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MicroStrategy Incorporated 10.00% Series A Perpetual Stride Preferred Stock (STRD)
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Upturn Advisory Summary
12/18/2025: STRD (1-star) is currently NOT-A-BUY. Pass it for now.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type Stock | Historic Profit -7.31% | Avg. Invested days 17 | Today’s Advisory PASS |
Upturn Star Rating | Upturn Advisory Performance  1.0 | Stock Returns Performance  1.0 |
| Profits based on simulation | Last Close 12/18/2025 |
Key Highlights
Company Size Small-Cap Stock | Market Capitalization 1.04B USD | Price to earnings Ratio - | 1Y Target Price - |
Price to earnings Ratio - | 1Y Target Price - | ||
Volume (30-day avg) - | Beta - | 52 Weeks Range 85.25 - 93.42 | Updated Date 06/20/2025 |
52 Weeks Range 85.25 - 93.42 | Updated Date 06/20/2025 | ||
Dividends yield (FY) - | Basic EPS (TTM) - |
Earnings Date
Report Date - | When - | Estimate - | Actual - |
Profitability
Profit Margin - | Operating Margin (TTM) - |
Management Effectiveness
Return on Assets (TTM) - | Return on Equity (TTM) - |
Valuation
Trailing PE - | Forward PE - | Enterprise Value - | Price to Sales(TTM) - |
Enterprise Value - | Price to Sales(TTM) - | ||
Enterprise Value to Revenue - | Enterprise Value to EBITDA - | Shares Outstanding - | Shares Floating - |
Shares Outstanding - | Shares Floating - | ||
Percent Insiders - | Percent Institutions - |
Upturn AI SWOT
MicroStrategy Incorporated
Company Overview
History and Background
MicroStrategy Incorporated 10.00% Series A Perpetual Stride Preferred Stock is not a separate founding entity but a class of preferred stock issued by MicroStrategy Incorporated (MSTR). MicroStrategy Incorporated was founded in 1989. The company has evolved from a business intelligence software provider to a significant holder of Bitcoin, influencing its strategy and market perception. The Series A Perpetual Stride Preferred Stock represents a specific financing instrument.
Core Business Areas
- Enterprise Analytics and Business Intelligence: MicroStrategy provides a comprehensive platform for business intelligence, mobile analytics, and location intelligence. This includes software for data discovery, reporting, dashboards, and embedded analytics, enabling organizations to make data-driven decisions.
- Bitcoin Investment: A significant portion of MicroStrategy's strategy now involves acquiring and holding Bitcoin as its primary treasury reserve asset. This has become a defining characteristic of the company's financial and market positioning.
Leadership and Structure
MicroStrategy Incorporated is led by Michael J. Saylor as Executive Chairman and Chief Executive Officer. Phong Le serves as President and Chief Financial Officer. The company operates through a corporate structure with dedicated teams for software development, sales, marketing, and investor relations. The Series A Perpetual Stride Preferred Stock is a financial instrument issued by the parent corporation.
Top Products and Market Share
Key Offerings
- MicroStrategy Platform: A comprehensive enterprise analytics platform offering data preparation, data visualization, dashboards, reporting, and mobile analytics. While specific market share for the platform is difficult to isolate due to the fragmented BI market, MicroStrategy is a recognized player. Key competitors include Tableau (Salesforce), Power BI (Microsoft), Qlik, and ThoughtSpot.
- MicroStrategy Cloud: A cloud-based version of its enterprise analytics platform, offering scalability and ease of deployment. This competes with cloud offerings from its direct BI competitors.
- Bitcoin Holdings: While not a 'product' in the traditional sense, MicroStrategy's substantial Bitcoin holdings are a key aspect of its current identity and are closely watched by investors. This is a unique differentiator rather than a directly competitive offering.
Market Dynamics
Industry Overview
MicroStrategy operates in two primary markets: the enterprise analytics and business intelligence (BI) software market, and increasingly, as a corporate entity with significant Bitcoin holdings. The BI market is mature, competitive, and driven by digital transformation initiatives. The cryptocurrency market, particularly Bitcoin, is highly volatile, speculative, and subject to regulatory scrutiny.
Positioning
MicroStrategy is positioned as a leader in enterprise analytics, known for its robust platform capabilities. However, its market perception and stock performance are heavily influenced by its Bitcoin strategy, which creates a unique and often volatile investment profile. Its competitive advantage in BI stems from its comprehensive feature set and scalability, while its Bitcoin holdings represent a strategic bet on digital asset appreciation.
Total Addressable Market (TAM)
The global BI and analytics market is projected to be in the hundreds of billions of dollars annually, with continued growth expected. MicroStrategy's position within this TAM is that of an established player with a significant customer base. With respect to Bitcoin, the TAM is effectively the entire digital asset market, which is also in the trillions of dollars globally. MicroStrategy's positioning here is as a corporate accumulator of Bitcoin, distinct from individual investors or dedicated crypto funds.
Upturn SWOT Analysis
Strengths
- Established enterprise analytics platform with a loyal customer base.
- Significant experience in data analytics and BI.
- Substantial holdings of Bitcoin providing potential upside.
- Strong leadership with a clear, albeit controversial, vision.
- Perpetual nature of the preferred stock offers a fixed dividend stream to holders.
Weaknesses
- Heavy reliance on Bitcoin price performance for significant stock appreciation.
- Volatility associated with Bitcoin holdings creates investor risk.
- Perceived disconnect between traditional software business and aggressive Bitcoin strategy.
- Competition in the BI market is intense from larger tech players.
- The perpetual nature of preferred stock means no maturity date, creating potential long-term dilution or call risk depending on terms.
Opportunities
- Increased adoption of Bitcoin as a corporate treasury asset.
- Growth in cloud-based analytics solutions.
- Leveraging Bitcoin strategy to attract a new class of investors.
- Further innovation in its BI platform to capture evolving market needs.
- Potential for the preferred stock to be called at a profit if MSTR's stock price rises significantly.
Threats
- Significant decline in Bitcoin price.
- Adverse regulatory changes for cryptocurrencies.
- Intensified competition in the BI software market.
- Economic downturn impacting enterprise software spending.
- Interest rate hikes impacting the attractiveness of perpetual preferred stock.
Competitors and Market Share
Key Competitors
- Microsoft Corporation (MSFT)
- Salesforce Inc. (CRM)
- Qlik Technologies Inc. (QLIK)
- Oracle Corporation (ORCL)
Competitive Landscape
In the BI market, MicroStrategy faces giants like Microsoft and Salesforce with vast resources and integrated ecosystems. Its advantage lies in its specialized focus and deep feature set. However, its significant Bitcoin holdings create a unique competitive landscape where it competes not only in software but also as a speculative asset holder, attracting a different investor base and facing different market risks. The preferred stock itself competes with other fixed-income instruments for investor capital.
Growth Trajectory and Initiatives
Historical Growth: MicroStrategy Incorporated's software business has demonstrated consistent, albeit moderate, historical revenue growth. The company's overall 'growth trajectory' has been dramatically redefined by its pivot to Bitcoin, leading to highly volatile stock performance and market capitalization changes.
Future Projections: Future projections for MicroStrategy Incorporated's software segment are generally positive, reflecting continued demand for BI solutions. Projections for the company's overall value are highly speculative and heavily tied to Bitcoin price forecasts. Analyst estimates for the preferred stock would focus on its dividend sustainability and potential for price appreciation or appreciation towards its call price.
Recent Initiatives: Key recent initiatives include continued aggressive acquisition of Bitcoin, efforts to refine and expand its enterprise analytics platform, and communication strategies to manage investor perceptions regarding its dual strategy.
Summary
MicroStrategy Incorporated 10.00% Series A Perpetual Stride Preferred Stock represents a fixed-income investment within a company whose primary value driver is now its Bitcoin holdings. While the software business provides a stable foundation, the company's fortunes are heavily tied to Bitcoin's volatile price. The preferred stock offers a predictable dividend but limited upside potential compared to common stock. Investors should monitor both the BI market trends and the cryptocurrency market closely.
Similar Stocks
Sources and Disclaimers
Data Sources:
- MicroStrategy Incorporated Investor Relations
- Financial news outlets (e.g., Bloomberg, Wall Street Journal)
- Market data providers (e.g., Refinitiv, FactSet)
- Industry research reports
Disclaimers:
This JSON output is for informational purposes only and does not constitute financial advice. Data accuracy is based on available public information and may be subject to change. Market share data is estimated. The analysis of the preferred stock is intertwined with the overall company's performance, especially its Bitcoin strategy. Investors should conduct their own due diligence.
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 - | President, CEO & Director Mr. Phong Q. Le | ||
Sector Technology | Industry Software - Application | Full time employees 1483 | Website https://www.strategy.com |
Full time employees 1483 | Website https://www.strategy.com | ||
MicroStrategy Incorporated, together with its subsidiaries, provides artificial intelligence-powered enterprise analytics software and services in the United States, Europe, the Middle East, Africa, and internationally. It offers Strategy One, which provides non-technical users with the ability to directly access novel and actionable insights for decision-making; HyperIntelligence, a context-based, click-free insights to the user by hovering over keywords on the screen; and Enterprise Semantic Graph, a metadata layer that helps ensure data insights are regardless of how far-reaching the applications and users of data may reside. The company also provides Strategy Support that helps customers achieve their system availability and usage goals through highly responsive troubleshooting and assistance; Strategy Education that offers free and paid learning options; and Strategy Consulting, which provides architecture and implementation services to help customers realize their desired results. In addition, it engages in the development of bitcoin. The company offers its services through direct sales force and channel partners. It serves the U.S. government, state and local governments, and government agencies, as well as a range of industries, including retail, banking, technology, manufacturing, insurance, consulting, healthcare, telecommunications, and the public sector. The company was incorporated in 1989 and is headquartered in Tysons Corner, Virginia.
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