Strategy (NASDAQ:MSTR) Now Covered by Cantor Fitzgerald

Cantor Fitzgerald assumed coverage on shares of Strategy (NASDAQ:MSTR) in a report published on Tuesday morning, Marketbeat Ratings reports. The firm issued an overweight rating on the software maker’s stock.

Several other analysts have also recently issued reports on the company. Weiss Ratings reaffirmed a “hold (c)” rating on shares of Strategy in a research report on Monday, December 29th. BTIG Research dropped their price objective on Strategy from $700.00 to $630.00 and set a “buy” rating on the stock in a research report on Friday, October 31st. Monness Crespi & Hardt upgraded Strategy from a “sell” rating to a “neutral” rating in a research note on Monday, November 10th. Canaccord Genuity Group increased their price target on shares of Strategy from $464.00 to $474.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Finally, HC Wainwright cut their price objective on shares of Strategy from $521.00 to $475.00 and set a “buy” rating on the stock in a research report on Monday, November 3rd. One investment analyst has rated the stock with a Strong Buy rating, twelve have given a Buy rating and four have assigned a Hold rating to the company’s stock. According to data from MarketBeat.com, Strategy currently has a consensus rating of “Moderate Buy” and a consensus price target of $435.44.

Strategy Stock Up 0.6%

Shares of Strategy stock opened at $161.58 on Tuesday. The company has a debt-to-equity ratio of 0.16, a current ratio of 0.66 and a quick ratio of 0.66. The stock has a market cap of $46.43 billion, a price-to-earnings ratio of 7.52 and a beta of 3.42. The firm’s 50-day moving average is $168.67 and its two-hundred day moving average is $274.83. Strategy has a 1 year low of $149.75 and a 1 year high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, topping the consensus estimate of ($0.10) by $8.52. The firm had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. The company’s revenue was up 10.9% compared to the same quarter last year. During the same quarter in the prior year, the company earned ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Insider Activity

In related news, Director Carl J. Rickertsen purchased 5,000 shares of the business’s stock in a transaction on Monday, January 12th. The shares were acquired at an average price of $155.88 per share, for a total transaction of $779,400.00. Following the purchase, the director owned 5,000 shares of the company’s stock, valued at $779,400. This trade represents a ∞ increase in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. Also, EVP Wei-Ming Shao sold 5,334 shares of the firm’s stock in a transaction on Wednesday, November 12th. The stock was sold at an average price of $226.36, for a total transaction of $1,207,404.24. Following the completion of the transaction, the executive vice president directly owned 32,726 shares of the company’s stock, valued at approximately $7,407,857.36. This represents a 14.01% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. Over the last 90 days, insiders have purchased 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. Corporate insiders own 8.46% of the company’s stock.

Hedge Funds Weigh In On Strategy

Hedge funds and other institutional investors have recently added to or reduced their stakes in the company. Evergreen Capital Management LLC lifted its position in Strategy by 82.9% during the 4th quarter. Evergreen Capital Management LLC now owns 3,590 shares of the software maker’s stock worth $546,000 after acquiring an additional 1,627 shares during the period. Bonfire Financial lifted its holdings in shares of Strategy by 3.4% during the fourth quarter. Bonfire Financial now owns 4,205 shares of the software maker’s stock worth $639,000 after purchasing an additional 138 shares during the period. Prakash Investment Advisors LLC boosted its position in Strategy by 126.3% in the fourth quarter. Prakash Investment Advisors LLC now owns 4,300 shares of the software maker’s stock valued at $653,000 after buying an additional 2,400 shares during the last quarter. BigSur Wealth Management LLC acquired a new position in Strategy in the 4th quarter worth approximately $76,000. Finally, Tokio Marine Asset Management Co. Ltd. raised its position in Strategy by 11.0% during the 4th quarter. Tokio Marine Asset Management Co. Ltd. now owns 9,997 shares of the software maker’s stock worth $1,519,000 after buying an additional 992 shares during the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Trending Headlines about Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Cantor Fitzgerald initiated coverage of MSTR with an “overweight” rating, giving the stock fresh institutional validation and likely supporting demand from growth/crypto-focused investors. Cantor Fitzgerald Turns Up the Heat on These 3 Crypto Stocks
• Positive Sentiment: Strategy disclosed another BTC purchase: 2,932 BTC (~$264M) last week, increasing its bitcoin treasury (reported avg. buy ~$90k/BTC). For investors bullish on bitcoin, larger company-held BTC balances are a direct lever for MSTR’s equity performance over time. Strategy Expands Bitcoin Holdings Using ATM Equity Proceeds
• Neutral Sentiment: Media coverage notes the pace of purchases slowed from prior billion-dollar weeks to this ~$264M buy — that could reduce headlines-driven volatility but also signals management is timing buys around recent BTC moves. Market impact depends on future buy cadence and BTC direction. Strategy purchased $264 million in bitcoin last week
• Negative Sentiment: These BTC additions were funded in part by at‑the‑market (ATM) share issuances and stock sales (~$157–$257M reported in various filings/press reports), which is dilutive and has pressured the stock near key technical support (~$160). That selling can cap near-term upside even as the treasury grows. Strategy Buys 2,932 Bitcoin For $264M, But MSTR Stock Tests Critical $160 Support

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.