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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
10/30/2026: MSTR (2-star) is currently NOT-A-BUY. Pass it for now.
MicroStrategy Incorporated is a unique enterprise software company that has transitioned into a prominent Bitcoin treasury holding firm. While it maintains a stable, legacy business intelligence software division, its market valuation and growth trajectory are now primarily tied to its massive Bitcoin reserves. This structure makes it a high-beta, leveraged play on Bitcoin performance, which provides significant upside during bull markets but carries considerable downside risk during volatility. The stock is most suitable for aggressive investors seeking crypto exposure within a publicly traded equity. Investors should monitor Bitcoin price trends, the company's debt management, and regulatory developments affecting digital assets.
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 high-beta exposure to the digital asset market. |
| Momentum investor | Strong fit while signal remains positive | The stock frequently exhibits significant price action driven by crypto market trends. |
| Value investor | Weak fit | Valuation is driven by speculative asset holdings rather than traditional P/E ratios. |
| Dividend investor | Weak fit | The company does not pay dividends and reinvests all capital. |
| Low-risk investor | Weak fit | High volatility and sensitivity to Bitcoin prices make this unsuitable for conservative portfolios. |
Risk Profile
| Risk factor | Level | Why it matters |
|---|---|---|
| Price volatility | High | The stock price is highly sensitive to Bitcoin's extreme market swings. |
| Valuation risk | High | Stock price frequently trades at a premium to the underlying Net Asset Value (NAV) of its Bitcoin. |
| Competition risk (Crypto/Software) | Medium / high | The firm faces competition from traditional software incumbents and new institutional crypto vehicles. |
| Business quality | Medium | While the software business is stable, the investment strategy introduces significant tail risk. |
| Dividend income | Low / none | Investors receive no cash distributions. |
| Execution risk | Medium | Success depends on debt management and the long-term viability of Bitcoin as a treasury asset. |
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 315.71% | Avg. Invested days 27 | Today’s Advisory PASS |
Upturn Advisory Rating  | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 10/30/2026 |
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 55.28B USD | Price to earnings Ratio - | 1Y Target Price 239.27 |
Price to earnings Ratio - | 1Y Target Price 239.27 | ||
Volume (30-day avg) 19.9M shares | Beta 3.57 | 52 Weeks Range 81.81 - 270.36 | Updated Date 11/01/2026 |
52 Weeks Range 81.81 - 270.36 | Updated Date 11/01/2026 | ||
Dividends yield (FY) - | Basic EPS (TTM) -52.33 |
How Company Makes Money
| Business area | What it includes | Retail investor read |
|---|---|---|
| Enterprise Analytics | Software licenses, subscription services, and product support. | This is the stable, traditional engine of the company. |
| Bitcoin Holdings | Appreciation of held Bitcoin assets. | This is the primary growth driver and main source of stock volatility. |
Analyzing Revenue: Products, Geography and Growth
Revenue by Products
Product revenue - Year on Year
Revenue by Geography
Geography revenue - Year on Year
Earnings Date
Report Date 2026-10-29 | When After Market | Estimate 21.5 | Actual 44.75 |
Profitability
Profit Margin - | Operating Margin (TTM) 16670.89% |
Management Effectiveness
Return on Assets (TTM) -16.03% | Return on Equity (TTM) -21.59% |
Valuation
Trailing PE - | Forward PE 5.29 | Enterprise Value 69.21B | Price to Sales(TTM) 111.66 |
Enterprise Value 69.21B | Price to Sales(TTM) 111.66 | ||
Enterprise Value to Revenue 139.79 | Enterprise Value to EBITDA 179.17 | Shares Outstanding 403.93M | Shares Floating 399.36M |
Shares Outstanding 403.93M | Shares Floating 399.36M | ||
Percent Insiders 0.2 | Percent Institutions 55.01 |
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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