Bernstein: Circle has transformed into a fintech infrastructure and is rated as "beat the market"

SmartContractAuditor · 2026-02-26T12:48:22+00:00

Bernstein analysis states that Circle has transformed into a fintech infrastructure service provider, with Q4 2025 revenue reaching $770 million, a year-over-year increase of 77%. Analysts believe that Circle will play a key role in future economic transformation and maintain a "beat the market" rating with a target price of $190.

SmartContractAuditor

2026-02-26 12:48:22

Abstract generation in progress

Odaily Planet Daily reports that Bernstein pointed out that Circle is no longer viewed simply as a crypto asset “investment proxy,” but has transformed into a financial technology infrastructure service provider, reflecting a profound shift in the company’s business positioning.

According to Circle’s Q4 2025 financial report, the company’s revenue saw significant growth — total revenue for the fourth quarter reached approximately $770 million, a 77% increase compared to the same period last year. CEO Jeremy Allaire stated during the earnings call that the company is in the early stages of a fundamental transformation in how the global economic system operates, with future economies becoming more internet-based and highly automated.

Bernstein’s analyst team believes that in this evolution, Circle will play a key role, reaffirming their “Outperform” rating and a $190 target price in their latest research report, indicating that the company’s stock still has considerable upside potential.

Analyst Gautum Chhugani and colleagues noted in the report that Circle’s Q4 performance clearly diverged from the overall crypto market trend, emphasizing that the company is moving toward becoming a core internet infrastructure provider, rather than just focusing on stablecoins or crypto tokens. (Dlnews)

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