Strategy (NASDAQ:MSTR) Upgraded at Wall Street Zen

Strategy (NASDAQ:MSTR) was upgraded by equities research analysts at Wall Street Zen from a “sell” rating to a “hold” rating in a report issued on Saturday.

Several other research analysts also recently issued reports on the stock. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a report on Monday, November 10th. Cantor Fitzgerald started coverage on Strategy in a research report on Tuesday. They set an “overweight” rating for the company. China Renaissance assumed coverage on shares of Strategy in a report on Wednesday, October 15th. They set a “buy” rating and a $473.00 price target for the company. HC Wainwright cut their price objective on Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Finally, TD Cowen reaffirmed a “buy” rating on shares of Strategy in a research note on Thursday, January 15th. Twelve investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the company’s stock. According to MarketBeat, the company has an average rating of “Moderate Buy” and a consensus target price of $435.44.

Strategy Price Performance

MSTR stock opened at $149.71 on Friday. The company has a current ratio of 0.66, a quick ratio of 0.66 and a debt-to-equity ratio of 0.16. The firm has a market capitalization of $43.02 billion, a PE ratio of 6.96 and a beta of 3.42. Strategy has a one year low of $139.36 and a one year high of $457.22. The firm has a 50-day moving average of $167.02 and a two-hundred day moving average of $271.02.

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

Insider Buying and Selling at Strategy

In other Strategy news, Director Carl J. Rickertsen purchased 5,000 shares of the stock in a transaction on Monday, January 12th. The shares were purchased at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the transaction, the director directly owned 5,000 shares in the company, valued at $779,400. This represents a ∞ increase in their ownership of the stock. The acquisition was disclosed in a filing with the Securities & Exchange Commission, which is accessible through the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the company’s stock in a transaction on Wednesday, November 19th. The shares were sold at an average price of $202.02, for a total transaction of $525,252.00. Following the completion of the transaction, the executive vice president owned 32,726 shares in the company, valued at approximately $6,611,306.52. This represents a 7.36% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last quarter, insiders have bought 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. Company insiders own 8.46% of the company’s stock.

Institutional Inflows and Outflows

Hedge funds have recently made changes to their positions in the business. RiverFront Investment Group LLC acquired a new position in Strategy during the second quarter worth $3,561,000. J.W. Cole Advisors Inc. raised its holdings in Strategy by 25.3% in the 2nd quarter. J.W. Cole Advisors Inc. now owns 10,262 shares of the software maker’s stock valued at $4,148,000 after acquiring an additional 2,069 shares during the last quarter. Resona Asset Management Co. Ltd. increased its stake in shares of Strategy by 13.6% during the 2nd quarter. Resona Asset Management Co. Ltd. now owns 77,914 shares of the software maker’s stock valued at $31,298,000 after acquiring an additional 9,338 shares during the last quarter. Swiss National Bank grew its holdings in shares of Strategy by 17.1% during the 2nd quarter. Swiss National Bank now owns 749,300 shares of the software maker’s stock worth $302,890,000 after purchasing an additional 109,500 shares during the period. Finally, Stevens Capital Management LP purchased a new stake in shares of Strategy during the 2nd quarter valued at about $35,967,000. 59.84% of the stock is owned by institutional investors.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Cantor Fitzgerald initiated coverage on Strategy, which can increase visibility and liquidity for MSTR and sometimes supports short-term buying interest. Cantor Fitzgerald Initiates Coverage on Strategy (MSTR)
• Positive Sentiment: Strategy’s STRC bitcoin-backed instrument (an 11% fiat-denominated income product senior to the company’s BTC holdings) is being marketed to institutional investors — a potential recurring funding source that could support bitcoin buys and the balance sheet over time. Strategy’s STRC Bitcoin-Backed Instrument Challenges Traditional Fixed-Income Markets
• Neutral Sentiment: Forbes explains the structural reason for MSTR’s extreme sensitivity — MicroStrategy’s transformation into a leveraged bitcoin-treasury vehicle — which helps investors frame long-term risk/return but doesn’t change fundamentals immediately. What’s Happening With MSTR Stock?
• Negative Sentiment: Broad bitcoin sell-off (bitcoin down toward the low $80k range) drove heavy MSTR selling — multiple reports show the stock plunged, hitting 52-week lows and falling roughly 10% in recent sessions as investors liquidated crypto-backed equities. Bitcoin Plunges to $82,000 as Strategy and BitMine Stocks Drop 10%
• Negative Sentiment: Coverage from crypto press and market movers (Bitcoin Magazine / CoinSpeaker / Benzinga) highlights sustained selling pressure on MSTR tied to bitcoin weakness and elevated investor concern about leverage and treasury risk. Strategy Stock (MSTR) Hits 52-Week Low
• Negative Sentiment: Benzinga and other outlets note the immediate catalyst: short-term bitcoin declines triggered margining and position unwind risk for crypto-treasury plays like MSTR, which increases downside volatility until bitcoin stabilizes. Strategy Stock Sees Selling Pressure As Bitcoin Dives

About Strategy

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.