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MicroStrategy to raise $2.6 billion to double down on Bitcoin bet

Published 2024-11-20, 11:30 a/m
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Investing.com -MicroStrategy Incorporated (NASDAQ:MSTR) said on Wednesday that it was planning to raise $2.6 billion through a private offering of convertible senior notes, with the proceeds earmarked for acquiring more of the world's biggest cryptocurrency, Bitcoin.

MicroStrategy shares jumped 12%. The move follows a regulatory filing earlier this week disclosing that the company had added roughly 52,000 bitcoins to its portfolio in its largest acquisition to date, valued at $4.6 billion. 

To fund this earlier purchase, MicroStrategy raised $4.6 billion in net proceeds by selling 13.6 million shares under a sales agreement finalized in October 2024.

The agreement allows the company to issue shares worth up to $21 billion through a consortium of financial agents, including TD (TSX:TD) Securities and Barclays (LON:BARC).

Since 2020, MicroStrategy has pursued a bold strategy of accumulating Bitcoin as its treasury reserve asset, especially as its software business growth has slowed. With its latest acquisition, the company has solidified its position as the largest corporate holder of the cryptocurrency.

Benchmark raised its price target for MicroStrategy shares from $300 to $450 on Tuesday, maintaining a "buy" rating.

The firm's analyst noted the company’s innovative approach to using Bitcoin as a reserve asset, noting that while the strategy has faced criticism, its impact on the stock’s performance has been remarkable.

Over the past four years, MicroStrategy shares have outpaced nearly all large U.S. companies.

Bitcoin, which has been rallying since Donald Trump's election, recently breached the $90,000 level, reaching an all-time high, driven by expectations of regulatory easing.

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