An analyst from Seeking Alpha published an article on November 28, 2025, asserting that Circle Internet Group's (CRCL) stock is in "value" territory, trading near its initial public offering price. The analysis suggests that the recent decline in the stock's price is disconnected from the company's strong business fundamentals and rapid growth prospects. The article highlights the resilience of income from USDC reserves, stating that the growth in USDC circulation is expected to more than offset the impact of anticipated Federal Reserve rate cuts. Furthermore, it points to the hypergrowth of other revenue streams like EURC and the ARC blockchain as potential significant contributors to future earnings. The author concludes that the current stock price offers a significant upside for investors, framing the disconnect between the stock's performance and the company's growth as an opportune moment to invest. No specific market reaction to this analysis was available.