MSTR

Strategy Inc

Nasdaq · Finance Services · Inc. DE · CIK 0001050446
$165.46 -0.21% $58.1B
Insider Selling Cluster (4 insiders)High Impact Filing (7/10)3 New Institutional Positions
Vol
Market Cap$58.1B
Cap SizeLarge Cap
Analyst ConsensusStrong Buy (88%)
Inst. Holders9 funds
Inst. Value$6.7B
Inst. Activity3 buys / 1 sells
Insider Activity0B / 17S
Insider Net $-$2.9M
Reddit Sentiment53° Neutral
SEC Reports6
Exchange Nasdaq·Sector Finance Services·Inc. DE·CIK 0001050446·Prev Close $165.81

Recent Activity

May 21, 2026 SEC
MSTR CFO Andrew Kang sold $928K in open-market shares on May 19, 2026, following derivative exercises on May 18 (non-cas
CLUSTER — Impact 2/10
May 20, 2026 short_volume
Short Volume: MSTR — 55.2% short (1.8M / 3.3M)
Short: 1,836,425 | Exempt: 826 | TRF Vol: 3,324,239 | Short Ratio: 55.2% | Off-exchange volume (dark
May 19, 2026 Insider
Kang Andrew sold 5,597 shares
EVP & CFO @ $165.78 ($927.9K)
May 18, 2026 Insider
Kang Andrew sold 12,500 shares
EVP & CFO @ $0.00 ($0.00)
May 18, 2026 Insider
Kang Andrew sold 12,500 shares
EVP & CFO @ $0.00 ($0.00)
Mar 30, 2026 SEC
Analysis based on filing metadata only — document content was unavailable. However, a recent insider trading cluster sho
CLUSTER — Impact 7/10
Mar 26, 2026 SEC
Multiple MSTR executives, including the CEO and CFO, sold shares in open-market transactions totaling approximately $449
CLUSTER — Impact 6/10
Inst.
BANK OF AMERICA CORP — DOUBLED
3,848,306 shares ($584.8M)

Price Targets

$380.79 +130.1% upside Strong Buy
Current $165.46 Low $212.00 Median $347.50 High $645.00 14 analysts
$212.00 $645.00

Analyst Ratings

Strong Buy88% buy · 25 analysts
6Strong Buy
16Buy
3Hold
0Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 19, 2026 TD Cowen MAINTAIN Buy → Buy
May 11, 2026 Cantor Fitzgerald REITERATE Overweight → Overweight
May 7, 2026 Canaccord Genuity MAINTAIN Buy → Buy
May 7, 2026 TD Cowen MAINTAIN Buy → Buy
May 6, 2026 Benchmark MAINTAIN Buy → Buy

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $26.20 ▲ +150.2% $10.70 — $52.04 -20% YoY 4
Next Q $15.26 ▲ +28.6% $11.09 — $26.16 81% YoY 4
Current FY $53.05 ▼ -14.6% $7.34 — $107.10 448% YoY 5
Next FY $14.27 ▼ -25.2% $-33.54 — $48.61 -73% YoY 5

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$3.7BADD
MORGAN STANLEY$1.4BADD
BANK OF AMERICA CORP$584.8MDOUBLED
NORGES BANK$536.1MNEW
CHARLES SCHWAB INVESTMENT MANAGEMENT$193.1MADD

Recent Insider Trades

DateInsiderTypeValue
May 19, 2026Kang AndrewSELL$927.9K
May 18, 2026Kang AndrewM$0.00
May 18, 2026Kang AndrewM$0.00
May 14, 2026Patten JarrodM$18.7K
May 14, 2026Patten JarrodSELL$190.3K

Reddit Sentiment

53°
Neutral
Bearish Neutral Bullish
30 mentions 8 bullish 6 bearish
9 institutional holders with $6.7B total value (43,950,918 shares) as of 2025-Q4. Top holders: VANGUARD, MORGAN, BANK. Net buying activity: 3 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC24,062,886$3.7B54.8%ADD +26.3%
2MORGAN STANLEY9,380,398$1.4B21.4%ADD +46.1%
3BANK OF AMERICA CORP /DE/3,848,306$584.8M8.8%DOUBLED +528.3%
4NORGES BANK3,528,397$536.1M8.0%NEW
5CHARLES SCHWAB INVESTMENT MANAGEMENT INC1,271,015$193.1M2.9%ADD +32.6%
6RENAISSANCE TECHNOLOGIES LLC957,332$137.1M2.1%DOUBLED +324.1%
7WELLS FARGO & COMPANY/MN357,681$54.3M0.8%TRIM -48.5%
8TWO SIGMA INVESTMENTS, LP279,750$42.5M0.6%DOUBLED +258.1%
9FMR LLC265,153$40.3M0.6%NEAR_EXIT -82.2%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
BANK OF AMERICA CORP /DE/DOUBLED612,4833,848,306+528.3%$584.8M2025-Q4
NORGES BANKNEW3,528,397$536.1M2025-Q4
RENAISSANCE TECHNOLOGIES LLCDOUBLED225,730957,332+324.1%$137.1M2025-Q4
FMR LLCNEAR_EXIT1,492,625265,153-82.2%$40.3M2025-Q4
UBS Group AGADD1,959,2153,026,761+54.5%$975.3M2025-Q3
FMR LLCTRIM2,062,3571,492,625-27.6%$480.9M2025-Q3
BANK OF AMERICA CORP /DE/TRIM987,862612,483-38.0%$197.3M2025-Q3
WELLS FARGO & COMPANY/MNTRIM721,783371,744-48.5%$119.8M2025-Q3
NORGES BANKEXIT2,976,1820-100.0%$0.002025-Q3
NORGES BANKNEW2,976,182$1.2B2025-Q2
FMR LLCDOUBLED562,6882,062,357+266.5%$833.7M2025-Q2
UBS Group AGTRIM2,637,5391,959,215-25.7%$792.0M2025-Q2
BANK OF AMERICA CORP /DE/DOUBLED402,469987,862+145.5%$399.3M2025-Q2
WELLS FARGO & COMPANY/MNADD425,012721,783+69.8%$291.8M2025-Q2
TWO SIGMA INVESTMENTS, LPDOUBLED68,200244,223+258.1%$98.7M2025-Q2
RENAISSANCE TECHNOLOGIES LLCDOUBLED20,800264,599+1172.1%$26.5M2025-Q2
VANGUARD GROUP INCADD16,303,72020,587,011+26.3%$5.9B2025-Q1
MORGAN STANLEYADD5,258,1417,683,940+46.1%$2.2B2025-Q1
UBS Group AGTRIM5,059,7502,637,539-47.9%$760.3M2025-Q1
CHARLES SCHWAB INVESTMENT MANAGEMENT INCADD761,7761,010,394+32.6%$291.3M2025-Q1
WELLS FARGO & COMPANY/MNADD277,289425,012+53.3%$122.5M2025-Q1
TWO SIGMA INVESTMENTS, LPTRIM146,00068,200-53.3%$19.7M2025-Q1
RENAISSANCE TECHNOLOGIES LLCTRIM34,40520,800-39.5%$6.0M2025-Q1
NORGES BANKEXIT1,809,2010-100.0%$0.002025-Q1
MORGAN STANLEYTRIM9,595,0085,258,141-45.2%$1.5B2024-Q4
2 unique insiders with 17 transactions. Net insider value: -$2.9M ($0.00 bought, $2.9M sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 19, 2026Kang AndrewEVP & CFOSELL5,597$165.78$927.9K
May 18, 2026Kang AndrewEVP & CFOM12,500$0.00$0.00
May 18, 2026Kang AndrewEVP & CFOM12,500$0.00$0.00
May 14, 2026Patten Jarrod MDirectorM1,000$18.65$18.7K
May 14, 2026Patten Jarrod MDirectorSELL1,000$190.28$190.3K
May 14, 2026Patten Jarrod MDirectorM1,000$0.00$0.00
May 11, 2026Patten Jarrod MDirectorM2,750$18.65$51.3K
May 11, 2026Patten Jarrod MDirectorSELL500$189.38$94.7K
May 11, 2026Patten Jarrod MDirectorM2,750$0.00$0.00
May 8, 2026Patten Jarrod MDirectorM1,000$18.65$18.7K
May 8, 2026Patten Jarrod MDirectorM1,000$0.00$0.00
May 8, 2026Patten Jarrod MDirectorSELL1,000$186.69$186.7K
May 4, 2026Patten Jarrod MDirectorM2,000$0.00$0.00
May 4, 2026Patten Jarrod MDirectorSELL500$181.00$90.5K
May 4, 2026Patten Jarrod MDirectorM2,000$18.65$37.3K
May 1, 2026Patten Jarrod MDirectorM2,250$18.65$42.0K
May 1, 2026Patten Jarrod MDirectorSELL500$171.00$85.5K
May 1, 2026Patten Jarrod MDirectorM2,250$0.00$0.00
Apr 30, 2026Patten Jarrod MDirectorM1,750$18.65$32.6K
Apr 30, 2026Patten Jarrod MDirectorSELL750$161.61$121.2K
Apr 30, 2026Patten Jarrod MDirectorM1,750$0.00$0.00
Apr 22, 2026Patten Jarrod MDirectorM2,000$18.65$37.3K
Apr 22, 2026Patten Jarrod MDirectorSELL500$175.00$87.5K
Apr 22, 2026Patten Jarrod MDirectorM2,000$0.00$0.00
Apr 21, 2026Patten Jarrod MDirectorM500$18.65$9.3K
Apr 21, 2026Patten Jarrod MDirectorM500$0.00$0.00
Apr 21, 2026Patten Jarrod MDirectorSELL500$172.00$86.0K
Apr 20, 2026Patten Jarrod MDirectorM1,000$18.65$18.7K
Apr 20, 2026Patten Jarrod MDirectorSELL1,000$165.42$165.4K
Apr 20, 2026Patten Jarrod MDirectorM1,000$0.00$0.00
Apr 13, 2026Patten Jarrod MDirectorM1,400$18.65$26.1K
Apr 13, 2026Patten Jarrod MDirectorSELL1,400$129.87$181.8K
Apr 13, 2026Patten Jarrod MDirectorM1,400$0.00$0.00
Apr 9, 2026Patten Jarrod MDirectorM1,400$0.00$0.00
Apr 9, 2026Patten Jarrod MDirectorM1,400$18.65$26.1K
Apr 9, 2026Patten Jarrod MDirectorSELL1,400$130.08$182.1K
Apr 8, 2026Patten Jarrod MDirectorM1,400$18.65$26.1K
Apr 8, 2026Patten Jarrod MDirectorM1,400$0.00$0.00
Apr 8, 2026Patten Jarrod MDirectorSELL1,400$131.77$184.5K
Apr 7, 2026Patten Jarrod MDirectorM700$18.65$13.1K
Apr 7, 2026Patten Jarrod MDirectorSELL700$123.11$86.2K
Apr 7, 2026Patten Jarrod MDirectorM700$0.00$0.00
Apr 1, 2026Patten Jarrod MDirectorM700$18.65$13.1K
Apr 1, 2026Patten Jarrod MDirectorSELL700$122.01$85.4K
Apr 1, 2026Patten Jarrod MDirectorM700$0.00$0.00
Mar 31, 2026Patten Jarrod MDirectorSELL700$124.64$87.2K
Mar 31, 2026Patten Jarrod MDirectorM700$18.65$13.1K
Mar 31, 2026Patten Jarrod MDirectorM700$0.00$0.00
Mar 30, 2026Patten Jarrod MDirectorM700$18.65$13.1K
Mar 30, 2026Patten Jarrod MDirectorSELL700$128.04$89.6K

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Strong Buy (88% buy). Based on 25 analysts: 6 strong buy, 16 buy, 3 hold, 0 sell, 0 strong sell.

Analyst Price Targets

$380.79 mean target +130.1% upside Strong Buy (1.27)
$212.00 Low $645.00 High
MetricValue
Current Price$165.46
Target Low$212.00
Target Mean$380.79
Target Median$347.50
Target High$645.00
# Analysts14
RecommendationStrong Buy (1.27)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
$26.20 $10.70 $52.04 -19.7% +150.2% 0↑ 1↓ $0.1B 7.6% 4
Next Q
2026-09-30
$15.26 $11.09 $26.16 81.2% +28.6% 0↑ 1↓ $0.1B 0.3% 4
Current FY
2026-12-31
$53.05 $7.34 $107.10 448.3% -14.6% 0↑ 1↓ $0.5B 4.4% 5
Next FY
2027-12-31
$14.27 $-33.54 $48.61 -73.1% -25.2% 2↑ 0↓ $0.5B 3.5% 5

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$26.195
7d ago$26.195
30d ago$10.470+15.725
60d ago$24.970+1.225
90d ago$24.400+1.795
9 analyst firms have rated this stock: 0 upgrades, 0 downgrades, 1 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 19, 2026 TD Cowen MAINTAIN Buy Buy
May 11, 2026 Cantor Fitzgerald REITERATE Overweight Overweight
May 7, 2026 Canaccord Genuity MAINTAIN Buy Buy
May 7, 2026 TD Cowen MAINTAIN Buy Buy
May 6, 2026 Benchmark MAINTAIN Buy Buy
May 6, 2026 BTIG MAINTAIN Buy Buy
Apr 21, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Apr 10, 2026 TD Cowen MAINTAIN Buy Buy
Apr 8, 2026 BTIG REITERATE Buy Buy
Mar 18, 2026 Citigroup MAINTAIN Buy Buy
Mar 10, 2026 B. Riley Securities INITIATE Neutral Buy
Mar 6, 2026 BTIG REITERATE Buy Buy
Feb 17, 2026 Mizuho MAINTAIN Outperform Outperform
Feb 9, 2026 Cantor Fitzgerald MAINTAIN Overweight Overweight
Feb 6, 2026 BTIG MAINTAIN Buy Buy
Feb 4, 2026 Canaccord Genuity MAINTAIN Buy Buy
Jan 16, 2026 Mizuho MAINTAIN Outperform Outperform
Jan 15, 2026 TD Cowen MAINTAIN Buy Buy
Dec 22, 2025 Citigroup MAINTAIN Buy Buy
Dec 8, 2025 Bernstein MAINTAIN Outperform Outperform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202661630088%
Apr 1, 202661630088%
Mar 1, 202661430087%
Feb 1, 202661430087%
Jan 1, 202661330086%
Strong BuyBuyHoldSellStrong Sell

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

53°
Neutral
Bearish Neutral Bullish
30 mentions 8 bullish 6 bearish 30 time periods

Reddit Sentiment History

DateMentionsSentimentBullishBearishThreads
May 20, 2026160° Warm101
May 20, 2026160° Warm101
May 17, 2026140° Cool011
May 17, 2026140° Cool011
May 12, 2026144° Neutral001
May 12, 2026144° Neutral001
May 7, 2026150° Neutral001
May 7, 2026150° Neutral001
May 6, 2026140° Cool011
May 6, 2026140° Cool011
May 5, 2026150° Neutral001
May 5, 2026150° Neutral001
May 4, 2026150° Neutral001
May 4, 2026150° Neutral001
May 2, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 28, 2026150° Neutral001
Apr 27, 2026140° Cool011
Apr 27, 2026140° Cool011
Apr 23, 2026160° Warm101
Apr 23, 2026160° Warm101
Apr 23, 2026150° Neutral001
Apr 22, 2026160° Warm101
Apr 22, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 21, 2026160° Warm101
Apr 21, 2026156° Neutral001
Apr 21, 2026156° Neutral001
Apr 20, 2026150° Neutral001
Apr 20, 2026150° Neutral001

Recent Reddit Threads

r/wallstreetbets Neutral 9d 14h ago
Robinhood is missing out by not offering 0DTE parlays
▲ 3 💬 4 ⚡ 0.5
r/stocks Neutral 1mo ago
Am I cooked? MSTR Call
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 29d 17h ago
Traded MSTR after noticing the bullish trend.
▲ 1 💬 0 ⚡ 0.5
r/stocks Bullish 28d 9h ago
Crypto related stocks worth holding besides MSTR?
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 15d 23h ago
$MSTR Earnings after hours today. I am the pinnacle of financial intelligence.
▲ 2 💬 1 ⚡ 0.5
r/options Bearish 1mo ago
Boring is Better
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
20M full port $MSTR
▲ 1 💬 0 ⚡ 0.5
r/options Neutral 1mo ago
$MSTR short one more time, like clockwork
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Bearish 24d 2h ago
"Market can stay irrational longer than you can stay solvent"
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 2mo ago
MSTR subreddit made me ape PUTS
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 16d 23h ago
MSTR 11K FD Yolo | 200C 60 Cons @ 1.79 Each
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
[$MSTR] I have decided that a personal loan was necessary to by more.
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
Am I cooked? MSTR Call
▲ 1 💬 0 ⚡ 0.5
r/options Bearish 3d 23h ago
Someone smart convince me not to buy a STRC (strategy preferred stock) put
▲ 1 💬 0 ⚡ 0.5
r/wallstreetbets Neutral 1mo ago
How High Will I Get by End of Year?
▲ 1 💬 1 ⚡ 0.5
r/wallstreetbets Bearish 15d 13h ago
MSTR posts loss of $38.25 per share. Announces the end of their HODL strategy
▲ 1 💬 1 ⚡ 0.5
r/options Bullish 21h 29m ago
Unusual Options Activity Pattern Matching
▲ 1 💬 0 ⚡ 0.5
May 20, 2026
short_volume
Short Volume: MSTR — 55.2% short (1.8M / 3.3M)
Short: 1,836,425 | Exempt: 826 | TRF Vol: 3,324,239 | Short Ratio: 55.2% | Off-exchange volume (dark pool + OTC)
May 15, 2026
short_volume
Short Volume: MSTR — 64.5% short (5.6M / 8.7M)
Short: 5,637,418 | Exempt: 4,437 | TRF Vol: 8,736,043 | Short Ratio: 64.5% | Off-exchange volume (dark pool + OTC)
May 8, 2026
options_unusual
Unusual Put: MSTR $630 2027-12-17 — $33.4M premium
Vol: 740 vs OI: 10 (74x). Price: $450.30, IV: 79%, Delta: -0.89. Direction: OPENING
May 8, 2026
short_volume
Short Volume: MSTR — 58.8% short (3.3M / 5.6M)
Short: 3,297,185 | Exempt: 10,361 | TRF Vol: 5,603,130 | Short Ratio: 58.8% | Off-exchange volume (dark pool + OTC)
May 6, 2026
options_unusual
Unusual Call: MSTR $180 2026-07-17 — $33.6M premium
Vol: 13,266 vs OI: 17,388 (0.8x). Price: $25.48, IV: 69%, Delta: 0.60. Direction: UNKNOWN
May 5, 2026
options_unusual
Unusual Call: MSTR $180 2026-06-18 — $99.2M premium
Vol: 44,586 vs OI: 3,116 (14.3x). Price: $22.40, IV: 72%, Delta: 0.61. Direction: OPENING
May 5, 2026
options_unusual
Unusual Call: MSTR $125 2026-06-18 — $127.6M premium
Vol: 20,188 vs OI: 21,899 (0.9x). Price: $63.00, IV: 73%, Delta: 0.94. Direction: UNKNOWN
May 5, 2026
options_unusual
Unusual Call: MSTR $130 2026-06-18 — $143.8M premium
Vol: 24,558 vs OI: 26,314 (0.9x). Price: $60.00, IV: 72%, Delta: 0.92. Direction: UNKNOWN
May 5, 2026
options_unusual
Unusual Call: MSTR $180 2026-07-17 — $46.4M premium
Vol: 16,557 vs OI: 1,053 (15.7x). Price: $28.17, IV: 73%, Delta: 0.62. Direction: OPENING
May 5, 2026
earnings_calendar
MSTR Q1 2026 Earnings Scheduled — 2026-05-05
May 1, 2026
options_unusual
Unusual Call: MSTR $180 2026-05-08 — $29.1M premium
Vol: 48,360 vs OI: 2,487 (19.4x). Price: $6.00, IV: 74%, Delta: 0.46. Direction: OPENING
Apr 30, 2026
short_interest
FTD: MSTR — 138,373 shares ($21.9M) failed to deliver
Settlement: 20260430, Price: $158.19, FTD Value: $21,889,224.87, STRATEGY INC COMMON STOCK CLAS
Apr 29, 2026
short_volume
Short Volume: MSTR — 59.0% short (3.3M / 5.5M)
Short: 3,254,421 | Exempt: 3,072 | TRF Vol: 5,519,516 | Short Ratio: 59.0% | Off-exchange volume (dark pool + OTC)
Apr 27, 2026
short_interest
FTD: MSTR — 1,769 shares ($0.3M) failed to deliver
Settlement: 20260427, Price: $171.02, FTD Value: $302,534.38, STRATEGY INC COMMON STOCK CLAS
Apr 27, 2026
dark_pool
Dark Pool: MSTR — 11.6M shares, 291,764 trades
Week starting 2026-04-27. Total ATS volume: 11,594,215 shares across 291,764 trades.