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Mizuho Downgrades Circle Stock 75%, Sees Further 18% Downside

Mizuho downgraded Circle stock to Underperform, citing increased stablecoin competition and risks from Open USD. The analyst sees an additional 18% downside after the stock has already fallen 75%.

July 20, 2026
1 min read
Source: GuruFocus.com
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Key Numbers

decline
75%
further downside
18%

Mizuho has downgraded Circle (ticker: CRCL) to Underperform, setting a new price target that implies an additional 18% downside after the stock already lost 75% of its value.

Rating Change

  • Previous Rating: Neutral
  • New Rating: Underperform
  • New Price Target: Not disclosed

Analyst Rationale

The Mizuho analyst cited intensifying competition from other stablecoins and risks associated with the Open USD project as key headwinds. The unclear regulatory environment for stablecoins was also flagged as a source of uncertainty.

Context

The downgrade follows a steep 75% decline in Circle's stock price. No other analysts have commented on the new rating yet.

What to Make of It

The downgrade reflects a cautious outlook for Circle amid fierce competition in the stablecoin market. Investors should monitor regulatory developments and the company's ability to navigate these challenges.

Frequently Asked Questions

Mizuho downgraded Circle stock to Underperform.

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This article was rewritten in Wrqti's editorial style based on information from the original source above. Content is informational only — not investment advice.