$Circle Internet Corp.(CRCL)$ ๐Ÿšจ ๐Ÿ“Š ๐€๐๐€๐‹๐˜๐’๐“ ๐€๐‹๐„๐‘๐“: JPMorganโ€™s Kenneth Worthington upgrades $CRCL with a price target raised to $100.00, an increase of 6%. ๐Ÿ”ผ ๐ƒ๐Ž๐”๐๐‹๐„ ๐”๐๐†๐‘๐€๐ƒ๐„๐ƒ

JPM shifts from Underweight to Overweight, noting the valuation reset has opened up a clearer asymmetry for accumulation.

Bernstein SocGen reiterates Outperform with a $230 price target and highlights Circleโ€™s strong Q3 performance. Revenue of $740M beat expectations by 5%, and adjusted EBITDA of $166M exceeded estimates by 26%. Analysts continue to see the recent pullback as sentiment driven rather than structural, with long term fundamentals remaining firmly intact.

USDC adoption continues to accelerate across banking, payments and capital markets. Increased on platform flows are strengthening network economics and reinforcing Circleโ€™s competitive position in the stablecoin ecosystem.

Cathie Wood and Ark Invest purchased 353,328 shares of $CRCL today which reinforces conviction across the institutional side.

The head and shoulders pattern completed cleanly. Price is now moving into zones where prior high conviction demand has emerged, supported by tightening volatility bands that often precede directional follow through.

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# ๐Ÿ’ฐStocks to watch today?(19 Jan๏ผ‰

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Comment๏ผˆ19๏ผ‰

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  • Cool Cat Winston
    ยท2025-11-14
    TOP
    I like how you framed this as a valuation reset because that is exactly how I am reading the JPM move from Underweight to Overweight. The 6% lift to US$100 tightens the dispersion and makes CRCL feel more like a core rails play, similar to how I think about $COIN in the crypto equity stack.
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    • Barcode:ย 
      I like how you framed CRCL as rails within the crypto equity stack. I am treating this double upgrade as a signal that real money can start modelling Circle as core infrastructure rather than a short term trade, similar to how I now think about COIN.
      2025-11-14
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    • Barcode:ย 
      Your read adds weight CCW! Cycles pivot on shared conviction.
      2025-11-14
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  • PetS
    ยท2025-11-14
    TOP
    The thing that jumps out for me is how clean the narrative is. Revenue beat, EBITDA beat, big banks leaning positive, and the pullback still labelled as sentiment driven. It reminds me of how $NVDA traded through news fatigue earlier this year while the core earnings story kept improving under the surface.
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    • Barcode:ย 
      I agree the narrative is unusually clean here. Revenue and EBITDA beats plus aligned broker commentary support the idea that this pullback is sentiment rather than structural, so I am focusing on where fair value sits through the next full cycle.
      2025-11-14
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    • Barcode:ย 
      ๐Ÿ‘ I appreciate your engagement PetS, stronger trends emerge from broader dialogue.
      2025-11-14
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  • Tui Jude
    ยท2025-11-14
    TOP
    $Circle Internet Corp.(CRCL)$ definitely a buy for me at this price!
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    • Barcode:ย 
      I can see why it screens attractive here from a fundamental lens. After a 5% revenue beat and 26% EBITDA surprise, with JPM upgrading to Overweight and Bernstein still at 230, the risk reward looks far more asymmetric. Key now is how sustainably they monetise USDC at scale.
      2025-11-14
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    • Barcode:ย 
      ๐Ÿ™ I value your attention TJ, depth grows with shared insight.
      2025-11-14
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  • Hen Solo
    ยท2025-11-14
    TOP
    Time to go shopping ๐Ÿ›๏ธ
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    • Barcode:ย 
      There is certainly a stronger valuation case at these levels, although I tend to separate excitement from discipline.
      2025-11-14
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    • Barcode:ย 
      With CRCL posting solid revenue and EBITDA beats and brokers lifting targets, I am focusing on how the underlying monetisation profile evolves rather than treating every pullback as an automatic buying window.
      2025-11-14
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    • Barcode:ย 
      ๐Ÿ™ Thanks HS, thoughtful time spent here strengthens conviction.
      2025-11-14
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  • Queengirlypops
    ยท2025-11-14
    TOP
    vultures circling โญ•๏ธโญ•๏ธโญ•๏ธ
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    • Barcode:ย 
      With revenue and EBITDA both ahead of expectations and major brokers turning constructive, I am watching whether this becomes the kind of accumulation zone that attracts patient capital rather than short term volatility chasers.
      2025-11-14
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    • Barcode:ย 
      It does have that feel when the fundamental picture firms up while the price action softens.
      2025-11-14
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    • Barcode:ย 
      ๐Ÿ™๐Ÿผ Thanks for reading Q. Your time adds clarity, refining how we see shifts in markets.
      2025-11-14
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  • Valerie Archibald
    ยท2025-11-14
    Buy only a few shares. Hold till it get back to a decent level then sell before the bubble pops

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  • Merle Ted
    ยท2025-11-14
    Itโ€™s a buy at 83 and below

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