Cantor Fitzgerald Initiates Coverage on Strategy (NASDAQ:MSTR)

Equities research analysts at Cantor Fitzgerald assumed coverage on shares of Strategy (NASDAQ:MSTR) in a report issued on Tuesday, MarketBeat.com reports. The firm set an “overweight” rating on the software maker’s stock.

A number of other brokerages have also weighed in on MSTR. Wells Fargo & Company restated an “equal weight” rating and issued a $54.00 price objective (down from $65.00) on shares of Strategy in a report on Tuesday, September 30th. Mizuho reduced their target price on Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a report on Friday, January 16th. Canaccord Genuity Group upped their price target on Strategy from $464.00 to $474.00 and gave the company a “buy” rating in a report on Monday, November 3rd. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research report on Monday, December 1st. Finally, Citigroup reduced their price objective on Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a report on Monday, December 22nd. Twelve equities research analysts have rated the stock with a Buy rating and four have given a Hold rating to the stock. Based on data from MarketBeat, the company has an average rating of “Moderate Buy” and an average price target of $435.44.

Strategy Stock Performance

Shares of MSTR stock opened at $158.45 on Tuesday. The company has a market capitalization of $45.53 billion, a price-to-earnings ratio of 7.37 and a beta of 3.42. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. Strategy has a one year low of $149.75 and a one year high of $457.22. The company’s 50-day moving average is $168.11 and its 200 day moving average is $274.02.

Strategy (NASDAQ:MSTR) last issued its earnings results 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 net margin of 1,667.09% and a return on equity of 20.98%. The business had revenue of $128.69 million during the quarter, compared to analysts’ expectations of $116.65 million. During the same period in the previous year, the company earned ($1.56) earnings per share. The business’s revenue for the quarter was up 10.9% compared to the same quarter last year.

Insider Buying and Selling at Strategy

In other Strategy news, Director Jane A. Dietze acquired 1,100 shares of the stock in a transaction dated Friday, November 21st. The shares were purchased at an average price of $95.28 per share, for a total transaction of $104,808.00. Following the purchase, the director directly 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. The acquisition was disclosed in a filing with the SEC, which is accessible through this link. Also, EVP Wei-Ming Shao sold 5,334 shares of the business’s stock in a transaction that occurred on Wednesday, November 12th. The shares were sold at an average price of $226.36, for a total transaction of $1,207,404.24. Following the sale, the executive vice president owned 32,726 shares of the company’s stock, valued at $7,407,857.36. This trade represents a 14.01% decrease in their ownership of the stock. The SEC filing for this sale provides additional information. Over the last 90 days, insiders have bought 7,112 shares of company stock valued at $984,888 and have sold 13,177 shares valued at $2,843,166. 8.46% of the stock is owned by corporate insiders.

Institutional Investors Weigh In On Strategy

Hedge funds have recently modified their holdings of the business. Norges Bank bought a new position in Strategy in the 2nd quarter worth $1,203,062,000. Amundi increased its position in Strategy by 378.9% in the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after buying an additional 1,411,500 shares in the last quarter. Vanguard Group Inc. raised its stake in shares of Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock worth $6,406,912,000 after buying an additional 1,344,519 shares during the period. Capital Research Global Investors lifted its position in shares of Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after buying an additional 1,057,804 shares in the last quarter. Finally, Harvest Portfolios Group Inc. grew its stake in shares of Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after acquiring an additional 842,480 shares during the period. 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: Cantor Fitzgerald initiated coverage with an “Overweight” rating, giving institutional validation to Strategy’s bitcoin‑treasury model and potentially attracting fresh demand from buy‑side desks. Finviz
• Positive Sentiment: Strategy disclosed another sizable bitcoin accumulation — ~2,932 BTC (~$264.1M) — expanding its treasury and reinforcing management’s long‑term play on BTC appreciation. That buy can support intrinsic value if bitcoin rallies. Strategy Extends Bitcoin Accumulation
• Neutral Sentiment: Opinion pieces are resurfacing about whether investors should reassess the stock after a ~52% one‑year decline; these pieces increase scrutiny but do not present new company facts. They can pressure sentiment while leaving fundamentals unchanged. Is It Time To Reassess Strategy (MSTR)?
• Negative Sentiment: Market commentary (and today’s price action) points to Strategy falling more than the broader market — Microsoft/tech weakness and a soft crypto backdrop amplify moves because the company’s value is now highly correlated to bitcoin. Short‑term downside risk rises when BTC and risk assets slide. Here’s Why Strategy (MSTR) Fell More Than Broader Market
• Negative Sentiment: Technical and risk profile: the stock sits below its 50‑day and well below its 200‑day moving averages, has a high beta (~3.4), and a market cap concentrated on bitcoin exposure — all of which amplify downside during risk‑off sessions (no external link).

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.