MSTR · Strategy Inc Common Stock Class A

NASDAQ NMS - GLOBAL MARKET - Real Time Price • USD

Strategy Inc (MSTR)

NASDAQ NMS - GLOBAL MARKET Technology
Options chain →
$132.32 +9.14 (+7.42%)
Market open
DAY'S RANGE $132.32
$127.70 $132.89
52-WEEK RANGE $132.32
$81.81 $365.21

What's happening

  • MSTR is up 7.42% today, trading at $132.32. — Live quote
  • Volume today (150,287) is well below its 3-month average of 21,062,990. (Finnhub fundamentals)
  • Last quarter's EPS missed estimates: $-24.77 actual vs. $-7.67 estimated (-223.0%). (Finnhub earnings history)

Deterministic template sentences filled in from the same sourced figures shown elsewhere on this page -- not an AI-written summary, no live model call.

Key Statistics

Market Cap$47.33B
P/E (TTM1)
EPS2 (TTM)$-94.32
Div Yield
Beta33.65
Volume150,287
Open128.09
Prev Close123.18
Bid / Ask124.22 / 137.12
Next Earnings 2026-10-28

Analyst Recommendations

Strong buy 6 Buy 17 Hold 3 Sell 0 Strong sell 0

Aggregate ratings for 2026-09-01 (26 analysts polled by Finnhub) — consensus count.

Performance Overview (Trailing returns vs S&P 500 benchmark)

YTD RETURN
MSTR -18.93%
vs S&P 500 -31.13%
1-YEAR RETURN
MSTR -62.70%
vs S&P 500 -81.56%
6-MONTH RETURN
MSTR -4.87%
3-MONTH RETURN
MSTR -9.47%

Valuation Measures & Ratios

Enterprise Value4$42.44B
Forward P/E5
PEG Ratio6
Price / Sales (TTM1)75.14
Price / Book70.69
EV4 / Revenue85.17
EV4 / EBITDA3.86
Profit Margin-6102.96%
Operating Margin-7272.53%
Return on Equity (ROE8)-60.79%
Return on Assets (ROA9)-50.25%
Avg Volume (3M)21,062,990
Quarterly history (5 periods)
Measure Jun '26Mar '26Sep '25Jun '25Mar '25
Market cap $29.22B $40.94B $106.59B $124.27B $73.72B
P/E -3.67 -10.35 13.46 25.93 -13.83
Price/Sales 59.66 85.56
Price/Book 0.95 1.12 2.04 2.62 2.29
EV/Revenue 69.86 98.07
EV/EBITDA -7.06 -19.23
ROE -25.76% -10.79% 15.13% 10.09% -16.54%
ROA -15.14% -7.29% 10.75% 7.40% -12.14%

Trailing-twelve-month ratios computed from SEC EDGAR quarterly figures and historical daily close prices (Alpaca). Diluted shares are derived from Net income ÷ EPS (diluted) for each quarter, not separately reported. Forward P/E and PEG aren't shown here — both need historical analyst-consensus estimates, which no free source provides; see the current-period figures above instead.

Glossary — what these abbreviations mean
1. TTM
Trailing twelve months — the sum of the last four reported quarters, not a calendar year or the single latest quarter.
2. EPS
Earnings per share — net income divided by diluted shares outstanding.
3. Beta
A stock's historical volatility relative to the overall market. Above 1 means it has moved more than the market; below 1, less.
4. EV (Enterprise Value)
Market cap plus total debt minus cash — roughly what it would cost to buy the whole company, debt included.
5. Forward P/E
Price divided by analysts' estimated earnings for the next 12 months, instead of trailing actual earnings.
6. PEG Ratio
P/E divided by expected earnings growth rate. A lower number can indicate a stock is cheap relative to how fast it's expected to grow.
7. Price / Book
Share price divided by book value (assets minus liabilities) per share.
8. ROE
Return on equity — net income divided by shareholders' equity, a measure of how efficiently a company turns equity into profit.
9. ROA
Return on assets — net income divided by total assets, a measure of how efficiently a company turns assets into profit.
10. MRQ
Most recent quarter — the single latest reported period, as opposed to TTM. The Financials section's "Quarterly" view below shows MRQ-style figures.
11. YoY
Year over year — percent change versus the same period one year earlier, used for growth figures like those on Compare cards and the Screener.

Short Interest

Shares Short31,879,835
Change from Prior Settlement-1.85%
% of Float
Days to Cover (Short Ratio)2.05

Source: FINRA Rule 4560 consolidated short interest, settlement date 2026-08-14. Reported bi-monthly with a reporting lag — not real-time.

Quotes and the 1-day extended-hours chart: Yahoo Finance. Longer historical charts: Alpaca (IEX feed) — real-time but IEX-only volume (~2.5% of consolidated market volume). Fundamentals + earnings: Finnhub.

Price history

Events

Drag horizontally to zoom into a section; use Reset view to restore all observations.

Technical signal summary

Calculating from the latest year of daily price history…

Calculating…
Show Technical Analysis Breakdown ▾ 10 Indicators

Signals describe daily price patterns—not the company’s value and not a recommendation to buy or sell. Read several together; no single indicator predicts what happens next. “Overbought” and “oversold” are conditions, not promises of a reversal.

Indicators None active

Add lines over the price chart or a panel below it. Your choices are saved on this device.

Starter sets
Trend
Oscillators
Volume/volatility
Loading chart…

Free IEX historical data only goes back to ~2021 — 5Y/Full show whatever's actually available, not a promise of that much history. Indicators are computed client-side from these same price bars; earnings markers ("E") come from Finnhub's free tier (~last 4 quarters + next upcoming) — older quarters aren't available. The move-highlight dots are a heuristic (|% change| vs rolling volatility) with a best-effort headline lookup, not a claim of causation.

Peer and sector context

No reviewed peer group is available for this symbol.

Balanced evidence

A deterministic summary of sourced facts—not an AI verdict.

Potential strengths

  • Revenue growth is 6.9% on the provider's reported measure. Finnhub fundamentals ↗
  • Latest SEC filing is Form 8-K, filed 2026-09-01; review it for current changes and risks. SEC EDGAR ↗

Potential concerns

Rule-based facts only; absence from either side is not evidence, and this is not a recommendation.

Financials

Income statement

Line item Jun '26Mar '26Sep '25Jun '25Mar '25Dec '24Sep '24Jun '24
Revenue $122.4M $124.3M $128.7M $114.5M $111.1M $116.1M $111.4M
Gross profit $81.5M $83.4M $90.7M $78.7M $77.1M $81.7M $80.5M
Operating income -$8.33B -$14.47B $3.89B $14.03B -$5.92B -$432.6M -$200.3M
Net income -$8.22B -$12.54B $2.79B $10.02B -$4.22B -$670.8M -$340.2M -$102.6M
EPS (diluted) $-24.45 $-38.25 $8.42 $32.60 $-16.49 $-1.72 $-0.57
EPS (basic) $-24.45 $-38.25 $9.30 $36.23 $-16.49 $-1.72 $-0.57

Balance sheet

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Jan '25Dec '24
Total assets $52.56B $54.27B $61.64B $73.62B $64.77B $43.92B $25.84B
Total liabilities $7.24B $8.63B $10.60B $15.50B $14.40B $10.39B $7.61B
Stockholders' equity $30.89B $36.65B $44.12B $52.33B $47.48B $32.22B $30.98B
Total current assets $2.67B $2.39B $2.56B $214.0M $213.5M $203.6M $252.3M
Total current liabilities $495.1M $395.1M $456.5M $324.1M $314.6M $308.7M $355.4M
Cash & equivalents $1.71B $2.21B $2.30B $54.3M $50.1M $60.3M $38.1M

Cash flow

Line item Jun '26Mar '26Dec '25Sep '25Jun '25Mar '25Dec '24Sep '24
Operating cash flow -$4.1M $14.0M -$21.6M -$8.3M -$34.9M -$2.4M -$17.3M -$41.0M
Investing cash flow -$7.11B -$7.25B -$3.09B -$4.96B -$6.79B -$7.67B -$18.08B -$1.58B
Financing cash flow $6.62B $7.15B $5.37B $4.97B $6.81B $7.69B $18.09B $1.59B
Free cash flow -$5.9M $13.0M -$22.2M -$11.1M -$37.0M -$5.1M -$17.6M -$41.4M
Capital expenditures $1.8M $952.0K $584.0K $2.8M $2.1M $2.7M $284.0K $426.0K
Depreciation & amortization $12.4M $8.8M $5.6M $4.2M $9.1M $6.6M $5.1M $6.0M

Source: SEC EDGAR XBRL filings (10-Q/10-K), as originally tagged by the company. Quarterly cash flow is reconstructed by de-cumulating fiscal-year-to-date figures (how cash flow is tagged in 10-Qs); other quarterly lines are reported directly.

Institutional holders

SEC Form 13F filers holding MSTR as of the latest reported quarter. 13F only covers investment managers with $100M+ in assets — this is not a complete ownership picture, and does not include insiders (see Recent SEC filings below) or non-13F-eligible holders.

Source: Business Quant SEC Form 13F · report period 2026-06-30 · 31 filers

Held by These Filers48.2%
Shares Outstanding352,534,000
FilerSharesValue% OutQtr ChangeFiled
Capital International Investors 34,902,002 $3.03B 9.90% +11.0% 2026-08-07
BlackRock, Inc. 19,394,284 $1.69B 5.50% +9.2% 2026-08-07
VANGUARD PORTFOLIO MANAGEMENT LLC 15,353,408 $1.33B 4.36% +4.1% 2026-06-30
VANGUARD CAPITAL MANAGEMENT LLC 14,938,599 $1.30B 4.24% +6.1% 2026-06-30
Invesco Ltd. 9,340,682 $812.0M 2.65% +338.1% 2026-08-13
Morgan Stanley 9,330,454 $811.1M 2.65% +0.5% 2026-08-11
State Street Corp 7,527,561 $654.4M 2.14% +7.2% 2026-08-07
Goldman Sachs Group Inc 5,810,162 $505.1M 1.65% +225.2% 2026-08-14
UBS Group AG 4,943,411 $429.7M 1.40% -21.7% 2026-08-13
GEODE CAPITAL MANAGEMENT, LLC 4,606,751 $399.3M 1.31% -1.1% 2026-08-12
Capital World Investors 4,310,934 $374.8M 1.22% +0.7% 2026-08-07
NORGES BANK 3,979,476 $345.9M 1.13% +0.0% 2026-08-12
Harvest Portfolios Group Inc. 3,121,927 $271.4M 0.89% +16.5% 2026-08-13
Capital Research Global Investors 2,993,437 $260.3M 0.85% -60.7% 2026-08-07
JANE STREET GROUP, LLC 2,677,622 $232.8M 0.76% +1176.1% 2026-08-14
RENAISSANCE TECHNOLOGIES LLC 2,553,692 $222.0M 0.72% +19.8% 2026-08-13
SUSQUEHANNA INTERNATIONAL GROUP, LLP 2,520,930 $219.1M 0.72% +96.5% 2026-08-14
VANGUARD FIDUCIARY TRUST CO 2,094,345 $182.1M 0.59% +7.4% 2026-06-30
Wells Fargo & Company/Mn 1,994,253 $173.4M 0.57% +174.7% 2026-08-14
Northern Trust Corp 1,831,554 $159.2M 0.52% +3.9% 2026-08-12
CHARLES SCHWAB INVESTMENT MANAGEMENT INC 1,795,815 $156.1M 0.51% +15.4% 2026-08-14
Sixth Street Partners Management Company, L.P. 1,795,815 $156.1M 0.51% +0.0% 2026-08-13
Clear Street Group Inc. 1,554,968 $135.2M 0.44% +21.1% 2026-08-04
Marex Group Ltd 1,471,629 $127.9M 0.42% -56.9% 2026-08-14
Legal & General Group Plc 1,420,987 $123.5M 0.40% +3.5% 2026-08-14

Insider activity

Directors, officers, and 10%+ owners' reported transactions from SEC Form 4. A filing reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR Form 4 filings · checked 25 most recent filings · covers 2026-05-22 to 2026-08-27

Recent transactions

  • Insiders have net sold 166,009 shares over the last 182 days, across 5 purchases and 60 sales.
  • Most recent: Patten Jarrod M (Reporting person) — Option exercise of 1,850 shares on 2026-08-27.

Deterministic template sentences filled in from the SEC Form 4 figures in the tables below -- not an AI-written summary, no live model call.

Insider purchases & sales, last 6 months

Purchases (open market)11,166 sh(5 txns)
Sales (open market)177,175 sh(60 txns)
Net Shares-166,009

Counts only open-market purchases (code P) and sales (code S) — grants, option exercises, tax withholding, and gifts are excluded since they aren't a market buy/sell decision.

Insider roster

NameTitleMost Recent TransactionDateShares
Patten Jarrod MReporting personOption exercise2026-08-271,850
Le PhongPresident & CEOOpen market purchase2026-06-2211,000
Chow Thomas C.EVP & General CounselOpen market purchase2026-06-16100
Kang AndrewEVP & CFOOpen market sale2026-06-091,019
Montgomery JeanineVP & CAOOpen market sale2026-06-09185
WINIARSKI GREGGReporting personOption exercise2026-05-31406
RICKERTSEN CARL JReporting personOption exercise2026-05-31406
GRAHAM STEPHEN XReporting personOption exercise2026-05-31406
Dietze Jane AReporting personOption exercise2026-05-31406
BROOKS BRIAN PReporting personOption exercise2026-05-31406

Recent transactions

DateInsiderTitleTransactionSharesPrice
2026-08-27Patten Jarrod MReporting personOption exercise 1,850$18.24
2026-08-27Patten Jarrod MReporting personOpen market sale 925$129.00
2026-08-27Patten Jarrod MReporting personOpen market sale 925$131.00
2026-08-25Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-25Patten Jarrod MReporting personOpen market sale 925$124.00
2026-08-25Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-25Patten Jarrod MReporting personOpen market sale 925$125.00
2026-08-25Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-25Patten Jarrod MReporting personOpen market sale 925$127.00
2026-08-24Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-24Patten Jarrod MReporting personOpen market sale 925$122.34
2026-08-07Patten Jarrod MReporting personOption exercise 1,950$18.24
2026-08-07Patten Jarrod MReporting personOpen market sale 1,950$101.50
2026-08-07Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-07Patten Jarrod MReporting personOpen market sale 925$102.69
2026-08-07Patten Jarrod MReporting personOption exercise 925$18.24
2026-08-07Patten Jarrod MReporting personOpen market sale 925$104.03
2026-07-27Patten Jarrod MReporting personOption exercise 1,950$18.24
2026-07-27Patten Jarrod MReporting personOpen market sale 1,950$98.48
2026-07-24Patten Jarrod MReporting personOption exercise 1,950$18.24
2026-07-24Patten Jarrod MReporting personOpen market sale 1,950$92.45
2026-07-22Patten Jarrod MReporting personOption exercise 1,250$18.24
2026-07-22Patten Jarrod MReporting personOpen market sale 1,250$100.00
2026-06-23Patten Jarrod MReporting personOption exercise 1,500$18.24
2026-06-23Patten Jarrod MReporting personOpen market sale 1,500$106.08
2026-06-22Le PhongPresident & CEOOpen market purchase 11,000$90.80
2026-06-17Patten Jarrod MReporting personOption exercise 1,500$18.24
2026-06-17Patten Jarrod MReporting personOpen market sale 1,500$121.31
2026-06-16Chow Thomas C.EVP & General CounselOpen market purchase 100$92.71
2026-06-16Chow Thomas C.EVP & General CounselOpen market purchase 11$66.10
2026-06-15Patten Jarrod MReporting personOption exercise 1,500$18.24
2026-06-15Patten Jarrod MReporting personOpen market sale 1,500$133.97
2026-06-09Le PhongPresident & CEOOpen market sale 2,888$123.38
2026-06-09Le PhongPresident & CEOOpen market sale 2,579$124.33
2026-06-09Le PhongPresident & CEOOpen market sale 55$124.88
2026-06-09Kang AndrewEVP & CFOOpen market sale 1,019$123.38
2026-06-09Kang AndrewEVP & CFOOpen market sale 910$124.33
2026-06-09Kang AndrewEVP & CFOOpen market sale 20$124.88
2026-06-09Montgomery JeanineVP & CAOOpen market sale 185$123.38
2026-06-09Montgomery JeanineVP & CAOOpen market sale 165$124.33
2026-06-09Montgomery JeanineVP & CAOOpen market sale 4$124.88
2026-06-08Le PhongPresident & CEOOption exercise 11,920
2026-06-08Kang AndrewEVP & CFOOption exercise 4,260
2026-06-08Montgomery JeanineVP & CAOOption exercise 1,140
2026-06-05Le PhongPresident & CEOOpen market sale 1,650$114.79
2026-06-05Le PhongPresident & CEOOpen market sale 10,719$115.35
2026-06-05Le PhongPresident & CEOOpen market sale 13,149$116.57
2026-06-05Le PhongPresident & CEOOpen market sale 15,892$117.53
2026-06-05Le PhongPresident & CEOOpen market sale 15,954$118.59
2026-06-05Le PhongPresident & CEOOpen market sale 16,303$119.53
2026-06-05Le PhongPresident & CEOOpen market sale 3,858$120.22
2026-06-05Le PhongPresident & CEOOpen market sale 1,171$121.59
2026-06-05Le PhongPresident & CEOOpen market sale 5,882$122.55
2026-06-05Le PhongPresident & CEOOpen market sale 3,743$123.39
2026-06-05Le PhongPresident & CEOOpen market sale 5,144$124.24
2026-06-05Le PhongPresident & CEOOpen market sale 273$125.14
2026-06-05Kang AndrewEVP & CFOOpen market sale 582$114.79
2026-06-05Kang AndrewEVP & CFOOpen market sale 3,781$115.35
2026-06-05Kang AndrewEVP & CFOOpen market sale 4,638$116.57
2026-06-05Kang AndrewEVP & CFOOpen market sale 5,605$117.53

Showing the most recent 60 transactions.

Recent SEC filings

Official company reports and insider transaction filings. Form 4 reports a transaction; it does not by itself explain why it happened.

Source: SEC EDGAR submissions · updated 2026-09-03 13:51 UTC

FiledFormReport periodOfficial filing
2026-09-018-K2026-08-31 View on SEC.gov →
2026-08-3142026-08-27 View on SEC.gov →
2026-08-318-K2026-08-31 View on SEC.gov →
2026-08-2642026-08-24 View on SEC.gov →
2026-08-248-K2026-08-24 View on SEC.gov →
2026-08-178-K2026-08-17 View on SEC.gov →
2026-08-1042026-08-07 View on SEC.gov →
2026-08-108-K2026-08-10 View on SEC.gov →
2026-08-0310-Q2026-06-30 View on SEC.gov →
2026-08-038-K2026-08-03 View on SEC.gov →
2026-07-308-K2026-07-30 View on SEC.gov →
2026-07-2842026-07-24 View on SEC.gov →

Headlines about MSTR (Strategy Inc Common Stock Class A). Links open the publisher — we don’t host full articles.

SEC filings ↓

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