Analysts Issue Forecasts for Strategy FY2027 Earnings

Strategy Inc (NASDAQ:MSTR) – Investment analysts at HC Wainwright issued their FY2027 earnings per share (EPS) estimates for Strategy in a report issued on Friday, October 30th. HC Wainwright analyst M. Colonnese forecasts that the software maker will post earnings per share of $49.63 for the year. HC Wainwright has a “Buy” rating and a $250.00 price target on the stock. The consensus estimate for Strategy’s current full-year earnings is ($15.60) per share.

MSTR has been the topic of a number of other research reports. UBS Group reiterated a “buy” rating on shares of Strategy in a research note on Friday, July 31st. Benchmark restated a “buy” rating and issued a $435.00 price objective (down from $570.00) on shares of Strategy in a research note on Monday, July 27th. Canaccord Genuity Group raised their price objective on shares of Strategy from $175.00 to $179.00 and gave the stock a “buy” rating in a report on Tuesday, September 8th. Barclays reiterated an “overweight” rating and set a $175.00 target price (up from $160.00) on shares of Strategy in a research report on Friday, October 9th. Finally, Sanford C. Bernstein reissued an “outperform” rating and issued a $350.00 target price (down from $450.00) on shares of Strategy in a research note on Wednesday, August 26th. Two investment analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating, two have issued a Hold rating and one has assigned a Sell rating to the company. According to data from MarketBeat, the stock presently has a consensus rating of “Moderate Buy” and an average target price of $245.86.

Strategy Stock Performance

Shares of NASDAQ MSTR opened at $130.76 on Monday. The business has a fifty day simple moving average of $143.90 and a 200 day simple moving average of $134.30. The company has a current ratio of 5.39, a quick ratio of 5.39 and a debt-to-equity ratio of 0.22. The firm has a market capitalization of $50.24 billion, a price-to-earnings ratio of -2.15 and a beta of 3.56. Strategy has a one year low of $81.81 and a one year high of $270.36.

Strategy (NASDAQ:MSTR) last issued its quarterly earnings results on Thursday, October 29th. The software maker reported $44.75 earnings per share (EPS) for the quarter, beating the consensus estimate of $20.19 by $24.56. Strategy had a negative return on equity of 74.18% and a negative net margin of 6,102.95%. The firm had revenue of $125.43 million for the quarter, compared to analyst estimates of $127.76 million. During the same period in the previous year, the company posted $8.42 earnings per share. The company’s quarterly revenue was down 2.5% compared to the same quarter last year.

Institutional Inflows and Outflows

Hedge funds and other institutional investors have recently made changes to their positions in the stock. International Assets Investment Management LLC raised its stake in shares of Strategy by 45.3% during the third quarter. International Assets Investment Management LLC now owns 3,171 shares of the software maker’s stock worth $509,000 after buying an additional 989 shares during the last quarter. Waldron Private Wealth LLC acquired a new stake in Strategy in the third quarter worth $230,000. Alta Advisers Ltd bought a new position in Strategy during the third quarter worth about $368,000. Principle Wealth Partners LLC lifted its stake in Strategy by 29.8% in the third quarter. Principle Wealth Partners LLC now owns 4,896 shares of the software maker’s stock valued at $750,000 after buying an additional 1,125 shares in the last quarter. Finally, Claro Advisors Inc. bought a new stake in shares of Strategy in the third quarter valued at about $301,000. 59.84% of the stock is owned by institutional investors.

Insider Buying and Selling

In other Strategy news, Director Jarrod Patten sold 1,350 shares of the company’s stock in a transaction on Friday, October 9th. The stock was sold at an average price of $156.16, for a total value of $210,816.00. Following the sale, the director directly owned 28,406 shares in the company, valued at $4,435,880.96. This represents a 4.54% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available at this hyperlink. Over the last quarter, insiders sold 10,200 shares of company stock valued at $1,443,356. 5.40% of the stock is owned by insiders.

Key Stories Impacting Strategy

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Strategy purchased 811 Bitcoin for approximately $65.5 million at an average price of $80,846, bringing its holdings to 849,327 BTC. The purchase reinforces Michael Saylor’s commitment to expanding the company’s Bitcoin treasury and likely helped support the stock. Strategy Buys 811 Bitcoin for $65.5M as Reserve Reaches $4.9B
• Positive Sentiment: The Q3 earnings call highlighted plans to accelerate Bitcoin accumulation through preferred securities, stronger liquidity and expansion of Strategy’s digital-credit business. Management’s broader financing strategy may improve access to capital for future purchases. Strategy Earnings Call Highlights Bitcoin and Credit Growth
• Positive Sentiment: Strategy repurchased approximately $208.2 million of its STRC preferred stock, a move that could reduce preferred-share obligations and support the capital structure. Analysts also maintained bullish views, including a reiterated “Buy” rating from BTIG.
• Neutral Sentiment: The company sold 1.18 million common shares for $164 million, using proceeds for Bitcoin purchases and cash reserves. The fundraising strengthens liquidity but increases the number of shares outstanding.
• Neutral Sentiment: Strategy’s reported Q3 results benefited substantially from unrealized Bitcoin gains, while revenue declined year over year. Investors are therefore likely to focus more on Bitcoin prices, financing access and asset coverage than on the software business alone.
• Negative Sentiment: Bitcoin-linked equities experienced a difficult October, and higher Treasury yields have reduced demand for riskier assets. Continued cryptocurrency weakness or further ETF outflows could pressure MSTR because of its high sensitivity to Bitcoin prices. Strategy’s Michael Saylor Blames These 3 Factors for Bitcoin’s Recent Sluggish Performance

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.