MicroStrategy Goes Big: Amps Up Capital Goals and Bitcoin Buys, Analysts Pump Up Price Targets!

Hang onto your hats, crypto fans! MicroStrategy just cranked up its capital-raising target and 2025 Bitcoin acquisition goals to the moon in its latest earnings report, and it's got analysts at H.C. Wainwright feeling the bullish vibes!

On May 2, analyst Mike Colonnese didn't just nudge his stance on MicroStrategy's stock - he slammed the pedal to the metal, boosting his price target from $480 to a sizzling $521! Why? Because MicroStrategy is stacking more BTC and nailing its capital game!

Brace yourselves, because in their Q1 earnings drop on Thursday, MicroStrategy didn't just play around - they doubled down, skyrocketing their capital plan to a whopping $84 billion by 2027, up from a mere $42 billion they set late in 2024. Their new "42/42" plan is a beast, with $42 billion in equity and another $42 billion in fixed-income fireworks, including convertibles and preferreds.

And guess what? They're not just talking the talk - MicroStrategy has already hauled in $10 billion this year and scooped up 106,085 Bitcoins! Their Bitcoin yield through April? A jaw-dropping 13.7%, smashing 91% of their original annual target, with a cool $5.8 billion gain already pocketed - that's 58% of their initial goal, folks!

Bullish Momentum

MicroStrategy's Q1 2025 results? Pure fire! They snagged 80,715 BTC for $7.7 billion, funded by a slick mix of equity and convertible bond magic. Oh, and they didn't stop there - they added another 25,370 BTC in April alone! Their Q1 BTC yield? A solid 11%, with a $4.1 billion gain based on those sweet quarter-end prices.

Colonnese isn't playing around either - he now expects MicroStrategy to end 2025 with a mind-blowing 691,249 BTC, up from his previous estimate of 601,029. His BTC gain forecast? Soaring to $12 billion, with a year-end price assumption of $150,000 per coin. Sure, it's still shy of MicroStrategy's own amped-up guidance of $15 billion in gains and a 25% BTC yield, but Colonnese is all in on MicroStrategy's capital access and performance as the ultimate growth indicators.

Now, here's the kicker - even though Colonnese trimmed projected revenues for 2025 and 2026 to $461.2 million and $475.7 million respectively, down from his earlier estimates of $473 million and $485.1 million, he's still shouting from the rooftops about MicroStrategy's ability to keep that premium valuation. That $521 price target? It's based on a 2x premium to the firm's projected 2025 net asset value of $103.7 billion. Buckle up, because MicroStrategy is on a wild ride to the top!