Strategy stock omitted from S&P 500 additions despite buy rating from Benchmark

Published 08/09/2025, 15:12
Strategy stock omitted from S&P 500 additions despite buy rating from Benchmark

Investing.com - Benchmark maintained its Buy rating and $705.00 price target on Strategy (NASDAQ:MSTR) following the company’s omission from the S&P 500 index additions.

The S&P Dow Jones Indices committee released its September rebalancing after market close on Friday, adding AppLovin, Robinhood, and Emcor Group to the S&P 500, while notably excluding Strategy.

The exclusion comes after months of market speculation that Strategy might be included in the index, which would have created additional demand for the stock through passive investment flows.

Benchmark noted that the omission likely reflects the index committee’s discretion and their "evolving comfort level with bitcoin-centric corporate models" rather than concerns about Strategy’s business fundamentals or balance sheet.

The research firm compared the situation to Tesla (NASDAQ:TSLA), which was initially passed over by the committee in September 2020 before being added to the index three months later.

In other recent news, Strategy Inc announced updates on its at-the-market (ATM) equity and preferred stock offering programs, as well as its bitcoin holdings. The company reported selling 591,606 shares of its Class A common stock, generating net proceeds of $200.5 million. Additionally, Strategy Inc sold 104,381 shares of its 10.00% Series A Perpetual Strife Preferred Stock, resulting in net proceeds of $11.6 million, and 54,558 shares of its 8.00% Series A Perpetual Strike Preferred Stock, with net proceeds of $5.2 million. Benchmark has reiterated a Buy rating on MicroStrategy stock, setting a price target of $705. Strategy Inc also updated its dividend adjustment framework for its Variable Rate Series A Perpetual Stretch Preferred Stock, indicating potential changes based on the stock’s volume-weighted average price. The company has been actively acquiring additional bitcoin holdings, as highlighted in recent SEC filings. These developments reflect Strategy Inc’s ongoing financial strategies and market activities.

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