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Circle Stock Is Down More Than 70% From Its All-Time High. Is It Time to Update the Investment Thesis for CRCL Stock?

The stablecoin growth narrative is still going strong, making Circle a potentially undervalued crypto play.

Circle Stock Is Down More Than 70% From Its All-Time High. Is It Time to Update the Investment Thesis for CRCL Stock?

Published August 23, 2026 · Category: Finance

Overview

Back in June 2025, Circle Internet Group (NYSE: CRCL) made its stock market debut with much fanfare. At one point last summer, Circle stock traded as high as $299, and the sky seemed to be the limit for how much higher it might go.

But flash forward one year, and the outlook does not look nearly as bright. Shares of Circle Internet Group currently trade for just $85, and a general malaise continues to hover over the crypto market. So is Circle stock a buy going forward, or is it best to look for other opportunities elsewhere?

Details

A good place to look for answers is Circle's most recent quarterly financial results. In Q2 2026, the company beat its consensus earnings estimate but missed on revenue. As a result, the company's shares sold off, as investors decided Circle just wasn't delivering as planned.

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Source

Originally published at www.fool.com.

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Disclaimer: This article is for informational purposes only and does not constitute investment advice. Data may be delayed up to 15 minutes. Past performance is not indicative of future results. Consult a licensed financial advisor before making investment decisions.