Analysts are still bullish on Strategy (MSTR) despite a slowdown in bitcoin accumulation — and they’re already eyeing a major reacceleration in 2026. According to Mizuho, TD Cowen, and Benchmark, the company’s core model of converting investor capital into bitcoin remains solid, even as its valuation premium (mNAV multiple) narrowed to 1.2x, the lowest since early 2023.
Mizuho reaffirmed an Outperform rating with a $586 price target, noting Strategy’s 640,808 BTC holdings (about 3.1% of total supply) and a 26% year-to-date bitcoin yield, just shy of its 30% goal. TD Cowen sees the company’s credit-market expansion and tax-advantaged preferred stock program as key growth drivers heading into 2026, while Benchmark calls the recent dip an “opportunity.” In this video, we break down why analysts remain confident in Strategy’s long-term bitcoin thesis, what this means for institutional crypto exposure, and why 2026 could be a breakout year for BTC yield strategies.
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