Seeking Alpha upgraded Circle Internet Group (CRCL) to 'Strong Buy' on February 9, 2026. The analyst based the upgrade on valuation. Shares trading below $60 per share present a compelling risk-to-reward opportunity.
Circle's profitability relies primarily on USDC stablecoin volume and short-term interest rates. The analysis identifies recent Federal Reserve rate cuts as a near-term headwind. Despite broader crypto market weakness and regulatory uncertainty, USDC's market capitalization remains resilient.