MSTR Stock Extends Run As Bitcoin Treasury Bet Deepens

Strategy Inc stocks have been trading up by 3.84 percent following upbeat news that significantly improved investor sentiment today.

Key Takeaways

• Alliance Global launched coverage on MicroStrategy with a Buy rating and a $217 price target, calling out its 845,050 BTC stash and potential to outperform bitcoin in a projected 6–18 month bull run.
• Canaccord lifted its MicroStrategy price target to $175 from $130 and reaffirmed Buy, flagging a stronger setup driven by both company moves and macro tailwinds.
• The company added 4,603 bitcoin for $369.7M at an average $80,318, pushing total holdings to 845,050 BTC bought for about $63.73B.
• A new $1.59B “USD Cash” pool, funded partly by $2.01B in Class A share sales, boosts MicroStrategy’s flexibility to buy bitcoin, service obligations, and manage capital.
• MicroStrategy now reports a $5.1B USD reserve plus about $1.6B in cash earmarked for dividends, debt interest, and potential bitcoin purchases, underscoring strong liquidity.

Live Update At 09:19:07 EDT: On Thursday, September 03, 2026 Strategy Inc stock [NASDAQ: MSTR] is trending up by 3.84%! Discover the key drivers behind this movement as well as our expert analysis in the detailed breakdown below.