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Circle (CRCL) Stock Looks Fairly Valued While Broader Checks Stay Weak
Simply Wall St.1d agoneutral
Circle (CRCL) Stock Looks Fairly Valued While Broader Checks Stay Weak

Circle Internet Group stock has fallen 45.9% over the past year, yet the valuation checks suggest the shares now sit closer to a middle ground rather than an obvious bargain. Recent crypto sector headlines and new product launches are keeping interest high, while the broader valuation picture looks more cautious. The 45.9% share price decline over 1 year leaves Circle Internet Group trading well below where it was, which can matter for anyone weighing a potential reset in expectations. On...

KAST names Stripe veteran Connor Fitzgerald to lead its U.S. business
TheStreet4d agoneutral
KAST names Stripe veteran Connor Fitzgerald to lead its U.S. business

KAST, a financial platform built on stablecoin technology, has appointed Connor Fitzgerald as its U.S. general manager, tapping a payments-industry veteran to drive its expansion in the world's largest financial market. KAST is a company that lets people and businesses send, receive, and convert ...

Strategy CEO: 'We are the central bank of Bitcoin'
CoinDesk5d agoneutralVIDEO
Strategy CEO: 'We are the central bank of Bitcoin'

On this episode of CoinDesk's Public Keys from the New York Stock Exchange, host Jennifer Sanasie is joined by co-host Tim Grant, CEO of Deus X Capital, to start off the conversation with Strategy President and CEO Phong Le. He explains why he expects Strategy to outperform Bitcoin in the next bull cycle, how its STRC product and "digital credit" framework aim to make Strategy the "JP Morgan of digital finance." Bitwise Asset Management Head of Research Ryan Rasmussen breaks down Q2 earnings from Circle, Galaxy, and American Bitcoin, arguing the market is mis-pricing Circle ahead of a multi-trillion-dollar stablecoin era. Plus, Jennifer and Tim unpack Bitcoin ETF flows, the best week since April at $853 million in net inflows, and Tim lays out his thesis on sovereign AI, data privacy, and where decentralization fits into the next wave of compute. - Learn more at bullish.com. - Register now for CoinDesk's Policy and Regulation event on September 22, 2026: policy-regulation.coindesk.com. - To get market moving news delivered daily, download CoinDesk’s mobile app: linktr.ee/coindeskapp.

Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc
Simply Wall St.7d agoneutral
Circle (CRCL) Stock Sees Fair Value Cut As Analysts Split On USDC And Arc

The fair value estimate for Circle Internet Group has been revised from US$133.71 to US$107.98, pointing to a lower implied equity value in current models. This shift sits within a Street backdrop where price targets range from roughly US$25 to US$157, reflecting very different views on USDC, Arc and the impact of new stablecoin rivals. In the sections that follow, you will see how these moving pieces shape the evolving analyst narrative and what to watch next as it develops. Analyst Price...

Circle Internet Group (CRCL) Returns To Profit As Fair Value Doubts Linger
Simply Wall St.7d agoneutral
Circle Internet Group (CRCL) Returns To Profit As Fair Value Doubts Linger

Circle Internet Group (CRCL) just posted its second quarter 2026 results, shifting from a large loss a year ago to a profit, while also updating investors on progress with its Arc blockchain platform. See our latest analysis for Circle Internet Group. Circle Internet Group’s recent earnings swing to profit, Arc progress updates and regulatory milestones have come alongside a 1 day share price return of 5.36% and a 7 day share price return of 6.48%. However, the 1 year total shareholder return...

Circle Internet Group (CRCL) Launches Arc As Its Growth Story Moves Beyond USDC
Simply Wall St.7d agoneutral
Circle Internet Group (CRCL) Launches Arc As Its Growth Story Moves Beyond USDC

Circle Internet Group (NYSE:CRCL) launched its Arc blockchain in September, expanding its focus beyond USDC. Arc is being positioned as core infrastructure for institutional blockchain use, with an emphasis on compliance and integration with traditional finance. Founding validators on Arc include BlackRock, DTCC, Mastercard, Visa, ICE, and Standard Chartered. Circle's CEO has described Arc as a potentially larger long term opportunity than USDC, signaling an evolving strategy toward broader...

Bernstein says Circle investors are focusing on wrong risks
TheStreet9d agoneutral
Bernstein says Circle investors are focusing on wrong risks

Research and brokerage firm Bernstein says that investors worried about the Circle Internet Group (NYSE: CRCL) are fixating on the wrong concerns, and that the stablecoin issuer's latest results make the case against the skeptics. In a note to clients on Aug. 6, analysts led by Gautam Chhugani ...

Exec Edge9d agobullish
Corpay’s Price Target Raised by Brokers After Earnings Beat

By Jarrett Banks Corpay (NYSE: CPAY) delivered another strong quarter of double-digit organic revenue growth. But increasingly, investors are keyed into management’s capital allocation strategy as a top reason to own the stock. Several analyst notes pointed out that Corpay is evolving into one of the payments industry’s premier capital compounders. JPMorgan said investors should […] The post Corpay’s Price Target Raised by Brokers After Earnings Beat appeared first on ExecEdge.

Circle Internet Group Q2 Earnings Call Highlights
MarketBeat9d agoneutral
Circle Internet Group Q2 Earnings Call Highlights

Circle Internet Group (NYSE:CRCL) reported second-quarter total revenue and reserve income of $701 million, up 7% from a year earlier, as growth in USDC circulation and other revenue was partly offset by a lower reserve return rate. USDC circulation ended the quarter at $73.3 billion, increasing 19