In the short term, Stripe stock price forecast hinges on macroeconomic cues. If Q3 retail sales remain strong, it may imply higher merchant activity, bolstering Stripe’s revenue expectations and lifting implied valuation ranges in IPO roadshows. With a strong EPS growth estimate for the next year and significant hedge fund interest, Affirm Holdings, Inc. (NASDAQ: AFRM ) secures a spot on our list of the 15 Stocks That Will Benefit From AI . Circle’s current primary revenue source is derived from the yield produced by the reserves supporting USDC, which now has a circulating supply close to $60 billion. These reserves, mainly invested in short-term U.S. Treasuries, generate dependable, scalable interest income — providing a foundational revenue stream. In 2024, Circle reported over $1.5 billion in revenue, primarily from interest earned on these reserves. If USDC’s circulation grows to $150–200 billion over the next three to five years — a feasible scenario given the surge in global demand for stablecoins — Circle’s reserve income alone could reach $4–5 billion annually . This sector tailwind directly influences Stripe’s market multiple expectations.