Maxim Group analyst Matthew Galinko has maintained their bullish stance on MSTR stock, giving a Buy rating yesterday.
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Matthew Galinko has given his Buy rating due to a combination of factors including the company’s strategic financial maneuvers and its robust bitcoin acquisition strategy. MSTR has successfully increased its bitcoin holdings by 5.2% sequentially in the third quarter of 2025, demonstrating effective treasury operations. The company raised a substantial $5.1 billion to purchase approximately 43,000 bitcoins, utilizing both common and preferred stock sales, which indicates a strong commitment to leveraging its financial resources for bitcoin accumulation.
Additionally, MSTR’s software business has shown significant growth, with a 10.9% year-over-year increase in revenue and a notable 65.4% rise in cloud revenue, although this segment contributes minimally to the overall valuation. The balance sheet remains strong, backed by substantial digital assets and a strategic shift from convertible debt to perpetual preferred stock, enhancing capital access. Despite lowering the 12-month price target to $425, Galinko maintains a positive outlook on MSTR’s potential, driven by the expected value of its bitcoin holdings and core software business.
In another report released yesterday, BTIG also maintained a Buy rating on the stock with a $630.00 price target.
MSTR’s price has also changed moderately for the past six months – from $380.110 to $269.510, which is a -29.10% drop .