Analyst Raises Circle Stock Target Price to $100

Odaily News Mizuho Securities analyst Dan Dolev raised the target price for Circle (CRCL) stock from $90 to $100, an increase of 10%, while maintaining a Neutral rating. Circle released its Q4 2025 financial report on February 25th, with earnings per share (EPS) of $0.43, surpassing Wall Street's expectation of $0.35, and quarterly revenue reaching $770 million. As of the end of last year, the circulation of USDC grew by 72% to $75.3 billion. Dan Dolev stated that due to rising oil prices caused by the US-Israel-Iran war, inflation may increase and reduce the likelihood of the Federal Reserve cutting interest rates, which would help Circle earn stable interest income from its holdings of US Treasury bonds. Currently, the market capitalization of USDC is approximately $75.92 billion, holding a 24.3% market share. As of January 30th, Circle's USDC reserves include US Treasury bonds valued at $18.8 billion.