Strategy Inc (NASDAQ:MSTR) Receives Consensus Recommendation of “Moderate Buy” from Analysts

Strategy Inc (NASDAQ:MSTR) has received an average recommendation of “Moderate Buy” from the eighteen research firms that are currently covering the firm, MarketBeat.com reports. Four equities research analysts have rated the stock with a hold recommendation, thirteen have given a buy recommendation and one has assigned a strong buy recommendation to the company. The average 12 month price objective among brokers that have updated their coverage on the stock in the last year is $242.8125.

MSTR has been the topic of a number of recent research reports. Canaccord Genuity Group reduced their target price on Strategy from $163.00 to $130.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. UBS Group reissued a “buy” rating on shares of Strategy in a research report on Friday. Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a research report on Tuesday, June 2nd. Zacks Research upgraded Strategy from a “strong sell” rating to a “hold” rating in a research report on Monday, July 6th. Finally, HC Wainwright set a $325.00 price objective on Strategy in a research note on Monday.

Strategy Stock Performance

NASDAQ:MSTR opened at $94.86 on Thursday. The company has a current ratio of 5.39, a quick ratio of 6.05 and a debt-to-equity ratio of 0.22. The company has a market capitalization of $33.24 billion, a P/E ratio of -0.98 and a beta of 3.54. The firm has a 50-day moving average price of $109.04 and a two-hundred day moving average price of $134.29. Strategy has a twelve month low of $81.81 and a twelve month high of $414.36.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Thursday, July 30th. The software maker reported ($24.45) earnings per share (EPS) 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 during the quarter, compared to analysts’ expectations of $122.90 million. During the same period last year, the company earned $32.52 EPS. The firm’s revenue for the quarter was up 6.9% on a year-over-year basis. As a group, research analysts expect that Strategy will post 57.47 earnings per share for the current fiscal year.

Insider Buying and Selling at Strategy

In other Strategy news, CFO Andrew Kang sold 33,062 shares of the firm’s stock in a transaction dated Friday, June 5th. The shares were sold at an average price of $118.73, for a total transaction of $3,925,451.26. Following the sale, the chief financial officer directly owned 68,733 shares of the company’s stock, valued at $8,160,669.09. This trade represents a 32.48% decrease in their position. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through this link. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 15,050 shares of Strategy stock in a transaction dated Friday, May 29th. The stock was sold at an average price of $154.94, for a total transaction of $2,331,847.00. Following the sale, the director owned 28,000 shares of the company’s stock, valued at approximately $4,338,320. This trade represents a 34.96% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. In the last ninety days, insiders have bought 11,166 shares of company stock worth $1,014,265 and have sold 181,422 shares worth $23,144,128. 6.49% of the stock is owned by insiders.

Institutional Trading of Strategy

Hedge funds and other institutional investors have recently bought and sold shares of the company. Abound Wealth Management grew its stake in Strategy by 41.5% in the 2nd quarter. Abound Wealth Management now owns 1,057 shares of the software maker’s stock worth $92,000 after acquiring an additional 310 shares during the period. Handelsbanken Fonder AB lifted its stake in shares of Strategy by 28.8% during the 2nd quarter. Handelsbanken Fonder AB now owns 106,522 shares of the software maker’s stock worth $9,260,000 after purchasing an additional 23,829 shares during the period. Wealthcare Advisory Partners LLC lifted its stake in shares of Strategy by 4.4% during the 2nd quarter. Wealthcare Advisory Partners LLC now owns 7,857 shares of the software maker’s stock worth $683,000 after purchasing an additional 329 shares during the period. Teamwork Financial Advisors LLC boosted its holdings in shares of Strategy by 25.3% during the second quarter. Teamwork Financial Advisors LLC now owns 19,515 shares of the software maker’s stock worth $1,696,000 after purchasing an additional 3,937 shares during the last quarter. Finally, 180 Wealth Advisors LLC boosted its holdings in shares of Strategy by 144.3% during the second quarter. 180 Wealth Advisors LLC now owns 4,849 shares of the software maker’s stock worth $422,000 after purchasing an additional 2,864 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy sold 1,638 Bitcoin for approximately $104.7 million at an average price of $63,957. About $52.4 million will fund STRC preferred dividends and $52.3 million will support STRC repurchases. The company also raised $290.6 million through common-stock sales, with $250 million directed to its U.S.-dollar reserve. Strategy sells 1,638 Bitcoin to fund dividends and STRC repurchases
• Positive Sentiment: The transactions lifted Strategy’s dollar reserve to approximately $4 billion, strengthening liquidity and providing a buffer for preferred dividends, debt-related costs, and potential share repurchases. Management has emphasized that holding liquid dollars is increasingly important during Bitcoin-market downturns. Strategy stock ticks up as cash reserves hit $4 billion
• Positive Sentiment: B. Riley and Cantor Fitzgerald maintained bullish ratings despite reducing their price targets to $155 and $186, respectively. CEO Phong Le also said Strategy expects to outperform Bitcoin during the next bull cycle, supporting the case for MSTR as a leveraged Bitcoin investment. Strategy Q2 earnings call focuses on STRC repair and cash buffer
• Neutral Sentiment: Executive Chairman Michael Saylor clarified that he personally has never sold Bitcoin, but Strategy is not required to follow a permanent “never sell” policy. The distinction reassures investors about his personal conviction while confirming that corporate treasury sales remain possible. Michael Saylor says he’s never sold Bitcoin
• Negative Sentiment: The Bitcoin sale raises concern that Strategy may need to liquidate digital assets to fund dividends and preferred-share support, weakening its long-standing accumulation narrative. Common-stock issuance also creates dilution for existing shareholders. Strategy boosted its cash reserve but faces bearish concerns
• Negative Sentiment: Strategy’s second-quarter results included an approximately $8.2 billion net loss, largely from unrealized Bitcoin losses. Technical indicators remain bearish, while lower analyst targets and the company’s high beta underscore elevated downside risk.

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.