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Bearish or bullish on Strategy? 🤔
Bitcoin giant Strategy's stock price has tumbled over the last year. Now analysts are weighing in on the firm's future prospects after some head-turning moves.
Andrew Hayward
December 06, 2025
đź“ť What you need to know
Strategy (MSTR) shares have plunged by nearly 54% over the last year—far worse than Bitcoin’s own 12% drop—and analysts have unveiled their updated price targets and takes after the firm established a $1.44 billion USD reserve, and said it would consider selling from its $58 billion BTC stash if necessary.
Benchmark was first out the gate on Monday, reiterating its $705 price target—almost four times the current price (about $179)—and mostly brushing aside the negative sentiment growing around Michael Saylor’s firm. TD Cowen then said it had grown slightly bearish, lowering its price target from $535 to $500.
Now Cantor Fitzgerald says it’s short-term bearish—slashing its MSTR target from $560 to just $229—but “long-term bullish” due to its continued belief in Bitcoin.
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