A post by @DeItaone on X.
MIZUHO REITERATES $165 TARGET ON STRATEGY ($MSTR )
@DeItaone on X
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Mizuho reiterated its Outperform rating and $165 price target on Strategy (MSTR) following the company's Q3 2026 earnings call. Analyst Dan Dolev pointed to a stronger balance sheet, citing holdings of 848,517 BTC, net leverage falling to 2.4% from 8.4%, and $5.1 billion in USD assets that cover 3.4 years of dividends and interest. However, Bitcoin per share has declined 3.7% year to date, raising dilution concerns among investors. The reiteration signals continued analyst confidence in Strategy's financial position despite the per-share metric decline. Investors will be watching whether the company can reverse the BTC-per-share erosion and how its leverage and liquidity position evolves in upcoming quarters.
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Named in this story
Mizuho, Strategy (MSTR), Bitcoin (BTC), Dan Dolev
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