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Strategy Inc MSTR Research profile · latest available data
Price overview The Verdict Risk Metrics Material Events Insider Trades Top Holders
Hold
Our score +0.09
Short +0.01 Medium +0.27 Long -0.11
computed 2026-09-27
Strategy Inc
Technology · Software - Application
Market cap $63.01B Enterprise value $79.71B Forward P/E 3.20x EV / EBITDA -2.19x P / S (ttm) 126.44x Profit margin 0.0% Return on equity -63.6% Revenue growth +6.9% Debt / equity 14.94
Layer Raw Contribution Fundamental +0.01 Sector +0.15 Technical +0.03 Earnings +0.00 Sentiment +0.00
macro × 1.00 · 2026-09-27
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
United States · www.strategy.com
Beta vs SPX 2.52 Corr SPX 0.47 Annual vol 86.4% Annual ret +41.0% Sharpe 0.47 Max DD -82.6%
Window: 504 trading days (504 obs)
Mean PT $380.43 High / Low $645.00 / $212.00 Median $347.50 Analysts 14
Strong Buy 2 Buy 12 Hold 1 Sell 0 Strong Sell 0
Recent rating actions
2026-05-07 TD Cowen → Buy 2026-05-07 Canaccord Genuity → Buy 2026-05-06 BTIG → Buy 2026-05-06 Benchmark → Buy 2026-04-21 Cantor Fitzgerald → Overweight 2026-04-10 TD Cowen → Buy
Founder Michael J. Saylor since 1989 Founder Sanju Bansal current CEO Michael J. Saylor 1989–2022
Date Event 8-K 2026-08-10 Reg FD Disclosure, Other Material Event read 2026-08-03 Reg FD Disclosure, Other Material Event read 2026-07-30 Earnings Release, Reg FD Disclosure… read 2026-07-27 Reg FD Disclosure, Other Material Event read 2026-07-20 Reg FD Disclosure, Other Material Event read 2026-07-13 Reg FD Disclosure, Other Material Event read 2026-07-06 Officer / Director Change, Reg FD Disclosure… read 2026-06-29 Reg FD Disclosure, Other Material Event read 2026-06-22 Reg FD Disclosure, Other Material Event read 2026-06-15 3.03, Bylaws Amendment… read 2026-06-15 Reg FD Disclosure, Other Material Event read 2026-06-10 Shareholder Vote read
Date Insider Role Action Shares Value 2026-06-23 Patten Jarrod M Director Option exercise 1.50K $27.35K 2026-06-23 Patten Jarrod M Director Sell 1.50K $159.12K 2026-06-22 Le Phong Director, Officer, Presid Buy 11.00K $998.76K 2026-06-17 Patten Jarrod M Director Sell 1.50K $181.97K 2026-06-17 Patten Jarrod M Director Option exercise 1.50K $27.35K 2026-06-16 Chow Thomas C. Officer, EVP & General Co Buy 11 $727 2026-06-16 Chow Thomas C. Officer, EVP & General Co Buy 100 $9.27K 2026-06-15 Patten Jarrod M Director Option exercise 1.50K $27.35K 2026-06-15 Patten Jarrod M Director Sell 1.50K $200.95K 2026-06-09 Le Phong Director, Officer, Presid Sell 2.89K $356.33K
Insider 180d net -$2.36M Insider buys / sells 3 / 24 Insider bias Sellers 13F holders 10 Top-5 share 97.4% HHI 4,219 (concentrated)
Holder Value Shares Renaissance Technologies $221.99M 2.55M Millennium Management $115.43M 129.97M Norges Bank (Norway sovereign) $17.24M 20.00M AQR Capital Management $12.91M 152.33K State Street Corp $9.57M 162.00K Fidelity / FMR LLC $6.53M 7.12M Citadel Advisors $2.56M 2.50M Bridgewater Associates $484.03K 5.57K Capital Research / Capital World $301.45K 5.12K T. Rowe Price Group $40.53K 466.20K
As of 2026-06-30
Amount Agency Description $32.91M Department of Transportation THE PURPOSE OF THIS CONTRACT IS TO PROVIDE BAM AND ES EFAST FUNCTIONAL AREAS FOR $30.70M Department of Agriculture STORE VISITS $27.84M Department of Defense ENTERPRISE ACCOUNT TRACKING AND AUTOMATION TOOL SOLUTION SERVICES $27.14M Department of Education THE PURPOSE OF THIS PROCUREMENT IS TO SUPPORT THE CHARTER SCHOOL PROGRAM'S REQUI $23.10M Department of Health and Human Services OFFICE OF HEAD START (OHS) MONITORING - LOGISTICS SUPPORT INCLUDING MONITORING R $19.53M Department of Defense THIS IS A FOLLOW-ON TASK ORDER AWARD FOR ARMY RESILIENCE DIRECTORATE (ARD) COMMU $18.31M Department of Health and Human Services MARKETPLACE PLAN MANAGEMENT COMPLIANCE REVIEWS $14.22M Department of Defense IGF::OT::IGF RANGE OPERATIONS PROFESSIONAL DEV (ROPD)
FY 2011–2025 · 15 years
Line Latest CAGR Trend Revenue $477.23M +10.7% Gross profit $327.82M +8.6% Operating income -$5.44B -15.3% Net income -$3.85B +25.6% Cash from ops $12.71M -12.2%
Date Open High Low Close Vol Sep 25 $162.84 $162.86 $156.78 $158.61 18.46M Sep 24 $161.01 $165.14 $158.29 $161.61 16.94M Sep 23 $167.23 $169.50 $161.84 $162.20 21.24M Sep 22 $167.55 $171.19 $167.25 $167.33 23.86M Sep 21 $164.58 $169.52 $164.49 $168.50 41.90M
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