Strategy shares rebound after Bitcoin valuation scare and corporate pivot

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Cantor Fitzgerald Reiterates Overweight Rating on Strategy (MSTR), PT $212, '

June 29, 2026 12:11 PM EDT

Cantor Fitzgerald analyst Ramsey El-Assal reiterated an Overweight rating and $212.00 price target on Strategy (NASDAQ: MSTR)

The analyst comments "The key takeaway: Today (6/29), Strategy moved assertively to bolster liquidity in an attempt to quiet investor concerns about the resiliency of the model. The company announced a Digital Credit Capital Framework that includes a fortified USD Reserve (~$2.55B, providing ~17.4 months of dividend/interest coverage), an increase in the STRC dividend rate to ~12%, separate ~$1B repurchase authorizations for both Digital Credit securities and MSTR common stock, and a ~$1.25B BTC monetization program to fund reserves... More