Bernstein confirmed Circle's Outperform rating and a target of $190


Bernstein confirmed a Buy rating for Circle and a target price of $190, which implies a potential upside of 129%. Analysts believe the company is increasingly acting as a provider of fintech infrastructure rather than betting on crypto assets, and they note a revenue growth of 77% in 2025 to $7.7 billion according to the Q4 report. Circle CEO Jeremy Aller stated that artificial intelligence and blockchain are just beginning to transform the global economy, and Bernstein expects Circle to become one of the key players in this transformation and to stand out in the crypto market.
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