Opinions Jim Cramer - Mad Money
Circle Internet GroupCRCLWATCHJun 30, 2025
Jim Cramer - Mad MoneyStock price when the opinion was issued
As of Jun 05, 2026. Market Open.
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A way to take advantage of the recent pullback in bitcoin. Key right now is interest rates; earns most of its revenue from interest generated on the "ash" and treasury reserves backing the USDC. So higher-yield environment is a tailwind, and expectations for aggressive rate cuts have faded.
Expanding beyond stablecoin into payment infrastructure; huge companies are testing its network. Sees 35% upside from here. No dividend.
Brianne GardnerIt started trading last Thursday, over 100% from its deal price. CRCL deals in stablecoin, +272% since its IPO. Primarily, CRCL makes money by investing their dollar reserves. Also, they have a Euro-denominated stablecoin and other businesses. But the US stablecoin accounts for 99% of business. Their Q1 numbers impress: 59% revenue growth, 75% net income growth. But at the current price, CRCL is selling at 165x 2024's PE (Coinbase was 27x). Overall, he likes CRCL, but not at this price.
It makes it easy to buy cryptos, offering stablecoin. Is up 484% in one month, after it went public. Its current price is crazy, though. Two banks just listed price target at $80-83 (currently $181). The market is crazy about anything crypto. Once the lock-up on insider selling expires, the shorts will shoot back. One to watch.