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Upturn AI Summary - About
MicroStrategy Incorporated(MSTR)
Advisory History & Simulated Performance *
*as per simulation (see disclosures)- ALL
- 1Y
- 1M
- 1W
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- PASS (Skip)
Stock price based on last close Advisory Performance History (Simulated)
Upturn Advisory & Investor View for MSTR
10/02/2026: MSTR (3-star) is a STRONG-BUY. BUY for 29 days. Simulated Profits (30.48%). Updated daily EoD!
MicroStrategy Incorporated is a dual-business entity that combines a legacy business intelligence software provider with an aggressive Bitcoin treasury strategy. The company benefits from stable, cash-generating software operations, while its primary growth story is driven by its massive, debt-financed Bitcoin holdings. While this provides investors with a unique, leveraged vehicle for Bitcoin exposure, it also introduces high volatility and sensitivity to digital asset markets. Investors should monitor both the company's software innovation and the broader regulatory and market environment for Bitcoin. It is best suited for risk-tolerant investors seeking alternative exposure to digital assets rather than those seeking traditional income or stability.
How to Read the Upturn Advisory
The Upturn Star Rating and the current BUY, SELL, or PASS advisory are generated by Upturn’s AI advisory engine based on proprietary signal analysis, price behavior, advisory history, and historical signal performance.
Company fundamentals, valuation, risks, and news provide supporting context about the business.
Investor Fit
| Investor style | Fit | Why |
|---|---|---|
| Growth investor | Strong fit while signal remains positive | The company offers leveraged exposure to the growth potential of Bitcoin. |
| Momentum investor | Strong fit while signal remains positive | The stock frequently exhibits high momentum correlated with Bitcoin market cycles. |
| Value investor | Weak fit | The stock often trades at a significant premium to its net asset value (NAV), complicating traditional value metrics. |
| Dividend investor | Weak fit | The company does not pay dividends and reinvests all capital. |
| Low-risk investor | Weak fit | The inherent volatility of both the BI sector and Bitcoin makes this a high-risk asset. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to Bitcoin market fluctuations. |
| Valuation risk | High | Market sentiment often drives the share price well above the underlying asset value. |
| Competition risk (Software/Cloud) | Medium / high | Large cloud incumbents like Microsoft threaten the growth of legacy BI software. |
| Business quality | Medium | The software business provides a steady base, but the Bitcoin treasury strategy introduces significant unique risks. |
| Dividend income | Low / none | Income-focused investors will find no yield here. |
| Execution risk | Medium / high | Management's strategy relies on successful debt management and favorable Bitcoin market conditions. |
Price Behavior
Downtrend
The stock has experienced a sustained decline in price over recent periods.
Highly Choppy
The stock has experienced frequent, large price swings that make its near-term movement less predictable.
Analysis of Past Performance
Type Stock | Historic Profit 174.2% | Avg. Invested days 22 | Today’s Advisory Strong Buy |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/02/2026 |
Upturn Scorecard
Upturn Star Rating 
Company Fundamentals
Financial Health Rating
Growth Momentum Score
Ownership
Top 5 Institutional Investors
Unit Economics (Per $1K Revenue)
Economic Dimensions
Quantitative Style Profile
Style Classification
Quality Focused
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 64.00B USD | Price to earnings Ratio - | 1Y Target Price 229.87 |
Price to earnings Ratio - | 1Y Target Price 229.87 | ||
Volume (30-day avg) 25.8M shares | Beta 3.6 | 52 Weeks Range 81.81 - 365.21 | Updated Date 10/02/2026 |
52 Weeks Range 81.81 - 365.21 | Updated Date 10/02/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -103.96 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Product Licenses & Subscriptions | MicroStrategy ONE software platform and associated maintenance support. | This is the stable, legacy part of the company that generates consistent cash flow. |
| Bitcoin Treasury | Corporate holdings of Bitcoin. | This is the primary growth engine and driver of stock price volatility. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Valuation
Trailing PE - | Forward PE 6.79 | Enterprise Value 85.24B | Price to Sales(TTM) 128.42 |
Enterprise Value 85.24B | Price to Sales(TTM) 128.42 | ||
Enterprise Value to Revenue 171.05 | Enterprise Value to EBITDA 179.17 | Shares Outstanding 379.11M | Shares Floating 363.63M |
Shares Outstanding 379.11M | Shares Floating 363.63M | ||
Percent Insiders 0.22 | Percent Institutions 60.48 |
Upturn AI Summary
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.
Financial Metrics
🧭 Investment Snapshot
Total Revenue (Scale)
Total money earned from selling products or services before any costs. It is needed to understand the scale of the business and its ability to generate income.
Net Income (Profit)
Final profit after all expenses, interest, and taxes are deducted. It is needed to determine the overall profitability available to shareholders.
Free Cash Flow (Cash Strength)
Cash remaining after operating activities and capital expenditures, showing cash available for growth. It is needed to evaluate the company’s ability to invest, pay dividends, or reduce debt.
📈 Growth & Strength
Operating Income (Core Profit)
Profit from core operations after deducting all operating expenses. It is needed to measure how efficiently the company runs its primary business activities.
EBITDA (Cash Earnings)
Earnings before interest, taxes, depreciation, and amortization, indicating operating cash potential. It is needed to compare operating performance across companies without accounting or financing differences.
Gross Profit (Unit Profitability)
Revenue minus cost of revenue, showing profit after direct production costs. It is needed to evaluate core business profitability before overhead expenses.
🛡️ Financial Safety
Cash (Liquidity Buffer)
Total cash and cash equivalents on hand. It is needed to evaluate immediate liquidity and financial flexibility.
Total Debt (Leverage Risk)
Total debt including both short-term and long-term components. It is needed to assess the company’s leverage and financial risk.
Net Working Capital (Short-Term Health)
Current assets minus current liabilities, indicating short-term liquidity strength. It is needed to assess whether the company can meet its short-term obligations.
🧱 Balance Sheet Strength
Stockholder Equity (Net Worth)
Total equity value held by shareholders. It is needed to understand the net worth of the company from the owners’ perspective.
Total Assets (Asset Base)
The full value of everything the company owns, including cash, inventory, equipment, and investments. It is needed to understand the resource base used to generate revenue.
Income Before Tax (Pre-Tax Earnings)
Income before provision for income taxes. It is needed to analyze profitability independent of tax structures.
⚙️ Cost & Drag Factors
Cost of Revenue (Production Cost)
Direct costs required to produce and deliver the products or services sold. It is needed to assess efficiency in production and service delivery.
Total Operating Expenses (Operating Cost)
Indirect costs of running the business such as salaries, marketing, and administration. It is needed to understand how much it costs to sustain ongoing business operations.
Income Tax Expense (Tax Drag)
Amount of taxes paid or payable to the government. It is needed to evaluate the impact of taxation on overall profitability.
About MicroStrategy Incorporated
Exchange NASDAQ | Headquarters 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 1539 | Website https://www.strategy.com |
Full time employees 1539 | 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. It offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. The company 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. In addition, the company provides 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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