Strategy (NASDAQ:MSTR) Upgraded at Wall Street Zen

Wall Street Zen upgraded shares of Strategy (NASDAQ:MSTR) from a sell rating to a hold rating in a research report sent to investors on Saturday.

Other research analysts also recently issued research reports about the stock. Citigroup lowered their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating for the company in a report on Monday, December 22nd. Mizuho decreased their price objective on Strategy from $484.00 to $403.00 and set an “outperform” rating on the stock in a research report on Friday, January 16th. BTIG Research lowered their price objective on Strategy from $700.00 to $630.00 and set a “buy” rating for the company in a research note on Friday, October 31st. Canaccord Genuity Group boosted their target price on Strategy from $464.00 to $474.00 and gave the company a “buy” rating in a research report on Monday, November 3rd. Finally, TD Cowen restated a “buy” rating on shares of Strategy in a research report on Thursday, January 15th. Twelve investment analysts have rated the stock with a Buy rating and four have given 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 $435.44.

Strategy Trading Down 6.7%

Shares of MSTR opened at $139.64 on Friday. The stock has a market capitalization of $40.12 billion, a PE ratio of 6.49 and a beta of 3.54. The company’s fifty day moving average is $166.23 and its 200 day moving average is $266.32. The company has a debt-to-equity ratio of 0.16, a quick ratio of 0.66 and a current ratio of 0.66. Strategy has a fifty-two week low of $138.00 and a fifty-two week high of $457.22.

Insider Transactions at Strategy

In related news, Director Jane A. Dietze purchased 1,100 shares of the business’s stock in a transaction dated Friday, November 21st. The shares were purchased at an average cost of $95.28 per share, for a total transaction of $104,808.00. Following the completion of the acquisition, the director owned 2,600 shares in the company, valued at approximately $247,728. This trade represents a 73.33% increase in their position. The purchase was disclosed in a legal filing with the SEC, which is available at the SEC website. Also, Director Carl J. Rickertsen acquired 5,000 shares of the firm’s stock in a transaction that occurred on Monday, January 12th. The shares were bought at an average price of $155.88 per share, with a total value of $779,400.00. Following the acquisition, the director directly owned 5,000 shares in the company, valued at $779,400. This represents a ∞ increase in their ownership of the stock. Additional details regarding this purchase are available in the official SEC disclosure. Over the last ninety days, insiders have purchased 7,112 shares of company stock worth $984,888 and have sold 13,177 shares worth $2,843,166. Company insiders own 8.46% of the company’s stock.

Institutional Trading of Strategy

Large investors have recently modified their holdings of the company. Vanguard Group Inc. raised its holdings in Strategy by 21.0% in the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after purchasing an additional 4,178,611 shares in the last quarter. Norges Bank acquired a new position in shares of Strategy during the second quarter worth $1,203,062,000. Amundi increased its position in shares of Strategy by 378.9% during the second quarter. Amundi now owns 1,783,982 shares of the software maker’s stock worth $717,660,000 after purchasing an additional 1,411,500 shares in the last quarter. Capital Research Global Investors grew its stake in Strategy by 33.6% during the 3rd quarter. Capital Research Global Investors now owns 4,205,258 shares of the software maker’s stock worth $1,354,982,000 after buying an additional 1,057,804 shares during the last quarter. Finally, Harvest Portfolios Group Inc. increased its position in Strategy by 119.0% during the 3rd quarter. Harvest Portfolios Group Inc. now owns 1,550,520 shares of the software maker’s stock valued at $499,593,000 after buying an additional 842,480 shares in the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Strategy News Summary

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Analysts remain constructive on Strategy’s long‑term thesis, reiterating upside potential despite the recent bitcoin volatility; that support helps limit panic selling. Analysts Reiterate Their Optimism On Strategy Inc (MSTR) As Bitcoin Slides
• Positive Sentiment: Management signaled continued conviction by buying an incremental 855 BTC (~$75.3M), which signals the company will keep accumulating through dips — a bullish signal for long‑term holders. Saylor’s Strategy buys $75.3M in BTC as prices briefly dip below $75K
• Neutral Sentiment: Strategy disclosed the U.S. federal tax treatment for its 2025 digital credit distributions, providing clarity that could matter for investor tax planning but is unlikely to move shares materially on its own. Strategy Details 2025 Digital Credit Distribution Tax Treatment
• Neutral Sentiment: Investors are watching Strategy’s upcoming Q4/2025 earnings release for balance‑sheet updates, bitcoin impairment commentary and any guidance on capital‑allocation plans; results could re‑rate the stock depending on disclosure. Michael Saylor’s Bitcoin Gamble Faces Test Thursday As Strategy Reports Q4 Earnings
• Negative Sentiment: Bitcoin’s weekend drop briefly pushed Strategy’s BTC holdings below the company’s average cost, creating headline‑driven selling pressure and raising concerns about large unrealized losses. MSTR stock falls after Bitcoin slips below Strategy’s average buy price
• Negative Sentiment: Reports highlight substantial unrealized markdowns (estimates around hundreds of millions to ~$900M at local lows) and a widening discount to NAV — issues that can pressure the stock because Strategy’s accumulation play partly depended on issuing equity at a premium. MSTR Price Dwindles as Strategy’s $BTC Holdings Show $900M in Unrealized Losses

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.