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benzinga Corporate Catalyst Impact 65/100 ● negative

Bernstein Maintains Outperform on Strategy, Lowers Price Target to $350

Aug 26, 2026, 11:32 AM UTC · Primary ticker $MSTR

Bernstein analyst Gautam Chhugani reiterated an 'Outperform' rating on Strategy (MSTR) but reduced its price target from $450 to $350. This indicates a continued positive outlook on the company's fundamentals despite a more conservative valuation.

Bernstein analyst Gautam Chhugani maintained an 'Outperform' rating on Strategy (MSTR), signaling continued confidence in the company's long-term prospects. However, the price target was lowered significantly from $450 to $350. This adjustment suggests that while the analyst still sees upside potential, the previous valuation might have been overly optimistic or market conditions have shifted. For traders, this could lead to short-term volatility as the market digests the lower price target, potentially causing a dip in MSTR's stock price. Long-term investors might view this as a recalibration rather than a fundamental change in the company's strategy or performance, offering a potential buying opportunity if the stock pulls back.

$MSTR neutral price target lowered but rating maintained
Source: benzinga
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