DashboardPortfoliosWatchlistCommunityDiscoverScreener
  • Community
  • /
  • United States
  • /
  • Software
Author Program NEWCreate Narrative
MSTR logo

Strategy Inc Stock Price

NasdaqGS:MSTR Community·US$52.5b Market Cap
  • 6 Narratives written by author
  • 16 Comments on narratives written by author
  • 786 Fair Values set on narratives written by author
Author Program NEWCreate Narrative

MSTR Share Price Performance

US$132.70
-193.75 (-59.35%)
​
US$663.00
Fair Value
US$132.70
-193.75 (-59.35%)
80.0% undervalued intrinsic discount
US$663.00
Fair Value
Price US$132.70
BlackGoat US$663.00
AnalystHighTarget US$705.00
KwakwaBull US$425.27
Thu, 5 Feb 26
Fair ValueUS$663.00
Share Pricen/a

MSTR Community Narratives

BL
BlackGoat
BlackGoat's
Fair Value
·
Fair Value US$663 80.0% undervalued intrinsic discount

MicroStrategy: Volatile Gamble or Golden Opportunity?

39users have liked this narrative
16users have commented on this narrative
254users have followed this narrative
AN
AnalystHighTarget
AnalystHighTarget's
Fair Value
·
Fair Value US$705 81.2% undervalued intrinsic discount

Bitcoin Adoption And Regulatory Normalization Will Drive Massive Long Term Earnings Power

7users have liked this narrative
0users have commented on this narrative
33users have followed this narrative
KW
KwakwaBull
KwakwaBull's
Fair Value
·
Fair Value US$425.27 68.8% undervalued intrinsic discount

Will the old rules break the new assets like MSTR?

0users have liked this narrative
0users have commented on this narrative
22users have followed this narrative
MSTR logo
Strategy
68.8% undervalued intrinsic discount

Will the old rules break the new assets like MSTR?

View narrative
KW
KwakwaBull
KwakwaBull
Published 23 Nov 2025
Read Narrative
MSTR logo
Strategy
80.0% undervalued intrinsic discount

MicroStrategy: Volatile Gamble or Golden Opportunity?

View narrative
BL
BlackGoat
Recommended Voice
BlackGoat
Updated 7 Jul 2025
Read Narrative
MSTR logo
Strategy
97.3% undervalued intrinsic discount

Mainstream Bitcoin Adoption

View narrative
DE
dedhiaa
Published 27 Apr 2024
Read Narrative
MSTR logo
Strategy
75.8% undervalued intrinsic discount

MicroStrategy to Boost Stock Price with New Convertible Preferred Stock

View narrative
M_
M_Kabesh
M_Kabesh
Published 2 Feb 2025
Read Narrative
MSTR logo
Strategy
6.2% overvalued intrinsic discount
New

Bitcoin-Centric Credit Expansion Will Shape Volatile Yet Enduring Long-Term Outcomes

View narrative
AN
AnalystLowTarget
AnalystLowTarget
Published 9 Sep
Read Narrative
MSTR logo
Strategy
81.2% undervalued intrinsic discount

Bitcoin Adoption And Regulatory Normalization Will Drive Massive Long Term Earnings Power

View narrative
AN
AnalystHighTarget
AnalystHighTarget
Published 7 Dec 2025
Read Narrative

Trending Discussion

MA
MSTR logo

I noticed your 2024 modeling essentially nails the MSTR price at the current Bitcoin price. Well done!

0
|
0

Recently Updated Narratives

KW
KwakwaBull
MSTR logo

Will the old rules break the new assets like MSTR?

Fair Value: US$425.27 68.8% undervalued intrinsic discount
22 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative
BL
BlackGoat
MSTR logo

MicroStrategy: Volatile Gamble or Golden Opportunity?

Fair Value: US$663 80.0% undervalued intrinsic discount
254 fair values setusers have set this as their fair value
16 commentsusers have commented on this narrative
6 likesusers have liked this narrative
M_
M_Kabesh
MSTR logo

MicroStrategy to Boost Stock Price with New Convertible Preferred Stock

Fair Value: US$549.36 75.8% undervalued intrinsic discount
29 fair values setusers have set this as their fair value
0 commentsusers have commented on this narrative
0 likesusers have liked this narrative

Snowflake Analysis

Excellent balance sheet with moderate growth potential.

2 Risks
1 Reward
View Full Analysis

Strategy Inc Key Details

US$498.3m

Revenue

US$161.5m

Cost of Revenue

US$336.9m

Gross Profit

US$31.7b

Other Expenses

-US$31.4b

Earnings

Last Reported Earnings
Jun 30, 2026
Next Reporting Earnings
n/a
-81.64
67.60%
-6,294.24%
14.8%
View Full Analysis

About MSTR

Founded
1989
Employees
1539
CEO
Phong Le
WebsiteView website
www.strategy.com

Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making. In addition, the company provides Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.

Recent MSTR News & Updates

Seeking Alpha • Sep 03

Strategy: This May Be The Start Of The Next Bitcoin Bull Market

Summary Strategy (MSTR) remains my preferred BTC exposure, currently at 10% NAV, with a disciplined rebalancing strategy through cycles. I believe the next BTC bull market has likely started, supported by technical channels and improved sentiment from institutional ownership. The upcoming Senate vote on the CLARITY Act is a critical near-term catalyst for BTC and MSTR, potentially boosting mainstream adoption. Should the CLARITY Act advance, I expect a surge in BTC sentiment; failure would likely cause moderate near-term compression. Read the full article on Seeking Alpha

Recent updates

No updates

Strategy Inc Competitors

ORCL logo

Oracle

Symbol: NYSE:ORCL
Market cap: US$468.1b
PLTR logo

Palantir Technologies

Symbol: NasdaqGS:PLTR
Market cap: US$409.2b
PANW logo

Palo Alto Networks

Symbol: NasdaqGS:PANW
Market cap: US$274.6b
IBM logo

International Business Machines

Symbol: NYSE:IBM
Market cap: US$218.7b
View more competitors

Make Better Investing Decisions Anywhere

Scan to download
Open AppStoreOpen Google Play
Chrome Web Store
Level 5, 320 Pitt Street, Sydney
Financial Data provided by S&P Global Market Intelligence LLC, analysis provided by Simply Wall Street Pty Ltd. Copyright © 2026, S&P Global Market Intelligence LLC. All rights reserved.
View Data Sources
Markets
  • US: NYSE & NASDAQ
  • UK: FTSE
  • Australia: ASX
  • India: NIFTY
  • Canada: TSX
  • South Africa: JSE
  • Japan: NIKKEI
  • South Korea: KOSPI
  • Germany: DAX
Investing Ideas
  • Undervalued Companies
  • Dividend Powerhouses
  • Insider Buying
  • Nuclear Energy
  • Autonomous Vehicles
  • Artificial Intelligence
  • Crypto and Blockchain
  • Cybersecurity
  • More ideas
Stock Communities
  • AstraZeneca
  • HSBC Holdings
  • Shell
  • Unilever
  • Diageo
  • Rio Tinto Group
  • RELX
  • BP
  • Barclays
Features & Tools
  • Portfolio Tracker
  • Stock Screener & Alerts
  • Narratives & Fair Values
  • Dividend Calculator
News & Discovery
  • Latest Stock News
  • Global Market Insights
  • The Foxhole
  • Investing Ideas
  • Community Narratives
  • What's New
Simply Wall St
  • Plans & Pricing
  • Advertising
  • About Us
  • Contact Us
  • Careers
  • Help Center
  • Learn Stock Investing
  • Affiliate Program
  • Business & Enterprise
  • Charlie AI
Simply Wall Street Pty Ltd (ACN 600 056 611), is a Corporate Authorised Representative (Authorised Representative Number: 467183) of Sanlam Private Wealth Pty Ltd (AFSL No. 337927). Any advice contained in this website is general advice only and has been prepared without considering your objectives, financial situation or needs. You should not rely on any advice and/or information contained in this website and before making any investment decision we recommend that you consider whether it is appropriate for your situation and seek appropriate financial, taxation and legal advice. Please read our Financial Services Guide before deciding whether to obtain financial services from us.
© 2026 Simply Wall Street Pty Ltd, US Design Patent #29/544/281, Community and European Design Registration #2845206
  • Terms and Conditions
  • Privacy Policy
  • AI Terms
  • Financial Services Guide