From Nasdaq

June 20, 2025 12:59:00 PM:

MicroStrategy, known as “Strategy,” purchased 10,100 BTC for $1.05 billion, boosting its total holdings to 592,100 Bitcoin valued at over $63 billion. The company raised funds through various initiatives and aims for a 25% BTC yield in 2025. Strategy has outperformed MARA Holdings and Coinbase in stock performance.

Compared to MARA Holdings and Coinbase, MicroStrategy has a unique approach to crypto exposure. MARA Holdings focuses on Bitcoin mining efficiency, while Coinbase offers a diversified crypto exchange model. MicroStrategy’s stock has gained 27.4% year-to-date, outperforming MARA and Coinbase. Despite a Zacks Value Score of F, Strategy remains competitive.

The Zacks Consensus Estimate predicts a $15.73 per share loss for MicroStrategy in 2025, indicating a significant year-over-year decline. The company’s Zacks Rank is currently #3 (Hold). A new top semiconductor stock recommended by Zacks is positioned for growth amidst increasing demand for AI, ML, and IoT technologies.

MicroStrategy faces rising competition from MARA Holdings and Coinbase in the crypto market. Despite its recent Bitcoin purchases and strong stock performance, Strategy must navigate the evolving landscape of crypto investments. Investors should consider the company’s aggressive treasury strategy and long-term investment thesis when evaluating its potential for future growth.

Read more at Nasdaq Stock Market: MSTR Continues to Expand Bitcoin Holding: What’s the Path Forward?