Home 
Today's Top Picks 
Top Performers 
Watchlist 
My Robo Portfolios 
ETF Zone 
Help & Tutorial 
Cancel anytime
- Chart
- Upturn Summary
- Highlights
- Revenue
- Valuation
Upturn AI SWOT - About
MSTR 
MicroStrategy Incorporated (MSTR)
Top performer
- BUY Advisory
- SELL Advisory (Profit)
- SELL Advisory (Loss)
- Profit
- Loss
- Pass (Skip investing)
Stock price based on last close (see disclosures)
- ALL
- YEAR
- MONTH
- WEEK
Upturn Advisory Summary
08/28/2025: MSTR (5-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Outstanding Performance
These Stocks/ETFs, based on Upturn Advisory, have historically outperformed the market, making them a top-tier choice for investors.
Number of Analysts
13 Analysts rated it
Moderately tracked stock, growing coverage, gaining market and investor attention.
1 Year Target Price $569.83
1 Year Target Price $569.83
| 7 | Strong Buy |
| 5 | Buy |
| 0 | Hold |
| 0 | Sell |
| 1 | Strong Sell |
Analysis of Past Performance
Type Stock | Historic Profit 250.67% | Avg. Invested days 29 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  3.0 | Stock Returns Performance  5.0 |
| Profits based on simulation | Last Close 08/28/2025 |
Key Highlights
Company Size Large-Cap Stock | Market Capitalization 96.99B USD | Price to earnings Ratio 23.99 | 1Y Target Price 569.83 |
Price to earnings Ratio 23.99 | 1Y Target Price 569.83 | ||
Volume (30-day avg) 13 | Beta 3.77 | 52 Weeks Range 113.69 - 543.00 | Updated Date 08/28/2025 |
52 Weeks Range 113.69 - 543.00 | Updated Date 08/28/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) 14.26 |
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 2025-07-30 | When Before Market | Estimate -0.0983 | Actual 32.52 |
Profitability
Profit Margin 1036.61% | Operating Margin (TTM) 12256.3% |
Management Effectiveness
Return on Assets (TTM) 11.59% | Return on Equity (TTM) 18.01% |
Valuation
Trailing PE 23.99 | Forward PE 7.72 | Enterprise Value 108049795050 | Price to Sales(TTM) 209.79 |
Enterprise Value 108049795050 | Price to Sales(TTM) 209.79 | ||
Enterprise Value to Revenue 233.71 | Enterprise Value to EBITDA 16.24 | Shares Outstanding 263912992 | Shares Floating 263278911 |
Shares Outstanding 263912992 | Shares Floating 263278911 | ||
Percent Insiders 0.18 | Percent Institutions 54.83 |
Upturn AI SWOT
MicroStrategy Incorporated
Company Overview
History and Background
MicroStrategy Incorporated was founded in 1989 by Michael J. Saylor and Sanju Bansal. Initially focused on data mining software, it transitioned to business intelligence (BI) and later, embraced Bitcoin as a corporate treasury reserve asset.
Core Business Areas
- Software Licenses: Sale of MicroStrategy's software platform licenses.
- Subscription Services: Cloud-based platform subscriptions.
- Product Support: Technical support and maintenance services.
- Consulting Services: Consulting and implementation services for data analytics and BI solutions.
- Bitcoin Holdings: Managing and acquiring Bitcoin as a primary treasury reserve asset.
Leadership and Structure
Michael J. Saylor serves as Executive Chairman. Phong Le is the Chief Executive Officer. The company operates with a functional organizational structure.
Top Products and Market Share
Key Offerings
- MicroStrategy ONE: A comprehensive enterprise analytics platform providing reporting, dashboards, data visualization, and mobile BI capabilities. Competitors include Tableau (CRM), Power BI (MSFT), and Qlik (QLIK).
- Bitcoin: MicroStrategy's holding and strategy around Bitcoin. This is not a product, but a key aspect of the company. Competitors are any other company holding Bitcoin on their balance sheet.
Market Dynamics
Industry Overview
The business intelligence and analytics market is characterized by increasing data volumes, the shift to cloud-based solutions, and the growing need for self-service analytics capabilities. The Bitcoin market is characterized by high volatility, regulatory uncertainty, and growing institutional adoption.
Positioning
MicroStrategy is a provider of enterprise analytics and mobile software, with a significant exposure to Bitcoin. It competes with larger, more diversified companies in the BI space, and its performance is heavily influenced by Bitcoin's price movements.
Total Addressable Market (TAM)
The global business intelligence and analytics market is expected to reach over $30 billion. MicroStrategy's positioning relative to the TAM is complex due to its Bitcoin strategy, adding additional risk and reward.
Upturn SWOT Analysis
Strengths
- Established analytics platform
- Strong brand recognition in enterprise BI
- Significant Bitcoin holdings
- Experienced leadership team
- Proprietary Analytics Tools
Weaknesses
- High Bitcoin exposure creates volatility
- Smaller market share compared to competitors
- Dependence on enterprise clients
- Perception of being a legacy platform
- Complex product pricing
Opportunities
- Expanding cloud-based offerings
- Growing demand for data analytics
- Further Bitcoin adoption
- Strategic partnerships
- Furthering Artificial Intelligence (AI)
Threats
- Intense competition in the BI market
- Fluctuations in Bitcoin price
- Technological disruptions
- Economic downturns
- Regulatory changes affecting Bitcoin
Competitors and Market Share
Key Competitors
- Tableau (CRM)
- Microsoft (MSFT)
- Qlik (QLIK)
- ThoughtSpot
Competitive Landscape
MicroStrategy's advantage lies in its established analytics platform and Bitcoin strategy. Disadvantages include smaller market share, high Bitcoin exposure, and the dominance of larger competitors like Microsoft and Salesforce.
Growth Trajectory and Initiatives
Historical Growth: Historical growth is not available in the context and will need to be gathered to be populated.
Future Projections: Future projections are not available in the context and will need to be gathered to be populated.
Recent Initiatives: Recent initiatives include expanding the MicroStrategy ONE platform capabilities, continuing to purchase more Bitcoin, and focusing on cloud-based services.
Summary
MicroStrategy is a unique company due to its significant Bitcoin holdings, which heavily influence its stock price and financial performance. While its core business in analytics is established, it faces strong competition in the BI market. The company's future hinges on both the growth of its analytics platform and the performance of Bitcoin. Investors should be aware of the high volatility associated with MicroStrategy stock due to its Bitcoin exposure.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Company Financial Reports
- Industry Analysis Reports
- Market Research Data
- Analyst Reports
Disclaimers:
The information provided is for informational purposes only and does not constitute financial advice. Market data is subject to change. Consider consulting with a qualified financial advisor before making any investment decisions. Market share estimates can vary.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About MicroStrategy Incorporated
Exchange NASDAQ | Headquaters Tysons Corner, VA, United States | ||
IPO Launch date 1998-06-11 | President, CEO & Director Mr. Phong Q. Le | ||
Sector Technology | Industry Software - Application | Full time employees 1512 | Website https://www.strategy.com |
Full time employees 1512 | Website https://www.strategy.com | ||
Strategy Inc, together with its subsidiaries, operates as a bitcoin treasury company in the United States, Europe, the Middle East, Africa, and internationally. The company offers investors varying degrees of economic exposure to Bitcoin by offering a range of securities, including equity and fixed income instruments. It also provides AI-powered enterprise analytics software, including Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making; and Strategy Mosaic, a universal intelligence layer that offers enterprises with consistent definitions and governance across data sources, regardless of where that data resides or which tools access it. The company was formerly known as MicroStrategy Incorporated and changed its name to Strategy Inc in August 2025. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
Note: This website is maintained by Upturn Corporation, which is an investment adviser registered with the U.S. Securities and Exchange Commission. Such registration does not imply a certain level of skill or training. Investing in securities has risks. Past performance is no guarantee of future returns. No assurance is provided as to any particular investment return, and you may lose money using our services. You are strongly advised to consult appropriate counsel before making any investments in companies you learn about through our services. You should obtain appropriate legal, tax, investment, accounting, and other advice that takes into account your investment portfolio and overall financial situation. You are solely responsible for conducting due diligence on a potential investment. We do not affect trades for you. You will select your own broker through which to transact. Investments are not FDIC insured, they are not guaranteed, and they may lose value. Please see the Privacy Policy, Terms of Use, and Disclosure for more information.