Global banking giant Citi, with $1.75 trillion in assets under management, has reiterated its buy rating on Strategy (formerly MicroStrategy), maintaining a price target of $325 per share. This reaffirmation signals the bank's continued confidence in the company's long-term business model, which is fundamentally tied to its substantial Bitcoin holdings.
The endorsement highlights how Strategy's deep commitment to Bitcoin continues to resonate with institutional analysts. Citi's stance reflects growing comfort among traditional financial institutions with corporate strategies aligned with cryptocurrency. The renewed rating arrives as Bitcoin draws strong institutional interest worldwide, with Strategy positioned at the center of this shift due to its consistent and transparent approach to holding Bitcoin on its balance sheet.
Citi's assessment focuses on clarity and consistency, viewing Strategy's balance sheet structure as transparent and repeatable across market cycles. This allows institutional investors to model risk with greater confidence. Analysts see Strategy as a well-defined equity vehicle for Bitcoin exposure within regulated markets, attracting funds seeking such exposure without direct custody complexities.
The bank's $325 price target reflects confidence in Strategy's execution, financial discipline, and exposure management. Citi recognizes the company's philosophy of treating Bitcoin as a monetary asset rather than a short-term trading instrument as a core strength that differentiates it from other corporate Bitcoin holders. Strategy has expanded its Bitcoin holdings through equity offerings and debt instruments, a methodical approach Citi views as a strategic advantage.
This shift marks an important evolution in how Wall Street evaluates crypto-focused public companies, suggesting the market now views Strategy's Bitcoin treasury strategy as deliberate and structured rather than speculative. Citi's outlook suggests long-term conviction, reinforcing bullish sentiment around Strategy's stock, which remains closely aligned with broader Bitcoin price trends.
