A post by @FirstSquawk on X.

Circle Internet reported Q3 2026 EPS of 84 cents versus 64 cents a year earlier, with total revenue and reserve income of $864.9 million beating the $776.7 million estimate and adjusted EBITDA of $317 million topping the $202.8 million consensus. The reserve return rate came in at 3.5% against a 3.52% estimate, while stablecoin market share reached 27% versus 26.7% expected and USDC minted hit $104 billion, well above the $82.45 million forecast. The beat across revenue, EBITDA and minting signals accelerating USDC adoption and stronger-than-expected monetization of reserve income. Watch next for whether the 27% market share holds against rivals and how the reserve return rate trends as rate-cut expectations shape Circle's core revenue engine.