Strategy (NASDAQ:MSTR) Upgraded at Zacks Research

Zacks Research upgraded shares of Strategy (NASDAQ:MSTR) from a hold rating to a strong-buy rating in a research note published on Tuesday morning,Zacks.com reports.

Several other brokerages have also recently weighed in on MSTR. HC Wainwright restated a “buy” rating on shares of Strategy in a research report on Friday, February 6th. TD Cowen reissued a “buy” rating on shares of Strategy in a research note on Thursday, January 15th. BTIG Research set a $250.00 target price on shares of Strategy and gave the company a “buy” rating in a research report on Friday, February 6th. Citigroup lowered their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a report on Monday, December 22nd. Finally, Mizuho reduced their price objective on Strategy from $484.00 to $403.00 and set an “outperform” rating on the stock in a research note on Friday, January 16th. One research analyst has rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat.com, the company presently has a consensus rating of “Moderate Buy” and a consensus price target of $374.14.

Strategy Price Performance

NASDAQ:MSTR opened at $123.00 on Tuesday. The business’s 50-day moving average is $158.15 and its 200 day moving average is $252.31. Strategy has a 12 month low of $104.17 and a 12 month high of $457.22. The company has a market capitalization of $35.34 billion, a P/E ratio of -6.68 and a beta of 3.54. The company has a current ratio of 5.62, a quick ratio of 0.66 and a debt-to-equity ratio of 0.18.

Strategy (NASDAQ:MSTR) last released its quarterly earnings results on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing the consensus estimate of $46.02 by ($88.95). The firm had revenue of $122.99 million for the quarter, compared to analysts’ expectations of $117.42 million. Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The business’s quarterly revenue was up 1.9% compared to the same quarter last year. During the same quarter in the prior year, the business earned ($3.03) EPS.

Insider Activity

In other Strategy news, Director Carl J. Rickertsen acquired 5,000 shares of the business’s stock in a transaction on Monday, January 12th. The shares were bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the transaction, the director directly owned 5,000 shares of the company’s stock, valued at $779,400. The trade was a ∞ increase in their position. The purchase was disclosed in a document filed with the SEC, which is available at this link. Also, Director Jane A. Dietze bought 1,100 shares of Strategy stock in a transaction on Friday, November 21st. The stock was acquired at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the purchase, the director owned 2,600 shares of the company’s stock, valued at approximately $247,728. This trade represents a 73.33% increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last 90 days, insiders have acquired 7,112 shares of company stock valued at $984,888 and have sold 5,243 shares valued at $1,054,220. Insiders own 8.46% of the company’s stock.

Institutional Inflows and Outflows

Institutional investors have recently added to or reduced their stakes in the stock. Allspring Global Investments Holdings LLC bought a new position in Strategy in the 2nd quarter worth about $368,000. Yousif Capital Management LLC boosted its holdings in shares of Strategy by 6.9% in the second quarter. Yousif Capital Management LLC now owns 3,110 shares of the software maker’s stock valued at $1,257,000 after purchasing an additional 201 shares during the period. Sequoia Financial Advisors LLC boosted its holdings in shares of Strategy by 5.9% in the second quarter. Sequoia Financial Advisors LLC now owns 7,087 shares of the software maker’s stock valued at $2,865,000 after purchasing an additional 392 shares during the period. Envestnet Portfolio Solutions Inc. bought a new position in Strategy in the second quarter worth approximately $309,000. Finally, RFG Advisory LLC purchased a new position in Strategy during the 2nd quarter worth $258,000. Hedge funds and other institutional investors own 59.84% of the company’s stock.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Mgmt reiterates no-selling / ongoing accumulation — CEO and co-founder statements that the company will continue to buy Bitcoin and won’t sell holdings provide reassurance to long‑term BTC bulls who view MSTR as a leveraged play on BTC. Michael Saylor Says “We Will Not Be Selling”
• Positive Sentiment: Preferred shares used to fund BTC buys — Management plans to lean on perpetual preferred (STRC / “Stretch”) issuance instead of selling common stock; this can create a steady financing source and attract yield‑focused investors. That reduces immediate common‑share dilution risk from equity offerings. Strategy CEO eyes more preferred stock to fund Bitcoin buys
• Positive Sentiment: Analyst attention and upgrades — Recent coverage (including a Zacks upgrade and positive notes from H.C. Wainwright) highlights expanding bitcoin-per‑share metrics and gives some fundamental support for longer‑term holders. Zacks Research
• Neutral Sentiment: Corporate BTC accumulation data — Reports show corporate accumulation in January was concentrated in a single heavyweight (Strategy), underscoring that MSTR dominates corporate BTC flows; useful context but not an immediate catalyst. Strategy Devours January Bitcoin Buying
• Neutral Sentiment: Elevated options and volume activity — Options flow and heavy trading indicate speculative positioning; that can amplify moves but is not a directional fundamental by itself. Options trading trends in Strategy
• Negative Sentiment: Share volatility + price decline tied to BTC weakness — Large exposure to Bitcoin means MSTR falls sharply when BTC corrects; recent BTC weakness has driven marked declines in the stock and elevated short interest. MSTR Stock Struggles as Bitcoin’s Value Dips
• Negative Sentiment: Criticism and governance/credibility risk — High‑profile critics (e.g., Jim Chanos) are attacking the preferred‑share strategy and management messaging, increasing reputational risk and investor skepticism. Jim Chanos slams Strategy
• Negative Sentiment: Leverage and refinancing risk — The firm carries multibillion‑dollar debt used to fund BTC purchases; investors worry about refinancing risk and the impact of prolonged BTC weakness on balance‑sheet flexibility. Strategy Unfazed By Bitcoin Crash

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.