Circle Insider Bradley Buys 117 Shares, Fueling Optimism for Digital‑Token Future

Insider Buying Fuels Optimism as Circle Surges

Circle Internet Group’s stock rallied more than 15 % on February 25 after a strong earnings report, and that momentum was further bolstered by a fresh insider purchase from owner Horowitz Bradley. The transaction—117 shares bought on 25 Feb for a price of $83.44—signals confidence from someone who has been steadily adding to his stake over the past months. With the company’s shares now trading at $61.37, the move adds a layer of conviction for investors who are already watching Circle’s transition from a stable‑coin issuer to a broader digital‑token platform.

Implications of the Current Deal and Recent Insider Activity

The current buy adds to a pattern of small, incremental purchases by Horowitz that have increased his holdings from 346 shares in December 2025 to 814 shares today. Unlike the large block trades that other executives (e.g., CEO Allaire Jeremy’s sales of over 7,000 shares on 2 Feb) have executed, this transaction is modest but consistent. It suggests an accumulation strategy rather than a quick flip, implying that Bradley believes the company’s valuation is still underpriced.

The broader insider landscape is mixed: several senior officers sold significant blocks early in February, reflecting a possible liquidity need or a portfolio rebalancing. In contrast, Bradley’s continued buying is an outlier that could be interpreted as a vote of confidence amid a period of high volatility. For investors, the divergence between buying and selling signals can be a useful gauge of management’s sentiment—particularly when the company is riding a strong earnings beat and a bullish market reaction.

What This Means for Investors and the Company’s Future

A steady accumulation by a long‑term shareholder often correlates with a positive outlook on the company’s fundamentals. Circle’s latest quarterly results show a 1,754 % year‑over‑year jump in earnings, driven by rising reserve income and diversified revenue streams. With a market cap of $14.4 billion and a negative P/E of –46.36 (typical of a growth‑stage crypto firm), the company is still in a high‑growth phase. Bradley’s buying could be seen as a reinforcement of that trajectory, especially as the firm moves beyond its core stable‑coin business into broader token offerings and merchant services.

For the short term, the trade itself is unlikely to move the market, but it adds to a narrative of confidence that can support the stock’s momentum. Long‑term investors may view Bradley’s continued accumulation as a green light to hold or add, particularly given the company’s 32 % weekly gain and 17 % monthly upside. However, the negative earnings‑price ratio warns that valuation risk remains; investors should monitor how the company manages its balance sheet and scales its token ecosystem to justify the high upside.

Horowitz Bradley: A Profile of Gradual Accumulation

Bradley’s transaction history shows a disciplined, incremental buying pattern. Since mid‑December, he has purchased between 116 and 118 shares in each filing, steadily increasing his ownership from 346 to 814 shares by 25 Feb. These purchases are made at market price with no disclosed consideration, suggesting an organic build rather than a private arrangement. He has maintained a consistent holding of 24,673 shares (including options and trusts) across multiple filings, indicating a long‑term investment horizon. Unlike other insiders who have sold large blocks, Bradley’s approach reflects a belief that Circle’s valuation will continue to climb as the company expands its token services and monetizes its stable‑coin infrastructure.

In short, Horowitz Bradley’s steady accumulation, coupled with Circle’s strong earnings and bullish market response, provides a positive signal for investors. While the company’s valuation remains a risk factor, the insider buying pattern suggests confidence in the firm’s growth prospects and could help sustain the recent rally.