Bernstein percaya bahwa seiring dengan semakin meluasnya penggunaan stablecoin di bidang pembayaran dan kecerdasan buatan, harga saham Circle berpotensi naik hingga 70%.

Circle Internet Group (CRCL) stock surged over 9%, closing at $111.84, reaching the highest level since early November. Previously, Bernstein analyst reaffirmed a “market outperform” rating on the stock and set a target price of $190. The analyst highlighted the rapid 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 supporting over 130 stablecoin-related cards, as well as Circle’s expanding cross-border network (which is projected to reach an annualized transaction volume of $5.7 billion by February 2026). Bernstein believes that applications involving consumers, businesses, and emerging AI agents will drive structural growth in stablecoins.