Shares in Strategy (MSTR) climbed after MSCI’s decision not to exclude Bitcoin and crypto treasury companies from its indexes. MSCI stated that distinguishing between investment companies and those holding digital assets requires further research; hence, the companies and assets will feature in MSCI’s index. With MSTR being one of the largest institutional investors in Bitcoin, investors saw the MSCI decision as a promising one for Strategy and its BTC holdings.
The decision triggered a 2.5% surge in MSTR stock, valuing it at a market cap of $48.8 billion. The MSCI announcement offers temporary relief to investors who had watched the shares plummet by more than 50% in Q4 of 2025, as Bitcoin’s value declined roughly 25% over the same period.
Additionally, Shares in Strategy (MSTR) stock climbed early Monday morning after the company announced another big purchase of Bitcoin (BTC). Michael Saylor’s firm announced on Monday that it has bought another 1,286 Bitcoin worth $116 million. While the MSTR share price has corrected slightly entering the weekend, it could create a short window of a buying opportunity for a valuable 2026 stock.
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To begin the year, Strategy acquired 1,283 bitcoin for $116.0 million at an average price of $90,391 between January 1 and 4, 2026. This brings its total holdings to 673,783 BTC at an aggregate purchase price of about $75.03 billion. Additionally, the firm’s average purchase price per bitcoin sits at around $50,500 as of January 4, 2026. The sudden climb in MSTR stock isn’t a surprise, as several times last year, after a big BTC purchase, its stock would rally thanks to crypto-friendly bullish traders. With BTC price also climbing, though, this could catalyze a rally for both bitcoin and Strategy shares.
Out of the 16 analysts covering MSTR stock, 13 recommend “Strong Buy,” one recommends “Moderate Buy,” and two recommend “Hold.” The average MSTR stock price target is $486.29, indicating an upside potential of almost 200% from current levels.
