Bernstein Reiterates $140 Target on Circle as USDC Supply Rebounds
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Bernstein reiterated an Outperform on Circle (CRCL) and highlighted rapid USDC supply growth and rising trading share, framing early signs of "digital dollar reinflation" after a prolonged plateau. USDC's adjusted stablecoin trading-volume share rising above USDT signals improving liquidity conditions across crypto rails, supporting tokenized-market and payments narratives. The note may boost institutional attention to stablecoin-linked equities and amplify focus on regulatory clarity as a catalyst.
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NCSKCRCL2USD/USDT+3.09%
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ChainThink reported that Cointelegraph said on Aug. 25 that investment bank Bernstein reaffirmed its Outperform rating on Circle (CRCL) and kept its price target at $140, implying roughly 60% upside. Circle shares have gained about 40% over the past month.
Bernstein analysts pointed to signs of "digital dollar reinflation", noting USDC supply jumped by around $2 billion over seven days, reversing six months of stagnation. The bank expects the next leg of stablecoin growth to be supported by a broader crypto market recovery, improved regulatory clarity, expansion of tokenized capital markets, and wider use in payments. It also cited early indications that AI agents are beginning to use stablecoins for payments.
USDC's market capitalization remains smaller than USDT's, but its trading activity has accelerated. Bernstein said USDC's share of adjusted stablecoin trading volume has climbed from about 40% in 2025 to more than 60% so far in 2026, overtaking USDT on that measure.
