simply
- Although analysts have reported a decrease in $ 16.49 in the first quarter, they maintain an optimistic state of MSTR.
- Bernstein and Benchmark have set more than $ 600 per share.
- MSTR closed 3.35%at $ 394.37 per share on Friday.
Investors’ benchmarks and Bernstein stock analysts repeated the purchase rating and strategic goal (MSTR) the day after a loss of $ 5.9 billion in Bitcoin’s stake in the first quarter of 2025.
Analysts emphasized the continuous strategy of purchasing more Bitcoin, which has become a core business through software development about five years ago in software development.
“The number of companies that want to duplicate the (MSTR) Bitcoin acquisition strategy is that more than 70 public companies have followed the lead by adding bitcoin to the balance sheet, and the benchmark senior research analyst and digital assets said,“ MSTR announced the first method of presenting the first advantage, and published a method that continued to publish its own abilities. I announced the method. It has been reduced. ”
Strategy on Thursday In the first quarter of 2025, a decline of $ 16.49 per common stock occurred, which is the result of a sharp drop in the price of Bitcoin. The company faced a macro economic headwind that morely harasses encryption and technology companies, but the initiative to acquire more Bitcoin through stocks and fixed income vehicles on Thursday’s imported phone was expanded.
In 2020, the strategy focused on accumulation of bitcoin in software development is currently owned by about 554,000 BTCs and is currently about $ 53 billion depending on the price. As of April 28, the company purchased an average of $ 68,459 Bitcoin.
Virginia -based Tysons Corner is in the second half of the initiative. Announcement last October Palmer has announced a new “42/42 plan” plan that will buy $ 42 billion of Bitcoin through these methods and acquire $ 4.2 billion in Bitcoin by 2027.
Palmer said, “We will raise a total of $ 84 billion in capital ($ 42 billion, fixed income of $ 42 billion) by 2027 to support the purchase of Bitcoin. The dollar remains. “
The benchmark quotes an analysis that includes the price target of the strategic stock (MSTR) to $ 650, including the expected value of the company’s BTC Holdings, 15x of the BTC dollar, and the expected value of the software business.
The stock of the strategy increased by 3.3% on Friday to $ 394.37, rising more than 26% over the last month, and many profits in recent weeks. The MSTR accounted for more than 36% year -on -year, and came within $ 1 after matching 2025 peak prices on Thursday Thursday before the import report.
Bitcoin has recently been traded at approximately $ 96,700 for the last 24 hours. BTC has risen 14% over the last month due to the increase in the digital asset market that recaptured the lost ground from January to March.
Palmer repeats the purchase rating and said, “MSTR is now traded with a net asset value of 2.13 times as a net asset value.
Bernstein analysts set a $ 600 price target for strategy on notes on Friday. The company added $ 10 billion to Bitcoin and scaled the capital program from 21:21 to 42:42.
Analysts said, “We continue to like MSTR as the most expandable Bitcoin car that utilizes large -scale agency pools that are not accessible to Bitcoin/Spot ETF.
“We combine the value of the software business and the enterprise value of Bitcoin, and uses the total approach in the sector to continue to evaluate the strategy.
Edited by Andrew Hayward
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