Ki Young Ju|Oct 16, 2026 11:42
Analysts don't care about MSCI. MSTR consensus still very bullish.
Citi $240, Barclays $175, B. Riley $195. Targets going up, not down.
MSCI is a flow story, and it's priced in. What matters now: mNAV ~1.0x, STRC at par, $3.75B reserve covering dividends.
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