Strategy Stock Surges as It Doubles Down on Bitcoin

Strategy ( (MSTR) ) has risen by 7.08%. Read on to learn why.

Strategy shares climbed 7.08% over the past week as investors cheered the company’s latest billion‑dollar push into Bitcoin and a rare sign of insider confidence. The Bitcoin-focused software group raised about $1.25 billion by issuing new common and preferred stock, then deployed virtually all of it to buy 13,627 Bitcoins in a single week—its largest weekly purchase since July 2025. That haul lifts Strategy’s holdings to roughly 687,410 coins and reinforces its position as the world’s biggest corporate owner of Bitcoin.

The rally was further supported by a notable insider move and easing index‑tracking worries. Director Carl Rickertsen bought 5,000 Strategy shares on the open market, his first such purchase since 2022 after years of selling, which many traders viewed as a strong vote of confidence. At the same time, index provider MSCI delayed a potential exclusion of companies with heavy crypto exposure from its indices, giving Strategy a short-term reprieve from a risk that had been hanging over the stock.

Wall Street sentiment remains broadly positive, even as analysts refine their models. TD Cowen’s Lance Vitanza cut his price target on Strategy to $440 from $500 to reflect a lower expected Bitcoin yield due to heavier use of equity financing, but he kept a Buy rating and still sees more than 150% upside. Across the Street, Strategy holds a Strong Buy consensus, with average 12‑month targets implying well over a doubling from current levels. For investors looking for a leveraged way to play Bitcoin, last week’s 7.08% gain underscores how tightly Strategy’s stock is tied to its aggressive accumulation strategy and the broader crypto cycle.