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Circle's stock price reaches $90, analysts optimistic about the diversified growth of its stablecoin business
The stablecoin issuer Circle's stock price briefly rose above $90, reaching a new high for the year, before retreating to around $87. This followed the company's fourth-quarter performance, which exceeded market expectations, driving the stock price up approximately 30% after the earnings report was released. Bernstein analysts maintained an "outperform" rating on Circle, setting a target price of $190, believing that the company's performance shows a growth trend that has "clearly distinguished itself from the crypto market."
The report noted that Circle's expansion in the infrastructure sector is bringing in new revenue sources with higher profit margins, rather than relying solely on stablecoin reserve earnings. Analysts stated that Circle's transaction-related revenue continues to grow, including blockchain rewards earned as a super validator on the Canton network. Meanwhile, the proportion of USDC directly held on the Circle platform has risen to 17% of the total supply, up from 14% in the previous quarter. The company expects the circulation of USDC to maintain an annual growth rate of about 40% in the future and anticipates that other business revenues, excluding reserve income, will reach approximately $170 million by 2026, up from about $110 million in 2025.
Bernstein is also optimistic about Circle's expansion into new product areas, including the Arc platform, Circle Payments Network, and "automated payment" capabilities aimed at AI agents. At the same time, Mizuho analysts pointed out that as stablecoins are increasingly applied in new scenarios such as prediction markets, like the Polymarket platform, Circle's revenue structure is expected to further diversify. Overall, market attention is gradually shifting to whether Circle can establish a more balanced revenue structure during the expansion of the stablecoin ecosystem.
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