TD Cowen raises the target price for Strategy to $395

robot
Abstract generation in progress

ChainCatcher news, according to a report by The Block, says that TD Cowen analyst raised Strategy (MSTR)’s target price from $385 to $395, implying an upside of more than 110% versus the current share price.

The analyst believes Strategy’s strategy of increasing the use of STRC (variable-rate perpetual preferred stock) issuance to fund Bitcoin acquisitions significantly improves capital efficiency and is more attractive than current market pricing. In the first quarter of 2026, the company raised more than $2 billion through STRC, with the full-year cumulative total exceeding $5 billion.

TD Cowen also refutes market concerns about “perpetual dilution,” stressing that the annual dividend burden of STRC accounts for only about 2.2% of the value of its Bitcoin holdings, which can be covered by a modest increase in Bitcoin’s price.

BTC-1.81%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pin