Circle Internet Group Stock Jumps Tuesday. Analysts Are Still Split on the Stock.

Circle climbed 11% off summer lows while analysts split between a $140 bull target and active Sell ratings, with consensus sitting near $104.

Coinbase confirmed its USDC partnership renewal with Circle, while PayPal surged 28% on a $53 billion buyout bid and its PYUSD stablecoin intensifies competitive pressure.

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Shares of Circle Internet Group ( NYSE:CRCL ) are trading higher midday Tuesday, changing hands near $70.72, up roughly 5% on the session. The stablecoin issuer has now climbed 11% over the past week, though it still sits 58% below where it traded a year ago.

Circle is working its way off the summer lows following its August 5 Q2 report, which showed revenue of $701.32 million, up 6.6% year over year. That marked a swing to net income of $48 million versus a $482 million loss in the year-ago IPO quarter, with EPS of $0.18. On the outlook, management raised FY26 Other Revenue guidance to $310 to $330 million, incorporating ARC Token presale revenue, and lifted the RLDC margin range to 41.7% to 43.7%.

The tug-of-war is loud. Bernstein's Gautam Chhugani carries a Buy rating with a $140 target, and JPMorgan's Ken Worthington is at Buy with a $120 target. On the other side, Morgan Stanley reiterated Sell on August 8 and Mizuho downgraded to Sell in mid-July. The consensus target sits at $103.98, spanning 2 Strong Buy, 11 Buy, 12 Hold, and 2 Sell ratings.

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Bulls point to network scale. Average USDC in circulation reached $76.50 billion, up 25% YoY, and Circle Payments Network annualized volume hit $14.7 billion, up 76% quarter over quarter. The Arc public mainnet launches September 16, with validators including BlackRock, BNY, DTCC, Visa, Mastercard, and Standard Chartered. Bears counter that the reserve return rate fell 66 bps to 3.5% and that stablecoin market share slipped 66 bps to 27% as competition intensifies.