Mizuho Securities has lowered its price target for Circle (CRCL) to $70, citing key risks to mid-term profitability.

By: theblockbeats.news|2025/11/15 06:15:52

BlockBeats News, November 15th, according to The Block, Mizuho Securities on Friday expressed a more pessimistic view on Circle Internet Group's stock. The investment bank's analyst lowered its base target price from $84 to $70. Circle's stock traded at around $82 on Friday, down nearly 40% in the past month.

"We believe CRCL's valuation has not fully reflected the key risks facing its mid-term profitability," a Mizuho analyst stated in a research report. The analyst also noted that potential risks include "upcoming rate cuts, relatively stagnant USDC circulation, structurally high (and still growing) distribution costs," and the increasingly fierce competition in the stablecoin sector.

Mizuho's forecast stands in stark contrast to JPMorgan analysts, who this week upgraded Circle's stock to "hold" and provided a new target price: by December 2026, Circle's stock price will reach $100.

Mizuho also stated, "Given the interest rate declines, slower-than-expected adoption of its USDC stablecoin, and rising token distribution costs, CRCL's consensus earnings forecasts may face downward revisions in the coming years."

Mizuho's optimistic scenario target price for Circle's stock is $251, while the pessimistic scenario target price is $38.

-- Price

The Ethereum Foundation has released this non-technical introductory report aimed at government officials, central banks, regulators, and corporate decision-makers, explaining how Ethereum works, how it is governed, how it differs from other blockchains, and how institutions and governments are alre...

A pre-announced harvesting case: After the cryptocurrency price dropped by 99%, the public chain Saga exited to transform into AI

True failure often isn't a single price drop, but rather a pricing mechanism that repeatedly rewards those who tell stories while repeatedly punishing those who believe in the stories.

When American giants collectively "defect" from Chinese AI models

Coinbase CEO publicly stated: the company has fully switched its AI to a Chinese model, cutting expenses in half while usage has doubled. Snowflake and Lindy are also doing the same thing—an unnoticed "AI model migration wave" is happening.

BIS Report Compliance Observation: The Real Risks of Stablecoins, Not Just "Depegging"

The issue with stablecoins is not just whether their price will decouple, but whether they can be integrated into a recognizable, monitorable, accountable, and regulated financial system.

Portugal 2-1 Croatia: Ronaldo's 20-Year Knockout-Stage Drought Ends With a Debt Finally Collected

Portugal beat Croatia 2-1 in the 2026 global football championship's knockout rounds as Ronaldo scored his first-ever knockout-stage goal, Gonçalo Ramos struck a stoppage-time winner, and VAR ruled out a late equalizer for offside.

Bitcoin Price Prediction July 2026: Will BTC Recover to $70K or Drop Below $55K?

Bitcoin price prediction for July 2026: Can BTC recover to $70,000 or fall below $55,000? Explore ETF flows, key support levels, Fed outlook, and our Bitcoin forecast.

A South Korean company that learned the strategy of hoarding coins, from a bull market to delisting?

When the overall momentum of the Korean stock market is strong, this batch of cryptocurrency concept stocks, branded as the "Korean version of Strategy," finds itself at a crossroads of life and death.

WEEX API Broker Program: Turn Your Trading Platform Into a Revenue Engine

Become a WEEX API Broker and earn up to 70% trading fee sharing. Get institutional-grade liquidity, OAuth Fast Connect, and a 4-5 day integration for your AI trading platform, bot, or signal community.

How to choose between buying discounted ETH, Bitmine, and SharpLink?

The answer may not lie in whose story is told better, but in specific dimensions such as cost of holding, financing ability, liquidity, and whether the narrative can be realized.

Wosh: Inflation has cooled in recent weeks, AI is reshaping the economy, and forward guidance has lost its necessity

Federal Reserve Chairman Waller clearly stated at the ECB forum that the Fed will abandon forward guidance on interest rates, with future decisions relying entirely on real-time economic data. He noted that inflation risks in the U.S. have decreased over the past four weeks, but the ultimate impact ...

From Pump.fun to Collector Crypt: Has Solana's income throne changed hands?

The revenue from consumer applications on Solana is no longer solely reliant on meme coin issuance, but is gradually spreading to more consumption scenarios.

Dan Bin's latest speech: Don't miss out on a great era

Don't let hesitation trap your steps, and don't let shortsightedness waste the passing years—make sure not to miss this magnificent era that belongs to us.