Canaccord Genuity Remains Bullish on Strategy (MSTR), Cites Bitcoin Yield Strategy as Key Growth Driver

With significant upside potential and hedge fund interest, Strategy Inc. (NASDAQ:MSTR) secured a spot on our list of the 15 stocks set to explode in 2026.

On November 3, 2025, Canaccord Genuity reiterated its “Buy” rating on Strategy Inc. (NASDAQ:MSTR), while raising its price target from $464 to $474. The investment firm remains confident in the company’s long-term value, citing its bitcoin yield strategy as a key driver of this confidence. Accordingly, it believes the company is well-positioned to achieve its ambitious 30% bitcoin yield target for 2025, as Strategy Inc. has already reached 26% through manageable preferred issuances. In addition to bitcoin’s price appreciation, the investment firm sees sustainable yield growth as one of the primary growth drivers.

Meanwhile, on October 30, 2025, Strategy Inc. (NASDAQ:MSTR) reported its Q3 results. The company reported $3.9 billion in operating income and $2.8 billion in net income ($8.42 diluted EPS). The quarter saw bitcoin holdings increasing to 640,808 BTC, valued at roughly $71 billion. Looking ahead, full-year guidance was reiterated by the management, who projected $34 billion in operating income and $24 billion in net income.

Strategy Inc (NASDAQ:MSTR), one of the largest Bitcoin Treasury companies, combines its digital asset strategy with enterprise analytics software, delivering long-term value through innovation and bitcoin-backed capital growth.

While we acknowledge the potential of MSTR as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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