Strategy Inc’s AI Revenue Jumps 62.1% and Shares Surge Nearly 10% on Bitcoin Rally
Benchmark reiterated its Buy rating on Strategy Inc with a target of $705 after Q4 AI software subscriptions revenue rose 62.1% to $51.8M. Shares also jumped nearly 10% as Bitcoin rallied toward $73,000, boosting the company’s crypto-linked equity performance.
1. Benchmark Reiterates Buy Rating
Benchmark maintained its Buy rating on Strategy Inc and upheld a $705 price target based on a sum-of-the-parts valuation that factors in both its AI software business and extensive Bitcoin holdings.
2. AI Segment Revenue Grows 62.1%
In Q4 2025, the company’s AI-powered enterprise analytics unit reported $51.8 million in subscription services revenue, marking a 62.1% year-over-year increase driven by strong enterprise demand.
3. Bitcoin Exposure Strategy
Strategy Inc uses its STRC token as a primary funding mechanism for Bitcoin acquisitions, enabling faster growth in Bitcoin per share and aligning its treasury strategy with crypto market upside.
4. Shares Gain on Crypto Rally
A rally in Bitcoin toward the $73,000 level lifted Strategy Inc shares by nearly 10%, reflecting heightened investor appetite for crypto-linked equities during periods of market optimism.