Is Circle Internet Group (CRCL) Among the Best Performing Stocks in February?

On February 25, 2026, Reuters reported that Circle Internet Group (NYSE:CRCL) announced fourth-quarter revenue that exceeded Wall Street projections, due to the higher circulation of its USD Coin stablecoin. The firm achieved $770 million in total sales and reserve income, up 77% year on year and above analysts' $739 million estimate gathered by LSEG. USDC circulation grew 72% year on year to $75.3 billion in the fourth quarter, bringing revenue from reserves to $733 million. Shares surged over 30% in afternoon trading after the report.

Circle Internet Group (NYSE:CRCL) benefits from the growing use of dollar-pegged stablecoins as a result of the GENIUS Act, which established a federal regulatory framework. The firm invests cash received for issued tokens in deposits and short-term US Treasury securities, creating a yield from those reserves. The company received preliminary approval to establish a national trust bank license in December and expanded deals, including a partnership with Visa Inc. that allows US institutions to complete transactions with USDC.

Circle Internet Group (NYSE:CRCL) is a financial technology firm. It allows businesses of all sizes to benefit from the power of digital currencies and public blockchains for payments, commerce, and financial applications globally.

While we acknowledge the potential of CRCL as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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