MicroStrategy Shares Attract Major Buyers Amid Market Correction

While its share price undergoes a correction, significant signals of confidence are emerging from major investors and corporate insiders. Despite current weakness in the stock, a substantial U.S. pension fund and a company director have made major purchases. This activity presents investors with a pivotal question: does the stark divergence between falling prices and lofty analyst targets represent a genuine buying opportunity?

Substantial buying interest is providing support for the fundamental investment thesis, even as the stock trades lower. The Louisiana State Employees’ Retirement System (LASERS), a pension fund managing $14 billion in assets, entered the market recently. Data confirmed that on January 20, 2026, the fund acquired more than 17,000 shares valued at approximately $3.2 million. This move highlights the growing institutional acceptance of MicroStrategy as a primary vehicle for exposure to digital assets.

In a parallel demonstration of faith, board member Carl Rickertsen reinforced this sentiment. On January 12, he invested over $700,000 to purchase company stock—marking his first insider acquisition since 2022. Transactions of this nature frequently suggest that executives view the current valuation as attractive relative to the firm's growth prospects.

Analysts Maintain Bullish Long-Term Targets

Financial experts, while having adjusted some forecasts, continue to uphold price objectives significantly above present trading levels. Mizuho Securities revised its target down to $403, with TD Cowen setting a $440 target. Crucially, approximately 88% of covering analysts maintain a "Buy" recommendation. With the equity currently trading around $165 (roughly €141), these targets imply an upside potential exceeding 140%. This substantial gap indicates that market researchers may consider the recent sell-off to be overdone or temporary.

Should investors sell immediately? Or is it worth buying Strategy?

The Bitcoin Leverage Factor

CEO Michael Saylor has used this market phase to hint at further substantial Bitcoin acquisitions, reaffirming the company's aggressive strategy. Consequently, the stock remains tightly correlated to the cryptocurrency market, which is currently facing pressure from geopolitical tensions and U.S. government tariff threats. Bitcoin trading below $91,000 is applying short-term downward pressure on MicroStrategy's share price.

This leverage, however, operates in both directions. While weakness in the crypto sector weighs heavily, any recovery in the underlying asset could generate disproportionate gains for the company due to its aggressive positioning.

The market is currently pricing in macroeconomic risks, exemplified by the Dow Future shedding 600 points on recent tariff news. MicroStrategy's defined profile remains unchanged: it represents a high-risk, high-reward scenario. Institutions like LASERS are effectively betting on a turnaround, even as the share price continues to be dominated by broader market weakness and the prevailing Bitcoin valuation.