CRCL
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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 bullish with low conviction, driven primarily by quarterly factors. Sign in to see the full signal breakdown and component attribution.
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Analysis as of Mar 7, 2026 08:03 UTC (quarterly run). Live data.
Data Trust
Quality grade A · Score 1.00 · Updated Mar 7, 2026 08:03 UTC (22.7h ago)
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Signal Snapshot
Current model view is bullish with low conviction. Based on the latest quarterly run.
Primary driver appears to be quarterly factors for this ticker.
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Latest Recommendation
No recent recommendation is currently published for this ticker in the latest completed runs. Sign in to unlock full recommendation coverage and allocation details.
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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.
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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
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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.