Why Circle Internet Stock Surged Today

Shares of** Circle Internet Group **(CRCL +15.66%) furthered their ascent on Monday. By the close of trading, the stablecoin issuer’s stock price was up over 15%.

Image source: Getty Images.

Blistering growth

Investors are still cheering Circle’s dazzling fourth-quarter financial report released on Wednesday. The stablecoin supplier’s total revenue and reserve income leaped 77% year over year to $770 million. The gains were fueled by a 72% jump in USDC in circulation to $75.3 billion at the end of 2025.

In turn, Circle’s net income from continuing operations increased to $133 million, up from $4 million in the prior-year quarter.

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NYSE: CRCL

Circle Internet Group

Today’s Change

(15.66%) $13.07

Current Price

$96.51

Key Data Points

Market Cap

$20B

Day’s Range

$80.42 - $96.60

52wk Range

$31.00 - $298.99

Volume

1.5M

Avg Vol

13M

Gross Margin

5.88%

Accelerating agentic AI

Better still, during the company’s earnings conference call, CEO Jeremy Allaire made his case for why Circle could serve as a foundational financial layer for the artificial intelligence (AI) boom.

We are seeing an explosion of developer activity around AI. It’s becoming an important driver for Circle’s platform, and we believe an important and potentially significant driver for USDC adoption.

Allaire went on to highlight Circle Gateway, which enables AI agents to autonomously automate cross-chain USDC transactions with ultra-low transaction costs of $0.00001.

“We believe that no other payment system in the world can do this,” Allaire said.