Opinions Nick Mersch, CFA
Strategy Inc.MSTRDON'T BUYJan 20, 2026
Stock price when the opinion was issued
As of May 28, 2026. Market Open.
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Premium contentStrategy reported a revenue of 129M, which is a 12.4% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 91M, marking a 15.2% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 35% in the past 24h.
Premium contentStrategy reported a revenue of 129M, which is a 12.4% change from the previous quarter. An increase in revenue typically indicates growing demand for the company's products or services. This positive change in revenue is a good sign, suggesting that the company's sales are moving in the right direction. Gross Profit stood at 91M, marking a 15.2% change since the last quarter. Gross profit showcases the efficiency in production and sales processes. Social media mentions are up 4.5% in the past 24h.
Premium contentWe are the world's first and largest Bitcoin Treasury Company, and the largest independent, publicly traded business intelligence company. We provide cloud-native, AI-powered enterprise analytics software to thousands of global customers, and leverage 35+ years of software expertise to explore innovation in Bitcoin applications. We believe the combination of our operating structure, Bitcoin strategy, and focus on technology innovation provides a unique opportunity for value creation. We rebranded from MicroStrategy to Strategy in February 2025. Social media mentions are up 500% in the past 24h.
Premium contentPremium contentMicrostrategy (nasdaq: mstr) is a worldwide leader in enterprise analytics and mobility software. a pioneer in the bi and analytics space, microstrategy delivers innovative software that empowers people to make better decisions and transform the way they do business. we provide our enterprise customers with world-class software and expert services so they can deploy unique intelligence applications. Social media mentions are up 1000% in the past 24h.
The CEO has raised a lot of debt and capital to make MSTR a levered play on the crypto space. But it has operating expenses overhead. Not excited over it, though he is excited over cryptos given its massive institutional adoption.