

Audited annual filings, TTM ratios and consensus forward estimates
Wall Street price targets and rating actions
Revenue disaggregation per 10-K filing
Annual filings (FY) with consensus forward estimates (hatched)
Free float vs. closely held shares
13F institutional holdings are not available in the current data plan.
SEC Form 4 filings
| Date | Insider | Role | Type | Shares @ price | Value |
|---|---|---|---|---|---|
| Oct 8, 26 | Patten Jarrod M | director | M-Exempt | 1,400 @ $18.24 | $25.53K |
| Oct 9, 26 |
| Patten Jarrod M |
| director |
| M-Exempt |
| 1,350 @ $18.24 |
| $24.62K |
| Oct 9, 26 | Patten Jarrod M | director | S-Sale | 450 @ $154.47 | $69.51K |
| Oct 8, 26 | Patten Jarrod M | director | S-Sale | 950 @ $150.54 | $143.0K |
| Oct 9, 26 | Patten Jarrod M | director | S-Sale | 450 @ $156.00 | $70.20K |
| Oct 8, 26 | Patten Jarrod M | director | S-Sale | 450 @ $152.00 | $68.40K |
| Oct 9, 26 | Patten Jarrod M | director | S-Sale | 450 @ $158.00 | $71.10K |
| Oct 8, 26 | Patten Jarrod M | director | M-Exempt | 1,400 @ $18.24 | $25.53K |
FY2025 · 10-K disclosure
FY2025 · 10-K disclosure
Stock news · updated daily
Grant Cardone has been buying apartment complexes for forty years. Eighteen months ago he started putting Bitcoin into the same funds, and he says the response changed who shows up: 80% of investors in the first fund had never owned Bitcoin, half had never invested with him before, and the average cheque was four times bigger.
Top Performing Leveraged/Inverse ETFs Last Week These were last week's top performing leveraged and inverse ETFs. Note that because of leverage, these kinds of funds can move quickly.
Circle Internet Group is a dominant force in the growing stablecoin market with rapidly rising revenue. Strategy has evolved into the largest Bitcoin treasury company in just a few short years.
The latest trading day saw Strategy (MSTR) settling at $145.8, representing a -5% change from its previous close.
JPMorgan just gave Bitcoin a place in serious long-term forecasts, but the projected return tells only half the story. The other half, rooted in volatility that can carve 50% from your holdings, determines whether any allocation makes sense for your situation.
Bitcoin sits nearly 35% below its all-time high while ETF buyers grow inconsistent, treasury firms slip underwater, and the Fed keeps tightening. The path to a $3 trillion market cap exists, but the forces standing in the way may push that milestone further than most investors expect.
Strategy (MSTR) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.
Treasury companies, public firms that hold Bitcoin on their balance sheets, have an average cost of about $80,000 per coin, according to Glassnode. Bitcoin (CRYPTO: BTC) trades at $81,836, down 1.9% over the past 24 hours and 35.
Reported EPS vs. consensus estimate
| Report date | EPS est. | EPS actual | Surprise | Revenue |
|---|---|---|---|---|
| Jul 30, 2026 | -2.19 | -24.45 | Miss -1016.4% | $122.4M |
| May 5, 2026 | -0.86 | -38.25 | Miss -4337.4% | $124.3M |
| Feb 5, 2026 | -0.08 | -42.93 | Miss -53562.5% | $123.0M |
| Oct 30, 2025 | -0.10 | 8.42 | Beat 8354.9% | $128.7M |
| Jul 31, 2025 | -0.10 | 32.60 | Beat 33253.7% | $114.5M |
| May 1, 2025 | -2.44 | -16.49 | Miss -575.8% | $111.1M |
TTM vs. 5-year historical average (annual ratios)
| Metric | MSTR | Historical (5Y) / ref | Status |
|---|---|---|---|
| P/E ratio (TTM) | -1.4x | -10.0x · sector 44.2x | Discount |
| Forward P/E (FY26E) | -6.3x | EPS est. -21.56 | Elevated |
| Price / Book | 1.0x | 1.9x | Discount |
| Price / Sales | 109.8x | 49.0x | Elevated |
| EV / EBITDA | -2.7x | -46.8x | Discount |
| Return on equity | -60.8% | — | Weak |
| Gross margin | 67.6% | 76.0% | In line |
| Debt / Equity | 0.15 | -0.50 | Conservative |
| Piotroski / Altman Z | 3/9 | Z 2.85 | Grey zone |
Discounted cash flow model
Current price $136.02
Latest analyst grade actions
| Date | Firm | Action | Previous | New grade |
|---|---|---|---|---|
| Oct 16, 26 | Cantor Fitzgerald | maintain | Overweight | Overweight |
| Oct 9, 26 | Barclays | maintain | Overweight | Overweight |
| Oct 2, 26 | Citigroup | maintain | Buy | Buy |
| Sep 22, 26 | B. Riley Securities | maintain | Buy | Buy |
| Sep 15, 26 | Barclays | maintain | Overweight | Overweight |
| Sep 8, 26 | Canaccord Genuity | maintain | Buy | Buy |
| Sep 3, 26 | B. Riley Securities | maintain | Buy | Buy |
| Aug 26, 26 | Bernstein | maintain | Outperform | Outperform |
| Aug 25, 26 | Canaccord Genuity | maintain | Buy | Buy |
1255 daily bars · split adjusted
Daily · Wilder smoothing
Classic floor pivots from 2026-10-19
Computed from daily OHLCV bars
| Indicator | Value | Type | Action |
|---|---|---|---|
| RSI (14) | 42.14 | Oscillator | Neutral |
| Stochastic %K (14, 3, 3) | 19.77 | Oscillator | Buy |
| Williams %R (14) | -94.70 | Oscillator | Buy |
| MACD (12, 26, 9) | 1.15 (Hist -3.80) | Oscillator | Sell |
| Average Directional Index (14) | 26.56 (+DI 18.2 / -DI 23.6) | Trend | Strong Sell |
| EMA 20 | 148.41 | MA | Strong Sell |
| SMA 20 | 154.78 | MA | Strong Sell |
| EMA 50 | 139.36 | MA | Sell |
| SMA 50 | 135.64 | MA | Buy |
| SMA 200 | 135.53 | MA | Buy |
SEC EDGAR filings · last 12 months
| Form | Filed | Accepted | Document |
|---|---|---|---|
| DEFA14A | Oct 20, 2026 | 2026-10-20 17:25:10 | View |
| DEFA14A | Oct 20, 2026 | 2026-10-20 08:01:09 | View |
| DEFA14A | Oct 19, 2026 | 2026-10-19 17:25:12 | View |
| DEFA14A | Oct 19, 2026 | 2026-10-19 08:05:10 | View |
| 8-K | Oct 19, 2026 | 2026-10-19 08:00:13 | View |
| DEFA14A | Oct 16, 2026 | 2026-10-16 17:25:11 | View |
| DEFA14A | Oct 16, 2026 | 2026-10-16 08:49:57 | View |
| 8-K | Oct 16, 2026 | 2026-10-16 07:59:13 | View |
| DEFA14A | Oct 15, 2026 | 2026-10-15 17:29:21 | View |
| DEFA14A | Oct 14, 2026 | 2026-10-14 17:25:08 | View |
Proxy statement (DEF 14A) disclosures