Citigroup adjusted price targets for several cryptocurrency-related stocks, including Circle Internet Group. Citi cited valuation concerns rather than increased sector risk for the reduction.
Despite the target reduction, Citi designated Circle as its top pick within the digital asset space for 2026. The firm expressed optimism that potential legislative reforms will act as a sector catalyst.
Other analysts maintain a consensus 'Hold' rating on CRCL. Separately, a Form 144 filing indicated a proposed sale of 10,000 Class A shares by an insider.
The sale is scheduled for December 22, 2025, continuing a pattern of recent insider selling. The stock saw a pre-market increase following the Citi news.