I anticipate significant volatility in the stock price, with options traders pricing in a potential 12.3% swing in either direction based on the results. Analysts expect a strong quarter driven by robust USDC growth, with circulation rising to $65.2 billion and on-chain transaction volumes surging 5.4 times year-over-year, alongside benefits from new products like Circle Gateway and expanding partnerships with exchanges such as Binance and OKX. However, headwinds from anticipated interest rate cuts could temper future upside, and recent price declines—down about 5.57% in the last day to a close of $98.30, with premarket up 1.92% to $100.19—suggest caution. Overall, if earnings meet or exceed the forecasted $0.22 EPS and highlight continued stablecoin momentum, I think CRCL could see a modest rebound today, potentially climbing 5-10% post-announcement, though underwhelming guidance amid a high P/E ratio of around 147 might lead to further downside.Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
