Strategy (NASDAQ:MSTR) Rating Increased to Hold at Wall Street Zen

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

A number of other analysts have also recently issued reports on MSTR. China Renaissance began coverage on Strategy in a research report on Wednesday, October 15th. They set a “buy” rating and a $473.00 price objective on the stock. BTIG Research lowered their target price on Strategy from $700.00 to $630.00 and set a “buy” rating for the company in a research note on Friday, October 31st. Benchmark reaffirmed a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Citigroup cut their target price on shares of Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a report on Monday, December 22nd. Finally, Mizuho lowered their price objective on shares of Strategy from $484.00 to $403.00 and set an “outperform” rating for the company in a research report on Friday, January 16th. Twelve investment analysts have rated the stock with a Buy rating and four have issued a Hold rating to the stock. According to data from MarketBeat.com, the company presently has an average rating of “Moderate Buy” and an average target price of $435.44.

Strategy Stock Performance

Shares of Strategy stock opened at $149.71 on Friday. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The stock has a market cap of $43.02 billion, a PE ratio of 6.96 and a beta of 3.42. The business has a fifty day simple moving average of $167.02 and a 200-day simple moving average of $271.02. Strategy has a 12 month low of $139.36 and a 12 month high of $457.22.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings data on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating 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 firm had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.65 million. During the same quarter last year, the firm earned ($1.56) earnings per share. The company’s revenue for the quarter was up 10.9% on a year-over-year basis.

Insider Activity

In related news, Director Jane A. Dietze acquired 1,000 shares of the firm’s stock in a transaction that occurred on Tuesday, January 20th. The stock was acquired at an average cost of $99.48 per share, for a total transaction of $99,480.00. Following the completion of the acquisition, the director directly owned 3,600 shares of the company’s stock, valued at approximately $358,128. This trade represents a 38.46% increase in their position. The acquisition was disclosed in a filing with the SEC, which is available at the SEC website. Also, EVP Wei-Ming Shao sold 2,600 shares of the stock in a transaction that occurred 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 sale, the executive vice president directly owned 32,726 shares of the company’s stock, valued at $6,611,306.52. This represents a 7.36% decrease in their position. The SEC filing for this sale provides additional information. In the last three months, insiders have purchased 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. 8.46% of the stock is currently owned by corporate insiders.

Institutional Inflows and Outflows

A number of institutional investors have recently modified their holdings of the stock. Pilgrim Partners Asia Pte Ltd bought a new position in Strategy in the third quarter worth approximately $32,000. Quent Capital LLC bought a new position in Strategy during the 3rd quarter valued at $33,000. Binnacle Investments Inc lifted its position in shares of Strategy by 492.9% during the second quarter. Binnacle Investments Inc now owns 83 shares of the software maker’s stock valued at $34,000 after purchasing an additional 69 shares in the last quarter. SOA Wealth Advisors LLC. lifted its position in shares of Strategy by 44.4% during the 3rd quarter. SOA Wealth Advisors LLC. now owns 117 shares of the software maker’s stock worth $38,000 after buying an additional 36 shares in the last quarter. Finally, City State Bank lifted its holdings in Strategy by 354.5% during the fourth quarter. City State Bank now owns 250 shares of the software maker’s stock worth $38,000 after acquiring an additional 195 shares during the period. Institutional investors and hedge funds 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 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

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.