MSTR · Strategy Inc
Price & Indicators
Raw chart and full-history price indicators begin at the captured split on Aug 8, 2024; bars on opposite sides are not compared.
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AI Brief
TL;DR.
AI-generated from the earnings call and 8-K · may contain errors · not investment advice
Ask ALVIS about this →Equibles Rating
blended score · not investment adviceBlended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.
Guidance & track record
Guidance from company 8-Ks · delivered figures from as-reported statements · no analyst estimates involved.
Technicals
trend & momentum for long-term holders NeutralIllustrative technical + ownership context — a signal mix, not investment advice.
Key metrics
the company's own KPIs, from written earnings releases and filings| Metric | Latest | Period | YoY |
|---|---|---|---|
| ATM Aggregate Gross Proceeds | $1.28B | QTD Q3 FY 2026 | — |
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| bitcoin holdings | 843,775 | as of July 26, 2026 | — |
| Bitcoin sold year to date 2026 | $218.4M | 2026 YTD | — |
| BTC $ Gain | $1.95B | 2026 YTD | — |
| BTC Hurdle ARR non-GAAP | 10.8% | as of July 26, 2026 | — |
| capital raised through ATM programs | $17.06B | year to date | — |
| convertible debt | $6.7B | the second quarter of 2026 | — |
| cumulative dividends paid on all preferred stock | $1.06B | as of July 26, 2026 | — |
| MSTR repurchase program | $1B | as of July 26, 2026 | — |
| STRC issuances | $7.53B | year to date | — |
| USD Reserve | $3.75B | as of July 26, 2026 | — |
| BTC Yield year to date non-GAAP | 9.4% | as of May 3, 2026 | — |
| cumulative dividends declared and paid on all preferred stock | 692.5M | as of May 3, 2026 | — |
| preferred equity outstanding | 13.5B | as of May 3, 2026 | — |
| STRC daily trading volume | $375M | as of May 3, 2026 | — |
| STRC gross proceeds raised year to date | 5.58B | as of May 3, 2026 | — |
| STRC market cap | 8.5B | as of May 3, 2026 | — |
| USD Reserve years of coverage | 2.5 | As of February 1, 2026 | — |
Figures exactly as the company stated them in writing · click a metric with a to chart its history · period links open the stating document · "filing" marks figures stated in the 10-K/10-Q · YoY needs an exactly comparable prior-year period
Versus peers
Software - Application — same industry group| Company | Mkt cap | YTD | Rev growth Y/Y | P/E | Short % shares |
|---|---|---|---|---|---|
|
MSTR
this stock
Strategy Inc
|
$52.79B | -9.6% | -6.6% | — | 8.3% |
|
SAP
Sap SE
|
$254.76B | -8.9% | — | — | 0.7% |
|
SHOP
Shopify Inc.
|
$197.14B | -4.1% | +30.1% | 102.8 | 1.2% |
|
CRM
Salesforce, Inc.
|
$169.23B | -4.9% | +25.9% | 18.8 | 3.2% |
|
UBER
Uber Technologies, Inc
|
$160.99B | -5.8% | +18.3% | — | 2.3% |
Peers by industry group · P/E from as-reported trailing EPS · short % is of shares outstanding
At a glance
key data from every sectionPerformance
Raw-price comparisons begin at the captured split on Aug 8, 2024; windows that need an earlier baseline remain unavailable.
| 5D | 20D | 120D | MTD | YTD | |
|---|---|---|---|---|---|
| MSTR | +22.3% | +40.6% | +2.9% | +47.3% | -9.6% |
| SPY | +1.1% | +4.0% | +14.7% | +3.2% | +13.1% |
| vs SPY | +21.1% | +36.6% | -11.8% | +44.1% | -22.7% |
Capital returns
Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.