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MicroStrategy initiated with an Outperform at Mizuho
The Fly

MicroStrategy initiated with an Outperform at Mizuho

Mizuho analyst Dan Dolev initiated coverage of MicroStrategy (MSTR) with an Outperform rating and $515 price target The company’s strategy is to use proceeds from debt and equity issuance to accumulate bitcoin with a goal of growing its bitcoin holdings per diluted share, the analyst tells investors in a research note. The firm says anticipation that MicroStrategy will continue buying bitcoin, coupled with expectation of bitcoin price appreciation, grants the stock’s premium, currently at 75%, to the underlying value of its bitcoin holdings. The company leverages the premium to issue convertible bonds and equity at a valuation that has allowed it to accrete bitcoin per share, contends Mizuho. It believes that while bitcoin itself lacks intrinsic value, rising global adoption, slowing rate of bitcoin supply growth, and favorable political environment should support price appreciation.

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