Catenaa, Saturday, May 10, 2025-Analysts remain bullish on Strategy (MSTR) stock after the company announced a new $84 billion capital plan to accelerate its bitcoin acquisitions.
The plan, called the “42/42 Plan,” seeks to raise $42 billion through equity and another $42 billion via fixed income instruments by 2027.
This follows Strategy’s previous “21/21 Plan,” which raised $42 billion in total, of which $15 billion remains. The new plan will allow Strategy to further extend its lead in bitcoin holdings.
Despite a $4.2 billion net loss posted in its recent quarterly earnings due to unrealized bitcoin losses under new FASB accounting rules, the company’s bitcoin portfolio, which now holds over 550,000 BTC, continues to be a major draw for institutional investors.
Analysts emphasize Strategy’s first-mover advantage in the bitcoin space and its ability to scale operations, with more than 70 companies now vying for a piece of the bitcoin strategy market.
“Strategy remains the most scalable vehicle for bitcoin exposure, tapping into large institutional pools that cannot access Bitcoin ETFs,” said analysts from Bernstein. The company, led by CEO Michael Saylor, is also continuing to innovate with new financial instruments to attract investors.
In the wake of the announcement, Strategy’s stock rose by 3.3% to $394.48.
