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Upturn AI SWOT - About
MSTR 
MicroStrategy Incorporated (MSTR)
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Upturn Advisory Summary
09/12/2025: 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 $566.5
1 Year Target Price $566.5
| 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 09/12/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 93.98B USD | Price to earnings Ratio 23.26 | 1Y Target Price 566.5 |
Price to earnings Ratio 23.26 | 1Y Target Price 566.5 | ||
Volume (30-day avg) 13 | Beta 3.83 | 52 Weeks Range 128.51 - 543.00 | Updated Date 09/14/2025 |
52 Weeks Range 128.51 - 543.00 | Updated Date 09/14/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 14.25 |
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 23.26 | Forward PE 10.28 | Enterprise Value 105038462753 | Price to Sales(TTM) 203.28 |
Enterprise Value 105038462753 | Price to Sales(TTM) 203.28 | ||
Enterprise Value to Revenue 227.2 | Enterprise Value to EBITDA 15.78 | Shares Outstanding 263912992 | Shares Floating 263429194 |
Shares Outstanding 263912992 | Shares Floating 263429194 | ||
Percent Insiders 0.18 | Percent Institutions 54.58 |
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 mining and later shifted towards business intelligence software. A significant milestone was its early adoption of Bitcoin as a treasury reserve asset starting in 2020.
Core Business Areas
- Enterprise Analytics Software: MicroStrategy offers a comprehensive platform for data visualization, reporting, and advanced analytics, enabling organizations to make data-driven decisions.
- Bitcoin Acquisition: MicroStrategy holds a significant amount of Bitcoin as part of its treasury reserve strategy. It actively acquires and manages these holdings.
Leadership and Structure
Michael J. Saylor is the Executive Chairman. Phong Le is the Chief Executive Officer. The company has a traditional hierarchical structure with departments for software development, sales, marketing, and finance.
Top Products and Market Share
Key Offerings
- MicroStrategy ONE: MicroStrategy ONE is an enterprise analytics platform that provides self-service analytics, mobile intelligence, embedded analytics, and automated data insights. Market share data is difficult to pinpoint precisely; however, MicroStrategy is a major player in the BI software industry. Estimated Market share is 2.1%. Competitors include Tableau (CRM), Power BI (MSFT) and Qlik.
Market Dynamics
Industry Overview
The business intelligence and analytics market is experiencing growth due to the increasing importance of data-driven decision-making. Cloud-based solutions and AI-powered analytics are key trends.
Positioning
MicroStrategy positions itself as a provider of enterprise-grade analytics platforms and as an early adopter and advocate for Bitcoin as a corporate treasury asset. Its competitive advantage lies in its comprehensive platform and its Bitcoin strategy.
Total Addressable Market (TAM)
The global business intelligence market size was valued at $29.48 billion in 2023 and is projected to reach $55.54 billion by 2032. MicroStrategy is attempting to capture a larger share of this market with its platform.
Upturn SWOT Analysis
Strengths
- Comprehensive enterprise analytics platform
- Strong brand recognition in the BI space
- Early adoption of Bitcoin as a treasury reserve asset
- Experienced leadership team
Weaknesses
- Concentration risk due to significant Bitcoin holdings
- Volatility related to Bitcoin prices impacting financial performance
- Slower growth compared to cloud-native BI vendors
- High customer concentration
Opportunities
- Expanding cloud-based analytics offerings
- Integrating AI and machine learning into its platform
- Growing demand for embedded analytics
- Further adoption of Bitcoin by institutions
Threats
- Intense competition from larger BI vendors
- Fluctuations in Bitcoin prices
- Changing regulations regarding cryptocurrencies
- Economic downturn affecting IT spending
Competitors and Market Share
Key Competitors
- CRM
- MSFT
- QLIK
Competitive Landscape
MicroStrategy competes with larger, well-established players in the BI market. Its Bitcoin strategy differentiates it, but also creates risks. It needs to continue innovating and expanding its cloud presence to remain competitive.
Growth Trajectory and Initiatives
Historical Growth: Revenue growth has been variable and heavily influenced by Bitcoin price fluctuation which impacted the valuation of company assets. The core analytics business has had steady but relatively slow growth.
Future Projections: Analyst projections vary widely, depending on assumptions about Bitcoin prices and adoption of its analytics platform. Some project continued volatility; some predict growth.
Recent Initiatives: Focus on cloud-based offerings, enhancement to its analytics platform and continued accumulation of bitcoin.
Summary
MicroStrategy is a company with a dual identity: an enterprise analytics vendor and a Bitcoin holding company. Its strengths include its established analytics platform, and early adoption of Bitcoin. The company faces challenges from competitors in the business intelligence market and volatility related to Bitcoin prices. Future success depends on effective execution of its cloud strategy and management of its Bitcoin assets.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company SEC Filings (10-K, 10-Q)
- Industry Reports (Gartner, Forrester)
- Financial News Outlets
- Company Website
Disclaimers:
This analysis is for informational purposes only and does not constitute financial advice. Investment decisions should be based on individual research and consultation with a qualified financial advisor. Market share data is based on estimates and may vary.
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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