# MicroStrategy stock jumps 8% to $95 after $1.25 B Bitcoin program

**Published:** 2026-07-05T20:03:39.292Z  
**Topic:** Microstrategy Bitcoin  
**Sentiment:** neutral  
**Publisher:** TrendWatcher — https://www.trendwatcher.in/article/3698e1b5-cf16-44d9-b371-60cb46074789

MicroStrategy shares rose 8% to $95, rebounding from a 52‑week low of $81.81 as the board approved a $1.25 billion Bitcoin monetization plan, sparking renewed

MicroStrategy (NASDAQ:MSTR) surged 8% to about $95 on July 1, snapping a steep decline and breaking out from a 52‑week low of $81.81 after the board authorized a $1.25 billion Bitcoin monetization program and $2 billion in buybacks [4].

| At a glance | |
|---|---|
| Price | $95 (up 8%) |
| 52‑week low | $81.81 |
| Catalyst | $1.25 B Bitcoin monetization program & $2 B buybacks |
| Bitcoin holding | 847,363 BTC at $75,651 avg cost (underwater) |

## Board‑driven capital shift  
The new program directs fresh capital into Bitcoin, effectively resetting the company’s “never‑sell” stance. With 847,363 BTC on its balance sheet—averaging a cost of $75,651 per coin—the treasury is underwater as Bitcoin trades near $59,000, compressing the market‑adjusted NAV (mNAV) toward a 1× multiple [4]. The financing model, which previously relied on equity issuances to fund purchases, is being replaced by a direct monetization plan that could stabilize the mNAV if Bitcoin recovers.

## Market context and valuation  
MSTR’s price has collapsed from a 2024 high of $457.22 to the current $95, an 82% drop, mirroring Bitcoin’s own slump from its $63,495 peak a year ago [1]. Despite the steep decline, the stock remains above its 200‑day moving average of $233.32, indicating a long‑term uptrend that survived the recent volatility [2]. Analyst consensus still targets $328.67, with a wide range of $146 to $570, reflecting divergent views on the company’s upside tied to Bitcoin’s performance [2].

| Metric | Value |
|---|---|
| Avg. Bitcoin cost | $75,651 |
| Current Bitcoin price | ~$59,000 |
| mNAV multiple | ~1× (compressed) |

## What to watch
- **$326 resistance** – the next major technical ceiling identified in prior analysis [2].
- **Bitcoin price movements** – a rise above $60,000 could improve the mNAV and support the stock.
- **Further capital actions** – any additional buybacks or preferred‑stock issuances would affect dilution and leverage.

The bounce underscores how tightly MicroStrategy’s equity is linked to Bitcoin’s trajectory and to board‑level financing decisions. Whether the $1.25 billion program can sustain a recovery or merely provides a temporary lift remains an open question for investors tracking the crypto‑adjacent stock.

## Sources
1. 24/7 Wall St — [Longtime Bitcoin Advocate Says ‘MicroStrategy Is a $1,000 Stock Within a Few Years’](https://247wallst.com/investing/2026/06/09/longtime-bitcoin-advocate-says-microstrategy-is-a-1000-stock-within-a-few-years/)
2. Stockinvest — [MicroStrategy Stock Surges Amid Bullish Bitcoin Sentiment Despite...](https://stockinvest.us/stock-news/microstrategy-stock-surges-amid-bullish-bitcoin-sentiment-despite-weak-earnings-outlook)
3. Schaeffersresearch — [Bull Signal: MicroStrategy Stock Poised for a Bounce](https://www.schaeffersresearch.com/content/analysis/2024/01/24/bull-signal-microstrategy-stock-poised-for-a-bounce)
4. Tradingnews — [MicroStrategy Stock Price Forecast — Strategy (MSTR) Bounces to...](https://www.tradingnews.com/news/strategy-ends-nevee-sell-as-mstr-bounce-off-52-week-lows)

---
Cite as: TrendWatcher, "MicroStrategy stock jumps 8% to $95 after $1.25 B Bitcoin program", https://www.trendwatcher.in/article/3698e1b5-cf16-44d9-b371-60cb46074789
