Strategy (NASDAQ:MSTR) Shares Up 4.2% – What’s Next?

Shares of Strategy Inc (NASDAQ:MSTR) rose 4.2% during mid-day trading on Friday . The company traded as high as $167.75 and last traded at $164.82. Approximately 21,520,217 shares were traded during trading, an increase of 41% from the average daily volume of 15,225,401 shares. The stock had previously closed at $158.24.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Renewed crypto optimism is lifting demand for crypto-exposed names including MSTR — Barron’s explains why Coinbase/Robinhood/Strategy shares are catching buyers amid rotating crypto narratives. Bitcoin and XRP Struggle Again. Why Coinbase, Robinhood, and Strategy Stocks Are Rising.
• Positive Sentiment: Citigroup’s very bullish bitcoin projection (covered by MarketScreener/TickerReport) is being cited by investors as a tailwind for MSTR, since a higher BTC price supports the company’s bitcoin?holding valuation. Citi sets 12-month bitcoin forecast at $143,000
• Positive Sentiment: Insider/major investor defense: reports show Michael Saylor has stepped in with sizable capital to defend MSTR from index?related selling — a move that can limit downside from forced liquidation scenarios. Michael Saylor’s Takes a $2.8 Billion Stand as He Defends Strategy Stock (MSTR) from Index Erasure
• Neutral Sentiment: Analyst and media attention remains high — coverage of fresh analyst action and commentary is driving volume and headline risk but contains mixed takeaways for valuation. Strategy Inc (MSTR) Sees Fresh Action From Analysts
• Negative Sentiment: Index?exclusion risk: reports say Strategy and other bitcoin?buying firms face wider exclusion from stock indexes — that raises the prospect of forced selling and bigger near?term volatility. Strategy and bitcoin-buying firms face wider exclusion from stock indexes
• Negative Sentiment: Company guidance shock: Strategy updated FY?2025 EPS guidance to a deeply negative range (?17.00 to ?19.00 EPS vs. consensus ~17.15), a development that materially raises execution risk and could pressure fundamentals if sustained. (company update)
• Negative Sentiment: Analyst/investor caution and negative commentary (Seeking Alpha, Zacks, investor op-eds) continue to flag that MSTR remains a high?volatility, binary name tied to bitcoin price and potential index flows — several pieces argue downside remains larger than upside until clarity returns. Strategy: Rebound Possible, Still More Of A Sell Than A Hold Strategy (MSTR) Stock Slides as Market Rises

Analyst Ratings Changes

MSTR has been the subject of several research analyst reports. Wells Fargo & Company restated an “equal weight” rating and issued a $54.00 price objective (down previously from $65.00) on shares of Strategy in a research report on Tuesday, September 30th. Benchmark restated a “buy” rating on shares of Strategy in a research report on Monday, December 1st. China Renaissance assumed coverage on Strategy in a report on Wednesday, October 15th. They issued a “buy” rating and a $473.00 price target on the stock. HC Wainwright lowered their price objective on Strategy from $521.00 to $475.00 and set a “buy” rating for the company in a research report on Monday, November 3rd. Finally, Citigroup set a $143,000.00 target price on shares of Strategy in a research report on Friday. One investment analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have issued a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $9,976.80.

Strategy Stock Performance

The stock has a market cap of $47.36 billion, a P/E ratio of 7.67 and a beta of 3.40. The stock has a fifty day simple moving average of $225.24 and a 200-day simple moving average of $320.25. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share for the quarter, beating analysts’ consensus estimates of ($0.10) by $8.52. The business had revenue of $128.69 million for the quarter, compared to the consensus estimate of $116.65 million. Strategy had a net margin of 1,667.09% and a return on equity of 20.98%. Strategy’s revenue for the quarter was up 10.9% on a year-over-year basis. During the same period last year, the company posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Insider Buying and Selling

In other Strategy news, Director Jane A. Dietze acquired 1,100 shares of the company’s stock in a transaction that occurred on Friday, November 21st. The shares were acquired at an average price of $95.28 per share, with a total value of $104,808.00. Following the purchase, the director owned 2,600 shares of the company’s stock, valued at $247,728. This represents a 73.33% increase in their position. The purchase was disclosed in a filing with the Securities & Exchange Commission, which is available at this link. Also, EVP Wei-Ming Shao sold 2,600 shares of the business’s stock in a transaction dated Wednesday, November 19th. The shares were sold at an average price of $202.02, for a total value of $525,252.00. Following the completion of the transaction, the executive vice president directly owned 32,726 shares of the company’s stock, valued at approximately $6,611,306.52. The trade was a 7.36% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last quarter, insiders have acquired 24,880 shares of company stock valued at $2,421,219 and have sold 43,177 shares valued at $13,564,266. 8.46% of the stock is currently owned by company insiders.

Institutional Trading of Strategy

A number of large investors have recently bought and sold shares of the business. Vanguard Group Inc. lifted its stake in Strategy by 7.3% in the third quarter. Vanguard Group Inc. now owns 19,884,275 shares of the software maker’s stock valued at $6,406,912,000 after buying an additional 1,344,519 shares in the last quarter. Capital International Investors raised its holdings in shares of Strategy by 2.6% during the third quarter. Capital International Investors now owns 15,014,295 shares of the software maker’s stock worth $4,837,778,000 after acquiring an additional 383,207 shares during the period. State Street Corp lifted its position in Strategy by 9.2% in the 3rd quarter. State Street Corp now owns 5,989,048 shares of the software maker’s stock valued at $1,929,731,000 after acquiring an additional 504,479 shares in the last quarter. Capital Research Global Investors lifted its position in Strategy by 33.6% in the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock valued at $1,354,982,000 after acquiring an additional 1,057,804 shares in the last quarter. Finally, Norges Bank acquired a new position in Strategy in the 2nd quarter worth $1,203,062,000. 59.84% of the stock is owned by institutional investors.

About Strategy

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.