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Upturn AI Summary - About
Strive, Inc.(ASST)
Top performer 
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 ASST
11/09/2026: ASST (4-star) is currently NOT-A-BUY. Pass it for now.
Strive, Inc. is a unique hybrid company that pairs an SEC-registered investment advisory business with a high-stakes corporate Bitcoin treasury strategy. By operating as the first publicly traded asset management Bitcoin treasury company, Strive aims to outperform Bitcoin over time through aggressive accumulation and active shareholder advocacy. While the firm's growth potential and innovative financial products, such as its preferred stock, offer a compelling story for growth-oriented investors, the company faces significant risks from Bitcoin's inherent price volatility, capital-intensive expansion, and high valuation uncertainty. Strive may best suit risk-tolerant growth investors, and market participants should closely monitor Bitcoin price trends and the company’s capital-allocation execution.
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 | The aggressive focus on capital appreciation through Bitcoin accumulation caters to high-growth, risk-tolerant investment mandates. |
| Momentum investor | Strong fit while signal remains positive | The stock's high beta and strong correlation with Bitcoin price movements make it a high-interest target during crypto market rallies. |
| Value investor | Weak fit | Current valuation methodologies linked to Bitcoin treasuries are not traditional, and the company's negative earnings make it unsuitable for value-focused investors. |
| Dividend investor | Mixed fit | While ASST common stock does not pay dividends, the company's preferred offerings (SATA/SATS) are specifically designed for income seekers. |
| Low-risk investor | Weak fit | The company's extreme price volatility and reliance on volatile digital assets represent a high-risk profile. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to the volatility of Bitcoin, which can lead to significant intraday and long-term price swings. |
| Valuation risk | High | Valuing a company based on treasury Bitcoin holdings rather than traditional earnings introduces significant speculative risk. |
| Competition risk (Bitcoin treasuries) | Medium / high | Strive faces intense pressure from well-established incumbents like MicroStrategy for capital and Bitcoin acquisition dominance. |
| Business quality | Medium | The company is in an early, capital-intensive growth phase, necessitating consistent access to equity markets to maintain its strategy. |
| Dividend income | Medium | Dividend reliability for the firm's preferred securities is subject to board declaration and available cash flows. |
| Execution risk | Medium / high | The successful implementation of its novel financial treasury strategies remains untested at this scale over long time horizons. |
Price Behavior
Strong Uptrend
The stock has maintained a strong upward price trend across the last three quarters.
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 208.9% | Avg. Invested days 12 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  2.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 11/09/2026 |
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 Mid-Cap Stock | Market Capitalization 2.73B USD | Price to earnings Ratio - | 1Y Target Price 41 |
Price to earnings Ratio - | 1Y Target Price 41 | ||
Volume (30-day avg) 8.3M shares | Beta 13.31 | 52 Weeks Range 7.02 - 32.08 | Updated Date 11/09/2026 |
52 Weeks Range 7.02 - 32.08 | Updated Date 11/09/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -204.8 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Asset Management | Management and advisory fees from ETFs and separately managed accounts. | Steady fee-based income from advisory services. |
| Corporate Bitcoin Treasury | Appreciation of Bitcoin held on the balance sheet. | Profit from rising Bitcoin prices and strategic capital allocation. |
Earnings Date
Report Date 2026-11-06 | When Before Market | Estimate 3.44 | Actual 5.24 |
Profitability
Profit Margin - | Operating Margin (TTM) 19003.86% |
Management Effectiveness
Return on Assets (TTM) -8.88% | Return on Equity (TTM) -12.6% |
Valuation
Trailing PE - | Forward PE 4.07 | Enterprise Value 3.25B | Price to Sales(TTM) 283.05 |
Enterprise Value 3.25B | Price to Sales(TTM) 283.05 | ||
Enterprise Value to Revenue 242.81 | Enterprise Value to EBITDA -2.32 | Shares Outstanding 118.12M | Shares Floating 85.64M |
Shares Outstanding 118.12M | Shares Floating 85.64M | ||
Percent Insiders 1.05 | Percent Institutions 38.75 |
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.
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