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ADSK (76) VEEV (78) TEAM (57) XYZ (64) ⌘ Pro Terminal β†’

Strategy Inc (Class A) (MSTR) Insider, 13F Hedge Fund & Politician Buy/Sell Thermometer

$130.76 +0.19% NASDAQ β€’ Live Quote vs Prior Daily Close (Synced Snapshot) EXT / AFTER-HRS: $130.56

Strategy Inc (Class A) (MSTR) carries a Roarable Rating of D- (Sell) with 37/100 RQD Confidence due to weak cash-flow efficiency and sensitivity to current interest rates. Wait for business cash flow and institutional buying to improve before committing fresh capital.

ROARABLE D- β€’ RED ALERT Cap $55.07B
πŸ“€ Share Live RQD Speedometer Card: 𝕏 Post Reddit StockTwits ⬇ Live SVG Card
⚑ INSTANT AI QUANT PREVIEW β€’ $0 FREE TIER Click Any Pre-Computed AI Quant Specialist Briefing on MSTR Below β€” or Connect Your Own ChatGPT / Claude
πŸ€– Mara Quenwick β€’ AI Quant Lead (Click for Instant Brief) Is MSTR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?
β–Ό

As of 2026-11-03, Strategy Inc (Class A) (NASDAQ: MSTR) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 37/100 at a spot price of $130.76 (+0.19% 1D, market cap $55.07B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 6/20. Across 715 tracked Technology issuers, MSTR ranks #491 in composite RQD confidence.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Ellis Vennor β€’ AI Peer & Flow Quant (Click for Instant Brief) How does MSTR compare to ADSK and VEEV in the Technology sector?
β–Ό

Within the Technology sector (Computer Software: Prepackaged Software), MSTR carries a Roarable D- (37/100 RQD), trailing P/E of N/A, gross margin of 68.7%, and ROIC of -8.6%. By comparison, ADSK (Autodesk Inc.) holds a B+ grade (76/100 RQD, P/E 44.9x, ROIC 30.8%, cap $52.17B) and VEEV (Veeva Systems Inc.) posts a B+ grade (78/100 RQD, P/E 55.3x, ROIC 11.1%, cap $50.67B). Among the 5-stock peer group, XYZ leads on earnings multiple (35.4x) while ADSK leads on capital efficiency (30.8% ROIC).

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– Gideon Ashmere β€’ AI SEC 10-K Forensics (Click for Instant Brief) What are the biggest fundamental strengths and SEC risk factors for MSTR?
β–Ό

Per MSTR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001050446), Strategy Inc (Class A) generated $477.2M in revenue (+3.0% YoY), -$3.85B in net income, and -$75.5M in free cash flow against $61.64B in total assets and $8.16B in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

βœ“ Pre-computed one-to-many AI Quant brief
πŸ€– AI Quant Disclosure: Roarable Analysts are proprietary AI Quant Specialists β€” not human financial advisors. Pre-computed one-to-many briefings above are free; interactive 1-on-1 Q&A, custom AI sifting/indicator alerts, and personal ChatGPT/Claude MCP connections require a $9.95/mo Pro account (currently waitlist-only).
INTERACTIVE SCENARIO DECK:
πŸ›‘οΈ Portfolio Crash X-Ray
EXT / AFTER-HRS: $130.55 (-0.16%)🧬 Dilution Drag (+1.64% YoY Shares)βš™οΈ Cash Engine: 8/20 (D-) β€’ 0% FCF Margin
Verify 90D Bucket Audit β†’
πŸ“Š Historical Track Record Warning: Scores below 50 (37/100 Β· D-) historically underperformed SPY in 71% of rolling 90-day windows (-8.1% avg 90D alpha vs SPY β€’ 29.0% hit rate).
Audit Bucket Track Record β†’
RQD QUANT TACHOMETERRED ALERT β€’ D-
025507510037
3-of-3 JEV AI Jury Bearish Warning
Cash
SEC
Whale

Impersonal quantitative research (0–100 RQD rubric) β€” not individualized investment advice. Past performance does not guarantee future results. Full Disclaimer

5-PILLAR SNOWFLAKE RADARRw D- Β· Rk D-
Cash (8)Whales (9)SEC (10)Macro (4)CEO (6)
Each axis scored 0–20
12M PRICE TARGET CONE-9.5% Base Target
$284 Bull$118 Base$92 Bear
πŸ“¬ FREE MSTR RATING-CHANGE & BRIEFING ALERTSManage / Unsubscribe
WHALE OPTIONS SNAPSHOT: β€” (No Active Options Snapshot on file for MSTR)Realized 20D OHLCV Swing Band: Β±12.5%
Deterministic 5-Pillar Attribution (37/100 Composite)
πŸ” WHY MSTR SCORES 37/100 (D-) β€” TOP 3 DRIVERS2 Bullish Pillars + #1 Risk Drag
β–² #1 Bullish Driver: SEC 10-K Forensic Risk+10/20 pts (27% of score)

Altman Z-Score 3.28 (FORTRESS SAFE (>3.0)) β€’ Piotroski F-Score 4/9

β–² #2 Bullish Driver: Whale & Options Positioning+9/20 pts (24% of score)

20D Institutional Volume Accumulation (Β±12.5% realized swing band)

β–Ό #1 Drag / Risk Factor: Macro Regime Fit4/20 pts (-16 pt drag)

Macro rate sensitivity & RSI-14 (41.7) create a -16 pt regime headwind

πŸ“ˆ PAST 4 QUARTERS RQD vs SUBSEQUENT RETURNQ1 β†’ Q2 β†’ Q3 β†’ Current
Q1 (-3Q)
45
Grade D$143.24+7.1% Next Q
Q2 (-2Q)
42
Grade D$153.48-5.4% Next Q
Q3 (-1Q)
40
Grade D$145.16-9.9% Next Q
Current
37
Grade D-$130.76-8.1% Hist 90D Ξ±
Trajectory: D (45) β†’ D- (37)Full Audit β†’
βš”οΈ ADVERSARIAL OPPOSING CASE & FORENSIC KILL-SWITCH (WHY THE BULL/BEAR THESIS COULD FAIL)CONTRARIAN TURNAROUND & SHORT-SQUEEZE DOSSIER

βš”οΈ Adversarial Opposing Case: What Could Spark a MSTR Turnaround Squeeze

Gideon Ashmere Forensic Desk β†’

While MSTR currently carries a cautious 37/100 (D-) rating due to Macro Regime Fit (4/20), shorts face asymmetric squeeze risk if free cash flow inflects or management executes accretive buybacks.

πŸš€ Contrarian Squeeze Trigger #1

Established market leader in Technology with deep daily trading liquidity.

πŸš€ Contrarian Squeeze Trigger #2

Options & Short-Covering Gamma: Reclaiming the 50-day SMA ($144.57) and Max Pain ($137.30) forces dealer call-delta covering toward $283.88.

πŸš€ Contrarian Squeeze Trigger #3

Forensic Repair Trigger: Halting share dilution (Dilution Drag (+1.64% YoY Shares)) or retiring high-cost debt immediately upgrades the SEC 10-K Forensic pillar.

🎲 LIVE PREDICTION MARKET ODDS TIED TO $MSTRβ€’ $4.8M Crowd Pool β€’ Kalshi / Polymarket Composite
Contract: β€œMSTR Beats Next Quarterly Revenue & EPS Consensus + Hyperscaler AI CapEx Holds Record Pace”
YES 37%NO 63%Trade / Inspect Odds β†’
SEC FORM 4 Γ— 13F HEDGE FUNDS Γ— CONGRESSIONAL STOCK ACT

MSTR Smart-Money Thermometer: NET EXECUTIVE TRIMMING / PROFIT-TAKING

Explore All 13F & Congress Whales β†’
β–² Disclosed Buys: 0 ($0)β–Ό Disclosed Sales: 0 ($0)

Wide-Open SEC Form 4, 13F & Congressional Disclosure Ledger (MSTR)

No recent open-market Form 4 cluster sales or emergency dumps flagged on MSTR. Visit the Global 13F & Congressional Whale Ledger for cross-market smart-money filings.

ON-DEMAND RQD QUANT WORKSHOP β€’ SPONSORED / PARTNER SPOTLIGHTHosted by Perry Belcher & Roarable Forensic Quant Desk

Red-Light Warning Desk: Spotting SEC Cash-Flow & Dilution Risks Before Downgrades (Featuring MSTR)

  • βœ“Walkthrough of MSTR's RQD Radar, SEC cash-conversion gap & downside invalidation levels
  • βœ“3 asymmetric Bear/Hedge frameworks when 10-year Treasury yields stay elevated
  • βœ“Includes nightly RQD rating-change & forensic signal email alerts on your tracked stocks
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MSTR // CANDLESTICK & AUTO-TRENDLINE WORKSTATION6M: -28.86%πŸ›‘οΈ HOLDING TREND SUPPORT
2026-11-03O $141.6H $141.6L $130.5C $130.8VOL 34.01M
RES: $162.5SUP: $125.9SMA50: $144.6SMA200: $134.1
$238.4$196.0$153.5$111.1$68.63RES $162.5SUP $125.9$130.82026-05-042026-06-182026-08-052026-09-212026-11-03
PRIMARY-SOURCE FORENSICS, SECOND-ORDER LINKS & AI ANALYST DESK

MSTR Dilution Monitor, Expectations Hurdle, Butterfly Connections & Policy Exposure

πŸ¦‹ MSTR Butterfly Map β†’ + Track MSTR β†’
Share Count & Dilution Monitor

Multi-year comparable XBRL diluted share count not disclosed (ETF or recent listing).

Reverse-DCF Expectations Hurdle
11.2%/yr Implied 5Y Growth

vs. +3.0% actual YoY revenue growth (assuming 9.25% cost of equity & 16.5x terminal multiple).

Ellis Vennor Setup Ledger

No active Ellis Vennor swing setup published on MSTR today. View full Setup Ledger β†’

πŸ¦‹ Documented & Second-Order Butterfly Connections Open Graph β†’
IBIT β†’ MSTR Confirmed Filing
Sustained institutional inflows into spot ETFs led by IBIT absorb post-halving liquid Bitcoin supply, driving BTC spot appreciation that expands MicroStrategy (Strategy) mNAV premium and convertible-note issuance capacity.
AI Analyst Theses, Washington Policy & Company Video πŸ’‘ Spot ETF Flows vs. Corporate Treasury Leverage: IBIT, COIN & MSTR (Nadia Vellacrest) πŸ’‘ Starter Kit: Forensic Dilution & Refinancing Stress Watch (Gideon Ashmere)
🎬 No recent verified company-specific video clip queued for MSTR today (we never pad ticker pages with unrelated generic clips). Browse Macro Video Desk β†’
DETERMINISTIC MULTI-FACTOR EQUITY AUDIT β€’ SEC EDGAR XBRL Γ— RQD PEER BENCHMARK

πŸ“Š Quantitative Sector Peer Comparison, SEC Filing Delta & Investment FAQ (MSTR)

Technology Rank #491 of 715 βš”οΈ ADSK vs MSTR Full Matrix β†’

1. Head-to-Head Technology Peer Comparison (MSTR vs. ADSK, VEEV, TEAM, XYZ)

Industry: Computer Software: Prepackaged Software (222 Tracked Issuers)

Across 715 tracked Technology securities in the Roarable RQD universe, Strategy Inc (Class A) (MSTR) ranks #491 by composite RQD confidence (37/100, grade D-) and #59 by equity capitalization ($55.07B). Within this direct 5-issuer industry benchmark cohort, XYZ leads on earnings valuation at 35.4x trailing P/E, while ADSK leads on capital efficiency and profitability with 30.8% ROIC and 91.0% gross margin. VEEV currently holds the highest overall quantitative score in the immediate peer group at 78/100 (B+) compared with MSTR at 37/100 (D-).

Ticker / Company Roarable Grade RQD Score Trailing P/E Gross Margin ROIC 1D Change Market Cap Head-to-Head
MSTR ACTIVE
Strategy Inc (Class A)
D- 37/100 β€” 68.7% -8.6% +0.19% $55.07B Benchmark Subject
ADSK
Autodesk Inc.
B+ 76/100 44.9x 91.0% 30.8% +3.33% $52.17B /adsk-vs-mstr β†’
VEEV
Veeva Systems Inc.
B+ 78/100 55.3x 75.5% 11.1% -1.90% $50.67B /veev-vs-mstr β†’
TEAM
Atlassian Corporation
D+ 57/100 β€” 82.8% -2.5% -2.42% $48.34B /team-vs-mstr β†’
XYZ
Block Inc.
C 64/100 35.4x 42.8% 5.9% +1.13% $45.79B /xyz-vs-mstr β†’

2. Multi-Year SEC XBRL Revenue, Cash Flow & Balance-Sheet Trajectory (FY2023–FY2025)

SEC EDGAR 10-K β€’ FILED 2025-12-31 β€’ CIK 0001050446 β†—

In its most recent audited fiscal period (FY2025, filed 2025-12-31), Strategy Inc (Class A) (MSTR) reported GAAP revenue of $477.2M (+3.0% vs. FY2024 revenue of $463.5M , and -3.8% cumulative change since FY2023) , GAAP net income of -$3.85B, operating cash flow of -$67.2M, and free cash flow of -$75.5M (-34.7% YoY). On the balance sheet, MSTR closed FY2025 with $61.64B in total assets against $8.16B in total debt (Altman Z-Score: 3.28, Piotroski F-Score: 4/9).

Fiscal Period Filing Date Revenue Net Income Operating Cash Flow Free Cash Flow Total Assets Total Debt
FY2025 (FY) 2025-12-31 $477.2M -$3.85B -$67.2M -$75.5M $61.64B $8.16B
FY2024 (FY) 2024-12-31 $463.5M -$1.17B -$53.0M -$56.0M $25.84B $7.19B
FY2023 (FY) 2023-12-31 $496.3M $429.1M $12.7M -$9.6M $32.87B $7.69B

3. MSTR Data-Verified Investor FAQ (RQD Rating, Sector Peers, SEC Forensics & Technicals)

βœ“ SCHEMA.ORG FAQPAGE JSON-LD ENABLED

Is MSTR stock a Buy, Hold, or Sell right now according to Roarable's RQD model?

As of 2026-11-03, Strategy Inc (Class A) (NASDAQ: MSTR) is rated D- (Sell / SELL) by Roarable's 5-pillar RQD engine with a composite confidence score of 37/100 at a spot price of $130.76 (+0.19% 1D, market cap $55.07B). Pillar breakdown: Fundamental Cash Engine 8/20, Institutional 13F & Options Flow 9/20, SEC Balance-Sheet Forensics 10/20, FRED Macro Regime Fit 4/20, and Executive Insider Alignment 6/20. Across 715 tracked Technology issuers, MSTR ranks #491 in composite RQD confidence.

How does MSTR compare to ADSK and VEEV in the Technology sector?

Within the Technology sector (Computer Software: Prepackaged Software), MSTR carries a Roarable D- (37/100 RQD), trailing P/E of N/A, gross margin of 68.7%, and ROIC of -8.6%. By comparison, ADSK (Autodesk Inc.) holds a B+ grade (76/100 RQD, P/E 44.9x, ROIC 30.8%, cap $52.17B) and VEEV (Veeva Systems Inc.) posts a B+ grade (78/100 RQD, P/E 55.3x, ROIC 11.1%, cap $50.67B). Among the 5-stock peer group, XYZ leads on earnings multiple (35.4x) while ADSK leads on capital efficiency (30.8% ROIC).

What are the biggest fundamental strengths and SEC risk factors for MSTR?

Per MSTR's SEC EDGAR XBRL 10-K filing (FY2025, filed 2025-12-31, CIK 0001050446), Strategy Inc (Class A) generated $477.2M in revenue (+3.0% YoY), -$3.85B in net income, and -$75.5M in free cash flow against $61.64B in total assets and $8.16B in total debt. Key quantitative strengths: Established market leader in Technology with deep daily trading liquidity. Primary risk factors monitored: Company executives have done more routine share selling than personal cash buying lately. Institutional options positioning shows a 50% call / 50% put premium split.

Where is MSTR trading relative to its 50-day, 200-day, and 52-week technical levels?

MSTR last traded at $130.76 (+0.19% on volume of 13,342,123 shares), positioning the stock -9.55% below its 50-day simple moving average ($144.57) and -2.49% below its 200-day simple moving average ($134.10). Across its 52-week range of $81.81 to $270.36, MSTR sits at the 26.0% percentile with a 14-day RSI of 41.7 (NEUTRAL RANGE) and an implied next-earnings move of Β±12.5% ($114.42 to $147.10).

Direct Sub-Reports: MSTR RQD Cockpit MSTR 12M Forecast MSTR Earnings & Move MSTR Dividends & DRIP MSTR Insiders & 13F MSTR Whale Options MSTR Profit Sankey MSTR News & Why
ROARABLE RATING BRIEF β€’ RQD 37/100 (D-) βœ“ SEC XBRL & RQD VERIFIED

MSTR β€” Strategy Inc (Class A): What the Facts Mean to a Prospective Investor

Methodology: RQD v6.2 Deterministic 5-Pillar & SEC XBRL Audit
Updated: 2025-12-31

1. Roarable Rating Brief: What This Means to a Prospective Investor

Strategy Inc (Class A) (MSTR) earns a live Roarable RQD composite score of 37/100, corresponding to a D- letter grade (Roarable Sell) at a spot price of $130.76 (+0.19% 1D, market capitalization $55.07B).

  • Fundamental Cash Engine (8/20): Anchored by return on invested capital (ROIC) of -8.6%, gross margin of 68.7%, operating margin of -60.0%, and free cash flow yield of -0.13%.
  • Whale 13F & Options Flow (9/20) + Insider Conviction (6/20): Tracks institutional 13F accumulation, CBOE options call/put positioning, and SEC Form 4 / Congressional PTR filings.
  • Macro Regime Fit (4/20) + Forensic Balance Sheet (10/20): Incorporates a 1.30x equity beta, Altman Z-Score of 3.28, Piotroski F-Score of 4/9, and Debt/Equity of 0.18x.

2. Business Model, Unit Margins & SEC Financial Trajectory

Strategy Inc (Class A) is a NASDAQ-listed issuer classified in the Technology sector, within the Computer Software: Prepackaged Software industry. The Butterfly graph references the company's Bitcoin treasury strategy and capital markets plan as disclosed in its FY2024 Form 10-K.

In its latest audited SEC EDGAR 10-K filing for FY2025 (filed 2025-12-31), Strategy Inc (Class A) (MSTR) reported $477.2M in annual revenue (up from $463.5M in FY2024, +3.0% YoY) and -$3.85B in GAAP net income. Over the multi-year SEC filing window from FY2023 ($496.3M revenue, $429.1M net income) through FY2025, MSTR scaled operating cash flow to -$67.2M and free cash flow to -$75.5M, backed by $61.64B in total assets against $8.16B in total debt.

3. Institutional Bull vs. Bear Thesis & Valuation Tradeoff

  • πŸ‚ Primary Bull Case (D- β€’ RQD 37/100): Established market leader in Technology with deep daily trading liquidity. Free cash flow yield of -0.13% and institutional whale pillar of 9/20. With Fundamental Cash Engine at 8/20 and Institutional Whale Flow at 9/20, sustained execution supports upside toward the upper end of the $81.81 – $270.36 52-week range.
  • 🐻 Primary Bear Case & Valuation Risk: Company executives have done more routine share selling than personal cash buying lately. Investors must weigh current valuation against -60.0% operating margins and a 1.30x macro beta.

4. 2nd-Order Butterfly Ripples & Key Questions to Watch

The supply chain classification is NONE, and the only documented linkage is the IBIT-to-MSTR bottleneck-beneficiary relationship described above. Upstream dependency is therefore on spot Bitcoin ETF flows and the underlying Bitcoin price. The second-order ripple to watch is the mNAV premium: if it compresses, equity issuance may stop being accretive to Bitcoin per diluted share. A second-order competitive effect is that IBIT options could draw volatility buyers away from MSTR.

  • Key Question #1: Can MSTR sustain or expand its -60.0% operating margin and -8.6% ROIC against Computer Software: Prepackaged Software peers over the next 4 quarters?
  • Key Question #2: Following FY2025 revenue of $477.2M and free cash flow of -$75.5M, how will capital allocation balance growth reinvestment against $8.16B in total debt?
  • Key Question #3: How sensitive is MSTR's 18.0x forward P/E multiple to Technology capital spending cycles and macro interest-rate shifts (Beta 1.30x)?

MSTR Live News Feed, Press Releases & Catalyst Wire

Real-time company headlines, analyst actions, and sector developments for Strategy Inc (Class A) (MSTR) β€’ Click "Debate This Headline" to argue it in the Roar Pit below

πŸ’¬ Jump to MSTR Debate Forum (3) ↓
πŸ”₯ THE ROAR PIT β€’ LIVE COMMUNITY DEBATE 3 Active Posts & Replies

MSTR Bull vs. Bear Conversation Board β€” What's Your Call at $130.76?

πŸ‚ 67% BULLISH CONVICTION COMMUNITY TUG-OF-WAR ON MSTR 🐻 33% BEARISH CONVICTION
1. Pick Your Side on MSTR:
πŸ’‘ Tip: Back up your call with a price target or RQD metric to get upvoted to the top.
TA TapeReader_Pro RQD DEBATE OPENER β€’ Price Action & Volume Trader πŸ‚ BULLISH 🎯 Target: $169.66 (+30.0%)
πŸ“Œ Pinned Debate

The Butterfly graph links Bitcoin spot ETF inflows to MSTR as a confirmed tailwind that expands its mNAV premium and convertible issuan

Here is why I am bullish on MSTR here at $130.51: The Butterfly graph links Bitcoin spot ETF inflows to MSTR as a confirmed tailwind that expands its mNAV premium and convertible issuance capacity.. Compare MSTR's -60.0% operating margin and -8.6% ROIC against the rest of Computer Software: Prepackaged Software. As long as cash conversion holds up, dips toward $123.98 are getting bought.

RetailWhale_TX πŸ‚ BULL

@ShortSeller_Dan Shorting a 9/20 institutional whale-flow stock at $130.51 is dangerous when funds are rotating into Technology.

SH ShortSeller_Dan RQD DEBATE OPENER β€’ Forensic Short Bias 🐻 BEARISH 🎯 Target: $109.63 (-16.0%)
Spot @ $130.51

ROIC of -8.6%, an FCF yield of -0.13%, and FY 2025 net loss of -$3.85B show weak cash generation behind a D-grade RQD score.

Careful chasing MSTR at $130.51. ROIC of -8.6%, an FCF yield of -0.13%, and FY 2025 net loss of -$3.85B show weak cash generation behind a D-grade RQD score.. Gross margin is 68.7%, but operating margin is -60.0%, which shows SG&A and reinvestment are eating into bottom-line EPS. Target $109.63 on multiple compression.

LIVE TAPE SPY $752.10 -1.80% QQQ $681.09 -3.60% DIA $519.34 -1.08% IWM $279.14 -1.68% NVDA $202.06 -1.26% AAPL $338.32 -1.83% MSFT $507.12 -2.83% TSLA $403.82 +1.00% PLTR $178.34 -3.13% SOFI $16.60 -0.95% IBIT $43.35 -5.42% GLD $361.65 -3.59%