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Connect scattered updates into a story you can understand.
BlockBeats reported that, after Strategy disclosed its 2026 third-quarter results, Mizuho maintained its Outperform rating and 165 USD price target, noting that the company’s leverage declined and USD assets can cover fixed expenses for multiple years.
PANews published an article discussing the MSTR financing model, per-share BTC equity, and mNAV valuation, and comparing it with directly holding Bitcoin ETF.
Strategy In an interview, founder Michael Saylor explained that the company aims to convert capital and Bitcoin into digital credit, and believes that a successful credit product will support MSTR’s premium relative to Bitcoin.
Citing analyst Murphy, BlockBeats stated that MSCI has approved new rules excluding certain non-operating companies,MSTR was previously included on the proposed exclusion list, and the final results are scheduled to be announced on November 11 and take effect on November 30.
BlockBeats says that,KOL CM the market may have already priced in Strategy the impact of MSCI being excluded, and focuses on whether MSTR net mNAV falls below 1。
Cantor Fitzgerald raises Strategy’s price target from 186 USD to 208 USD, and raises its Bitcoin expectation for the next 12 months from 98000 USD to 112000 USD。
Ki Young Ju said that Citigroup, Barclays, and B. Riley have target prices for MSTR of 240 USD、175 USD and 195 USD, and believes that the impact of MSCI has already been priced in by the market.
PANews cited Binance market data as reporting that Strategy（MSTR) fell 10.05%, trading at 135.93 USD。
Michael Saylor stated that Strategy recently repurchased 192000000 USD STRC, and disclosed MSTR USD a duration of 3.5 years. As of October 11, 2026, the company held 848,250 units.BTC。
Capital Group's Growth ETF（CGGR) disclosed an increase in its holdings of Strategy（MSTR）535304 shares, and currently holds 2190000 shares, with holdings valued at approximately 366000000 USD。
Michael Saylor said that Strategy since 2020 adopting the Bitcoin standard in MSTR,BTC and 52%had annualized returns of 38%, respectively, exceeding the stock, gold, real estate, and bond benchmarks he listed.
According to Binance market data, the three major U.S. stock indexes closed mixed; Strategy (MSTR) rose 4.38%，Riot Platforms（RIOT) fell 2.76%。
