Key Points
- Insider purchase: Director Carl J. Rickertsen bought 5,000 shares of Strategy (NASDAQ:MSTR) on Jan. 12 at an average price of $155.88, a $779,400 transaction that leaves him owning those 5,000 shares and signals management-level confidence.
- Big Bitcoin build-up funded by equity issuance: Strategy announced a purchase of 13,627 BTC (~$1.25B), reportedly bringing its treasury to roughly 687k BTC, but the company raised capital via a recent equity issuance to fund the buys — a move that boosts crypto exposure yet introduces dilution risk.
- Strong quarter but elevated volatility risks: The company reported a large EPS beat ($8.42 vs. consensus of −$0.10) and revenue above estimates, while the stock remains highly correlated with Bitcoin, has a high beta and about 13.2% of its float sold short, which can amplify price swings.
Strategy Inc (NASDAQ:MSTR - Get Free Report) Director Carl Rickertsen acquired 5,000 shares of Strategy stock in a transaction dated Monday, January 12th. The stock was purchased at an average price of $155.88 per share, with a total value of $779,400.00. Following the completion of the purchase, the director owned 5,000 shares of the company's stock, valued at approximately $779,400. The trade was a ∞ increase in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink.
Strategy Price Performance
Shares of NASDAQ MSTR opened at $162.23 on Tuesday. Strategy Inc has a 52 week low of $149.75 and a 52 week high of $457.22. The business's 50 day moving average price is $181.58 and its 200 day moving average price is $293.13. The company has a quick ratio of 0.66, a current ratio of 0.66 and a debt-to-equity ratio of 0.16. The firm has a market cap of $46.62 billion, a P/E ratio of 7.55 and a beta of 3.42.
Strategy (NASDAQ:MSTR - Get Free Report) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 earnings per share (EPS) for the quarter, topping analysts' consensus estimates of ($0.10) by $8.52. The company had revenue of $128.69 million during the quarter, compared to analyst estimates 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% compared to the same quarter last year. During the same period last year, the firm posted ($1.56) EPS. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.
Key Headlines Impacting Strategy
Here are the key news stories impacting Strategy this week:
- Positive Sentiment: Strategy announced it bought 13,627 BTC (~$1.25B), bringing its treasury to roughly 687k BTC — a material increase in the company’s crypto exposure that typically boosts investor interest in MSTR whenever Bitcoin purchases occur. Strategy Buys 13,627 Bitcoin
- Positive Sentiment: An insider (director Carl J. Rickertsen) purchased 5,000 shares at ~$155.88, signaling confidence from management-level ownership and providing a supportive signal to investors. Insider Purchase Filing
- Positive Sentiment: Bitcoin’s recent rally (briefly above ~$92k amid macro headlines) lifts MSTR indirectly because the stock is highly correlated with BTC price — positive crypto momentum tends to lift demand for MSTR shares. Bitcoin Breaks $92K
- Neutral Sentiment: The company raised capital via a new equity issuance between Jan 5–11 to fund additional Bitcoin purchases — this enabled the BTC buy but also introduces factors (timing, pricing) investors should track. Equity Issuance to Expand BTC Holdings
- Neutral Sentiment: Analyst coverage remains mixed-to-positive (consensus around a “moderate buy” on average); some firms reaffirm buys despite price-target adjustments — useful context but not an immediate catalyst. Analyst Consensus
- Neutral Sentiment: Ownership structure: institutions hold ~46% and retail ~48% — that split can amplify moves (retail flows + institutional positioning) but is informational rather than directional by itself. Ownership Breakdown
- Negative Sentiment: Short interest was elevated at the end of December (≈34.7M shares, about 13.2% of float), reflecting substantial bearish positioning that can add selling pressure and volatility if sentiment turns negative. (Data reported Jan. 12.)
- Negative Sentiment: Equity issuance used to fund Bitcoin buys is dilutive over the long run; while it enables scaling BTC exposure, dilution and timing of buys vs. BTC price can weigh on per-share returns if Bitcoin reverses. Equity Issuance to Expand BTC Holdings
Wall Street Analysts Forecast Growth
MSTR has been the topic of several analyst reports. Weiss Ratings reaffirmed a "hold (c)" rating on shares of Strategy in a research report on Monday, December 29th. HC Wainwright lowered their target price on Strategy from $521.00 to $475.00 and set a "buy" rating on the stock in a research note on Monday, November 3rd. Benchmark reiterated a "buy" rating on shares of Strategy in a research report on Monday, December 1st. TD Cowen decreased their price target on Strategy from $620.00 to $535.00 and set a "buy" rating for the company in a report on Friday, October 31st. Finally, Citigroup lowered their price objective on Strategy from $485.00 to $325.00 and set a "buy" rating on the stock in a research report on Monday, December 22nd. One research analyst has rated the stock with a Strong Buy rating, thirteen have assigned a Buy rating and four have given a Hold rating to the stock. According to MarketBeat.com, the stock has a consensus rating of "Moderate Buy" and an average target price of $452.81.
Check Out Our Latest Report on MSTR
Hedge Funds Weigh In On Strategy
Large investors have recently bought and sold shares of the business. National Wealth Management Group LLC grew its holdings in Strategy by 4.4% in the fourth quarter. National Wealth Management Group LLC now owns 2,640 shares of the software maker's stock valued at $401,000 after purchasing an additional 112 shares during the period. TL Private Wealth purchased a new position in shares of Strategy during the 4th quarter valued at approximately $293,000. Daymark Wealth Partners LLC lifted its position in shares of Strategy by 20.3% during the 4th quarter. Daymark Wealth Partners LLC now owns 1,457 shares of the software maker's stock valued at $221,000 after buying an additional 246 shares in the last quarter. E. Ohman J or Asset Management AB acquired a new stake in Strategy in the 4th quarter valued at $1,408,000. Finally, Avanza Fonder AB purchased a new stake in Strategy in the 4th quarter worth $312,000. Institutional investors and hedge funds own 59.84% of the company's stock.
About Strategy
(
Get Free Report)
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.
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