MSTR stock falls pre-market as strategy faces MSCI index exclusion under new rules for non-operating companies
MSCI Inc. MSCI announced on Thursday that it would tighten eligibility standards for “non-operating companies” in its global ...
Model output · Signal date 2026-10-16
Strategy Inc (MSTR) Stock Forecast Oct. 16, 2026
Analysis updated on Oct. 16, 2026 (UTC) · Alpha · vs marketSwitch to Total · Nasdaq
Rating · 90D
▲ Bullish
Exact rating locked
90-day forecast
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30-day forecast
Alpha
Rank in coverage
Top 35%
of 5171 stocks scored
Rank correlation · 90D
66.0%
Spearman, 357 dates
Market Cap
$52.57B
large-cap · #2 of 60 peers
Summary
Strategy Inc (MSTR) stock forecast summary
Our AI ranks Strategy Inc outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
Strategy Inc is a large-cap company with a market capitalization of $52.57B. It ranks number 2 by market capitalization among the 60 Finance Services issuers in our coverage with a current forecast.
For MSTR, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 66.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 27.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
Expected return relative to the market over the horizon: a positive alpha means the model expects the stock to beat the market, whatever the market does. Ratings: strong buy ≥ +1.8%, buy ≥ +0.2%, sell < -0.9%, strong sell < -1.2% (top 15%, next 20%, middle 30%, next 20%, bottom 15% of the 2026-10-16 signals)
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MSTR price chart and AI forecast
Cross-section · 2026-10-16
How MSTR ranks among 5171 stocks
90D Alpha forecasts of every company scored, cut into five relative ratings at the 15th, 35th, 65th and 85th percentiles (dashed lines).
Fundamentals · 2026-06-30
Strategy Inc (MSTR) fundamentals
Trailing twelve months. The industry median and the rank (1 = highest) are taken over the Finance Services peers listed below that report each metric.
Valuation & Market
| Metric | MSTR | Rank |
|---|---|---|
| Market Cap | $52.57B | 2/60 |
| P/B Ratio | 1.70x | 20/46 |
| EPS | $-94.04 | – |
| Book Value/Share | $80.39 | – |
| Revenue/Share | $1.30 | – |
| FCF/Share | $-0.07 | – |
Profitability & Margins
| Metric | MSTR | Rank |
|---|---|---|
| ROE | -98.5% | 25/29 |
| ROA | -57.9% | 29/31 |
| ROIC | -69.8% | 21/26 |
| Gross Margin | 67.6% | 9/19 |
| Operating Margin | -7295.4% | 27/29 |
| Net Margin | -6103.0% | 27/28 |
| EBT Margin | -7278.6% | 39/41 |
| Tax Rate | 16.1% | – |
Financial Health
| Metric | MSTR | Rank |
|---|---|---|
| Current Ratio | 5.39x | 12/40 |
| D/E Ratio | 0.23x | 41/54 |
| Financial Leverage | 1.70x | 36/52 |
| Interest Coverage | -375.0x | 32/33 |
| Working Capital | $2.17B | 6/39 |
Cash Flow
| Metric | MSTR | Rank |
|---|---|---|
| Operating Cash Flow | -$20M | 29/46 |
| Free Cash Flow | -$26M | 15/32 |
| Capital Spending | -$6M | 11/32 |
| FCF/Sales | -5.3% | 13/29 |
| CapEx/Sales | 1.2% | 17/29 |
Operational Efficiency
| Metric | MSTR | Rank |
|---|---|---|
| Asset Turnover | 0.01x | 33/35 |
| Receivables Turnover | 4.0x | 16/19 |
| Fixed Assets Turnover | 17.6x | 15/34 |
| Days Sales Outstanding | 91 days | 4/19 |
Income Statement
| Metric | MSTR | Rank |
|---|---|---|
| Total Revenue | $498M | 20/38 |
| Operating Income | -$36.36B | 32/32 |
| Net Income | -$30.41B | 32/32 |
| R&D Expense | $93M | 6/11 |
| SG&A Expense | $380M | 7/19 |
| Cost of Goods Sold | $161M | 9/21 |
Dividend & Shareholder Information
| Metric | MSTR | Rank |
|---|---|---|
| Shares Outstanding | 384M | – |
| Net Income Growth | -734.6% | 12/13 |
| EPS Growth | -960.1% | 15/16 |
Balance Sheet Highlights (USD millions)
| Total Current Assets | $2.67B | 7.0% of assets |
| Cash & Short-term Investments | $1.71B | 4.5% of assets |
| Accounts Receivable | $124M | 0.3% of assets |
| Total Liabilities | $7.24B | 19.0% of assets |
Quarterly Financial Reports
MSTR quarterly financials and insider trading
Industry Peers · Finance Services
Strategy Inc (MSTR) industry peers
Companies classified under the same SEC industry code as Strategy Inc (Finance Services): 60 common-stock issuers with a forecast this week, one row per issuer, largest first. This is a classification match, not a curated list of competitors.
Reveal all forecasts · See exact % predictions for all competitors
Sign up free| Company | 90-Day AI Forecast (Alpha) | Market Cap |
|---|---|---|
| MSTR Strategy Inc | ▲ | $52.57B |
| AXP American Express Co | ▶ | $211.77B |
| COIN Coinbase Global, Inc. | ▲ | $45.69B |
| SYF Synchrony Financial | ▼ | $24.09B |
| CRCL Circle Internet Group, Inc. | ▲ | $20.87B |
| SOFI Sofi Technologies, Inc. | ▶ | $19.49B |
| BMNR Bitmine Immersion Technologies, Inc. | ▶ | $13.07B |
| CHYM Chime Financial, Inc. | ▲ | $11.23B |
| IREN Iren Ltd | ▶ | $10.64B |
| WULF Terawulf Inc. | ▲ | $6.30B |
| RIOT Riot Platforms, Inc. | ▲ | $5.15B |
| DAVE Dave Inc./De | ▲ | $4.96B |
| KLAR Klarna Group Plc | ▼ | $4.91B |
| BLSH Bullish | ▲ | $4.45B |
| CORZ Core Scientific, Inc./Tx | ▲ | $4.33B |
| CIFR Cipher Digital Inc. | ▲ | $3.73B |
| GPGI Gpgi, Inc. | ▼ | $3.61B |
| SII Sprott Inc. | ▶ | $2.92B |
| MARA Mara Holdings, Inc. | ▲ | $2.91B |
| IOND Ionic Digital Inc. | ▶ | $2.83B |
| UPST Upstart Holdings, Inc. | ▶ | $2.41B |
| CLSK Cleanspark, Inc. | ▲ | $2.15B |
| XXI Twenty One Capital, Inc. | ▶ | $2.11B |
| BTDR Bitdeer Technologies Group | ▲ | $2.10B |
| ASST Strive, Inc. | ▶ | $2.06B |
| PURR Hyperliquid Strategies Inc | ▲ | $1.79B |
| WLTH Wealthfront Corp | ▲ | $1.75B |
| SECZ Securitize Corp. | ▶ | $1.61B |
| PGY Pagaya Technologies Ltd. | ▲ | $1.44B |
| KEEL Keel Infrastructure Corp. | ▲ | $1.43B |
| PWP Perella Weinberg Partners | ▲ | $1.24B |
| WD Walker & Dunlop, Inc. | ▶ | $1.14B |
| RHLD Resolute Holdings Management, Inc. | ▼ | $889M |
| GDOT Green Dot Corp | ▲ | $695M |
| BTGO Bitgo Holdings, Inc. | ▲ | $691M |
| QFIN Qfin Holdings, Inc. | ▶ | $681M |
| BUR Burford Capital Ltd | ▲ | $659M |
| VEL Velocity Financial, Inc. | ▶ | $585M |
| HIVE Hive Digital Technologies Ltd. | ▲ | $557M |
| FWDI Forward Industries, Inc. | ▲ | $510M |
| WYFI Whitefiber, Inc. | ▲ | $505M |
| ABTC American Bitcoin Corp. | ▶ | $504M |
| OPFI Oppfi Inc. | ▲ | $481M |
| GEMI Gemini Space Station, Inc. | ▲ | $463M |
| OPRT Oportun Financial Corp | ▲ | $418M |
| BTBT Bit Digital, Inc | ▲ | $346M |
| SVIA Silvia, Inc. | ▼ | $344M |
| ORBS Eightco Holdings Inc. | ▶ | $318M |
| USDE Stablecoinx Inc. | ▼ | $275M |
| DGXX Digi Power X Inc. | ▶ | $266M |
| CNCK Coincheck Group N.V. | ▶ | $257M |
| MFIN Medallion Financial Corp | ▲ | $257M |
| BKKT Bakkt, Inc. | ▶ | $252M |
| SNFCA Security National Financial Corp | ▲ | $240M |
| ZSQR Z Squared Inc. | ▲ | $227M |
| CPSS Consumer Portfolio Services, Inc. | ▲ | $198M |
| SLNH Soluna Holdings, Inc | ▼ | $183M |
| LDI Loandepot, Inc. | ▲ | $181M |
| USBC Usbc, Inc. | ▶ | $175M |
| AMBR Amber International Holding Ltd | ▲ | $170M |
Where MSTR sits on the market map
Finance or Crypto Assets · Finance Services
News
Strategy Inc (MSTR) stock news
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FAQ
Strategy Inc (MSTR) stock forecast FAQ
What is the Strategy Inc (MSTR) stock forecast?
Our AI ranks Strategy Inc outside the neutral middle of its coverage (a directional signal). Create a free account and follow it to see the exact price target.
How accurate are Strategy Inc stock predictions?
For MSTR, the Spearman rank correlation between our 90-day forecasts and the returns that followed is 66.0%, measured on 357 forecast dates between 2022-07-29 and 2026-07-17 on this stock's own recent history. A rank correlation runs from -100% to +100%: it measures whether higher forecasts were followed by higher returns, and a value near zero or below means the model has shown little skill on this stock. On the 30-day forecasts the same correlation is 27.0%, measured on 400 forecast dates between 2022-07-29 and 2026-09-16. Across our coverage, the out-of-sample test on 4495 stocks from 2025-01-06 to 2026-07-07 produced a positive net return in 82.5% of rebalance periods (factor-neutral book, net of estimated costs). Full backtest report
How often are Strategy Inc forecasts updated?
Strategy Inc forecasts are refreshed on trading days as the daily model run completes. The forecast on this page was produced on Oct. 16, 2026.
Which companies are Strategy Inc's industry peers?
60 issuers in our coverage, MSTR included, share the SEC industry code Finance Services. The largest are: American Express Co (AXP), Coinbase Global, Inc. (COIN), Synchrony Financial (SYF), Circle Internet Group, Inc. (CRCL), Sofi Technologies, Inc. (SOFI), Bitmine Immersion Technologies, Inc. (BMNR).
This analysis is generated automatically using our proprietary AI systems and should not be considered personalized investment advice. Past performance does not guarantee future results. Always conduct your own research and consider consulting a financial advisor before making investment decisions.