CRCL · Circle Internet Group, Inc.
Price & Indicators
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Metrics snapshot
Useful current figures from the complete screener profile.
AI Brief
Q2 FY26 earnings call · Aug 5, 2026TL;DR. Circle (CRCL) reported Q2 FY2026 total revenue and reserve income of $701M (+7% YoY) and USDC circulation of $73.3B (+19% YoY), raised its FY2026 Other Revenue guidance to $310–$330M (from $150–$170M) and RLDC margin guidance to 41.7%–43.7% (from 38%–40%), confirmed the Arc mainnet launch for September 16, 2026 with major financial institutions as validators, and renewed its Coinbase distribution agreement on existing terms.
- + Raised FY2026 Other Revenue guidance to $310–$330M from $150–$170M on Arc momentum.
- + Raised FY2026 RLDC margin guidance to 41.7%–43.7% from 38%–40% following Arc presale.
- + Renewed Coinbase distribution agreement on existing terms, keeping USDC central across Coinbase products.
- + USDC in circulation grew 19% YoY to $73.3B despite digital asset market weakness.
- − Reserve Return Rate declined 66 bps YoY to 3.48%, pressuring revenue.
- − Broader digital asset markets declined ~40% YoY, weighing on on-chain transaction volume versus Q1.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
Earlier KPI extraction records exist, but do not meet the current evidence-completeness requirements. No current verified series is available. Earlier figures remain withheld until revalidated; this is not evidence that the company reports no KPIs.
Versus peers
Capital Markets — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
CRCL
this stock
Circle Internet Group, Inc.
|
$21.14B | +3.6% | +63.9% | 41.0 | 8.7% |
|
MS
Morgan Stanley
|
$308.32B | +5.9% | +5.5% | 15.9 | 0.9% |
|
GS
Goldman Sachs Group Inc
|
$272.38B | +2.4% | +8.9% | 14.4 | 2.4% |
|
SCHW
Schwab Charles Corp
|
$171.26B | -2.2% | +22.0% | 18.0 | 1.1% |
|
HOOD
Robinhood Markets, Inc.
|
$107.35B | -0.5% | +51.6% | 52.8 | 4.0% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| CRCL | -10.4% | -8.2% | -3.4% | -14.0% | +3.6% |
| SPY | -0.7% | +0.1% | +12.2% | -0.6% | +11.8% |
| vs SPY | -9.7% | -8.3% | -15.6% | -13.4% | -8.2% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.