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Stifel resumed coverage of Strategy (NASDAQ:MSTR) with a Buy rating and a $72.00 price target on Thursday, as the stock trades at $387.11. According to InvestingPro data, the stock has delivered an impressive 141% return over the past year, though analysis suggests it’s currently trading above Fair Value. The research firm cited expectations of 5.5% revenue growth in 2025, primarily driven by contributions from international markets.
The firm projects high-single digit growth in international markets for 2025, alongside improving performance in the U.S. with mid-single digit growth supported by positive market share trends. With analyst targets ranging from $175 to $650, InvestingPro subscribers can access 11 additional key insights about MSTR’s growth potential and financial health. Stifel anticipates continued U.S. sales growth through 2025, attributing this outlook to successful innovation, favorable near-term comparisons, and improving energy drink category sales trends.
Convenience stores, which represent approximately 60% of the category, are expected to continue showing growth, reflecting improving consumer spending sentiment and reduced pressure from gas prices. The firm identified potential watch-points including share loss to functional and sugar-free positioned competitors, which have been driving category growth in recent weeks. Investors should note that MSTR’s overall financial health score is currently rated as WEAK by InvestingPro analysts, with detailed insights available in the comprehensive Pro Research Report.
Monster (NASDAQ:MNST)’s sales in the U.S. are accelerating, primarily driven by improved velocity, which increased 3% in the first quarter of 2025 and has risen 6% in recent weeks. Distribution points are holding steady, and Stifel believes the improved velocities support an acceleration in dollar sales growth through 2025.
The firm views Monster’s innovation positively for the brand’s ability to compete against functional brands going forward, noting that Monster innovation has driven a significant portion of category growth in recent weeks.
In other recent news, MicroStrategy Inc . has reported updates on its financial activities and bitcoin holdings. The company announced a preferred stock offering of Series A Perpetual Stride Preferred Stock, expected to raise approximately $979.7 million. The proceeds are intended for general corporate purposes, including acquiring more bitcoin. Furthermore, MicroStrategy disclosed that it acquired 1,045 bitcoins for $110.2 million, bringing its total bitcoin holdings to 582,000 with an aggregate purchase price of $40.79 billion. This acquisition was funded through proceeds from its STRK and STRF ATM programs.
In addition, Monness, Crespi, Hardt maintained a Sell rating on MicroStrategy, citing concerns over its financial strategies and market conditions. They highlighted limited interest in the company’s STRK/STRF issuances and the impact of similar strategies from competitors. On a more positive note, TD (TSX:TD) Cowen reaffirmed a Buy rating with a price target of $590, noting the company’s recent bitcoin purchase and the introduction of the STRF preferred stock ATM. This move is expected to benefit common shareholders more than previous offerings. These developments reflect MicroStrategy’s ongoing strategy to leverage its bitcoin holdings and financial instruments to maximize shareholder value.
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