Golden Finance reported that TD Cowen analysts stated that although the mNAV of Strategy recently fell below 1 (meaning its stock trading price is lower than the market value of its Bitcoin holdings), and Bitcoin has fallen to a seven-month low, this has not changed its long-term outlook. The company believes that as its Bitcoin accumulation model scales up, there is still significant room for rise.
Analysts Lance Vitanza and Jonnathan Navarrete maintained a target price of $585 for MSTR, which implies approximately 170% upside potential compared to Strategy's current stock price of around $194. They noted that the current weakness reflects more of the market volatility rather than any change in the company's ability to accumulate additional Bitcoin.
Disclaimer: The information on this page may come from third parties and does not represent the views or opinions of Gate. The content displayed on this page is for reference only and does not constitute any financial, investment, or legal advice. Gate does not guarantee the accuracy or completeness of the information and shall not be liable for any losses arising from the use of this information. Virtual asset investments carry high risks and are subject to significant price volatility. You may lose all of your invested principal. Please fully understand the relevant risks and make prudent decisions based on your own financial situation and risk tolerance. For details, please refer to
Disclaimer.
Related Articles
Strategy will release its 2026 Q1 earnings report on May 5 and hold an online briefing.
Gate News update, April 14, Bitcoin Treasury company Strategy announced it will release its 2026 first-quarter financial results after the close of trading on U.S. stocks on May 5, 2026, and will hold a video earnings call at 17:00 Eastern Time that day to discuss the results.
GateNews22m ago
A publicly traded U.S. company, Hyperscale Data, increased its Bitcoin holdings to 644.76 BTC, for an estimated total market value of about $45.6 million
Hyperscale Data announced that its Bitcoin holdings have increased to 644.7581 BTC, with a total market value of approximately $45.6 million. Its wholly owned subsidiary, Sentinum, holds 597.5324 BTC; the Bitcoin was acquired through market purchases and mining. Another subsidiary, ACG, purchased approximately 47.2257 BTC.
GateNews1h ago
An ETF under BlackRock transferred about 884 BTC and 604 ETH to a certain custodial platform
Gate News message, on April 14, Arkham monitoring shows that about an hour ago, BlackRock, via its spot Ethereum exchange-traded fund ETHA, transferred 604.044 ETH to a certain CEX custodian service, worth $1.44 million; it transferred 884.142 BTC to the same custodian service, worth $65.95 million, via its spot Bitcoin exchange-traded fund IBIT.
GateNews1h ago