Strategy (NASDAQ:MSTR) Stock Rating Upgraded by Zacks Research

Strategy (NASDAQ:MSTR) was upgraded by equities researchers at Zacks Research from a “strong sell” rating to a “hold” rating in a research note issued on Monday, Zacks reports.

Other equities research analysts have also issued research reports about the company. TD Cowen lowered their target price on Strategy from $400.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, June 30th. Canaccord Genuity Group lifted their price target on shares of Strategy from $175.00 to $179.00 and gave the stock a “buy” rating in a research note on Tuesday, September 8th. UBS Group reiterated a “buy” rating on shares of Strategy in a report on Friday, July 31st. Weiss Ratings cut shares of Strategy from a “hold (c)” rating to a “sell (d)” rating in a research report on Tuesday, August 4th. Finally, Monness Crespi & Hardt reiterated a “neutral” rating on shares of Strategy in a research note on Tuesday, June 2nd. Two investment analysts have rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating, three have assigned a Hold rating and one has issued a Sell rating to the stock. Based on data from MarketBeat.com, Strategy presently has an average rating of “Moderate Buy” and an average target price of $239.88.

Strategy Price Performance

Strategy stock opened at $167.33 on Monday. Strategy has a 52-week low of $81.81 and a 52-week high of $365.21. The firm has a fifty day moving average of $114.70 and a 200-day moving average of $129.08. The firm has a market capitalization of $64.29 billion, a P/E ratio of -1.72 and a beta of 3.59. The company has a quick ratio of 5.39, a current ratio of 5.39 and a debt-to-equity ratio of 0.22.

Strategy (NASDAQ:MSTR) last posted its earnings results on Friday, July 31st. The software maker reported ($24.45) earnings per share for the quarter, missing the consensus estimate of ($2.19) by ($22.26). Strategy had a negative net margin of 6,102.95% and a negative return on equity of 74.18%. The business had revenue of $122.37 million for the quarter, compared to analyst estimates of $122.90 million. During the same quarter in the previous year, the firm posted $32.52 EPS. The business’s revenue was up 6.9% compared to the same quarter last year. As a group, analysts predict that Strategy will post -23.74 EPS for the current year.

Insiders Place Their Bets

In other Strategy news, Director Jarrod Patten sold 1,425 shares of the firm’s stock in a transaction on Monday, September 21st. The stock was sold at an average price of $167.33, for a total value of $238,445.25. Following the sale, the director directly owned 28,406 shares in the company, valued at approximately $4,753,175.98. This trade represents a 4.78% decrease in their ownership of the stock. The transaction was disclosed in a filing with the SEC, which can be accessed through this link. Insiders sold 10,875 shares of company stock valued at $1,312,214 over the last quarter. 6.49% of the stock is owned by company insiders.

Hedge Funds Weigh In On Strategy

Several hedge funds and other institutional investors have recently made changes to their positions in the business. Capital International Investors lifted its stake in Strategy by 37.3% during the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock valued at $3,132,460,000 after purchasing an additional 5,600,573 shares during the last quarter. Norges Bank acquired a new position in Strategy in the fourth quarter worth approximately $536,140,000. Capital Research Global Investors grew its position in Strategy by 66.7% in the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock worth $1,064,963,000 after buying an additional 2,803,277 shares during the last quarter. Capital World Investors increased its holdings in shares of Strategy by 127.6% in the fourth quarter. Capital World Investors now owns 2,911,311 shares of the software maker’s stock valued at $442,379,000 after buying an additional 1,632,179 shares in the last quarter. Finally, Renaissance Technologies LLC lifted its position in shares of Strategy by 122.6% during the 1st quarter. Renaissance Technologies LLC now owns 2,130,881 shares of the software maker’s stock valued at $265,934,000 after acquiring an additional 1,173,549 shares during the last quarter. 59.84% of the stock is currently owned by institutional investors and hedge funds.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Bitcoin purchase reinforces treasury strategy: Strategy acquired 950 Bitcoin for approximately $75.7 million between September 14 and 20, bringing its holdings to 846,000 BTC. The company’s average purchase price is approximately $75,416 per Bitcoin, while the holdings were recently valued near $72 billion at Bitcoin prices around $85,000. Strategy Buys 950 Bitcoin for $75.7 Million
• Positive Sentiment: Strong crypto-market backdrop: Bitcoin moved above $85,000 and crypto-linked equities benefited from the rally. U.S. spot Bitcoin ETFs also attracted approximately $999 million in one day, signaling renewed institutional demand that could support MSTR’s Bitcoin-linked valuation. Bitcoin ETFs Just Pulled In $1 Billion in a Day
• Positive Sentiment: Capital-allocation activity supports investor interest: Strategy repurchased approximately $174 million of its STRC preferred stock and reported no common-stock sales through its at-the-market program during the week. B. Riley also raised its MSTR price target to $195 from $175 and reiterated a Buy rating. Strategy Swings From $10B Loss to $8B Profit
• Neutral Sentiment: Valuation remains highly sensitive: Analysts and investors continue debating whether MSTR’s premium to the value of its Bitcoin holdings can persist. The stock’s high beta and close correlation with Bitcoin amplify both upside and downside moves. MSTR Stock Forecast
• Negative Sentiment: Insider selling adds a modest overhang: Director Jarrod Patten sold 1,425 shares at an average price of $167.33, reducing his position by 4.78%. The sale is relatively small but may contribute to near-term investor caution. SEC Insider Ownership Filing

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.