Vise Technologies Inc. Invests $1.35 Million in Strategy Inc $MSTR

Vise Technologies Inc. purchased a new stake in Strategy Inc (NASDAQ:MSTR) during the second quarter, according to its most recent 13F filing with the Securities and Exchange Commission (SEC). The fund purchased 3,331 shares of the software maker’s stock, valued at approximately $1,347,000.

Other large investors have also recently bought and sold shares of the company. MCF Advisors LLC acquired a new position in shares of Strategy during the 2nd quarter worth $35,000. Maseco LLP purchased a new stake in Strategy during the second quarter worth about $36,000. SJS Investment Consulting Inc. grew its position in Strategy by 25.8% during the second quarter. SJS Investment Consulting Inc. now owns 117 shares of the software maker’s stock worth $47,000 after buying an additional 24 shares during the period. E Fund Management Hong Kong Co. Ltd. lifted its position in shares of Strategy by 57.3% during the 2nd quarter. E Fund Management Hong Kong Co. Ltd. now owns 118 shares of the software maker’s stock valued at $48,000 after acquiring an additional 43 shares during the period. Finally, AlphaQuest LLC boosted its stake in shares of Strategy by 454.5% during the 2nd quarter. AlphaQuest LLC now owns 122 shares of the software maker’s stock worth $49,000 after acquiring an additional 100 shares in the last quarter. Hedge funds and other institutional investors own 59.84% of the company’s stock.

Wall Street Analysts Forecast Growth

MSTR has been the subject of several research analyst reports. Wells Fargo & Company reaffirmed an “equal weight” rating and issued a $54.00 price objective (down from $65.00) on shares of Strategy in a research note on Tuesday, September 30th. Cantor Fitzgerald cut their price target on Strategy from $697.00 to $560.00 and set an “overweight” rating for the company in a research note on Friday, October 31st. Benchmark reissued a “buy” rating on shares of Strategy in a research note on Friday, October 31st. Monness Crespi & Hardt upgraded shares of Strategy from a “sell” rating to a “neutral” rating in a research report on Monday. Finally, Mizuho upped their price target on shares of Strategy from $563.00 to $586.00 and gave the company an “outperform” rating in a report on Monday, August 11th. One analyst has rated the stock with a Strong Buy rating, thirteen have given a Buy rating and four have given a Hold rating to the stock. According to data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $485.80.

Insiders Place Their Bets

In related news, EVP Wei-Ming Shao sold 30,000 shares of the company’s stock in a transaction on Tuesday, October 7th. The shares were sold at an average price of $357.37, for a total transaction of $10,721,100.00. Following the completion of the sale, the executive vice president directly owned 12,726 shares of the company’s stock, valued at approximately $4,547,890.62. This represents a 70.21% decrease in their position. The sale was disclosed in a document filed with the Securities & Exchange Commission, which is accessible through the SEC website. Also, Director Jarrod M. Patten purchased 12,000 shares of the stock in a transaction that occurred on Friday, October 17th. The stock was bought at an average price of $96.88 per share, with a total value of $1,162,560.00. Following the completion of the acquisition, the director owned 29,335 shares in the company, valued at $2,841,974.80. This represents a 69.22% increase in their position. The SEC filing for this purchase provides additional information. In the last three months, insiders bought 36,399 shares of company stock worth $3,539,220. Insiders own 8.46% of the company’s stock.

Strategy Stock Performance

Strategy stock opened at $223.75 on Thursday. The company has a market cap of $64.29 billion, a price-to-earnings ratio of 19.54 and a beta of 3.87. Strategy Inc has a 12 month low of $219.68 and a 12 month high of $543.00. The company has a debt-to-equity ratio of 0.17, a current ratio of 0.68 and a quick ratio of 0.68. The stock’s 50-day moving average is $303.70 and its 200-day moving average is $358.08.

Strategy (NASDAQ:MSTR) last posted its quarterly earnings results on Thursday, October 30th. The software maker reported $8.42 EPS for the quarter, beating the consensus estimate of $7.90 by $0.52. The firm had revenue of $128.69 million for the quarter, compared to analyst estimates of $116.76 million. Strategy had a net margin of 1,036.61% and a return on equity of 18.83%. Strategy’s revenue for the quarter was up 10.9% compared to the same quarter last year. During the same quarter last year, the firm posted ($1.56) earnings per share. Strategy has set its FY 2025 guidance at 80.000-80.000 EPS.

Strategy Company Profile

Strategy Incorporated, formerly known as MicroStrategy, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy ONE, a platform that allows non-technical users to access novel and actionable insights for decision-making, and Strategy Cloud for Government, which provides always-on threat monitoring designed to meet the strict technical and regulatory standards of governments and financial institutions.