TD Cowen Lifts MSTR Price Target to $400 After $2 Billion Bitcoin Purchase

Analysts raise MicroStrategy’s 12-month price target by $5 following accelerated Bitcoin accumulation and balance sheet improvements. TD Cowen increased its price target for MicroStrategy (MSTR) to $400 per share, up from $395, citing the company’s $2 billion Bitcoin purch

Analysts raise MicroStrategy’s 12-month price target by $5 following accelerated Bitcoin accumulation and balance sheet improvements.

TD Cowen increased its price target for MicroStrategy (MSTR) to $400 per share, up from $395, citing the company’s $2 billion Bitcoin purchase. The upgrade reflects faster-than-expected BTC accumulation and stronger financial flexibility through its Stretch (STRC) equity offering.

MSTR shares traded near $164.79, down 1.1% early Tuesday, and remain 64% below their 52-week high of $457.22. The firm’s ability to raise capital via preferred equity has bolstered its Bitcoin treasury strategy, analysts noted.

The revised target implies a 139% upside from current levels, driven by accretive balance sheet actions and improved BTC per share metrics.

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