Strategy (MSTR) Stock Insights

MSTR price $145.16 +3.76 +2.66%

Ticker
MSTR
Price
$145.16
Change
+3.76 +2.66%
Market cap ?
$58.42B
P/E ?
-1.46
Forward P/E ?
10.20
Dividend yield ?
0.00%
Beta ?
3.57
Sector
Technology
Industry
Software - Application
Stocklytics score
59
Value
59
Quality
45
Growth
72

Stocklytics score rationale: value 59, quality 45, growth 72.

Financials

2016201720182019202020212022202320242025
513589000503843000497638000486327000480735000510762000499264000496261000463456000477233000

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…

Fair value

MSTR fair value $428.06. Price $145.16. Price is 66% below fair value.

Fair value is an estimate of what one share is worth if future cash flows arrive as modeled. It is not a forecast of the share price. How discounted cash flow works.

Model uncertainty high for this stock

Compare MSTR

Earnings

DateEPS actualEPS estimateRevenueRevenue estimate
2026-10-29—20.19—127.76M
2026-07-30-24.45-2.19122.37M122.99M
2026-05-05-38.25-0.86124.30M120.75M
2026-02-05-42.93-0.08122.99M119.12M
2025-10-308.42-0.10128.69M116.65M
2025-07-3132.60-0.10114.49M113.54M
2025-05-01-16.49-2.44111.10M116.19M
2025-02-05-3.03-0.13120.70M122.45M
2024-10-30-1.72-0.14116.07M121.45M
2024-08-01-0.57-0.09112.10M121.99M
2024-04-29-0.83-0.05114.94M121.73M
2024-02-065.620.55124.48M132.97M
2023-11-01-0.900.74129.46M126.38M
2023-08-010.24-0.52120.40M124.70M
2023-05-013.06-1.28121.92M119.04M
2023-02-02-2.050.53132.55M131.33M
2022-11-01-0.100.27125.36M127.19M
2022-08-02-0.94-0.00122.07M123.32M
2022-05-03-1.160.15119.28M127.23M
2022-02-01-0.840.73134.51M133.20M
2021-10-280.190.11127.99M127.47M
2021-07-290.170.07125.35M120.45M
2021-04-290.15-0.02122.90M119.59M
2021-01-280.211.62131.32M124.61M
2020-10-27-0.150.04127.41M33.57M
2020-07-280.040.06110.58M126.38M
2020-04-280.010.07111.42M302.44M
2020-01-280.120.09133.53M91.66M
2019-10-290.090.07119.69M84.04M
2019-07-300.200.10117.74M5.95M
2019-04-30-0.050.02115.37M11.99M
2019-01-290.030.11131.92M532.07M
2018-10-250.080.02122.15M89.21M
2018-07-260.040.12120.60M43.07M
2018-04-260.020.04122.97M311.52M
2018-01-250.160.14138.15M122.10M
2017-10-260.160.10126.01M80.26M
2017-07-270.100.16119.22M194.73M
2017-04-270.130.17122.23M138.47M
2017-01-310.270.26140.11M130.21M

Dividends

Yield 0.00%. Payout ratio —. Frequency —.

Safety score 24/100 · At risk. Payout ratio is not reported, so this part stays neutral. Free-cash-flow coverage is not available, so this part stays neutral. No dividend history was found. There is no dividend yield.

Ex-dateDividendRecordPaymentFrequency
No data yet.

Insider trades

DateInsiderActionSharesPriceValue
2026-10-09Patten Jarrod MBuy1.35K$18.2424.62K
2026-10-09Patten Jarrod MSell450$154.4769.51K
2026-10-09Patten Jarrod MSell450$156.0070.20K
2026-10-09Patten Jarrod MSell450$158.0071.10K
2026-10-09Patten Jarrod MSell1.35K$18.2424.62K
2026-10-08Patten Jarrod MBuy1.40K$18.2425.53K
2026-10-08Patten Jarrod MSell950$150.54143.01K
2026-10-08Patten Jarrod MSell450$152.0068.40K
2026-10-08Patten Jarrod MSell1.40K$18.2425.53K
2026-09-22Patten Jarrod MBuy475$18.248.66K
2026-09-22Patten Jarrod MSell475$171.0081.22K
2026-09-22Patten Jarrod MSell475$18.248.66K
2026-09-21Patten Jarrod MBuy1.43K$18.2425.99K
2026-09-21Patten Jarrod MSell475$165.9878.84K
2026-09-21Patten Jarrod MSell475$167.0079.33K
2026-09-21Patten Jarrod MSell475$169.0080.28K
2026-09-21Patten Jarrod MSell1.43K$18.2425.99K
2026-09-04Chow Thomas C.Sell106$138.7514.71K
2026-08-27Patten Jarrod MBuy1.85K$18.2433.74K
2026-08-27Patten Jarrod MSell925$129.00119.33K
2026-08-27Patten Jarrod MSell925$131.00121.17K
2026-08-27Patten Jarrod MSell1.85K$18.2433.74K
2026-08-25Patten Jarrod MBuy925$18.2416.87K
2026-08-25Patten Jarrod MSell2.77K$18.2450.60K
2026-08-25Patten Jarrod MSell925$127.00117.47K
2026-08-25Patten Jarrod MSell925$124.00114.70K
2026-08-25Patten Jarrod MSell925$125.00115.62K
2026-08-24Patten Jarrod MSell925$18.2416.87K
2026-08-24Patten Jarrod MSell925$122.34113.16K
2026-08-07Patten Jarrod MSell1.95K$18.2435.56K
2026-08-07Patten Jarrod MSell925$18.2416.87K
2026-08-07Patten Jarrod MSell925$18.2416.87K
2026-08-07Patten Jarrod MBuy1.95K$18.2435.56K
2026-08-07Patten Jarrod MBuy925$18.2416.87K
2026-08-07Patten Jarrod MSell925$102.6994.99K
2026-08-07Patten Jarrod MSell925$104.0396.23K
2026-08-07Patten Jarrod MSell1.95K$101.50197.93K
2026-07-27Patten Jarrod MSell1.95K$18.2435.56K
2026-07-27Patten Jarrod MBuy1.95K$18.2435.56K
2026-07-27Patten Jarrod MSell1.95K$98.48192.04K
2026-07-24Patten Jarrod MSell1.95K$18.2435.56K
2026-07-24Patten Jarrod MSell1.95K$92.45180.29K
2026-07-22Patten Jarrod MSell1.25K$18.2422.80K
2026-07-22Patten Jarrod MBuy1.25K$18.2422.80K
2026-07-22Patten Jarrod MSell1.25K$100.00125.00K
2026-06-23Patten Jarrod MSell1.50K$18.2427.35K
2026-06-23Patten Jarrod MBuy1.50K$18.2427.35K
2026-06-23Patten Jarrod MSell1.50K$106.08159.12K
2026-06-22Le PhongBuy11.00K$90.80998.76K
2026-06-17Patten Jarrod MSell1.50K$18.2427.35K
2026-06-17Patten Jarrod MBuy1.50K$18.2427.35K
2026-06-17Patten Jarrod MSell1.50K$121.31181.97K
2026-06-16Chow Thomas C.Buy100$92.719.27K
2026-06-16Chow Thomas C.Buy11$66.10727
2026-06-15Patten Jarrod MSell1.50K$18.2427.35K
2026-06-15Patten Jarrod MBuy1.50K$18.2427.35K
2026-06-15Patten Jarrod MSell1.50K$133.97200.95K
2026-06-09Le PhongSell2.89K$123.38356.33K
2026-06-09Le PhongSell2.58K$124.33320.64K
2026-06-09Le PhongSell55$124.886.87K
2026-06-09Kang AndrewSell1.02K$123.38125.73K
2026-06-09Kang AndrewSell910$124.33113.14K
2026-06-09Kang AndrewSell20$124.882.50K
2026-06-09Montgomery JeanineSell185$123.3822.83K
2026-06-09Montgomery JeanineSell165$124.3320.51K
2026-06-09Montgomery JeanineSell4$124.88500
2026-06-08Le PhongBuy11.92K——
2026-06-08Le PhongSell11.92K——
2026-06-08Kang AndrewBuy4.26K——
2026-06-08Kang AndrewSell4.26K——
2026-06-08Montgomery JeanineBuy1.14K——
2026-06-08Montgomery JeanineSell1.14K——
2026-06-05Le PhongSell1.65K$114.79189.41K
2026-06-05Le PhongSell10.72K$115.351.24M
2026-06-05Le PhongSell13.15K$116.571.53M
2026-06-05Le PhongSell15.89K$117.531.87M
2026-06-05Le PhongSell15.95K$118.591.89M
2026-06-05Le PhongSell16.30K$119.531.95M
2026-06-05Le PhongSell3.86K$120.22463.81K
2026-06-05Le PhongSell1.17K$121.59142.38K
2026-06-05Le PhongSell5.88K$122.55720.82K
2026-06-05Le PhongSell3.74K$123.39461.85K
2026-06-05Le PhongSell5.14K$124.24639.11K
2026-06-05Le PhongSell273$125.1434.16K
2026-06-05Kang AndrewSell582$114.7966.81K
2026-06-05Kang AndrewSell3.78K$115.35436.14K
2026-06-05Kang AndrewSell4.64K$116.57540.65K
2026-06-05Kang AndrewSell5.61K$117.53658.76K
2026-06-05Kang AndrewSell5.63K$118.59667.32K
2026-06-05Kang AndrewSell5.75K$119.53687.29K
2026-06-05Kang AndrewSell1.36K$120.22163.62K
2026-06-05Kang AndrewSell413$121.5950.22K
2026-06-05Kang AndrewSell2.08K$122.55254.28K
2026-06-05Kang AndrewSell1.32K$123.39162.87K
2026-06-05Kang AndrewSell1.81K$124.24225.38K
2026-06-05Kang AndrewSell96$125.1412.01K
2026-06-03Le PhongBuy190.74K——
2026-06-03Le PhongSell190.74K——
2026-06-03Kang AndrewBuy68.12K——
2026-06-03Kang AndrewSell68.12K——

Institutional holders

Latest filed quarter: Q2 2026.

Institutions holding: 1.01K, holders -75 vs prior quarter. Ownership 61.56%.

HolderSharesChangeChange %Value
CAPITAL INTERNATIONAL INVESTORS34.90M3.46M+11.01%3.03B
BLACKROCK, INC.19.39M1.64M+9.24%1.69B
SUSQUEHANNA INTERNATIONAL GROUP, LLP16.40M15.12M+1178.45%1.43B
VANGUARD PORTFOLIO MANAGEMENT LLC15.35M611.70K+4.15%1.33B
VANGUARD CAPITAL MANAGEMENT LLC14.94M861.09K+6.12%1.30B
TIDAL INVESTMENTS LLC13.90M12.54M+921.98%1.21B
CITADEL ADVISORS LLC12.73M11.51M+943.73%1.11B
JANE STREET GROUP, LLC12.41M-438.70K-3.41%1.08B
CITADEL ADVISORS LLC12.26M11.04M+905.26%1.07B
SUSQUEHANNA INTERNATIONAL GROUP, LLP12.22M10.94M+852.64%1.06B
JANE STREET GROUP, LLC11.98M-874.00K-6.80%1.04B
INVESCO LTD.9.34M2.75M+41.69%811.99M
MORGAN STANLEY9.33M44.44K+0.48%811.10M
STATE STREET CORP7.53M506.63K+7.22%654.37M
GOLDMAN SACHS GROUP INC5.81M5.28M+996.88%505.08M
UBS GROUP AG4.94M4.60M+1338.52%429.73M
GOLDMAN SACHS GROUP INC4.74M4.21M+794.05%411.68M
GEODE CAPITAL MANAGEMENT, LLC4.61M-49.11K-1.05%399.30M
CAPITAL WORLD INVESTORS4.31M28.83K+0.67%374.76M
NORGES BANK3.98M3.98MNew345.94M
HARVEST PORTFOLIOS GROUP INC.3.12M442.16K+16.50%271.39M
CAPITAL RESEARCH GLOBAL INVESTORS2.99M-4.62M-60.69%260.25M
JANE STREET GROUP, LLC2.68M-10.18M-79.17%232.77M
RENAISSANCE TECHNOLOGIES LLC2.55M422.81K+19.84%221.99M
SUSQUEHANNA INTERNATIONAL GROUP, LLP2.52M1.24M+96.54%219.14M

Insights

Revenue by product
PeriodValue
FY2012Consolidated Entities: 594606000.0
FY2018License: 88057000.0, Maintenance: 296216000.0, Subscription And Circulation: 29570000.0, Technology Service: 83795000.0
FY2019License: 87471000.0, Maintenance: 292035000.0, Subscription And Circulation: 29394000.0, Technology Service: 77427000.0
FY2020License: 86743000.0, Maintenance: 284434000.0, Subscription And Circulation: 33082000.0, Technology Service: 76476000.0
FY2021License: 101804000.0, Maintenance: 281209000.0, Subscription And Circulation: 43069000.0, Technology Service: 84680000.0
FY2022License: 86498000.0, Maintenance: 266521000.0, Subscription And Circulation: 60746000.0, Technology Service: 85499000.0
FY2023License: 75351000.0, Maintenance: 263888000.0, Subscription And Circulation: 81179000.0, Technology Service: 75843000.0
FY2024License: 48567000.0, Maintenance: 243805000.0, Subscription And Circulation: 106776000.0, Technology Service: 64308000.0
FY2025Other services: 57677000.0, Product licenses: 39674000.0, Product support: 204225000.0, Subscription services: 175657000.0
Revenue by region
PeriodValue
FY2011E M E A: 173961000.0, North America: 304407000.0, Other Domestic Region: 24982000.0, Other Regions: 58800000.0
FY2012E M E A: 177543000.0, North America: 326333000.0, Other Domestic Region: 28882000.0, Other Regions: 61848000.0
FY2013E M E A: 169194000.0, North America: 343073000.0, Other Regions: 63621000.0
FY2014E M E A: 176774000.0, North America: 341692000.0, Other Regions: 61364000.0
FY2015E M E A: 153658000.0, North America: 326792000.0, Other Regions: 49419000.0
FY2016E M E A: 150422000.0, North America: 310972000.0, Other Regions: 50767000.0
FY2017E M E A: 154567000.0, North America: 292930000.0, Other Regions: 57046000.0
FY2018E M E A: 156706000.0, North America: 287258000.0, Other Regions: 53674000.0
FY2019E M E A: 159643000.0, North America: 273581000.0, Other Regions: 53103000.0
FY2020E M E A: 155478000.0, North America: 279220000.0, Other Regions: 46037000.0
FY2021E M E A: 171140000.0, North America: 286131000.0, Other Regions: 53491000.0
FY2022E M E A: 152614000.0, North America: 298522000.0, Other Regions: 48128000.0
FY2023E M E A: 155914000.0, North America: 284174000.0, Other Regions: 56173000.0
FY2024E M E A: 155923000.0, North America: 259582000.0, Other Regions: 47951000.0
FY2025E M E A: 162661000.0, North America: 272218000.0, Other Regions: 42354000.0

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Strategy (MSTR) Stock Insights

MSTR$145.16+3.76 +2.66%

$58.42B

Market Cap

-1.46

P/E

10.20

Forward P/E

59

Score

Price History