Strategy Inc (MSTR)

NASDAQ: MSTR · USD

$100

+3.16 (+3.3%)· Recorded snapshot

Coverage state: Latest published research available

Market snapshot recorded 2026-08-08 02:00 UTC. Latest published research analyzed 2026-05-20 · stale · sources unverified. Prices and fundamentals on this server-rendered page are dated snapshots, not a real-time trading feed.

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StockMarketAgent Research · Analyzed 2026-05-20

Our latest published analysis: MSTR rated Sell

Sell. The deterministic pipeline yields a $6.94 standalone software fair value, mechanically ignoring the massive, un-modeled Bitcoin treasury that drives the $166.93 market price.

Fair value (mid)

$6.94 / share

$4.63 – $9.81

Upside to FV

-95.8%

from $100

Confidence

13/100

Moat

3/10

Market cap	$58.6B
Revenue (ttm)	498.3M
Net income (ttm)	-31.4B
EPS (ttm)	-$99.3
Shares out	384.2M
P/E (forward)	37.4x
Volume	29,003,073
Beta	3.55
Price target	$258	+157.5%

Market data

Price

Recent price action with selectable time range.

Financial snapshot

Revenue (ttm): 498.3M
Net income (ttm): -31.4B
EPS (ttm): -$99.3
P/E (forward): 37.4x
Market cap: $58.6B

Item	P1	P2	P3	P4	Trend
Period	2022-12-31	2023-12-31	2024-12-31	2025-12-31	Trend
Revenue	$499.3M	$496.3M	$463.5M	$477.2M	-1.5%
Gross profit	$396.3M	$386.3M	$334.0M	$327.8M	-6.1%
Operating income	$10.5M	$804.0K	$-63.1M	$-40.9M	NaN%
Net income	$-1.47B	$429.1M	$-1.17B	$-3.85B	—
EPS (diluted)	$-12.98	$2.64	$-6.06	$-15.23	—
EBITDA	$-1.26B	$-61.0M	$-1.85B	$-5.44B	—
R&D	$127.4M	$120.5M	$118.5M	$93.9M	-9.7%
SG&A	$258.3M	$265.0M	$278.6M	$274.9M	+2.1%

Ticker	Name	Market cap	P/E	P/S	ROIC	5Y rev CAGR	1Y total return	Rating
AI	C3.ai, Inc.	1.6B	—	6.3x	-37.8%	+6.4%	-56.0%	Strong Buy
CRWD	CrowdStrike Holdings Inc.	218.3B	—	42.9x	-31.9%	+38.5%	+89.9%	Sell
ESTC	Elastic N.V.	7.8B	21.9x	4.5x	-10.0%	+23.4%	-6.9%	Strong Buy
ARM	Arm Holdings plc	301.8B	288.4x	58.5x	14.2%	—	+107.6%	Sell
FLEX	Flex Ltd.	44.8B	46.9x	1.5x	15.1%	+2.9%	+143.4%	Sell
LITE	Lumentum Holdings Inc.	69.3B	169.2x	27.8x	8.3%	+7.7%	+709.2%	Reduce

All MSTR indicators

Market & fundamental data

Available fields

231

Groups with data

Currency

USD

Showing 231 of 231 available metrics for this ticker.

Profile and market data

Ticker identity, listing, currency, market cap, and source dates.

Metric	Value
Cik	0001050446
Company name	Strategy Inc
Country	United States
Country code	US
Cusip	594972408
Employees	1,539
Employees Change	5%
Employees Change Percent	0.33
Enterprise value	$42.7B
Exchange	NASDAQ
Financial currency	USD
First seen	2026-05-09
In Index	NASDAQ100
Industry	Software - Application
Industry PE	73.83
Industry PE Fwd	17.03
IPO Date	1998-06-11
Isin	US5949724083
Last refreshed	2026-08-08
Market cap	$38.4B
Market cap category	Large-Cap
Price	$100
Price currency	USD
Rev Per Employee	323,812.22x
Sector	Technology
Sector PE	35.49
Sector PE Fwd	20.5
Sic	6199
Symbol	MSTR
Website	https://www.strategy.com

Valuation

Multiples, yields, enterprise-value ratios, and valuation checks.

Metric	Value
Earnings Yield	-81.63%
EV Sales Forward	83.51x
EV/Sales	85.78x
FCF yield	-0.11%
Forward P/E	2.52x
P/B ratio	1.2x
P/S ratio	77.11x
PS Forward	75.07x

Profitability

Margins, returns on capital, cash conversion, and quality metrics.

Metric	Value
EBIT Margin	-7,295.38%
EBITDA Margin	-7,289.17%
Gross margin	67.6%
Gross Profit	$336.9M
Gross Profit Growth	3.95%
Gross Profit Growth Q	3.57%
Gross Profit Growth3 Y	-5.01%
Gross Profit Growth5 Y	-4.26%
Net Income	$-31.4B
Net Income Growth Years	0%
Pretax Margin	-7,278.64%
Profit Per Employee	$-20.4M
ROA	-38.73
Roa5y	-12.72
ROCE	-69.83
ROE	-63.56
Roe5y	-107.5
ROIC	-71.75
Roic5y	-23.03

Growth

Revenue, earnings, cash-flow, and forward growth indicators.

Metric	Value
Cagr10y	19.65%
Cagr15y	14.67%
Cagr1y	-73.94%
Cagr20y	13%
Cagr3y	38.43%
Cagr5y	5.96%
EPS Growth Years	0
Revenue Growth	7.79x
Revenue Growth Q	6.88x
Revenue Growth Quarters	5x
Revenue Growth Years	1x
Revenue Growth3 Y	-0.13x
Revenue Growth5 Y	-0.34x

Financial strength

Debt, cash, solvency, accounting-quality, and balance-sheet signals.

Metric	Value
Asset Turnover	$0.01
Assets	$52.6B
Cash	$2.4B
Current Assets	$2.7B
Current Liabilities	$495.1M
Debt	$6.8B
Debt Equity	$0.15
Equity	$45.3B
Interest Coverage	-608.9
Liabilities	$7.2B
Long Term Assets	$49.9B
Long Term Liabilities	$6.7B
Net Cash	$-4.3B
Net Cash By Market Cap	$-11.25
Net Debt Equity	$0.1
Tangible Book Value	$30.9B
Tangible Book Value Per Share	$83.12
WACC	20.34

Liquidity

Current-asset coverage and working-capital efficiency metrics.

Metric	Value
Current ratio	5.39
Net Working Capital	$-234.6M
Quick ratio	5.22
Working Capital	$2.2B
Working Capital Turnover	$0.48

Dividends and buybacks

Dividend yield, payout, buybacks, and shareholder-yield indicators.

Metric	Value
Buyback Yield	-24.59%
Dividend Yield	0%

Performance and technicals

Returns, volatility, beta, momentum, RSI, and moving-average context.

Metric	Value
10Y total return	501.31%
1Y total return	-73.92%
200-day SMA	152.9
3Y total return	165.3%
50-day SMA	106.3
50-day SMA vs 200-day SMA	50under200
5Y total return	33.58%
All Time High	543
All Time High Change	-81.58%
All Time High Date	2024-11-21
All Time Low	0.42
All Time Low Change	23,711.9%
All Time Low Date	2002-07-03
ATR	6.39
Beta	3.55
Beta1y	3.25
Beta2y	1.78
Ch YTD	-34.18
High	105.5
High52	414.4
High52 Date	2025-08-11
High52ch	-75.86%
Low	96.77
Low52	81.81
Low52 Date	2026-06-26
Low52ch	22.25%
Ma50ch	-5.95%
Premarket Change Percent	4.36
Premarket Price	$101
Premarket Volume	882,176
Price vs 200-day SMA	-34.61%
RSI	50.37
RSI Monthly	40.48
RSI Weekly	35.4
Sharpe ratio	-1.49x
Sortino ratio	-2
Total Return	-24.59%
Tr YTD	-34.18
Tr15y	678.89%
Tr1m	-0.75%
Tr1w	7.22%
Tr3m	-46.47%

Analyst estimates

Ratings, targets, revisions, and forward estimate fields.

Metric	Value
Analyst Count	15
Analyst Count Top	7
Analyst Price Target Top	$287
Analyst Ratings	Strong Buy
Analyst Ratings Top	Strong Buy
Earnings EPS Estimate	$3.07
Earnings EPS Estimate Growth	-90.58
Earnings Revenue Estimate	123,978,672x
Earnings Revenue Estimate Growth	8.29x
Operating Income	$-36.4B
Operating margin	-7,295.4
Price target	$258
Price Target Change	$157
Price Target Change Top	$187

Ownership and float

Institutional, insider, float, short-interest, and share-count fields.

Metric	Value
Float	363,430,449%
Float Percent	94.59%
Net Borrowing	-1,363,936,000
Shares Insiders	5.31%
Shares Institutions	55.87%
Shares Out	384,225,751
Shares Qo Q	5.58%
Shares Yo Y	24.59%
Short Float	11.08%
Short Ratio	1.51
Short Shares	10.48

Other indicators

Additional ticker metrics that do not fit the primary research groupings yet.

Metric	Value
Adjusted FCF	$-94.4M
Adjusted OCF	-73,338,000
Average Volume	15,306,228.8x
Bv Per Share	83.12
CAPEX	$-21.1M
Ch10y	501.3
Ch15y	678.9
Ch1m	-0.75
Ch1w	7.22
Ch1y	-73.92
Ch20y	1,053
Ch3m	-46.47
Ch3y	165.3
Ch5y	33.58
Ch6m	-25.88
Change	3.26%
Change From Open	-1.31
Close	96.85
Days Gap	4.64
Depreciation Amortization	1,364,000
Dollar Volume	2,900,597,330.7
Earnings Date	2026-07-30
Earnings Time	amc
EBIT	$-36.4B
EBITDA	$-36.3B
EPS	$-99.3
F Score	3
FCF	$-41.2M
FCF EV Yield	-0.1x
FCF Per Share	$-0.11
Financing CF	24,108,634,000
Fiscal Year End	December
Founded	1,989
Income Tax	$-5.9B
Investing CF	-22,420,711,000
Is Primary Listing	1
Is Spac	No
Last Earnings Date	2026-07-30
Last Report Date	2026-06-30
Last Split Date	2024-08-08
Last Split Type	Forward
Last10k Filing Date	2026-02-19
Ma150	135.5
Ma150ch	-26.18%
Ma20	96.4
Ma20ch	3.74%
Net CF	1,661,553,000
Next Earnings Date	2026-10-29
Open	101.3
Optionable	Yes
Position In Range	37.11
Post Close	100
Postmarket Change Percent	0.19
Postmarket Price	$100
Ppne	86,570,000
Pre Close	96.85
Price Date	2026-08-07
Ptbv Ratio	1.24
Relative Volume	1.89x
Revenue	498,347,000x
SBC By Revenue	10.69x
Share Based Comp	53,249,000
Tax By Revenue	-1,175.68x
Tr20y	1,052.99%
Tr6m	-25.88%
Us State	Virginia
Views	1,293
Volume	29,003,073
Z Score	2.99

Frequently asked questions

About this MSTR report

What is the latest published MSTR stock rating?

Strategy Inc is shown with sell in the latest published report, analyzed 2026-05-20. The hub links directly to the full analysis surface where the dated rating, fair-value bridge, risks, and scorecard are documented together.

Where can I read the full MSTR analysis?

The full latest published report, analyzed 2026-05-20, lives at /stocks/MSTR/analysis. The bare ticker page summarizes that read and links to each analysis tab; earlier editions remain under /analysis/archive.

What fair-value range is used for MSTR?

The latest published report analyzed 2026-05-20 frames MSTR around USD 5 to USD 10. This is a dated valuation range, not a live market price; check the valuation, sensitivity, and bear-case tabs before making a decision.

How often is the MSTR page updated?

The hub selects the latest published stock report regardless of age and displays its analysis date (2026-05-20). Separately sourced market data is labeled with its own recorded timestamp and is never inferred from the report.

Strategy Inc (MSTR)

Coverage state: Latest published research available

Generate a fresh MSTR analysis

Our latest published analysis: MSTR rated Sell

Price

Financial snapshot

Fair-value bridge

Analyst consensus

Latest news · MSTR

Valuation

Profitability

Balance sheet

Trading

Position sizing & entry playbook

Next earnings

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Profile and market data

Valuation

Profitability

Growth

Financial strength

Liquidity

Dividends and buybacks

Performance and technicals

Analyst estimates

Ownership and float

Other indicators

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Frequently asked questions