MSTR Strategy Inc

bearish track record → $119.83 -2.95 (-2.4%)
Mkt Cap $41B 52wk $104.17 - $457.22 Earnings missing Earnings 2026-04-30
bearish for 3d | 15 signals · latest 4h ago | updated 3h ago
Bearish 2.3 / 10
Insider selling: $270,733,212 sold by 13 insiders (30d)
Factor divergence: DIVERGENCE: estimate_revisions bullish vs price_momentum bearish
Est. revisions: +3.6%

Factor Breakdown

net -0.4
Est. Revisions
+0.2
Insider Activity
+0.0
Momentum
-0.9
Analyst Rev.
+0.0
Narrative Gap
+0.0
Filing Risk
+1.0

Strategy Buys $330M Bitcoin, Stock Rises 6%

sweet_spot signal density n=69
Factors: +0.23 est. revisions -0.91 momentum divergence

Watch: Monitor Bitcoin prices and Strategy's Bitcoin purchases or capital raises for impact on stock value and perpetual bond risk.

Full analysis

Strategy Inc bought 4,871 Bitcoin for $330 million funded by $227.3 million in preferred and $72 million in common stock sales, raising total holdings to 766,970 BTC or about 3.8% of circulating supply. Despite a $14.5 billion Q1 unrealized loss, the stock jumped 6% as Bitcoin rose to nearly $70,000, with Strategy maintaining a 13-week accumulation streak. Strategy also offers an 11.5% yield perpetual bond backed by its Bitcoin assets.

The large Bitcoin inventory underpins Strategy's yield offering and stock resilience despite steep unrealized losses and recent share price weakness, highlighting investor confidence in the CEO's accumulation strategy.

Position history (5d) bull bear neutral
2026-03-15 2026-04-01
All 5 daily readings
2026-04-01 bearish · high 4sig
2026-03-31 bearish · high 2sig
2026-03-24 bearish · high 3sig
2026-03-17 bullish · high 4sig
2026-03-15 bullish · high 4sig
What We Found Primary source analysis others skip
SEC Filing Changes
MEDIUM
New items added

Current filing includes 'Our operating results, revenues, and expenses may fluctuate significantly, which could have an adverse effect on the market price of our securities', while prior filing only mentioned operating results and revenues. This adds an explicit focus on expenses fluctuations as a risk.

10-K · Filed 2026-02-19
Material Events (8-K)
8-K
Addition of sales agents under Omnibus Sales Agreement

On March 23, 2026, Strategy Inc. added Moelis Company LLC, A.G.P./Alliance Global Partners, and StoneX Financial Inc. as sales agents under their existing Omnibus Sales Agreement with various other fi...

Filed 2026-03-23 · Moelis Company LLC, A.G.P./Alliance Global Partners
8-K
At-the-market offering update

Strategy Inc updated on its at-the-market (ATM) offering program sales for preferred and common stock from March 9 to March 15, 2026, reporting sales of 11,818,467 shares of Variable Rate Series A Per...

Filed 2026-03-16
8-K
At-the-market offering update

Strategy Inc updated its at-the-market (ATM) offering program sales for the week of March 2 to March 8, 2026, disclosing the shares sold, notional value, and net proceeds from several classes of prefe...

Filed 2026-03-09
8-K
At-the-market offering update

Strategy Inc provided an update on its at-the-market (ATM) offering program covering the period from February 23, 2026, to March 1, 2026. They sold 71,590 shares of Variable Rate Series A Perpetual St...

Filed 2026-03-02 · Strategy Inc

Get alerted when MSTR changes direction

Direction History

1/1 correct at 5 days
2026-03-20 bearish -7.1% ✓
Full track record across all stocks →

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BTC-USD bearish proxy NBIS bearish sector peer

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Strategy Inc Technology · Software - Application
Mkt Cap
$41B
Beta
3.56
52w Range
$104.17 - $457.22
Short Interest
32.4M 10.14%
Days to Cover
1.7 -14%
Technicals downtrend
vs 20d MA
-11.2%
vs 50d MA
-12.1%
from 52w Hi
-73.7%
Vol (20d)
50%
1w return
-9.8%
1m return
-18.2%
3m return
-21.1%
Vol ratio
0.9x
Insiders
selling 0B / 12S
Analysts
mixed
Earnings
missing 1B / 3M
EPS Estimate
$-15.10 +3.6% 30d 0up / 0dn
Est. Dispersion
0% 1 analysts
Analyst Target
$374 $175 - $705
Options P/C
0.50
Insider Cluster
strong sell 1B / 6S
Fund Convergence
strong Citadel, Renaissance, Bridgewater, D.E. Shaw
Financials
Revenue
$123M +2% YoY
FCF
$-3.1B
Gross Margin
66%
Op Margin
-8%
Momentum: decelerating
Top Holders
Citadel $3.3B
Renaissance $137M
Bridgewater $2M
D.E. Shaw $1M
Recent Filings & Data
insider trade 155
net selling · $270,733,212 sold · $779,395 bought
13 insiders · 155 transactions (30d)
Recent transactions
PATTEN JARROD MICHAEL · sell · $89,628
KANG ANDREW · other
DIETZE JANE A · other
WINIARSKI GREGG · other
BROOKS BRIAN P · other
SHAO WEI-MING · exercise · $359,440
SHAO WEI-MING · sell · $1,045,252
MONTGOMERY JEANINE J. · sell · $8,968
MONTGOMERY JEANINE J. · other
SHAO WEI-MING · sell · $1,041,248
SHAO WEI-MING · exercise · $1,357,622
SHAO WEI-MING · sell · $1,788,930
SHAO WEI-MING · exercise · $737,404
SHAO WEI-MING · sell · $2,583,274
SHAO WEI-MING · exercise · $1,213,800
SHAO WEI-MING · sell · $10,721,028
SHAO WEI-MING · exercise · $404,600
SHAO WEI-MING · sell · $3,557,890
KANG ANDREW · exercise · $370,200
KANG ANDREW · sell · $7,406,250
KANG ANDREW · exercise · $123,400
KANG ANDREW · sell · $2,414,500
SHAO WEI-MING · exercise · $441,014
SHAO WEI-MING · sell · $4,892,895
MONTGOMERY JEANINE J. · exercise · $2,307,556
MONTGOMERY JEANINE J. · sell · $18,836,125
SHAO WEI-MING · sell · $4,319,846
SHAO WEI-MING · exercise · $1,837,150
SHAO WEI-MING · sell · $21,419,696
LE PHONG QUOC · other
MONTGOMERY JEANINE J. · sell · $127,343
LE PHONG QUOC · sell · $1,983,194
SHAO WEI-MING · sell · $637,094
KANG ANDREW · sell · $703,012
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · other
SHAO WEI-MING · other
KANG ANDREW · other
RICKERTSEN CARL JOHN · sell · $371,492
RICKERTSEN CARL JOHN · sell · $9,827,744
RICKERTSEN CARL JOHN · exercise · $1,130,267
PATTEN JARROD MICHAEL · sell · $3,501,759
GRAHAM STEPHEN X · other
RECHAN LESLIE JOSEPH · other
PATTEN JARROD MICHAEL · exercise · $260,450
PATTEN JARROD MICHAEL · other
PATTEN JARROD MICHAEL · sell · $241,300
PATTEN JARROD MICHAEL · exercise · $29,917
PATTEN JARROD MICHAEL · exercise · $86,230
PATTEN JARROD MICHAEL · sell · $297,500
PATTEN JARROD MICHAEL · sell · $790,873
PATTEN JARROD MICHAEL · exercise · $70,392
KANG ANDREW · sell · $2,312,795
KANG ANDREW · other
PATTEN JARROD MICHAEL · sell · $301,136
PATTEN JARROD MICHAEL · exercise · $50,154
PATTEN JARROD MICHAEL · sell · $794,900
PATTEN JARROD MICHAEL · exercise · $51,914
SHAO WEI-MING · exercise · $131,250
SHAO WEI-MING · sell · $3,187,500
PATTEN JARROD MICHAEL · exercise · $56,314
SHAO WEI-MING · exercise · $175,000
SHAO WEI-MING · sell · $4,207,900
PATTEN JARROD MICHAEL · sell · $469,700
PATTEN JARROD MICHAEL · sell · $1,759,785
PATTEN JARROD MICHAEL · exercise · $75,671
PATTEN JARROD MICHAEL · sell · $461,900
PATTEN JARROD MICHAEL · exercise · $58,073
PATTEN JARROD MICHAEL · exercise · $91,510
PATTEN JARROD MICHAEL · sell · $1,132,525
PATTEN JARROD MICHAEL · sell · $971,925
PATTEN JARROD MICHAEL · exercise · $49,274
SHAO WEI-MING · exercise · $350,000
SHAO WEI-MING · sell · $6,291,600
RECHAN LESLIE JOSEPH · sell · $5,038,440
RECHAN LESLIE JOSEPH · exercise · $196,025
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · other
SHAO WEI-MING · other
KANG ANDREW · other
MONTGOMERY JEANINE J. · sell · $158,379
LE PHONG QUOC · sell · $1,080,313
SHAO WEI-MING · sell · $675,315
KANG ANDREW · sell · $719,441
GRAHAM STEPHEN X · sell · $9,027,276
GRAHAM STEPHEN X · exercise · $364,720
MONTGOMERY JEANINE J. · sell · $16,540
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · other
SHAO WEI-MING · exercise · $315,000
MONTGOMERY JEANINE J. · sell · $242,482
LE PHONG QUOC · sell · $403,707
SHAO WEI-MING · sell · $7,027,840
GRAHAM STEPHEN X · sell · $11,421,864
GRAHAM STEPHEN X · exercise · $547,080
RECHAN LESLIE JOSEPH · sell · $12,015,124
RECHAN LESLIE JOSEPH · exercise · $510,368
SHAO WEI-MING · sell · $5,439,600
MONTGOMERY JEANINE J. · exercise · $3,888,169
MONTGOMERY JEANINE J. · sell · $14,479,277
KANG ANDREW · sell · $1,465,766
SHAO WEI-MING · exercise · $157,500
SHAO WEI-MING · sell · $1,296,000
LE PHONG QUOC · exercise · $758,000
SHAO WEI-MING · exercise · $52,500
LE PHONG QUOC · sell · $6,914,087
SHAO WEI-MING · sell · $423,600
LE PHONG QUOC · exercise · $740,384
LE PHONG QUOC · sell · $6,612,677
RICKERTSEN CARL JOHN · sell · $6,615,338
RICKERTSEN CARL JOHN · exercise · $1,303,518
SHAO WEI-MING · exercise · $189,500
SHAO WEI-MING · sell · $1,703,199
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · other
SHAO WEI-MING · other
KANG ANDREW · other
MONTGOMERY JEANINE J. · sell · $54,789
LE PHONG QUOC · sell · $850,668
SHAO WEI-MING · sell · $273,944
KANG ANDREW · sell · $301,338
KANG ANDREW · other
GRAHAM STEPHEN X · other
RICKERTSEN CARL JOHN · other
RECHAN LESLIE JOSEPH · other
PATTEN JARROD MICHAEL · other
SAYLOR MICHAEL J · sell · $6,225,883
SAYLOR MICHAEL J · exercise · $607,150
SAYLOR MICHAEL J · sell · $6,478,995
SAYLOR MICHAEL J · sell · $6,731,400
SAYLOR MICHAEL J · sell · $5,502,694
SAYLOR MICHAEL J · sell · $962,165
SAYLOR MICHAEL J · sell · $6,005,367
SAYLOR MICHAEL J · sell · $6,145,132
SAYLOR MICHAEL J · sell · $2,942,863
SAYLOR MICHAEL J · sell · $3,023,310
SAYLOR MICHAEL J · sell · $6,342,941
SAYLOR MICHAEL J · sell · $1,567,956
SAYLOR MICHAEL J · sell · $2,628,173
LE PHONG QUOC · sell · $279,175
KANG ANDREW · sell · $125,725
MONTGOMERY JEANINE J. · sell · $35,686
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · other
KANG ANDREW · other
MONTGOMERY JEANINE J. · sell · $65,016
MONTGOMERY JEANINE J. · other
LE PHONG QUOC · sell · $456,362
KANG ANDREW · sell · $328,266
KANG ANDREW · other
PATTEN JARROD MICHAEL · sell · $96,159
PATTEN JARROD MICHAEL · exercise · $13,058
RICKERTSEN CARL JOHN · buy · $779,395
Montgomery Jeanine · sell · $34,432
Montgomery Jeanine · exercise
earnings 4
EPS -16.49 (est -0.11) · -148.9%
EPS 32.6 (est 6.75667) · +3.8%
EPS 8.42 (est 9.6725) · -0.1%
EPS -42.93 (est -20.99) · -1.0%
material event 4
On March 23, 2026, Strategy Inc. added Moelis Company LLC, A.G.P./Alliance Global Partners, and StoneX Financial Inc. as... SEC↗
Strategy Inc updated on its at-the-market (ATM) offering program sales for preferred and common stock from March 9 to Ma... SEC↗
Strategy Inc updated its at-the-market (ATM) offering program sales for the week of March 2 to March 8, 2026, disclosing... SEC↗
Strategy Inc provided an update on its at-the-market (ATM) offering program covering the period from February 23, 2026, ... SEC↗
filing change 1
MEDIUM New items added: Reference to fluctuations in expenses added.
full analysis

Current filing includes 'Our operating results, revenues, and expenses may fluctuate significantly, which could have an adverse effect on the market price of our securities', while prior filing only mentioned operating results and revenues. This adds an explicit focus on expenses fluctuations as a risk.

ⓘ Transcript analysis coming soon

Evidence

4h ago Strategy and Bitmine Jump 6% as Crypto Treasury Plays Catch Fire yahoo-finance
4h ago Michael Saylor's Strategy buys $330 million worth of bitcoin, stock rises yahoo-finance
6h ago Strategy Buys 4,871 Bitcoin For $330M But Sits On $5 Billion In Unrealized Losses benzinga
8h ago Stocks making the biggest moves premarket: Netflix, Soleno Therapeutics, Strategy & more cnbc-finance
Updated Sunday Michael Saylor Says It's Time To Put His Laser Eyes Back On, Fellow Bitcoin Bull Chimes In: 'Never Took Them Off' yahoo-finance
Updated Sunday Anthony Scaramucci Says He's 'Huge Fan' Of Michael Saylor, Breaks Down MSTR's 11% Yield Play yahoo-finance
5d ago Strategy Inc Has Unusual Call Options Volume Today - Popular Covered Call Play yahoo-finance
5d ago After a Tough Quarter for Crypto and Bitcoin, Is a Market 'Bottom' Finally in Sight? yahoo-finance
7 older signals
5d ago MicroStrategy Ends Historic 13-Week Bitcoin Buying Streak: Is the Pump Cooling?
6d ago NBIS reversal to bearish — sector peer signal for MSTR
6d ago 'Pharma Bro' Martin Shkreli Demands Michael Saylor's Arrest for Pitching Strategy's Preferred Stock As Retirement Gold
8d ago Michael Saylor Spent A Decade Doing 'Everything Under The Sun,' But Still Couldn't 'Get Ahead' — Success Hit When He Understood This One Thing
8d ago MSTR 10-K filing change: Reference to fluctuations in expenses added.
9d ago Insider other by KANG ANDREW (MSTR): undisclosed value
10d ago MicroStrategy director sells company shares as stock dips

Get alerted when MSTR changes direction.