MSTR Gets A Price Target Boost As Bitcoin Bets Deepen – Even As Strategy Takes A Breather From Weekly BTC Buying

• Clear Street raised Strategy’s price target to $233 from $198, an 18% increase, while maintaining a ‘Buy’ rating.
• The revision reflects higher Bitcoin price assumptions and expected growth in Bitcoin per share through 2027.
• The update comes as Strategy paused its weekly Bitcoin buying streak, now holding over $64 billion in the asset.

Wall Street’s most prominent and leveraged Bitcoin proxy was back in the spotlight after Clear Street raised its price target on Strategy (MSTR) to $233 from $198 on Monday, maintaining a ‘Buy’ rating on the stock. The brokerage firm is betting that rising BTC prices and long-term accumulation will continue to drive the upside. This development comes even as MSTR has briefly paused its aggressive weekly purchases.

The brokerage company’s 18% increase reflects higher assumptions for Bitcoin (BTC) prices and expectations that Strategy will continue to grow its Bitcoin per share through 2027, analyst Brian Dobson said. Strategy’s exposure is a leveraged proxy to the asset, so the firm’s outlook remains tied to Bitcoin’s path. 

The revision from Clear Street comes as Strategy, the largest corporate holder of Bitcoin, temporarily halted its weekly buying streak. The firm acquired billions worth of cryptocurrency in the last few months, bringing its total to $64.5 billion at current Bitcoin prices. Executive Chairman Michael Saylor said on Sunday, “No buys this week. Back to work next week,” indicating a pause in accumulation after weeks of consistent purchases. 

MSTR’s stock was up over 2% during pre-market trading hours. On Stocktwits, the retail sentiment around MSTR remained in the ‘neutral’ zone, while chatter around it stayed ‘normal’ over the past day. 

This comes as Bitcoin’s price trades near $80,000, marking a return to a three-month high. On Stocktwits, the retail sentiment around BTC moved to ‘bullish’ from the ‘bearish’ zone, while chatter around it stayed in the ‘normal’ levels over the past day.

Strategy has been funding its Bitcoin purchases with some of its Series A preferred stock (STRC), a yield-bearing instrument that allows it to raise capital from investors while still increasing its BTC holdings on its balance sheet.

Saylor also shared a dividend preference poll on X, in which 56.8% of over 20,000 respondents preferred bi-monthly payouts, suggesting possible future developments in Strategy's approach to returning value to shareholders.

Bitcoin Yield Demand Emerges

Separately, Metaplanet CEO Simon Gerovich said he was seeing increased demand for Bitcoin-backed financial products, adding another layer to how institutions engage with the asset. “The first wave of Bitcoin-backed fixed income has shown the demand is real,” Gerovich said, pointing to early demand for yield-generating structures tied to Bitcoin.

He said the global opportunity is much bigger, pointing to markets like Japan, where households hold trillions of dollars in low-yielding cash and deposits, which could support greater adoption of Bitcoin-linked income products alongside direct accumulation strategies.

Read also: Who’s Buying All The Bitcoin? ETFs Are Now Taking 500% Of New Supply

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