CRCL
Guest preview — showing qualitative direction only.
CRCL Analysis Summary
Circle Internet Group (CRCL) operates in Layer 5: AI Platforms & Tools, in the Developer Tools sub-sector. With a $26.8B market cap and 42% AI-derived revenue, it sits in the midstream tier of the AI supply chain.
The current composite signal is bearish with none conviction, driven primarily by weekly factors.
Learn more about our signal methodology. View Signal History →
Analysis as of Apr 24, 2026 07:03 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Apr 24, 2026 07:03 UTC (3.0h ago)
Source-by-source provenance available after sign-in.
Signal Snapshot
Current model view is bearish with none conviction. Based on the latest quarterly run.
Primary driver appears to be weekly factors for this ticker.
Latest Recommendation (Guest Preview)
Low bearish on Circle Internet Group (AI Platforms & Tools, 42% AI revenue). Signal: -0.18.
Why Not a Buy?
No signal data available for this ticker yet.
Supply Chain Position
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Portfolio Position
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Bottleneck Exposure (Guest Preview)
No active bottleneck exposure is currently flagged for this ticker.
Fundamentals & Characteristics
- Market Cap
- $26,785M (26.8B)
- Avg Daily Volume
- $1358.5M
- AI Revenue %
- 42%
- Liquid Options
- Yes
- Layer
- 5 — AI Platforms & Tools
- Sub-Sector
- Developer Tools
- Mega Cap
- No
Latest Signal Snapshot
Full multi-run history, trend charts, and component-level changes available after sign-in.
Key Facts About CRCL
- Company: Circle Internet Group
- Supply Chain Position: AI Platforms & Tools (Layer 5 of 10)
- Market Cap: $26.8B
- AI Revenue: 42%
- Sub-sector: Developer Tools
- Tier: Midstream
- Supply Chain Partners: 0 companies
CRCL FAQ
What does Circle Internet Group do in AI?
Circle Internet Group (CRCL) operates in the AI Platforms & Tools layer of the AI supply chain, in the Developer Tools sub-sector.
Is CRCL a buy or sell?
Full signal analysis for CRCL is available after sign-in at Early Signal. Our quantitative model analyzes momentum, sentiment, earnings, and supply chain factors.
What AI supply chain layer is CRCL in?
CRCL is in Layer 5: AI Platforms & Tools. Early Signal's 10-layer taxonomy traces the AI value chain from raw materials (Layer 0) through semiconductor manufacturing, chips, infrastructure, cloud platforms, AI tools, foundation models, applications, AI-enabled transformation, to secondary beneficiaries (Layer 9). Learn more on the methodology page.
What is Circle Internet Group's AI revenue exposure?
Circle Internet Group derives approximately 42% of its revenue from AI-related activities. It has a market capitalization of $26.8B and sits in the midstream tier of the AI supply chain.
Who are CRCL's AI supply chain partners?
CRCL does not have mapped upstream or downstream supply chain relationships in the current AI ecosystem model.
⚡ AI Brand Visibility
How often AI models (ChatGPT, Claude, Gemini) mention Circle Internet Group when users ask questions in its category.
Source: geo.sig.ai — tracks AI visibility for 5,600+ companies across 30 verticals.