Odaily Planet Daily reports that due to rising oil prices and changing interest rate expectations, several institutions have raised their target prices for stablecoin issuer Circle Internet Group. On Tuesday, Circle’s stock price rose nearly 8% to $103.71, reaching a four-month high.
Mizuho analysts Dan Dolev and Alexander Jenkins raised Circle’s target price from $90 to $100 and maintained a “Neutral” rating. The analysts noted that recent increases in crude oil prices—up about 6% over the past five days and approximately 24% year-to-date—may reduce market expectations for interest rate cuts in 2026.
The report suggests that changes in interest rate expectations could have a greater impact on Circle’s valuation multiples rather than short-term revenue. Although analysts only slightly increased their revenue forecasts for the company, in a higher interest rate environment, the interest income generated from stablecoin reserve assets will still support its business.
However, analysts also warned that as the stablecoin regulatory framework becomes clearer, market competition may intensify, potentially putting long-term pressure on industry profit margins.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
UNI Rallies as Federal Court Ends Investor Case Against Uniswap Labs
Uniswap Labs won a full dismissal with prejudice, ending the investor lawsuit over scam-token losses and barring plaintiffs from refiling the same claims.
UNI rose about 6% to around $3.92 after the ruling, as traders reacted to the case being permanently closed.
UNI price rose about 6% to $
CryptoNewsFlash2h ago
Cardano Brings Blockchain Payments to Swiss Retail With ADA at SPAR Stores
ADA payments now accepted at 137 SPAR stores in Switzerland through Cardano integration with DFX.swiss Open Crypto Pay.
Real-time blockchain transactions reduce merchant fees by about two-thirds compared to traditional card providers.
The Cardano Foundation has announced that Swiss payments
CryptoNewsFlash3h ago
XRP Could Face Securities Classification Under New U.S. Crypto Framework, Says Cardano’s Hoskinson
Charles Hoskinson argues that under the revised CLARITY Act, tokens like XRP would qualify as securities, igniting his feud with the XRP community.
He called Ripple CEO Brad Garlinghouse out again, cautioning that having no laws is better than having a bad law.
Cardano founder Charles Hoskin
CryptoNewsFlash3h ago
Address Poisoning Scam: TON Whale Loses $220K, Scammer Returns Most
_A TON blockchain whale sent $220K to a scammer by mistake. The scammer kept $17K and returned the rest with an apology note._
A TON blockchain whale recently fell victim to an address poisoning scam.
The incident cost him $220,000 worth of TON tokens. He sent the funds to the wrong wallet by
LiveBTCNews4h ago
SOL Strategies Shares Soar 21% as February Update Highlights Validator Growth
SOL Strategies Inc. reported significant growth in February 2026, with its shares jumping 20.97% following its business update. The firm expanded its Solana validator network to over 33,500 wallets, generated 1,276 SOL in net revenue, and achieved a peak Annual Percentage Yield of 6.47%.
TheNewsCrypto5h ago
Polygon Enables Stablecoin Payments at 150M Visa Merchants Worldwide
Oobit has announced support for Polygon, allowing users of the network to make stablecoin payments at 150 million merchants who accept Visa.
Oobit converts stablecoins into local currency, attracting a wide network of merchants who do not want to be paid in crypto.
Stablecoin payments via th
CryptoNewsFlash6h ago
