Bernstein estime qu'avec l'expansion continue de l'utilisation des stablecoins dans les domaines des paiements et de l'intelligence artificielle, le cours de Circle pourrait augmenter de 70 %.

Circle Internet Group (CRCL) stock surged over 9%, closing at $111.84, reaching its highest level since early November. Previously, Bernstein analyst reaffirmed a “buy” rating on the stock with a target price of $190. The analyst highlighted the accelerating adoption of stablecoins, noting that by 2025, the total trading volume of stablecoins will reach $55 trillion, a 98% increase year-over-year, with payment transactions alone reaching $375 billion. They emphasized the growing importance of stablecoins in global payments and listed Visa’s support for over 130 stablecoin-linked cards, as well as Circle’s expanding cross-border network (which is expected to reach an annualized transaction volume of $5.7 billion by February 2026). Bernstein believes that applications by consumers, businesses, and emerging AI agents will drive structural growth in stablecoins.