Insider Buying Spurs Optimism at Circle Internet Group as Bradley Buys 117 Shares Amid Earnings Beat and Pre‑Market Surge

Insider Buying Spurs Optimism at Circle Internet Group

On February 25, 2026, Horowitz Bradley purchased 117 shares of Circle Internet Group’s Class A common stock, a transaction that followed the company’s earnings release and a sharp 15 % pre‑market surge. The deal, priced at roughly $83.44 per share, arrived amid a 0.36 % uptick in the stock and a social‑media sentiment of +66, indicating a generally positive buzz. Although the purchase is modest compared with Bradley’s larger holdings—he now owns 814 shares after this trade—the timing is noteworthy. Insiders who buy shortly after an earnings beat are often interpreted as confidence signals, especially when the company’s guidance is forward‑looking and the sector remains volatile.

Implications for Investors and the Future of Circle

The buyer’s action aligns with a broader trend of insider optimism at Circle. Recent company‑wide activity shows a mix of sales and acquisitions among senior executives, but Bradley’s consistent buying over the past few months (116 shares in January, 118 in mid‑February) suggests a steady view that the firm’s digital‑token business will continue to grow. For investors, this pattern can be a useful data point in assessing long‑term value. Circle’s market cap of $14.4 billion and a 52‑week high of $298.99, contrasted with a low of $4.50, highlight the volatility inherent in a crypto‑focused business. Yet the recent earnings beat and a positive price‑earnings ratio of –46.36 (negative due to high growth expectations) signal that analysts are willing to accept short‑term losses for long‑term upside. Bradley’s purchases, therefore, reinforce the narrative that insiders believe the company is positioned to capture a larger share of the stablecoin market as regulatory clarity improves.

Horowitz Bradley: A Profile Built on Steady Accumulation

Bradley’s transaction history demonstrates a disciplined, incremental buying strategy. From December 2025 through February 2026, he added a total of 451 shares, bringing his post‑transaction ownership to 814 shares—a 20 % increase from the beginning of the period. Unlike many insiders who trade in large blocks, Bradley’s purchases are small but persistent, indicating a long‑term holding intent rather than a speculative play. His trades have occurred at or near market close, suggesting he is following institutional trading windows rather than reacting to news. This pattern contrasts with the aggressive selling seen among other top executives on February 2, where the CEO, CFO, and other officers liquidated thousands of shares, possibly to fund personal liquidity or to diversify holdings. Bradley’s behavior, therefore, provides a more stable anchor point for investors evaluating the company’s governance.

What This Means for the Bottom Line

Circle’s recent financials—strong reserve income and revenue growth—have already translated into a sizable price rally, and Bradley’s buy signals that insiders are optimistic about continued momentum. The company’s focus on converting token operations into high‑growth revenue streams, coupled with the recent earnings beat, positions it to benefit from an expanding digital‑currency ecosystem. For investors, the combination of insider buying, positive sentiment, and a sharp pre‑market gain suggests a favorable short‑term environment, while Bradley’s long‑term accumulation offers a hedge against the volatility that characterizes the crypto sector. As the market watches for further earnings reports and regulatory developments, insider activity will likely remain a key barometer for Circle’s trajectory.