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Bernstein says Circle's Q2 counters bearish concerns over competition, reserve income

Bernstein said Circle's partnerships, regulatory approvals, and Arc launch provide additional revenue streams not reflected in estimates.

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Bernstein says Circle's Q2 counters bearish concerns over competition, reserve income

Circle posted Q2 $701M revenue (+7% YoY), $143M adjusted EBITDA and beat EPS; 95% from reserve income. Arc mainnet (Sept. 16) with BlackRock, Visa validators shifts narrative from reserve dependency to payments and tokenized RWA infrastructure.

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Timeline cronologica

lunedì 3 agosto 2026·coindesk.com
Circle (CRCL) slides after Morgan Stanley slashes price target to $38 from $106
The bank said tokenized money market funds, Open USD and slower USDC growth could weigh on the stablecoin issuer's earnings.
lunedì 3 agosto 2026·cryptobriefing.com
Circle analysts split as Morgan Stanley cuts target to $38 while TD Cowen sees $82 upside
TD Cowen initiates Circle Internet Group with a Buy rating and $82 price target, citing USDC growth and fee-based revenue as key catalysts.

Bernstein says Circle's Q2 counters bearish concerns over competition, reserve income

Confronto fonti

Bernstein says Circle's Q2 counters bearish concerns over competition, reserve income

Timeline cronologica

Circle (CRCL) slides after Morgan Stanley slashes price target to $38 from $106

Circle analysts split as Morgan Stanley cuts target to $38 while TD Cowen sees $82 upside

Bernstein praises Circle’s Q2 results, counters bearish concerns with Arc and partnership upside

Circle Q2 Revenue Narrowly Misses Wall Street Estimates

Circle shares fall nearly 4% as revenue miss overshadows quarterly profit beat

Circle (CRCL) slides after Morgan Stanley slashes price target to $38 from $106

Circle Posts $701 Million Q2 Revenue as USDC Activity Accelerates

CRCL Stock in Focus as Circle Readies for Q2 Earnings

Circle Internet reports Q2 2026 earnings with $143M adjusted EBITDA and $83B in USDC minting

Circle shares jump as earnings beat offsets revenue miss, Arc blockchain gains Wall Street backing

Circle Q2 Revenue Narrowly Misses Wall Street Estimates

Circle Reports Mixed Q2 Financial Results as Revenue Misses Expectations Circle Reports Mixed Q2 Financia

Circle shares fall nearly 4% as revenue miss overshadows quarterly profit beat

Circle shares fall as revenue miss overshadows profit beat

Circle's Q2 Results Beat Estimates: So Why Is CRCL Stock Selling Off? - Circle Internet Group (NYSE:CRCL)

Circle posts $701M in Q2 revenue as BlackRock, Visa join Arc validator set ahead of mainnet launch

Circle Posts $701 Million Q2 Revenue as USDC Activity Accelerates

Circle shares fall as revenue miss overshadows quarterly profit beat

Bernstein says Circle's Q2 counters bearish concerns over competition, reserve income

Bernstein praises Circle’s Q2 results, counters bearish concerns with Arc and partnership upside