Circle Heads Into Q3 Results With Wall Street Expecting 42-Cent EPS

Circle Internet Group is due to report third-quarter results before U.S. markets open Wednesday, with investors weighing stablecoin growth against pressure on core margins.

Wall Street expects non-GAAP earnings of 42 cents per share and revenue of $788.55 million. Those are estimates, not reported results.

Circle raised its 2026 outlook for other revenue to $310 million to $330 million. ARC presale revenue is also expected to support the quarter’s results.

Higher payments to Coinbase and a smaller share of reserve income retained by Circle are pressures on core margins. Investors are watching whether growth in the stablecoin business can offset that pressure, as well as USDC circulation and reserve-income margins.

Circle is scheduled to release its third-quarter results before the market opens Wednesday, Nov. 4.