Seeking Alpha
30 Jun 2026, 04:36 UTC · 2h ago
Circle: Three Revenue Layers And One Mispriced Stock
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
Seeking Alpha
30 Jun 2026, 04:36 UTC · 2h ago
NewsImpactScreener rates every claim in this story for market impact and maps it to the tickers most exposed.
What the story claims
3 claims · each scored for market impact
Circle Payments Network transaction volume has surged to $10 billion annualized with 136 financial institutions enrolled. — Rapid institutional adoption and high transaction volumes signal a scalable new revenue stream beyond simple interest income.
+0.80Circle's RLDC margin reached a record 41.4% in Q1 2026. — Record margins indicate strong operational efficiency and improved distribution economics despite headwinds in reserve yields.
+0.60The market currently prices Circle based only on reserve income, ignoring the upside from payments and blockchain protocol segments. — Suggests a valuation gap that could lead to a price correction upward if investors re-rate the company as a payments play.
+0.40Which stocks this story touches
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PYMNTS
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