MicroStrategy (MSTR)

• Market cap: $95.3B
• 1 day: 0.15%
• 5 days: 12.33%
• 1 month: 27.59%
• 3 months: 9.92%
• 6 months: 44.61%
• Year to date: 23.08%
• 1 year: 185.58%
• 5 years: 2,764.62%
• 10 years: 2,075.90%
• Sector: Technology
• Industry: Software - Application

About: MicroStrategy Inc is a provider of enterprise analytics and mobility software. It offers MicroStrategy Analytics platform that delivers reports and dashboards and enables users to conduct ad hoc analysis and share insights through mobile devices or the Web; MicroStrategy Server, which provides analytical processing and job management. The company's reportable operating segment is engaged in the design, development, marketing, and sales of its software platform through licensing arrangements and cloud-based subscriptions and related services.

Employees: 1,839

Fund manager confidence

Based on 2024 Q4 regulatory disclosures by fund managers ($100M+ AUM)

559% more first-time investments, than exits

New positions opened: 389 | Existing positions closed: 59

101% more capital invested

Capital invested by funds: $15.4B [Q3] → $31.1B (+$15.6B) [Q4]

91% more repeat investments, than reductions

Existing positions increased: 355 | Existing positions reduced: 186

49% more funds holding

Funds holding: 645 [Q3] → 962 (+317) [Q4]

46% more funds holding in top 10

Funds holding in top 10: 26 [Q3] → 38 (+12) [Q4]

27% less call options, than puts

Call options by funds: $23.2B | Put options by funds: $31.6B

467.16% less ownership

Funds ownership: 524.95% [Q3] → 57.79% (-467.16%) [Q4]

Research analyst outlook

6 Wall Street Analysts provided 1 year price targets over the past 3 months

• Low target: $409 11% upside
• Avg. target: $504 36% upside
• High target: $619 68% upside

6 analyst ratings

• positive: 6 100%
• neutral: 0 0%
• negative: 0 0%

Barclays Ramsey El-Assal 43% 1-year accuracy 29 / 67 met price target	14% upside $421	Overweight Maintained	10 Feb 2025
Keefe, Bruyette & Woods Bill Papanastasiou 50% 1-year accuracy 1 / 2 met price target	52% upside $560	Outperform Initiated	7 Feb 2025
Maxim Group Matthew Galinko 38% 1-year accuracy 11 / 29 met price target	35% upside $500	Buy Maintained	6 Feb 2025
Cantor Fitzgerald Brett Knoblauch 25% 1-year accuracy 19 / 77 met price target	68% upside $619	Overweight Maintained	6 Feb 2025
Canaccord Genuity Joseph Vafi 22% 1-year accuracy 17 / 79 met price target	11% upside $409	Buy Maintained	6 Feb 2025