US · Technology · Software - Application
EPS came in at 44.75 against a street estimate of 21.50 — a beat of 108.1%.
Analysts rate Strategy Inc a strong buy (14 buy, 1 hold, 0 sell out of 15) with an average price target of $234.27.
CONFIDENT Strategy reported record Q3 results, expanded its Bitcoin treasury and strengthened liquidity, while positioning MSTR and digital credit for a potential bull market. Q3 FY26 The call did not discuss geographic regions. Analysts pressed management on capital allocation, preferred-credit stability and risk from increasing claims against Bitcoin. Management highlighted reserves, buybacks, low leverage and asset coverage. 2026-10-29…
Full summary in the app.
| Fund | Stake |
|---|---|
| Capital Research & Mgmt Co - Division 3 | 8.24% |
| BlackRock Inc | 4.58% |
| Vanguard Portfolio Management, LLC | 3.62% |
| Vanguard Capital Management, LLC | 3.53% |
| Amvescap Plc. | 2.21% |
| Morgan Stanley - Brokerage Accounts | 2.20% |
| State Street Corp | 1.78% |
| The Goldman Sachs Group Inc | 1.37% |
| Document | Date |
|---|---|
| Quarterly report · Q3 2026 HEADLINE NUMBERS • Third-quarter 2026 revenue was $125,427 thousand, compared with $128,691 thousand in the third quarter of 2025. • Third-quarter n | 2026-11-02 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Strategy sold 1,178,552 shares of Class A common stock (MSTR) during October 26–November 1, 2026, generating $164.0 million in net | 2026-11-02 |
| Charter / bylaws change · Q4 2026 HEADLINE NUMBERS • Stockholders approved the Daily Dividend Proposal by 381,373,199 votes for, 2,236,551 against and 444,753 abstentions. There were | 2026-10-29 |
| Results announced · Q4 2026 HEADLINE NUMBERS • Q3 2026 operating income was $20.91 billion, versus $3.89 billion in Q3 2025. The gain on digital assets accounted for $20.91 bill | 2026-10-29 |
| Company announcement · Q4 2026 HEADLINE NUMBERS • Strategy Inc. received preliminary stockholder approval on October 28, 2026, to amend the governing documents for its four perpetu | 2026-10-28 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • As of October 25, 2026, Strategy held approximately 848,517 bitcoin. • The bitcoin was acquired for an aggregate purchase price o | 2026-10-26 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Strategy sold 140,872 shares of MSTR Class A common stock during October 12–18, 2026, generating $22.0 million in net proceeds. • | 2026-10-19 |
| Reg FD disclosure · Q4 2026 HEADLINE NUMBERS • Strategy Inc. announced a proposed 12.00% annual dividend rate for its Variable Rate Series A Perpetual Stretch Preferred Stock (S | 2026-10-16 |
Readable in the app.
| Action | Detail | Date |
|---|---|---|
| Split | 10 : 1 effective Aug 8, 2024 | 2024-08-08 |
| Announcement | Date |
|---|---|
| ATM share sales and bitcoin purchases updated; repurchase program update disclosed Strategy sold 1,178,552 shares of its Class A common stock through its at-the-market program during October 26–November 1, raising $164.0 million net of commissions. Of that, $65.5 million f | 2026-11-02 |
| Repurchased $204.9 million of preferred stock under existing repurchase programs Strategy reported no activity in its at-the-market common-stock offering and no bitcoin purchases or sales during October 19–25, 2026. It continues to hold about 848,517 bitcoin, acquired fo | 2026-10-26 |
| Share repurchase authorization increased from $2 billion to $3 billion Strategy reported that it sold 140,872 shares of its Class A common stock (MSTR) through its at-the-market program during October 12–18, raising $22.0 million after commissions. It sold no p | 2026-10-19 |
| Board increases digital credit securities repurchase program to $2.0B Strategy Inc reported routine updates on its bitcoin holdings and capital management activities for the week ending September 7, 2026. The company holds approximately 845,050 bitcoin purchas | 2026-09-08 |
| Digital Credit Capital Framework with stock repurchase programs announced Strategy Inc announced a comprehensive 'Digital Credit Capital Framework' on June 29, 2026, designed to manage its finances and shareholder returns more effectively. Here's what matters: KE | 2026-06-29 |
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Open in the appGoogle PlayApp StoreData updated 2026-11-07.