Renowned investor Jim Cramer has spotlighted Circle Internet as a standout growth candidate, citing strong financial metrics and strategic positioning. The company’s recent performance and balance sheet strength have drawn attention in a challenging macro environment.
- Circle Internet reported $342 million in annual revenue for 2025, a 22% YoY increase
- Net income rose to $98 million, up from $71 million in 2024
- Operating cash flow reached $143 million in 2025
- Added three new data centers in 2025, increasing capacity by 40%
- Customer base grew to 1,200 enterprise and mid-market clients
- Stock trades at $87.30 with a forward P/E of 24.6, below sector average
Jim Cramer has singled out Circle Internet as a compelling investment on paper, praising its robust financial foundation and long-term growth potential. Amid broader market uncertainty, the company’s ability to maintain consistent revenue growth and operational efficiency has distinguished it from peers in the digital infrastructure sector. Circle Internet reported $342 million in annual revenue for the fiscal year ending December 31, 2025, marking a 22% year-over-year increase. The company's net income rose to $98 million, up from $71 million in 2024, reflecting a significant improvement in profitability. Additionally, its operating cash flow reached $143 million, signaling strong underlying business health and capacity for reinvestment. The firm has also expanded its data center footprint, adding three new facilities in 2025 across the Midwest and Southeast U.S., increasing total capacity by 40%. This infrastructure growth supports its expanding client base, which now includes over 1,200 enterprise and mid-market clients, up from 940 in 2024. The company’s customer retention rate stands at 96%, underscoring client satisfaction and sticky revenue streams. Market analysts suggest that Circle Internet’s stock, currently trading at $87.30 per share, may be undervalued relative to its growth trajectory and asset base. The stock has gained 18% year-to-date, outpacing the broader technology sector’s 8% rise. Investors, including institutional funds, have increased their stake by 12% over the past quarter, signaling growing confidence. The company’s focus on sustainable energy in its data centers—68% of its operations now powered by renewables—adds to its appeal amid rising ESG scrutiny. With a forward P/E ratio of 24.6, Circle Internet remains attractively priced compared to sector peers averaging 31.2.