Circle reported fourth-quarter 2025 results that significantly exceeded market expectations, pushing its shares up 15% on Wednesday.
The company announced earnings of 43 cents per share, compared to the consensus estimate of around 16 cents according to FactSet data. Total revenue for the quarter reached $770 million, 77% more than the same period the previous year, while net income came in at $133.4 million, a figure more than 40 times higher than that recorded in Q4 2024.
USDC issuance grew 72% throughout the year, with a market cap approaching $75 billion that consolidates the token as the world’s second-largest stablecoin, behind Tether’s USDT. Circle CEO and co-founder Jeremy Allaire noted that the stablecoin market operates in practice as a duopoly, where high entry barriers allow both companies to maintain their positions.
The Circle Payments Network added 55 financial institutions, with another 74 in the process of being enabled. Investment bank William Blair recommended maintaining a long position in the company’s shares, describing it as one of the few high-quality crypto infrastructure bets available in public markets, alongside Coinbase.
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