COINBASE GLOBAL RISES 5%, BITFARMS INCREASES 1.4%, STRATEGY GROWS 6.4%, CIRCLE CLIMBS 11.4%
Written by Emily J. Thompson, Senior Investment Analyst
Updated: Mar 02 2026
0mins
Should l Buy MSTR?
Source: moomoo
Coinbase Growth: Coinbase has experienced a global increase of 5% in its operations.
Bitfarms Performance: Bitfarms has seen a rise of 1.4% in its performance metrics.
Strategy Improvement: There has been a notable 6.4% increase in strategic initiatives.
Circle Expansion: Circle has achieved an impressive growth of 11.4%.
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Analyst Views on MSTR
Wall Street analysts forecast MSTR stock price to rise
14 Analyst Rating
12 Buy
2 Hold
0 Sell
Strong Buy
Current: 138.950
Low
229.00
Averages
453.17
High
705.00
Current: 138.950
Low
229.00
Averages
453.17
High
705.00
About MSTR
Strategy Inc., formerly MicroStrategy Incorporated, is a bitcoin treasury and business intelligence company. The Company provides cloud-native, artificial intelligence (AI)-powered enterprise analytics software to thousands of global customers. The Company’s Strategy ONE platform provides access to AI-powered workflows, unlimited data sources, cloud-native technologies, and performance to speed up time from data to action. Strategy One delivers visualization, reporting, and embedded analytics capabilities across retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications, and the public sector. Its Strategy Mosaic is a universal intelligence layer that provides enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The Strategy Mosaic offers data clarity and connection by eliminating trade-offs between flexibility, control, and speed.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
STRC Records Largest Single-Day Issuance Since Debut
- Record Issuance: STRC achieved approximately $300 million in trading volume, marking its largest single-day issuance since its July 2025 debut, significantly surpassing the 30-day average of $124 million, indicating strong market demand that could facilitate further capital operations.
- Bitcoin Acquisition Funding: The trading activity funded an estimated purchase of 1,420 BTC for Strategy's Bitcoin accumulation strategy, reflecting the company's proactive positioning in the cryptocurrency market, which may enhance the value of its asset portfolio.
- Increased Dividend Rate: Strategy raised the dividend rate on STRC to 11.5% with monthly cash distributions, aiming to keep shares trading close to their $100 par value, thereby reducing price volatility and boosting investor confidence.
- Sales Agreement Amendment: The amendment to Strategy's Omnibus Sales Agreement allows multiple agents to sell the same class of securities on a single trading day, enhancing operational flexibility that could accelerate Bitcoin purchases during optimal market conditions, thereby improving competitive positioning.
See More
Latest Wall Street Rating Updates
- BofA Downgrades Qualcomm: Bank of America has downgraded Qualcomm from neutral to underperform with a price target of $145, citing lukewarm projected sales and EPS growth of only 2% and 1% CAGR from 2025 to 2028, significantly lagging the semiconductor sector's expected 17% growth.
- Deutsche Bank Upgrades Teladoc: Deutsche Bank upgraded Teladoc from hold to buy, highlighting an attractive risk/reward profile due to compelling valuation and a deliverable strategy for its BetterHelp business, indicating a strong potential for future growth.
- TD Cowen Upgrades Rivian: TD Cowen upgraded Rivian from hold to buy, projecting full-scale demand for its R2 model to reach between 212,000 and 335,000 units, suggesting significant upside potential against 2027 consensus estimates.
- Morgan Stanley Reiterates Microsoft Overweight: Morgan Stanley reiterated its overweight rating on Microsoft, emphasizing the readiness of its Office product suite for the upcoming Agentic AI offerings, with general availability expected on May 1, 2026, priced at $99 per user per month.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Dynamics: While specific stock names are not mentioned, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MSTR stock should pay attention to the latest insights from analysts to make more informed investment choices.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective.
See More
Bitcoin Price Drops to $68,000 Amid Market Sentiment Shift
- Market Sentiment Decline: Bitcoin is currently priced at approximately $68,000, significantly lower than its all-time high of $126,000 reached in October, with five consecutive months of decline severely impacting market sentiment and compounded by ETF outflows.
- Ongoing Scarcity: The maximum supply of Bitcoin is capped at 21 million, with over 95% already mined and only about 450 new coins entering circulation daily, while an estimated 3 to 4 million coins are permanently lost, indicating that sustained demand will exert strong upward pressure on prices.
- Increased Accumulation by Major Holders: U.S. spot Bitcoin ETFs hold around 1.2 million bitcoins, and the Bitcoin treasury company Strategy, formerly MicroStrategy, holds over 720,000 coins after recent purchases, with major holders likely to retain their assets long-term, ensuring future buyers will pay higher prices.
- Production Cost Impact: Bitcoin is currently trading at or below the production cost for most miners, with average costs around $77,000 and some estimates as high as $167,800, historically, periods where Bitcoin trades below production costs are short-lived, suggesting that investing now could yield quicker returns.
See More
U.S. Stock Futures Rise as Market Sentiment Improves
- Market Sentiment Improves: U.S. stock futures rose following Monday's positive close, with major benchmark indices showing gains, reflecting a recovery in investor confidence, particularly after President Trump indicated that the military campaign against Iran could be nearing its end.
- Options Market Volatility: In the options market, the $675 strike SPY call options surged 24,650% from $0.02 to $4.95 within 80 minutes, indicating strong investor expectations for future market movements, which could influence short-term trading strategies.
- Stable Bond Yields: The 10-year Treasury bond yield stood at 4.10%, while the two-year bond yield was at 3.54%, with markets pricing a 97.4% likelihood that the Federal Reserve will keep interest rates unchanged in March, providing a relatively stable rate environment that could support further stock market recovery.
- Oil Price Fluctuations: Despite oil prices nearing $120 per barrel during early trading, crude oil futures fell 8.02% to around $87.17 per barrel in the New York session, reflecting the market's sensitivity to geopolitical risks and potentially impacting the performance of related sectors.
See More
Bitcoin Exceeds $70,000 as Ethereum and XRP Climb Following Trump-Related Boost for Cryptocurrencies.
Bitcoin Price Surge: Bitcoin's price exceeded $70,000 early Tuesday.
Influence of Political Comments: The surge was influenced by comments from U.S. President Donald Trump regarding a potential resolution to the war in Iran.
See More
STRC Records Largest Single-Day Issuance Since Debut
- Record Issuance: STRC achieved approximately $300 million in trading volume, marking its largest single-day issuance since its July 2025 debut, significantly surpassing the 30-day average of $124 million, indicating strong market demand that could facilitate further capital operations.
- Bitcoin Acquisition Funding: The trading activity funded an estimated purchase of 1,420 BTC for Strategy's Bitcoin accumulation strategy, reflecting the company's proactive positioning in the cryptocurrency market, which may enhance the value of its asset portfolio.
- Increased Dividend Rate: Strategy raised the dividend rate on STRC to 11.5% with monthly cash distributions, aiming to keep shares trading close to their $100 par value, thereby reducing price volatility and boosting investor confidence.
- Sales Agreement Amendment: The amendment to Strategy's Omnibus Sales Agreement allows multiple agents to sell the same class of securities on a single trading day, enhancing operational flexibility that could accelerate Bitcoin purchases during optimal market conditions, thereby improving competitive positioning.
See More
Latest Wall Street Rating Updates
- BofA Downgrades Qualcomm: Bank of America has downgraded Qualcomm from neutral to underperform with a price target of $145, citing lukewarm projected sales and EPS growth of only 2% and 1% CAGR from 2025 to 2028, significantly lagging the semiconductor sector's expected 17% growth.
- Deutsche Bank Upgrades Teladoc: Deutsche Bank upgraded Teladoc from hold to buy, highlighting an attractive risk/reward profile due to compelling valuation and a deliverable strategy for its BetterHelp business, indicating a strong potential for future growth.
- TD Cowen Upgrades Rivian: TD Cowen upgraded Rivian from hold to buy, projecting full-scale demand for its R2 model to reach between 212,000 and 335,000 units, suggesting significant upside potential against 2027 consensus estimates.
- Morgan Stanley Reiterates Microsoft Overweight: Morgan Stanley reiterated its overweight rating on Microsoft, emphasizing the readiness of its Office product suite for the upcoming Agentic AI offerings, with general availability expected on May 1, 2026, priced at $99 per user per month.
See More
Wall Street Analysts Adjust Ratings on Key Stocks
- Analyst Rating Changes: Top Wall Street analysts have adjusted their ratings on several stocks, including upgrades, downgrades, and initiations, reflecting varying market perspectives on these companies.
- Market Dynamics: While specific stock names are not mentioned, changes in analyst ratings typically influence investor decisions and can lead to price volatility in the affected stocks.
- Investor Focus: Investors considering purchasing MSTR stock should pay attention to the latest insights from analysts to make more informed investment choices.
- Information Source: A complete view of all analyst rating changes can be found on Benzinga's analyst ratings page, providing a comprehensive market perspective.
See More
Bitcoin Price Drops to $68,000 Amid Market Sentiment Shift
- Market Sentiment Decline: Bitcoin is currently priced at approximately $68,000, significantly lower than its all-time high of $126,000 reached in October, with five consecutive months of decline severely impacting market sentiment and compounded by ETF outflows.
- Ongoing Scarcity: The maximum supply of Bitcoin is capped at 21 million, with over 95% already mined and only about 450 new coins entering circulation daily, while an estimated 3 to 4 million coins are permanently lost, indicating that sustained demand will exert strong upward pressure on prices.
- Increased Accumulation by Major Holders: U.S. spot Bitcoin ETFs hold around 1.2 million bitcoins, and the Bitcoin treasury company Strategy, formerly MicroStrategy, holds over 720,000 coins after recent purchases, with major holders likely to retain their assets long-term, ensuring future buyers will pay higher prices.
- Production Cost Impact: Bitcoin is currently trading at or below the production cost for most miners, with average costs around $77,000 and some estimates as high as $167,800, historically, periods where Bitcoin trades below production costs are short-lived, suggesting that investing now could yield quicker returns.
See More
U.S. Stock Futures Rise as Market Sentiment Improves
- Market Sentiment Improves: U.S. stock futures rose following Monday's positive close, with major benchmark indices showing gains, reflecting a recovery in investor confidence, particularly after President Trump indicated that the military campaign against Iran could be nearing its end.
- Options Market Volatility: In the options market, the $675 strike SPY call options surged 24,650% from $0.02 to $4.95 within 80 minutes, indicating strong investor expectations for future market movements, which could influence short-term trading strategies.
- Stable Bond Yields: The 10-year Treasury bond yield stood at 4.10%, while the two-year bond yield was at 3.54%, with markets pricing a 97.4% likelihood that the Federal Reserve will keep interest rates unchanged in March, providing a relatively stable rate environment that could support further stock market recovery.
- Oil Price Fluctuations: Despite oil prices nearing $120 per barrel during early trading, crude oil futures fell 8.02% to around $87.17 per barrel in the New York session, reflecting the market's sensitivity to geopolitical risks and potentially impacting the performance of related sectors.
See More
Bitcoin Exceeds $70,000 as Ethereum and XRP Climb Following Trump-Related Boost for Cryptocurrencies.
Bitcoin Price Surge: Bitcoin's price exceeded $70,000 early Tuesday.
Influence of Political Comments: The surge was influenced by comments from U.S. President Donald Trump regarding a potential resolution to the war in Iran.
See More
