Phong Le Sells 3,299 Shares of Strategy (NASDAQ:MSTR) Stock

Strategy Inc (NASDAQ:MSTR) CEO Phong Le sold 3,299 shares of Strategy stock in a transaction on Tuesday, March 24th. The shares were sold at an average price of $138.33, for a total transaction of $456,350.67. Following the completion of the transaction, the chief executive officer owned 22,923 shares in the company, valued at approximately $3,170,938.59. This trade represents a 12.58% decrease in their ownership of the stock. The transaction was disclosed in a legal filing with the Securities & Exchange Commission, which is available through this link.

Phong Le also recently made the following trade(s):

• On Thursday, March 19th, Phong Le acquired 2,509 shares of Strategy stock. The shares were purchased at an average price of $99.62 per share, with a total value of $249,946.58.
• On Thursday, March 12th, Phong Le sold 2,034 shares of Strategy stock. The stock was sold at an average price of $137.25, for a total transaction of $279,166.50.
• On Thursday, January 8th, Phong Le bought 12 shares of Strategy stock. The stock was purchased at an average cost of $99.99 per share, for a total transaction of $1,199.88.

Strategy Stock Performance

Shares of Strategy stock traded up $2.88 on Wednesday, reaching $139.13. 18,614,453 shares of the stock were exchanged, compared to its average volume of 21,194,724. The company has a current ratio of 5.62, a quick ratio of 5.62 and a debt-to-equity ratio of 0.18. The firm has a market capitalization of $46.43 billion, a PE ratio of -7.56 and a beta of 3.55. Strategy Inc has a 1-year low of $104.17 and a 1-year high of $457.22. The business has a fifty day moving average price of $140.84 and a two-hundred day moving average price of $205.03.

Strategy (NASDAQ:MSTR) last announced its quarterly earnings data on Thursday, February 5th. The software maker reported ($42.93) earnings per share for the quarter, missing analysts’ consensus estimates of $46.02 by ($88.95). Strategy had a negative net margin of 806.34% and a negative return on equity of 8.74%. The business had revenue of $122.99 million during the quarter, compared to analysts’ expectations of $117.42 million. During the same period in the prior year, the firm posted ($3.03) EPS. Strategy’s revenue for the quarter was up 1.9% compared to the same quarter last year.

Analyst Upgrades and Downgrades

Several research analysts have issued reports on the company. Canaccord Genuity Group set a $185.00 price objective on Strategy and gave the stock a “buy” rating in a research report on Wednesday, February 4th. Truist Financial set a $268.00 target price on shares of Strategy in a research report on Friday, January 9th. Citigroup lowered their price target on shares of Strategy from $485.00 to $325.00 and set a “buy” rating on the stock in a research note on Monday, December 22nd. TD Cowen reiterated a “buy” rating on shares of Strategy in a report on Thursday, January 15th. Finally, Benchmark reiterated a “buy” rating on shares of Strategy in a research note on Monday, December 1st. Two research analysts have rated the stock with a Strong Buy rating, twelve have assigned a Buy rating and four have issued a Hold rating to the company. According to data from MarketBeat, the company presently has an average rating of “Moderate Buy” and a consensus target price of $368.21.

More Strategy News

Here are the key news stories impacting Strategy this week:

• Positive Sentiment: Company unveiled very large capital‑raising programs (common stock + perpetual preferreds) intended to fund aggressive Bitcoin accumulation — this preserves optionality to scale the treasury and is being read as constructive for MSTR’s bitcoin exposure. Read More.
• Positive Sentiment: CEO insider purchase (Phong Le bought shares) signals management confidence and can be sentimentally supportive for the stock. Read More.
• Positive Sentiment: Macro/crypto backdrop: some analysts (e.g., Bernstein coverage) argue bitcoin may have bottomed and maintain very bullish targets — a rising BTC outlook improves the expected payoff of Strategy’s treasury approach. Read More.
• Positive Sentiment: Partnerships with regulated crypto firms (Anchorage Digital) and investor analyses (NYDIG breakdown of STRC mechanics) help legitimize capital structures Strategy is using to finance bitcoin buys. Read More.
• Neutral Sentiment: Company continues to add bitcoin (recent ~$76M / ~1,031 BTC buy); accumulation continues but recent purchases were smaller than prior large weekly buys — keeps the exposure active but pace varies. Read More.
• Negative Sentiment: Dilution risk: the announced tens‑of‑billions in ATM/preferred capacity creates clear downside for common shareholders if issuance occurs — that concern is driving some selling and headline volatility. Read More.
• Negative Sentiment: Public criticism and concentration risk: high‑profile critics warn the approach centralizes bitcoin holdings and raises governance/strategy questions (this can weigh on sentiment if the debate intensifies). Read More.
• Negative Sentiment: Volatility and unrealized losses amplify downside — multiple outlets note large unrealized crypto losses and a steep YTD share decline, meaning MSTR remains highly sensitive to BTC moves. Read More.

Hedge Funds Weigh In On Strategy

Several hedge funds have recently bought and sold shares of MSTR. Vanguard Group Inc. boosted its position in Strategy by 21.0% during the fourth quarter. Vanguard Group Inc. now owns 24,062,886 shares of the software maker’s stock worth $3,656,356,000 after purchasing an additional 4,178,611 shares in the last quarter. Capital International Investors grew its holdings in Strategy by 37.3% in the fourth quarter. Capital International Investors now owns 20,614,868 shares of the software maker’s stock valued at $3,132,460,000 after purchasing an additional 5,600,573 shares during the last quarter. Capital Research Global Investors increased its position in shares of Strategy by 66.7% in the fourth quarter. Capital Research Global Investors now owns 7,008,535 shares of the software maker’s stock valued at $1,064,963,000 after buying an additional 2,803,277 shares in the last quarter. State Street Corp increased its position in shares of Strategy by 2.3% in the fourth quarter. State Street Corp now owns 6,127,301 shares of the software maker’s stock valued at $931,043,000 after buying an additional 138,253 shares in the last quarter. Finally, Amundi raised its stake in shares of Strategy by 373.7% during the 4th quarter. Amundi now owns 4,790,702 shares of the software maker’s stock worth $727,947,000 after buying an additional 3,779,340 shares during the last quarter. 59.84% of the stock is owned by hedge funds and other institutional investors.

Strategy Company Profile

Strategy, formerly known as MicroStrategy, Incorporated (NASDAQ: MSTR) is a global provider of enterprise analytics and mobility software. The company’s flagship platform offers business intelligence, data discovery, and advanced visualizations that enable organizations to analyze large volumes of data and deliver actionable insights. In addition to traditional on-premises deployments, Strategy provides a range of cloud-based services and managed offerings that allow customers to leverage the power of its analytics tools without managing complex infrastructure.

Founded in 1989 by Michael J.