As Circle Stock Breaks Through Key Resistance Levels , Should You Chase the CRCL Rally ?

<p>Circle Internet Group (CRCL) shares pushed aggressively to the upside on Wednesday after the crypto company announced a blockbuster Q4, citing improving margins and growing on-platform USDC mix. As investors cheered Circle's blowout release, its share price rallied well past the 50-day moving average (MA) — a technical breakout that often validates a shift in momentum.</p>
<p>Following this post-earnings surge, Circle stock is up roughly 60% versus its year-to-date low.</p>
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<h2>Should You Buy Circle Stock Into Post-Earnings Strength?</h2>
<p>For long-term investors, it may be reasonable to chase the momentum in CRCL stock, since much of the company’s Q4 strength was driven by accelerating circulation of USDC. A remarkable 72% year-on-year increase in USDC circulation to north of $75 billion in 2025 isn’t just a vanity metric; it’s the lifeblood of Circle’s “reserve income” business model.</p>
<p>As more digital dollars enter the ecosystem, the NYSE-listed firm earns a higher yield on the U.S. government securities backing those tokens.</p>
<p>With on-chain transaction volume more than tripling to nearly $12 trillion in Q4, USDC’s utility as a global settlement layer is becoming undeniable, creating a predictable, high-margin revenue stream that scales alongside crypto adoption.</p>
<h2>William Blair Reiterates Bullish View on CRCL Shares</h2>
<p>Circle’s strong Q4 print also made William Blair analysts add it to its “short list of high-quality crypto infrastructure plays within public markets” today.</p>
<p>In a research note dated Feb. 25, the investment firm reiterated its “Outperform” rating on CRCL, citing a significant improvement in adjusted EBITDA to $167 million in the fourth quarter — about 12% above its estimate.</p>
<p>At less than 6x sales, the crypto stock doesn’t really appear expensive relative to its exceptional growth rate, its analysts Andrew Jeffrey and Adib Choudhury told clients on Wednesday.</p>
<p>Note that Circle shares’ relative strength index (14-day) sits at about 67 currently, signaling bullish momentum is unlikely to run out of steam in the near term.</p>
<h2>Wall Street Remains Bullish on Circle Internet Group</h2>
<p>Other Wall Street firms agree with William Blair on Circle Internet Group as well.</p>
<p>The consensus rating on CRCL shares remains at “Moderate Buy” with the mean target of roughly $126 indicating potential upside of more than 50% from here.</p>