Overview
MicroStrategy Incorporated, based in the United States, operates primarily within the business intelligence (BI) domain, providing software and related services that enable organizations to analyze internal and externally available data to make business decisions. Founded in 1989, the company has significantly expanded its portfolio to include cloud-based BI, mobile software, and HyperIntelligence, a technology designed to bring insights directly into everyday applications and tools without requiring users to seek them out actively. In recent years, MicroStrategy has also become prominent for its strategic acquisition of substantial holdings in Bitcoin, positioning itself uniquely at the intersection of traditional business intelligence services and innovative digital asset investment. This move reflects a broader vision to integrate cryptocurrency and blockchain technology within its core business offerings, highlighting its commitment to pioneering within the tech industry.
Basic Stats
The Factor Analysis chart (below right) shows a view of Strategy Inc from a variety of lenses. Each factor shows how well the company ranks against all other companies in the Fintel global investing universe. Factor scores range from zero to 100, with 100 being most desirable, and 50 being average.
For example, a company with a Value Score of 100 would be the most undervalued company in our database. A company with a Value Score of zero would be the most overvalued.
| Market Cap | |
| EV | |
| Shares Out. | 76.23 MM |
| Earnings Date | |
| EPS (TTM) | -0.08 |
| Dividend Yield | |
| Ex-Dividend Date | |
| Borrow Rate | |
| Short Shares Avail. | 0.00 MM |
| Short Interest | |
| Short Float | |
| Days to Cover | |
| Risk Free Rate | 4.17 % |
| Price Change (1 yr) | |
| Volatility (1 yr) | |
| Beta | |
| Sharpe Ratio (1 yr) | |
| Sortino Ratio (1 yr) |
| PE Ratio | |
| Price/Book | |
| Price/TBV | |
| Book/Market | |
| EBIT/EV | |
| EBIT(3yr avg)/EV | |
| ROA | |
| ROE | -0.01 |
| ROIC | |
| CROIC | |
| OCROIC | |
| Implied Volatility | |
| Put/Call OI Ratio |
| Growth | |
| Profitability | |
| Quality Score | |
| Value Score | |
| Momentum Score | |
| Stability (Low Vol) Score | |
| Analyst Sentiment | |
| Fund Sentiment | |
| Insider Sentiment | |
| Officer Sentiment | |
| Dividend Score | |
| QVM Score | |
| Piotroski F-SCORE | 5.00 /9 |
Factor Scores range from 0 to 100, with 100 being most desirable. Larger circles are better. In situations where we have no data (e.g. no insider trades), we plot the score at 50 to avoid penalizing companies. However, a company that does not pay dividends will get a Dividend Score of Zero. Additionally, we inverted volatility to create a "stability" metric which is better when higher.
Price Target
The average one-year price target for Strategy Inc is MX$9,926.17. The forecasts range from a low of MX$3,789.30 to a high of MX$13,787.79. A stock’s price target is the price at which analysts consider it fairly valued with respect to its projected earnings and historical earnings. Analysts typically set price targets that correspond to their buy or sell recommendations.
Update Frequency: Monthly
Stock Upgrades/Downgrades
This card shows analyst upgrades/downgrades for Strategy Inc. An analyst rating is a classification that gives investors a sense of analyst sentiment about the direction and performance of an equity - usually a stock - over a period of time, typically 12 months.
The standard analyst ratings are generally as follows:
- Buy/Overweight/Outperform - Any of these ratings conveys an analyst’s belief that the stock is likely to outperform a market index (e.g. the S&P 500).
- Hold/Equal-Weight/Market Perform - Any of these ratings conveys an analyst’s belief that the stock is likely to perform in line with a market index.
- Sell/Underweight/Underperform - Any of these ratings suggest that an analyst believes the stock is likely to underperform a market index.
When an analyst upgrades a stock, they are signaling that the company’s fundamentals are being undervalued by investors. It could also mean they believe the market is underestimating the company’s potential. The opposite is true when a stock receives a downgrade.
The average rating of each individual analyst’s rating is the consensus rating for a stock. This gives investors a broader sense of the overall sentiment for that stock.
| Date | Analyst | Prior | Latest Recommendation |
Action |
|---|---|---|---|---|
| 2024-06-25 | Maxim Group | Buy | Initiate | |
| 2024-06-24 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-06-21 | TD Cowen | Buy | Buy | Maintains |
| 2024-06-14 | Bernstein | Outperform | Initiate | |
| 2024-06-13 | Bernstein | Outperform | Initiate | |
| 2024-05-29 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-04-30 | Benchmark | Buy | Buy | Reiterate |
| 2024-04-30 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-04-25 | Benchmark | Buy | Buy | Reiterate |
| 2024-04-08 | Benchmark | Buy | Buy | Maintains |
| 2024-04-05 | BTIG | Buy | Buy | Maintains |
| 2024-03-28 | Canaccord Genuity | Buy | Buy | Reiterate |
| 2024-03-20 | TD Cowen | Outperform | Outperform | Maintains |
| 2024-03-12 | TD Cowen | Outperform | Outperform | Maintains |
| 2024-03-12 | Canaccord Genuity | Buy | Buy | Maintains |
| 2023-12-28 | Canaccord Genuity | Buy | Buy | Maintains |
| 2023-12-11 | BTIG | Buy | Buy | Maintains |
| 2023-12-06 | Canaccord Genuity | Buy | Buy | Maintains |
| 2023-12-05 | Canaccord Genuity | Buy | Buy | Maintains |
| 2023-11-02 | Canaccord Genuity | Buy | Buy | Maintains |
| 2023-07-26 | TD Cowen | Outperform | Initiate | |
| 2023-04-28 | Berenberg | Buy | Initiate | |
| 2023-02-03 | Canaccord Genuity | Buy | Maintains | |
| 2022-11-10 | Jefferies | Underperform | Maintains | |
| 2022-10-31 | Jefferies | Underperform | Maintains | |
| 2022-07-26 | Jefferies | Hold | Underperform | Downgrade |
| 2022-05-23 | Jefferies | Hold | Maintains | |
| 2021-07-30 | BTIG | Buy | Maintains | |
| 2021-07-30 | Canaccord Genuity | Buy | Maintains | |
| 2021-06-22 | Citigroup | Sell | Maintains | |
| 2021-05-18 | Jefferies | Hold | Maintains | |
| 2021-05-04 | William Blair | Market Outperform | Initiate | |
| 2021-04-09 | Canaccord Genuity | Buy | Initiate | |
| 2021-04-01 | BTIG | Buy | Initiate | |
| 2021-04-01 | Jefferies | Hold | Initiate | |
| 2021-01-29 | Citigroup | Sell | Maintains | |
| 2020-12-08 | Citigroup | Neutral | Sell | Downgrade |
| 2020-11-17 | BWS Financial | Buy | Maintains | |
| 2020-07-30 | Citigroup | Neutral | Maintains | |
| 2020-04-30 | Citigroup | Neutral | Maintains | |
| 2019-02-11 | BWS Financial | Buy | Initiate | |
| 2017-09-21 | Citigroup | Neutral | Maintains | |
| 2017-07-28 | Deutsche Bank | Buy | Hold | Downgrade |
| 2017-04-27 | Benchmark | Hold | Initiate | |
| 2017-01-24 | Citigroup | Buy | Neutral | Downgrade |
| 2016-07-29 | JMP Securities | Outperform | Market Perform | Downgrade |
| 2016-07-29 | Citigroup | Buy | Maintains | |
| 2016-04-11 | Citigroup | Buy | Initiate | |
| 2016-01-12 | Brean Capital | Hold | Initiate | |
| 2016-01-11 | Deutsche Bank | Buy | Maintains | |
| 2015-12-11 | Mizuho | Buy | Initiate | |
| 2015-09-11 | Deutsche Bank | Buy | Maintains | |
| 2015-08-04 | SunTrust Robinson Humphrey | Neutral | Buy | Upgrade |
| 2015-07-28 | JMP Securities | Market Outperform | Maintains | |
| 2015-05-01 | SunTrust Robinson Humphrey | Neutral | Initiate | |
| 2015-04-29 | JMP Securities | Market Outperform | Maintains | |
| 2014-11-14 | Deutsche Bank | Buy | Maintains | |
| 2014-10-28 | JMP Securities | Market Outperform | Maintains | |
| 2014-10-10 | Deutsche Bank | Buy | Maintains | |
| 2014-08-11 | Drexel Hamilton | Hold | Sell | Downgrade |
| 2014-07-29 | JMP Securities | Market Perform | Market Outperform | Upgrade |
| 2014-04-30 | First Analysis | Overweight | Equal-Weight | Downgrade |
| 2014-04-24 | Deutsche Bank | Hold | Buy | Upgrade |
| 2014-04-08 | B. Riley FBR | Neutral | Maintains | |
| 2014-03-20 | B. Riley FBR | Neutral | Initiate | |
| 2014-01-23 | Deutsche Bank | Hold | Initiate | |
| 2013-08-05 | Roth Capital | Neutral | Buy | Upgrade |
| 2013-05-20 | JMP Securities | Outperform | Market Perform | Downgrade |
| 2013-05-01 | Raymond James | Market Perform | Underperform | Downgrade |
| 2013-04-30 | UBS | Neutral | Maintains | |
| 2013-01-29 | UBS | Neutral | Maintains | |
| 2012-11-05 | Drexel Hamilton | Sell | Hold | Upgrade |
| 2012-10-23 | BMO Capital | Outperform | Market Perform | Downgrade |
| 2012-08-06 | Drexel Hamilton | Sell | Maintains | |
| 2012-07-31 | UBS | Neutral | Maintains | |
| 2012-07-03 | UBS | Neutral | Maintains | |
| 2012-05-03 | UBS | Neutral | Maintains | |
| 2012-03-21 | UBS | Neutral | Maintains | |
| 2024-10-09 | Bernstein | Outperform | Outperform | Maintains |
| 2025-08-01 | BTIG | Buy | Buy | Maintains |
| 2025-08-01 | Benchmark | Buy | Buy | Maintains |
| 2025-08-01 | Cantor Fitzgerald | Overweight | Overweight | Maintains |
| 2024-08-02 | Benchmark | Buy | Buy | Maintains |
| 2024-08-02 | Maxim Group | Buy | Buy | Maintains |
| 2024-11-25 | TD Cowen | Buy | Buy | Maintains |
| 2024-11-25 | Barclays | Overweight | Overweight | Maintains |
| 2024-11-25 | Bernstein | Outperform | Outperform | Maintains |
| 2024-11-25 | Benchmark | Buy | Buy | Maintains |
| 2024-11-25 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-11-21 | BTIG | Buy | Buy | Maintains |
| 2024-10-31 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-10-31 | TD Cowen | Buy | Buy | Maintains |
| 2024-10-31 | Maxim Group | Buy | Buy | Maintains |
| 2024-10-31 | Benchmark | Buy | Buy | Maintains |
| 2024-08-21 | Cantor Fitzgerald | Overweight | Initiate | |
| 2024-09-06 | Barclays | Overweight | Initiate | |
| 2025-02-07 | Keefe, Bruyette & Woods | Outperform | Initiate | |
| 2025-02-06 | Maxim Group | Buy | Buy | Maintains |
| 2024-12-12 | Bernstein | Outperform | Outperform | Reiterate |
| 2024-12-12 | Macquarie | Outperform | Outperform | Reiterate |
| 2025-01-14 | Benchmark | Buy | Buy | Reiterate |
| 2024-10-21 | BTIG | Buy | Buy | Maintains |
| 2024-10-18 | Benchmark | Buy | Buy | Maintains |
| 2024-11-19 | Benchmark | Buy | Buy | Maintains |
| 2024-10-14 | Barclays | Overweight | Overweight | Maintains |
| 2025-01-29 | Mizuho | Outperform | Initiate | |
| 2025-02-10 | Barclays | Overweight | Overweight | Maintains |
| 2025-01-06 | Benchmark | Buy | Buy | Reiterate |
| 2024-11-04 | Barclays | Overweight | Overweight | Maintains |
| 2025-02-06 | Cantor Fitzgerald | Overweight | Overweight | Maintains |
| 2025-02-06 | Canaccord Genuity | Buy | Buy | Maintains |
| 2024-09-23 | Barclays | Overweight | Overweight | Maintains |
| 2024-09-23 | TD Cowen | Buy | Buy | Maintains |
| 2024-09-16 | Canaccord Genuity | Buy | Buy | Maintains |
| 2025-04-29 | HC Wainwright & Co. | Buy | Initiate | |
| 2025-05-05 | Barclays | Overweight | Overweight | Maintains |
| 2025-05-05 | Cantor Fitzgerald | Overweight | Overweight | Maintains |
| 2025-08-26 | Canaccord Genuity | Buy | Buy | Maintains |
| 2025-05-02 | HC Wainwright & Co. | Buy | Buy | Maintains |
| 2025-05-02 | Canaccord Genuity | Buy | Buy | Maintains |
| 2025-07-28 | Cantor Fitzgerald | Overweight | Overweight | Maintains |
| 2025-07-15 | TD Cowen | Buy | Buy | Maintains |
| 2025-08-11 | Mizuho | Outperform | Outperform | Maintains |
