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Crypto US Stocks

TD Cowen Sees Strive Stock Rising 33% to $32, Over 27.1K BTC by End of 2026

TD Cowen projects Strive’s stock will rise 33% to $32, expecting the company to hold over 27,100 Bitcoin by the end of 2026. This reflects growing institutional interest in Bitcoin as a treasury asset.

Original source

AI take

This projection signals that sell-side analysts are beginning to model Bitcoin treasury companies as core equity stories tied to BTC accumulation, not just as passive holdings. The implied upside is less about operational performance and more about the market pricing in a specific pace of Bitcoin purchases. What matters next is whether Strive's actual acquisition cadence aligns with this forecast, and how broader institutional adoption of Bitcoin as a treasury asset influences the premium or discount the market assigns to such stocks.

Generated by AI for reference only.

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