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Mizuho Securities rates Circle's stock "underperform," with an $85 target, way below its current $205. They see USDC's growth overestimated, citing rate cuts, stagnant circulation, and high costs. Circle's USDC is #2 globally at $62B, but Mizuho thinks its $4.5B 2027 revenue goal is 25%–30% too high. New regulations like GENIUS could hurt, despite Circle's banking license push. Bernstein disagrees, bullish on Circle as the "internet dollar network," targeting $230.
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