Circle stock jumps 49% in 2026 as Bernstein targets $190 on stablecoin growth

Circle Internet Financial's stock has climbed 49% year to date in 2026, more than doubling from near $50 in early February to close at $118.17. Bernstein reaffirmed its "Outperform" rating on CRCL and issued a $190 price target, citing the company's position in the expanding stablecoin market after the 2025 GENIUS Act and USDC's roughly $78 billion circulation.