Strategy (NASDAQ:MSTR) Upgraded to Strong-Buy at Barclays

Barclays upgraded shares of Strategy (NASDAQ:MSTR) to a strong-buy rating in a research note issued to investors on Tuesday,Zacks.com reports.

Other equities analysts have also recently issued reports about the company. Cantor Fitzgerald reiterated an “overweight” rating on shares of Strategy in a report on Monday, June 15th. TD Cowen decreased their price target on shares of Strategy from $400.00 to $260.00 and set a “buy” rating for the company in a research note on Tuesday, June 30th. Monness Crespi & Hardt restated a “neutral” rating on shares of Strategy in a report on Tuesday, June 2nd. BTIG Research dropped their price objective on shares of Strategy from $350.00 to $250.00 and set a “buy” rating on the stock in a research note on Tuesday, June 30th. Finally, Citigroup reiterated a “buy” rating and set a $136.00 price objective (down from $260.00) on shares of Strategy in a report on Tuesday, June 30th. Two analysts have rated the stock with a Strong Buy rating, eleven have given a Buy rating and four have assigned a Hold rating to the stock. According to data from MarketBeat, the company presently has a consensus rating of “Moderate Buy” and a consensus target price of $266.31.

Strategy Stock Up 0.0%

Shares of NASDAQ:MSTR opened at $93.89 on Tuesday. The business’s 50 day simple moving average is $135.83 and its two-hundred day simple moving average is $141.93. The firm has a market cap of $32.90 billion, a P/E ratio of -2.34 and a beta of 3.54. The company has a debt-to-equity ratio of 0.22, a quick ratio of 6.05 and a current ratio of 6.05. Strategy has a 52-week low of $81.81 and a 52-week high of $457.22.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Tuesday, May 5th. The software maker reported ($38.25) EPS for the quarter, missing analysts’ consensus estimates of ($0.86) by ($37.39). The firm had revenue of $124.30 million during the quarter, compared to analyst estimates of $120.75 million. Strategy had a negative net margin of 2,482.01% and a negative return on equity of 26.97%. The company’s revenue was up 11.9% on a year-over-year basis. During the same period last year, the business posted ($16.49) EPS. As a group, research analysts forecast that Strategy will post 116.7 EPS for the current fiscal year.

Insider Activity

In other news, CAO Jeanine Montgomery sold 354 shares of the stock in a transaction dated Tuesday, June 9th. The shares were sold at an average price of $123.84, for a total value of $43,839.36. Following the completion of the sale, the chief accounting officer owned 11,209 shares in the company, valued at $1,388,122.56. This represents a 3.06% decrease in their ownership of the stock. The sale was disclosed in a document filed with the SEC, which is available at this hyperlink. The sale was made to cover tax withholding obligations related to the vesting of equity awards. Also, Director Jarrod M. Patten sold 1,500 shares of the firm’s stock in a transaction dated Tuesday, June 23rd. The shares were sold at an average price of $106.08, for a total transaction of $159,120.00. Following the transaction, the director directly owned 28,406 shares in the company, valued at $3,013,308.48. The trade was a 5.02% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last 90 days, insiders have bought 11,166 shares of company stock worth $1,014,265 and have sold 188,922 shares worth $24,585,457. 6.49% of the stock is currently owned by corporate insiders.

Hedge Funds Weigh In On Strategy

Hedge funds and other institutional investors have recently modified their holdings of the business. Vanguard Group Inc. grew its holdings in shares of Strategy by 21.0% in the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock valued at $3,656,356,000 after acquiring an additional 4,178,611 shares in the last quarter. Capital International Investors raised its stake in shares of Strategy by 37.3% during the 4th quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock worth $3,132,460,000 after purchasing an additional 5,600,573 shares during the period. Capital Research Global Investors boosted its holdings in shares of Strategy by 66.7% in the 4th 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. State Street Corp boosted its holdings in shares of Strategy by 2.3% in the 4th quarter. State Street Corp now owns 6,127,301 shares of the software maker’s stock worth $931,043,000 after buying an additional 138,253 shares during the last quarter. Finally, Amundi grew its position in Strategy by 373.7% during the fourth quarter. Amundi now owns 4,790,702 shares of the software maker’s stock valued at $727,947,000 after buying an additional 3,779,340 shares during the period. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Strategy News Roundup

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Barclays and Citi have remained constructive on Strategy, with Barclays initiating coverage at Overweight and Citi keeping a Buy rating even after cutting its price target, suggesting some analysts still see meaningful upside. Why MSTR Stock Is Down Despite a New Buy Rating
• Positive Sentiment: Michael Saylor said Bitcoin only needs to grow about 3.3% annually for Strategy to fund its preferred-stock dividends indefinitely, an argument meant to calm concerns about the company’s capital structure and preferred payouts. Michael Saylor Says Bitcoin Capital Gains Can Fund Dividend Obligations ‘Indefinitely’ if BTC Grows by This Much Annually—Peter Schiff Pushes Back
• Positive Sentiment: Zacks upgraded Strategy Inc. (MSTR) from Strong Sell to Hold, indicating the bearish view is easing somewhat. Zacks upgrade
• Neutral Sentiment: Saylor also defended Bitcoin publicly, arguing the network has “no spam problem” and pointing to low transaction fees, but this is more of a brand-defense message than a direct operating catalyst for MSTR. Bitcoin Still Faces No Spam Issues, Argues Michael Saylor, Highlighting Low Transaction Fees — Critics Say ‘Nobody is Using the Chain’
• Neutral Sentiment: Other coverage continues to frame Strategy as a highly leveraged Bitcoin proxy, meaning the stock remains tightly tied to BTC price swings and broader crypto sentiment rather than company-specific software fundamentals. Prediction: Bitcoin’s Next Move Could Make or Break MicroStrategy Stock
• Negative Sentiment: Several reports say the Bitcoin sale and weaker BTC prices have pressured MSTR and its preferred shares, fueling concerns about dilution, leverage, and whether the new financing strategy is sustainable. Bitcoin’s Most Prominent Holder Is Selling Some. Should You?
• Negative Sentiment: Broader crypto weakness and fears of further Bitcoin selling have added to the selloff in Strategy Inc. (MSTR), since the stock is viewed as a direct proxy for Bitcoin exposure. Bitcoin tumbles back to key $60K support level: What’s behind the sell pressure?

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.