Why Metaplanet stock could see a 1500% ‘explosive run’ by 2027

Metaplanet has sparked a bullish revival following its latest capital plans. In response to Bitcoin [BTC] treasury agency analyst Hermes Lux, Metaplanet inventory MPJPY may rally by about 1500% by the top of 2027. 

For 2026, the inventory has a 402% upside potential. Lux stated that the worth targets had been achievable offered that BTC rallies 40% per 12 months and Metaplanet scales its holdings to 100,000 BTC by 2026 and doubles them to 210,000 BTC by 2027.  

Supply: Hermes Lux/X 

Metaplanet inventory recovers in December

There are three Metaplanet shares at present out there available on the market. The MPJPY is a brand new, backed providing throughout the U.S. OTC (over-the-counter) markets.

The MTPLF was the primary, however unbacked, providing in U.S. markets, and the third and preliminary inventory, 3350, is obtainable on the Tokyo Inventory Trade. 

Notably, the three shares have recorded a big restoration of 6%-28% over the previous month, whereas BTC has struggled with a lower than 1% bounce. 

Supply: Google Finance

Actually, Technique’s MSTR was down 12% over the identical interval, additional reinforcing renewed bullish sentiment for the Japan-based Bitcoin treasury agency. 

The renewed curiosity adopted the latest Metaplanet shareholders’ approval of capital elevating plans, together with a reserve to cowl dividends from most well-liked shares. 

Supply: X

Like Technique, Metaplanet makes use of the sale of shares (together with most well-liked shares) and credit score for BTC buys. Nevertheless, the Japanese agency was additionally ready to launch aggressive share buybacks, with out promoting its BTC holdings. 

Metaplanet mNAV recovers

Adam Livingston, one other BTC analyst, echoed Lux’s outlook. He viewed Metaplanet’s new plans as ‘unbelievable catalysts’ for the inventory in 2026. 

Following this week’s replace, its mNAV (a number of monitoring relative crypto holdings worth to its enterprise worth) recovered to 1.25x, up from a low of 0.93x amid broader weaker sentiment in This autumn 2025. 

However for analyst Zyn, the mNAV may climb as much as 1.4x and 3-4x in the course of the subsequent BTC explosive run. He added that that might be ‘extraordinarily bullish’ for Metaplanet within the subsequent few years. 

“You might simply juice this up by placing mNAV method above 1.4 and Bitcoin worth considerably larger. I’m nonetheless looking forward to mNAVs increasing to 3-5 in occasions of euphoria”

Even Norway was bullish on Metaplanet. Already, the treasury agency has raised $400 million, signalling doubtless aggressive BTC buys in 2026.

In late 2025, Metaplanet ceased new BTC purchases after surpassing its 30K BTC goal. Presently, it holds 30,823 BTC and seeks so as to add 70K BTC in 2026. 

Supply: Metaplanet

Closing Ideas

• Metaplanet inventory may explode by 400% in 2026 and as a lot as 15x by 2027, per analyst.
• The agency authorized new capital plans that might speed up BTC buys from 2026.