Circle Internet Group’s stock surged 108.3% over the past 30 days. The share price climbed 12.4% in the last week alone.
Strong Q4 earnings that surpassed analyst estimates fueled the rally. The USDC stablecoin flipped Tether in adjusted transaction volume for the first time since 2019.
A March 20, 2026, valuation analysis suggests the company is now significantly overvalued. A Discounted Cash Flow (DCF) model estimated the stock’s intrinsic value at $41.59 per share. The stock currently trades at approximately $128 per share.