Circle (CRCL) May Rally Another 60% Driven by Stablecoin Adoption, AI Agentic Finance: Bernstein

Circle (CRCL) may rally another 60% driven by stablecoin adoption, AI agentic finance: Bernstein

Stablecoins are decoupling from crypto market cycles as they are increasingly used for digital payments, Bernstein analysts said.

USDC Surpasses USDT as Corporate Payment Shift Pushes Stablecoin Volume to $1.8 Trillion

Circle’s USDC is gaining popularity among corporate treasury groups who are now opting for more stablecoin-based transactions instead of wire transfers facilitated by financial institutions. Data shows that USDC now outstrips Tether (USDT) in terms of transfer volume, while overall stablecoin transactions set a new record. The change comes as the demand for faster and cheaper dollar-based systems outside banking hours continues to rise. Leon Wai…

Circle shares surge as Bernstein sees upside from stablecoin adoption

Shares of the stablecoin issuer have seemingly decoupled from the broader crypto market, gaining 49% this year and doubling since early February.

Circle Stock Surges As Bernstein Sees Upside From Stablecoins

Circle stock has surged 49% in 2026 and doubled since February as Bernstein maintains a $190 price target, citing accelerating stablecoin adoption.

Analysts Expect Big Surge For Circle As Stablecoins Expand Beyond Crypto

Wall Street analysts show strong confidence in Circle’s long-term growth potential. The company sits at the center of the rapidly expanding digital dollar economy. According to Bernstein analysts, Circle’s stock could climb nearly 70 percent and approach the 190 dollar level. This outlook reflects a broader shift in the financial industry. Stablecoins no longer serve only crypto traders. Businesses, consumers, and developers now explore new uses…

Circle Surges 110% In 5 Weeks—And Bernstein Says 70% More Upside Is On The Table - Circle Internet Group (NYSE:CRCL)

The Stablecoin Adoption Thesis Bernstein analysts highlighted that stablecoins are increasingly diverging from the broader crypto market cycle.  USDC supply stands at about $78 billion in circulation, reaching new highs despite Bitcoin (CRYPTO: BTC) trading significantly below its previous peak. Tether’s (CRYPTO: USDT) supply stands at about $184 billion. Total stablecoin transaction volume hit $55 trillion in 2025, up 98% year-over-year. The a…