Get the Weekly Intelligence Brief — top committee picks every Sunday.
CRCL · NYSE · STOCK

Circle Internet Group

Financial Services Updated August 11, 2026
$71.19
52W $49.90 – $189.92
57/100
$19.02B
37.7
0.23
AI Committee Verdict
Buy
57/100
Conviction: Contested · 50% agreement · 4 analysts
Contested

Is CRCL Bullish or Bearish?

Bullish. Innellis AI committee rates Circle Internet Group (CRCL) Buy with a composite score of 57/100 , based on 4 analysts with 50% agreement. Last updated August 11, 2026.

What Would Change This View

Upgrade to Strong Buy
Requires a committee score of 75.0 — +17.72 from today. Applies on the first day at or above the line; upgrades are never dampened.
Downgrade to Watch
Requires the score to fall below 55.0 — -2.28 from today. The band boundary is 60.0, but a one-step downgrade must clear a further margin first. A score oscillating around the line should not change the rating every night.

Executive Summary

The committee is genuinely divided. Macro Analyst sees a compelling case — vix regime is low -- calm backdrop supports risk-taking. Risk Analyst remains cautious — bollinger bandwidth of 19.2% signals elevated volatility. This disagreement is itself the signal — the setup is not clean in either direction.

Bull & Bear Case

Bull Case
  • MACD histogram positive -- bullish momentum — Technical
  • Weekly trend (downtrend) confirms the daily trend -- multi-timeframe agreement — Technical
  • VIX regime is low -- calm backdrop supports risk-taking — Macro
  • Market regime is bullish (Bull market -- normal position sizing) — Macro
Bear Case
  • Price structure making lower highs and lower lows — Technical
  • Price trading above the upper Bollinger Band -- stretched — Technical
  • Bollinger bandwidth of 19.2% signals elevated volatility — Risk
Both cases are generated from quantitative data signals, not qualitative or forward-looking judgement. They summarise what the numbers say today.
Price History (6M)

AI Investment Committee

Committee Consensus As of August 11, 2026
Overall Committee Score
57/100
Agreement
50%
Analysts
4
Conviction
Contested
Sector Rank
Top 80%
of 209 Financial Services peers
Technical Analyst neutral
56 / 100 · High confidence
Mixed or range-bound price action
+ MACD histogram positive -- bullish momentum
− Price structure making lower highs and lower lows
Risk Analyst bearish
35 / 100 · Low confidence
Elevated risk from leverage, volatility, event exposure, or portfolio concentration -- size accordingly
− Bollinger bandwidth of 19.2% signals elevated volatility
Macro Analyst bullish
78 / 100 · Moderate confidence
Macro backdrop is supportive of risk assets generally, and this name's beta works in its favor
+ VIX regime is low -- calm backdrop supports risk-taking
News Analyst bullish
60 / 100 · Low confidence
News flow and recent filings/analyst actions are net positive
Portfolio Manager neutral
55 / 100 · Moderate confidence
Portfolio-level factors are mixed -- worth a deliberate sizing decision, not a default-size position
+ Portfolio position concentration is currently healthy
− 2 existing position pair(s) are highly correlated already
Open Full Terminal →

Technical Analysis

RSI (14)
69.7
Neutral
MACD Histogram
1.494
Bullish Momentum
Trend Direction
Downtrend
Weekly: Downtrend
Market Structure
Mixed
Support
$64.98
Resistance
$91.22
Bollinger %B
1.05
Above Upper Band
Price vs Moving Averages
EMA 9
$65.86 Above
EMA 21
$65.87 Above
EMA 50
$72.74 Below
EMA 200
$89.83 Below

Fundamental Analysis

Valuation
52
Profitability
23
Financial Health
60
Cash Flow
70
Valuation
P/E Ratio 37.7×
P/B Ratio 5.03×
PEG Ratio 0.98
Dividend Yield 0.00%
52W High $189.92
52W Low $49.90
Quality & Growth
ROE -208.8%
ROA -8.8%
Gross Margin 2568.9%
Operating Margin 781.1%
Revenue Growth YoY
Debt / Equity 0.00
AI Fundamental Assessment
[reduced confidence: limited earnings history] P/E ratio of 37.7 (rich relative to a 15-40x range); Price-to-book of 5.0x; PEG ratio of 1.0 (under 1.0 suggests growth is undervalued relative to price); Return on equity of -2.1%; Return on assets of -0.1%; Net margin of 15.5%; Gross margin of 25.7%; Current ratio of 1.03 (tight short-term liquidity); Debt-to-equity of 0.00; Free cash flow per share is positive (3.13); Earnings-history trend unavailable; growth based on TTM year-over-year only.
Get the Full CRCL Analysis
Interactive charts · Live committee votes · Trade plan · Paper trading · AI Q&A
Open in Terminal →

Explore CRCL Further

📈 Rating History 💰 Earnings 📰 Recent Events 🔄 What Changed 📖 Thesis Evolution 🔍 Similar Stocks
Weekly Intelligence Brief
Get the committee's top-scored stocks every Sunday.
Free · No spam · Unsubscribe anytime