Applied Digital renegotiated its lease with CoreWeave for a North Dakota data center, potentially lowering costs and improving financing terms. Needham maintains a "buy" rating on Applied Digital with a $41 target, noting benefits for Core Scientific as well.

UBS's report highlights CATL's strong Q1 performance with a 49% profit increase year-over-year, despite a quarterly decline. High demand is expected to sustain capacity, though Q2 margins may drop due to rising costs. UBS maintains a "Buy" rating with a price target of 500 CNY.

Gate News update: On April 11, according to Bloomberg TV, most Wall Street analysts expect Michael Saylor’s MSTR (MicroStrategy) stock price to more than double this year. Most analysts maintain a Buy rating and say it is the world’s most undervalued company.

Gate News message, April 11, investment bank TD Cowen analyst Lance Vitanza lowered MicroStrategy (stock code MSTR)’s target share price from $440 to $350, and maintained a Buy rating. TD Cowen manages $15 billion in assets.

Compass Point analyst downgraded Circle’s rating from “Neutral” to “Sell,” and cut the target price to $77. The reason is that USDC growth is mainly coming from low-profit platforms, which is affecting the company’s earnings. The analyst expects first-quarter performance to miss expectations, with EBITDA falling 19% quarter-over-quarter. Despite this, if the crypto market rebounds, Circle’s outlook could still improve.

TD Cowen cut Strategy (MSTR)’s target price by 20.5% to $350, maintained a Buy rating, citing a lowered expectation for the price of bitcoin. For fiscal year 2026, its forecast for bitcoin revenue was reduced to $7.87 billion, and it still believes MSTR will convert demand for market volatility through leverage.

Gate News message, April 6, 150 billion-dollar investment bank TD Cowen analyst Lance Vitanza reiterated a buy rating for Bitcoin reserve company Strategy (MSTR), with a 2026 target price of $440.

Trump family crypto project WLFI was rated “D” by new rating agency CORE3, making it a high-risk investment. CORE3 provides public, transparent risk assessments by analyzing the likelihood of capital losses, pointing out that WLFI faces multiple risks, including a lack of monitoring and security measures. This rating has drawn investors’ attention and may affect market decisions.

CORE3 is a crypto risk-rating agency created by HAI Group that has rated 1,426 crypto projects and 253 exchanges. World Liberty Financial, owned by the Trump family, received an F-grade, with a loss probability as high as 68.01%. CORE3 aims to improve the security of DeFi protocols and exchanges, and welcomes industry feedback.

Ethereum Foundation project manager Hester Bruikman updated the “Trillion-Dollar Security Plan” at the EthCC conference, released a WalletBeat wallet security maturity rating model, and emphasized progress on user security and Clear Signing. She also disclosed that in the first quarter of 2026, Ethereum experienced 16 security incidents, with losses totaling $93 million.