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Upturn AI SWOT - About
MSTR 
MicroStrategy Incorporated (MSTR)
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Upturn Advisory Summary
10/17/2025: MSTR (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $559.69
1 Year Target Price $559.69
| 7 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 250.67% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/17/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 81.49B USD | Price to earnings Ratio 20.33 | 1Y Target Price 559.69 |
Price to earnings Ratio 20.33 | 1Y Target Price 559.69 | ||
Volume (30-day avg) 13 | Beta 3.85 | 52 Weeks Range 204.91 - 543.00 | Updated Date 10/18/2025 |
52 Weeks Range 204.91 - 543.00 | Updated Date 10/18/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 14.26 |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin 1036.61% | Operating Margin (TTM) 12256.3% |
Management Effectiveness
Return on Assets (TTM) 11.59% | Return on Equity (TTM) 18.01% |
Valuation
Trailing PE 20.33 | Forward PE 10.93 | Enterprise Value 111042004010 | Price to Sales(TTM) 176.27 |
Enterprise Value 111042004010 | Price to Sales(TTM) 176.27 | ||
Enterprise Value to Revenue 240.18 | Enterprise Value to EBITDA 16.69 | Shares Outstanding 267468426 | Shares Floating 263508589 |
Shares Outstanding 267468426 | Shares Floating 263508589 | ||
Percent Insiders 0.18 | Percent Institutions 54.61 |
Upturn AI SWOT
MicroStrategy Incorporated
Company Overview
History and Background
MicroStrategy Incorporated was founded in 1989 by Michael J. Saylor and Sanju K. Bansal. It initially focused on data warehousing and decision support software. A significant milestone was its initial public offering (IPO) in 1998. The company has evolved to include business intelligence, mobile software, and cloud-based services. More recently, it has invested heavily in Bitcoin.
Core Business Areas
- Software Licenses: Sale of MicroStrategy's software platform and related licenses.
- Subscription Services: Subscription-based access to MicroStrategy Cloud and other services.
- Product Support: Technical support and maintenance services for MicroStrategy software.
- Other Services: Consulting, education, and other professional services.
Leadership and Structure
Michael J. Saylor is the Chairman of the Board. Phong Le is the Chief Executive Officer. The company operates with a typical corporate structure, including various departments such as engineering, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- MicroStrategy Platform: A comprehensive business intelligence and analytics platform that offers data visualization, mobile intelligence, and enterprise reporting capabilities. The platform has a strong presence in the enterprise analytics market. Market share is estimated around 2% of the overall Business Intelligence market. Competitors: Tableau (CRM), Power BI (MSFT), Qlik, Domo.
- MicroStrategy Cloud: A cloud-based version of the MicroStrategy platform, offering subscription-based access to analytics and BI tools. Market share is growing as more companies migrate to the cloud. Competitors: Amazon QuickSight (AMZN), Google Looker (GOOGL), Salesforce Tableau CRM (CRM).
Market Dynamics
Industry Overview
The business intelligence and analytics market is characterized by high growth, driven by the increasing volume of data and the need for data-driven decision-making. The market is competitive, with many established players and emerging startups.
Positioning
MicroStrategy is positioned as an enterprise-grade BI platform, focusing on scalability, security, and advanced analytics. Its competitive advantage includes its robust feature set and ability to handle complex data environments.
Total Addressable Market (TAM)
The global business intelligence and analytics market is expected to reach $43 billion in 2024. MicroStrategy is well-positioned to capture a portion of this market, but it is significantly smaller than its peers.
Upturn SWOT Analysis
Strengths
- Robust business intelligence platform
- Scalable architecture
- Strong enterprise capabilities
- Extensive Bitcoin holdings
Weaknesses
- High perceived complexity
- Relatively small market share compared to competitors
- Significant Bitcoin volatility risk
- High customer churn
Opportunities
- Growing demand for cloud-based analytics
- Expansion into new markets
- Integration with emerging technologies like AI and ML
- Partnerships with other technology vendors
Threats
- Intense competition from larger players
- Rapid technological advancements
- Economic downturn
- Fluctuations in Bitcoin value
Competitors and Market Share
Key Competitors
- CRM
- MSFT
- Qlik
- GOOGL
Competitive Landscape
MicroStrategy faces stiff competition from larger players with more comprehensive product suites and greater financial resources. Its strengths lie in its focus on enterprise-grade BI and its expertise in handling complex data environments. Disadvantages include smaller market share and the volatile nature of its bitcoin holdings.
Growth Trajectory and Initiatives
Historical Growth: MicroStrategy's historical growth has been influenced by its core business intelligence offerings and, more recently, its Bitcoin strategy. Revenue growth has been variable. Investment in Bitcoin is the primary source of growth in net equity.
Future Projections: Future growth is dependent on success in the BI market and Bitcoin's acceptance and value growth. Analyst estimates for future revenue and earnings growth can be found on financial news websites. However, consider these with caution due to Bitcoin's volatility.
Recent Initiatives: Recent initiatives include increasing Bitcoin holdings, enhancing the MicroStrategy Cloud platform, and developing new AI-powered analytics features.
Summary
MicroStrategy is a business intelligence firm that has made a high-risk investment in Bitcoin. Its BI platform competes with larger players, but its Bitcoin strategy introduces significant volatility and risk. The company needs to balance its core business with its Bitcoin investments and focus on improving its market share in the competitive BI landscape. Management's comfort with high risk makes this a volatile stock, and Bitcoin's future is very uncertain.
Peer Comparison
Sources and Disclaimers
Data Sources:
- SEC Filings (10-K, 10-Q)
- Company Investor Relations
- Industry Reports (Gartner, Forrester)
- Financial News Websites (Yahoo Finance, Google Finance)
Disclaimers:
The information provided is for informational purposes only and should not be considered financial advice. Investment decisions should be made based on your own research and due diligence. Market data and analyst estimates are subject to change without notice.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MicroStrategy Incorporated
Exchange NASDAQ | Headquaters Tysons Corner, VA, United States | ||
IPO Launch date 1998-06-11 | President, CEO & Director Mr. Phong Q. Le | ||
Sector Technology | Industry Software - Application | Full time employees 1512 | Website https://www.strategy.com |
Full time employees 1512 | Website https://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. The company offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. It 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; and 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.
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