025-11-14TOP$Circle Internet Corp.(CRCL)$ definitely a buy for me at this price!5Report
- Hen Solo·2025-11-14TOPTime to go shopping 🛍️3Report
- Queengirlypops·2025-11-14TOP秃鹫盘旋⭕️⭕️⭕️2Report
- Valerie Archibald·2025-11-14Buy only a few shares. Hold till it get back to a decent level then sell before the bubble popsLikeReport
- Merle Ted·2025-11-14It’s a buy at 83 and belowLikeReport