Crypto

Bernstein Sticks with $140 Circle Target Despite Clarity Act Uncertainty

Guavy AI Editorial Team Published August 24, 2026

Instruments

USDC

Bernstein has reaffirmed its positive outlook on Circle Internet Group, maintaining an Outperform rating and $140 price target. This implies a potential upside of about 59% from the stock's current closing price of $87.98.

The brokerage expects USDC adoption to support Circle even if the CLARITY Act fails in September. According to Bernstein, the growth cycle for Circle can continue independently of the legislation passing or not.

The analysts point to several sources of demand driving the company's growth, including stablecoin payments, blockchain-based capital markets, tokenized assets, and payments made by autonomous software agents.

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