MSTR
BEARISH
$137.41
Live
Strategy Inc · NASDAQ
Target $367.64
(+167.6%)
$104.17
52W Range
$457.22
At a glance
Key valuation, profitability, growth, and risk metrics.
Updated Apr 15, 2026
Market cap
$47.65B
P/E
N/A
ROE
-11.1%
Profit margin
N/A
Debt/Equity
0.16
Dividend yield
N/A
AI Analysis
AI-powered fundamental assessment
Confidence
95%
MSTR exhibits critical financial instability, highlighted by a Piotroski F-Score of 1/9, indicating severe deterioration in fundamental health. The company's operational performance is catastrophic, with an operating margin of -4401.61% and stagnant revenue growth of 1.90%. While the Price/Book ratio of 0.97 suggests the stock is trading near its asset value, the extreme Price/Sales ratio of 99.85 reveals a total disconnect between the company's software business and its market valuation. Despite a 'strong_buy' analyst consensus, the combination of heavy insider selling and a 0/100 technical trend suggests a high-risk profile.
Key Strengths
Strong liquidity with a Current Ratio of 5.62
Low Debt/Equity ratio of 0.16
Trading near book value (P/B 0.97)
High Gross Margin of 68.69%
High analyst target price ($367.64) suggesting speculative upside
Key Risks
Catastrophic operating margins (-4401.61%)
Severe earnings collapse (YoY EPS Growth -1316.8%)
Extreme valuation based on sales (P/S 99.85)
Consistent insider selling with zero buy transactions
Stagnant organic revenue growth (1.90%)
AI Fair Value Estimate
Based on comprehensive analysis
$130.0
-5.4% below current price
Performance Snowflake
Multi-dimensional analysis across 5 key categories
Overall
13
Weak
20
10
25
10
0
AI Verdict
Fundamental Failure
Key drivers: Piotroski F-Score 1/9, Extreme Operating Losses, Price/Sales Disconnect, Bearish Insider Sentiment
Confidence
90%
Value
20/100
Graham Number is N/A; valuation is driven by assets rather than earnings.
Positives
- P/B ratio is under 1.0
Watchpoints
- P/S ratio of 99.85 is unsustainable
- P/E is N/A due to losses
Future
10/100
Forward P/E of 3.78 appears unrealistic given historical EPS volatility.
Positives
- Positive revenue growth (marginal)
Watchpoints
- EPS growth is deeply negative
- Revenue growth (1.9%) is negligible for a tech firm
Past
25/100
Recent price action is heavily bearish.
Positives
- Strong 3Y and 5Y long-term returns
Watchpoints
- 1Y return is -55.9%
- Consistent earnings misses (1/4 beats in last 4 quarters)
Health
10/100
Altman Z-Score not provided, but F-Score is in the 'Weak' zone.
Positives
- High Current Ratio
- Low Debt/Equity
Watchpoints
- Piotroski F-Score of 1/9 indicates critical weakness
- Negative ROE and ROA
Dividend
0/100
Company does not pay dividends.
Positives
No standout positives identified.
Watchpoints
- No dividend yield
- 0/100 dividend strength
Stock Price & Analyst Targets
Real-time price movements and analyst price targets
Current Price
$137.41
Analyst Target
$367.64
Upside/Downside
+167.6%
Multi-Horizon Performance vs Peers
Price momentum across 5Y → 1W horizons for MSTR and closest competitors.
Updated 2026-04-14
| Company | 5Y | 3Y | 1Y | 6M | 1M | 1W |
|---|---|---|---|---|---|---|
|
MSTR
Strategy Inc
Primary
|
+85.7% | +311.7% | -55.9% | -54.3% | -6.8% | +11.1% |
|
ROP
Roper Technologies, Inc.
Peer
|
+13.4% | +4.9% | -19.9% | -22.6% | -10.1% | +0.6% |
|
NXPI
NXP Semiconductors N.V.
Peer
|
+43.1% | +19.3% | -10.3% | -6.4% | -9.3% | -3.6% |
|
ADSK
Autodesk, Inc.
Peer
|
-15.7% | +15.0% | -8.6% | -24.6% | -3.0% | 0.0% |
|
SNOW
Snowflake Inc.
Peer
|
-36.3% | -2.2% | +3.2% | -33.1% | -11.4% | -6.5% |
MST
Strategy Inc
Primary
5Y
+85.7%
3Y
+311.7%
1Y
-55.9%
6M
-54.3%
1M
-6.8%
1W
+11.1%
ROP
Roper Technologies, Inc.
Peer
5Y
+13.4%
3Y
+4.9%
1Y
-19.9%
6M
-22.6%
1M
-10.1%
1W
+0.6%
NXP
NXP Semiconductors N.V.
Peer
5Y
+43.1%
3Y
+19.3%
1Y
-10.3%
6M
-6.4%
1M
-9.3%
1W
-3.6%
ADS
Autodesk, Inc.
Peer
5Y
-15.7%
3Y
+15.0%
1Y
-8.6%
6M
-24.6%
1M
-3.0%
1W
0.0%
SNO
Snowflake Inc.
Peer
5Y
-36.3%
3Y
-2.2%
1Y
+3.2%
6M
-33.1%
1M
-11.4%
1W
-6.5%
Positive values indicate cumulative gains over the specified period. Comparables pulled from the same sector to highlight whether momentum is stock-specific or industry-wide.
Historical Performance Trends
Long-term financial metrics and growth patterns
Revenue & Net Income
Profit & Operating Margins
Return on Equity (ROE)
Quarterly Revenue Growth
Historical data shows last 12 quarters (3 years)
Valuation Metrics
Key valuation ratios and pricing indicators
P/E Ratio
N/A
Forward P/E
3.78
PEG Ratio
N/A
P/B Ratio
0.97
P/S Ratio
99.85
EV/Revenue
123.06
EV/EBITDA
-10.79
Market Cap
$47.65B
Profitability
Profit margins and return metrics
Profit Margin
N/A
Operating Margin
-4401.61%
Gross Margin
68.69%
ROE
-11.11%
ROA
-7.78%
Growth
Revenue and earnings growth rates
Revenue Growth
+1.9%
Earnings Growth
N/A
Q/Q Revenue Growth
+1.9%
Q/Q Earnings Growth
N/A
Financial Health
Balance sheet strength and liquidity metrics
Debt/Equity
0.16
Low debt
Current Ratio
5.62
Strong
Quick Ratio
5.52
Excellent
Cash/Share
$6.9
Financial Statement Flow
Interactive flow visualization showing how money moves through the company Q4 2025
Revenue
$0.1B
Gross Margin
66.1%
Op. Margin
-8.1%
Net Margin
-10112.1%
Total Assets
$61.6B
Liabilities
$10.6B
Equity
$51.0B
Debt/Equity
0.21x
Operating CF
$-0.0B
CapEx
$-3.1B
Free Cash Flow
$-3.1B
FCF Yield
14408%
Quarterly Earnings History
EPS performance vs analyst estimates
2026-05-05
$N/A
2026-02-05
$-42.93
-104.5% surprise
2025-10-30
$8.42
-12.9% surprise
2025-07-31
$32.52
+51.4% surprise
Technology Sector Comparison
Comparing MSTR against 383 companies in the Technology sector
(32 bullish, 137 neutral, 214 bearish)
Return on Equity (ROE)
-11.11%
This Stock
vs
-35.13%
Sector Avg
-68.4%
(Below Avg)
Debt to Equity
0.16
This Stock
vs
0.67
Sector Avg
-76.0%
(Less Debt)
Revenue Growth
1.9%
This Stock
vs
6431.4%
Sector Avg
-100.0%
(Slower)
Current Ratio
5.62
This Stock
vs
3.83
Sector Avg
+46.6%
(Stronger)
Similar Companies
Peer comparison within the same industry
| Company | AI Rating | Market Cap | P/E | ROE | Profit Margin | Price | |
|---|---|---|---|---|---|---|---|
|
MSTR
Strategy Inc
|
BEARISH | $47.65B | - | -11.1% | -% | $137.41 | |
|
ROP
Roper Technologies, Inc.
|
BULLISH | $48.38B | 30.96 | 8.2% | 20.3% | $449.5 | Compare |
|
NXPI
NXP Semiconductors N.V.
|
BULLISH | $50.64B | 24.39 | 20.9% | 17.1% | $197.1 | Compare |
|
ADSK
Autodesk, Inc.
|
NEUTRAL | $50.75B | 45.77 | 39.7% | 15.6% | $239.4 | Compare |
|
SNOW
Snowflake Inc.
|
BEARISH | $52.14B | - | -53.9% | -28.4% | $150.82 | Compare |
MSTR
Strategy Inc
BEARISH
Mkt Cap
$47.6B
P/E
-
ROE
-11.1%
Price
$137.41
Recent Insider Trading
Insider buy and sell transactions from the last 6 months
| Date | Insider | Position | Transaction | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-09 | PATTEN JARROD MICHAEL | Director | Sale | 1,900 | $248,105 |
| 2026-04-09 | PATTEN JARROD MICHAEL | Director | Option Exercise | 1,900 | $35,443 |
| 2026-04-08 | PATTEN JARROD MICHAEL | Director | Sale | 2,100 | $270,654 |
| 2026-04-08 | PATTEN JARROD MICHAEL | Director | Option Exercise | 2,100 | $39,173 |
| 2026-04-01 | PATTEN JARROD MICHAEL | Director | Sale | 1,400 | $172,653 |
| 2026-04-01 | PATTEN JARROD MICHAEL | Director | Option Exercise | 1,400 | $26,116 |
| 2026-03-30 | PATTEN JARROD MICHAEL | Director | Sale | 700 | $89,628 |
| 2026-03-30 | PATTEN JARROD MICHAEL | Director | Option Exercise | 700 | $13,058 |
| 2026-03-26 | PATTEN JARROD MICHAEL | Director | Sale | 700 | $96,159 |
| 2026-03-26 | PATTEN JARROD MICHAEL | Director | Option Exercise | 700 | $13,058 |
| 2026-03-24 | MONTGOMERY JEANINE J. | Officer | Sale | 470 | $65,016 |
| 2026-03-24 | LE PHONG QUOC | Chief Executive Officer | Sale | 3,299 | $456,362 |
| 2026-03-24 | KANG ANDREW | Chief Financial Officer | Sale | 2,373 | $328,266 |
| 2026-03-23 | MONTGOMERY JEANINE J. | Officer | Stock Award | 1,560 | - |
| 2026-03-23 | LE PHONG QUOC | Chief Executive Officer | Stock Award | 7,320 | - |
PATTEN JARROD MICHAEL
Director
2026-04-09
1,900 shares
·
$248,105
PATTEN JARROD MICHAEL
Director
2026-04-09
1,900 shares
·
$35,443
PATTEN JARROD MICHAEL
Director
2026-04-08
2,100 shares
·
$270,654
PATTEN JARROD MICHAEL
Director
2026-04-08
2,100 shares
·
$39,173
PATTEN JARROD MICHAEL
Director
2026-04-01
1,400 shares
·
$172,653
PATTEN JARROD MICHAEL
Director
2026-04-01
1,400 shares
·
$26,116
PATTEN JARROD MICHAEL
Director
2026-03-30
700 shares
·
$89,628
PATTEN JARROD MICHAEL
Director
2026-03-30
700 shares
·
$13,058
PATTEN JARROD MICHAEL
Director
2026-03-26
700 shares
·
$96,159
PATTEN JARROD MICHAEL
Director
2026-03-26
700 shares
·
$13,058
MONTGOMERY JEANINE J.
Officer
2026-03-24
470 shares
·
$65,016
LE PHONG QUOC
Chief Executive Officer
2026-03-24
3,299 shares
·
$456,362
KANG ANDREW
Chief Financial Officer
2026-03-24
2,373 shares
·
$328,266
MONTGOMERY JEANINE J.
Officer
2026-03-23
1,560 shares
LE PHONG QUOC
Chief Executive Officer
2026-03-23
7,320 shares
Insider transactions can signal confidence or concerns about company prospects
Wall Street Analysts
Professional analyst ratings and price targets
Consensus
STRONG_BUY
14 analysts
TD Cowen
2026-04-10
Buy
Buy
BTIG
2026-04-08
Buy
Buy
Citigroup
2026-03-18
Buy
Buy
B. Riley Securities
2026-03-10
Neutral
Buy
BTIG
2026-03-06
Buy
Buy
Mizuho
2026-02-17
Outperform
Outperform
Cantor Fitzgerald
2026-02-09
Overweight
Overweight
BTIG
2026-02-06
Buy
Buy
Canaccord Genuity
2026-02-04
Buy
Buy
Mizuho
2026-01-16
Outperform
Outperform
Past News Coverage
Recent headlines mentioning MSTR from our newsroom.
Newest → oldest
No matching news yet.