US · Financial Services · Capital Markets
EPS came in at 0.18 against a street estimate of 0.16 — a beat of 12.5%.
with an average price target of $104.07.
CONFIDENT Circle grew USDC to $73.3B (+19% YoY) with $701M revenue. ARC mainnet launching Sept 16 with major validators. CPN payments hit $23B annualized TPV. Raised other revenue guidance to $310–330M on ARC presale. Q2 2026 Call did not break out geographic segments. Operations described globally (185 countries, 35 blockchains, 58 countries for CPN). Analysts pressed competitive threats (OUSD, Clarity Act delays), agentic monetization timing, and blockchain partnership deprioritization. Management emphasized existing 70% market share, 150+ distribution partners, revenue-share models (hyper-liquid deal), and ARC's validator coalition as insurmountable moats. 2026-08-05…
Full summary in the app.
| Fund | Stake |
|---|---|
| IDG China Capital Fund III Associates L.P. | 3.51% |
| IDG-Accel China Capital II Associates L.P. | 2.75% |
| Marshall Wace Asset Management Ltd | 2.28% |
| Vanguard Portfolio Management, LLC | 2.16% |
| BlackRock Inc | 1.99% |
| Morgan Stanley - Brokerage Accounts | 1.96% |
| Vanguard Capital Management, LLC | 1.81% |
| ARK Investment Management LLC | 1.78% |
| Document | Date |
|---|---|
| Material agreement · Q3 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY --- HEADLINE NUMBERS • Circle Internet Group acquiring Tazapay Pte. Ltd. (Singapore-based company) v | 2026-09-08 |
| Quarterly report · Q2 2026 CIRCLE INTERNET GROUP, INC. – FORM 10-Q SUMMARY Quarter Ended June 30, 2026 --- HEADLINE NUMBERS • Total Revenue & Reserve Income (6M 2026): $1,395 | 2026-08-05 |
| Results announced · Q3 2026 CIRCLE INTERNET GROUP Q2 2026 EARNINGS SUMMARY HEADLINE NUMBERS • Total Revenue and Reserve Income: $701 million in Q2 2026, up 7% year-over-year • | 2026-08-05 |
| Company announcement · Q2 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY HEADLINE NUMBERS • Company sold 67.5 million ARC tokens in private placement (Second Closing) • Token | 2026-07-02 |
| Board / officer change · Q2 2026 CIRCLE INTERNET GROUP, INC. - FORM 8-K SUMMARY BUSINESS & SEGMENT HIGHLIGHTS • Circle Internet Group, Inc. is a Delaware-incorporated company tradin | 2026-06-12 |
| Quarterly report · Q1 2026 CIRCLE INTERNET GROUP, INC. — Q1 2026 FORM 10-Q SUMMARY --- HEADLINE NUMBERS • Total assets: $80.5 billion (March 31, 2026) vs. $78.7 billion (Dece | 2026-05-11 |
| Proxy statement · Q2 2026 CIRCLE INTERNET GROUP, INC. — PROXY SUMMARY FOR RETAIL INVESTORS --- WHAT SHAREHOLDERS ARE VOTING ON • PROPOSAL 1: Election of Three Class I Direct | 2026-04-01 |
| Annual report FY2025 CIRCLE INTERNET GROUP, INC. – FORM 10-K SUMMARY (FISCAL YEAR 2025) HEADLINE NUMBERS • Company: Circle Internet Group, Inc., Delaware-incorporated, t | 2026-03-09 |
Readable in the app.
| Announcement | Date |
|---|---|
| Acquires Tazapay for $400 million in stock consideration Circle Internet Group announced on September 4, 2026, that it agreed to acquire Tazapay Pte. Ltd., a Singapore-based payment company, for approximately $400 million in Circle Class A common | 2026-09-08 |
| Raised $222 million in token presale from institutional investors led by a16z crypto Circle Internet Group raised approximately $222 million through a private token sale of 740 million ARC tokens at $0.30 per token. The sale was led by venture capital firm a16z crypto and va | 2026-05-11 |
Technicals, trade setups with a published hit rate, AI analysis and earnings-call summaries for Circle Internet Group, Inc. — free to start.
Google PlayApp StoreData updated 2026-09-18.