Mizuho Securities has significantly reduced its price targets for MicroStrategy and Coinbase, reflecting a cautious outlook on cryptocurrency-linked equities. The investment firm cut MicroStrategy's target by 20.6% to $320 and Coinbase's by 39.3% to $170. These adjustments come amid a challenging period for digital asset markets, with factors such as Bitcoin price volatility and regulatory developments influencing valuations.
MicroStrategy's stock, closely tied to its substantial Bitcoin holdings, faces a more conservative outlook due to lower Bitcoin price forecasts and potential premium compression. Meanwhile, Coinbase's target reduction highlights concerns over trading volume variability, regulatory uncertainty, and competitive pressures affecting its transaction fee-driven revenue model. These revisions align with a broader trend of financial institutions reassessing expectations for crypto-related stocks in 2025.
Mizuho Securities Slashes Price Targets for MicroStrategy and Coinbase
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