MSTR

I’m going to say this straight out so that there’s no confusion: Strategy (MSTR) has not proven to be a viable investment. Plus, as long as the underlying cryptocurrency sector continues to underperform, MSTR stock would not be a candidate for a long-term hold. For those who are genuine risk-takers, though, a quantitative case can be made for the crypto proxy. Basically, we’re going to play the order-flow balance game. If you look at the weekly candlestick chart for MSTR stock, you’ll notice that the security has only printed two positive candlesticks over the last 10 weeks, thus leading to a (sharp) downward slope across the period. Ordinarily, that would be interpreted as bad news, as Strategy’s 100% Strong Sell rating ignominiously indicates. IBM Stock Just Suffered a Gruesome Massacre, But Algos Likely Sense a Huge Discount Here Cisco Took 25 Years to Make Investors Whole Again After Its Dot-Com Crash. Here's What That Means for Traders Buying NVIDIA Now. Huge, Unusual Put Options Volume in Nvidia - Are Investors Bullish or Bearish on NVDA? Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! But here’s what’s interesting, though. Technical indicators, by their very nature, are rearward looking. So yes, MSTR stock suffering a loss of almost 21% in the trailing month qualifies Strategy as a hot mess. Nevertheless, because the modern equities market is dominated by algorithmic, rules-based trading, a strong possibility exists that these protocols will interpret MSTR as a relative discount. While there might be some disagreement with the presupposition, here’s how I would defend the hypothesis. Currently, we are encountering a wild paradigm shift in terms of artificial intelligence. When things are clicking, no human can come close to the productivity of today’s autonomous machines. Further, to an elite AI developer, it’s not that difficult to design trading algorithms. You’re building programs with the main purpose of identifying specific signals and generating transactions based on that data. So, as compromised as Strategy stock is, the underlying business is still relevant. It wouldn’t take much for the algos to jump on this opportunity for a quick contrarian trade. Of course, for such transactions to be effective, you have to be first (or at least extremely quick); hence, the use of algos. That’s why...

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, relative performance improved significantly as the quarter progressed. Initial pressures stemmed from weaknesses in the software sector, affected by concerns over AI disrupting traditional models. Conversely, sectors like Industrials and Consumer Discretionary positively contributed to performance, while Information Technology and Health Care were the largest detractors. The strategy's ability to outperform in a down market indicates the quality of holdings. As market leadership broadens, the firm’s focus remains on maintaining a diversified portfolio of high-quality growth companies, aiming for strong long-term results. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Trane Technologies plc (NYSE:TT). Trane Technologies plc (NYSE:TT) provides solutions for heating, ventilation, air conditioning, and transport refrigeration. On July 2, 2026, Trane Technologies plc (NYSE:TT) closed at $478.13 per share, reflecting a market capitalization of $105.7 billion. Trane Technologies plc (NYSE:TT) posted a one-month return of 5.97%, while its shares gained 10.68% over the past 52 weeks. Brown Advisory Large-Cap Growth Strategy stated the following regarding Trane Technologies plc (NYSE:TT) in its Q1 2026 investor letter: Trane Technologies plc (NYSE:TT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 68 hedge fund portfolios held Trane Technologies plc (NYSE:TT) at the end of the first quarter, up from 66 in the previous quarter. While we acknowledge the potential of Trane Technologies plc (NYSE:TT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best...

Brown Advisory, an investment management company, released its “Brown Large-Cap Growth Strategy” for the first-quarter 2026 investor letter. A copy of the letter is available to download here. The Brown Advisory Large-Cap Growth Strategy experienced a decline in the first quarter of 2026, modestly trailing the Russell 1000 Growth Index. Despite negative absolute returns amidst volatility, relative performance improved significantly as the quarter progressed. Initial pressures stemmed from weaknesses in the software sector, affected by concerns over AI disrupting traditional models. Conversely, sectors like Industrials and Consumer Discretionary positively contributed to performance, while Information Technology and Health Care were the largest detractors. The strategy's ability to outperform in a down market indicates the quality of holdings. As market leadership broadens, the firm’s focus remains on maintaining a diversified portfolio of high-quality growth companies, aiming for strong long-term results. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, Brown Advisory Large-Cap Growth Strategy highlighted Hilton Worldwide Holdings Inc. (NYSE:HLT) as one of its leading contributors. Hilton Worldwide Holdings Inc. (NYSE:HLT) is a leading hospitality company that manages franchises and leases hotels and resorts globally. On July 2, 2026, Hilton Worldwide Holdings Inc. (NYSE:HLT) closed at $338.12 per share, reflecting a market capitalization of $76.97 billion. Hilton Worldwide Holdings Inc. (NYSE:HLT) posted a one-month return of -1.45%, while its shares gained 23.66% over the past 52 weeks. Brown Advisory Large-Cap Growth Strategy stated the following regarding Hilton Worldwide Holdings Inc. (NYSE:HLT) in its Q1 2026 investor letter: Hilton Worldwide Holdings Inc. (NYSE:HLT) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 70 hedge fund portfolios held Hilton Worldwide Holdings Inc. (NYSE:HLT) at the end of the first quarter, up from 67 in the previous quarter. While we acknowledge the potential of Hilton Worldwide Holdings Inc. (NYSE:HLT) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that als...

Cryptocurrencies are tentatively recovering to begin the year’s third quarter. On July 3, Bitcoin (CRYPTO: $BTC) was trading at $62,128 U.S., having gained 1% in the last 24 hours. Bitcoin's price is back above the key support level of $60,000 U.S. that analysts say is needed for a sustained rally to begin. A week ago, Bitcoin was trading at a 21-month low of $58,000 U.S. Other cryptocurrencies are also staging a rebound, with Ethereum's price up 3% over the past 24 hours to $1,740 U.S. Heading into the July 4th holiday weekend in America, crypto prices were gaining ground as investors rotate capital out of high-flying microchip and semiconductor stocks such as Micron Technology (NASDAQ: $MU) and SanDisk (NASDAQ: $SNDK). Adding to the bullish sentiment around crypto is news that exchange-traded funds (ETFs) that track the spot price of Bitcoin have seen an influx of capital following a 10-day losing streak. Bitcoin ETFs attracted $221.7 million U.S. of capital on July 2, their biggest inflow in two months. The inflows ended a difficult 10-day outflow streak that saw investors pull a total of $2.73 billion U.S. from the funds. More From Cryptoprowl: Ripple, The Company Behind XRP, Is Valued At $50 Billion Eightco Secures $125 Million Investment From Bitmine And ARK Invest, Shares Surge Blockchain Projects Decline 75% As Developers Shift To A.I. Stanley Druckenmiller Says Stablecoins Could Reshape Global Finance New York Stock Exchange Invests $600 Million In Polymarket Here’s what else happened with cryptocurrencies over the past week… Strategy Announces $2 Billion Stock Buyback Program: Strategy (NASDAQ: $MSTR) has announced a new $2 billion U.S. stock buyback program as it looks to attract investors and boost its share price. Strategy’s board has also approved a “Bitcoin Monetization Program” that will allow the company to sell Bitcoin when management deems it advantageous. Proceeds from Bitcoin sales can be used to build or replenish the company's cash reserves, fund preferred stock dividends, make interest payments, and finance stock buybacks. American Bitcoin Conducts Reverse Stock Split: American Bitcoin (NASDAQ: $ABTC) has conducted a reverse stock split to avoid being delisted from the Nasdaq (NASDAQ: $NDAQ) exchange. American Bitcoin is the Bitcoin mining company that’s majority-owned by Hut 8 (NASDAQ: $HUT). The company’s shares are currently tradin...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted CoStar Group, Inc. (NASDAQ:CSGP). CoStar Group, Inc. (NASDAQ:CSGP) is an information, analytics, and online marketplace services provider for commercial and residential property markets. On June 30, 2026, CoStar Group, Inc. (NASDAQ:CSGP) closed at $28.32 per share. One-month return of CoStar Group, Inc. (NASDAQ:CSGP) was -15.21%, and its shares lost 65.22% over the past 52 weeks. CoStar Group, Inc. (NASDAQ:CSGP) has a market capitalization of $11.56 billion. TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding CoStar Group, Inc. (NASDAQ:CSGP) in its Q1 2026 investor letter: Copyright: oscity / 123RF Stock Photo CoStar Group, Inc. (NASDAQ:CSGP) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 62 hedge fund portfolios held CoStar Group, Inc. (NASDAQ:CSGP) at the end of the first quarter, up from 58 in the previous quarter. While we acknowledge the potential of CoStar Group, Inc. (NASDAQ:CSGP) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered CoStar Group, Inc. (NASDAQ:CSGP) and shared the list of best NASDA...

TimesSquare Capital Management, an equity investment management company, released its “U.S. Mid Cap Growth Strategy” first-quarter 2026 investor letter. A copy of the letter can be downloaded here. The Strategy fell 7.72% (net) in the quarter compared to -6.35% for the Russell Midcap Growth Index. In the first quarter, markets navigated geopolitical tensions and economic resilience alongside temporary global tariffs. High oil prices and supply chain disruptions followed U.S. and Israeli involvement in Iran, prompting a shift to safer assets and a reevaluation of supply chains and energy dependencies. Central banks maintained steady policies despite energy-driven inflation. In this environment, the Strategy remains focused on disciplined management teams with durable competitive advantages. Please review the Strategy’s top five holdings to gain insights into their key selections for 2026. In its first-quarter 2026 investor letter, TimesSquare Capital U.S. Mid Cap Growth Strategy highlighted Ross Stores, Inc. (NASDAQ:ROST) as one of its leading contributors. Ross Stores, Inc. (NASDAQ:ROST) is a US-based off-price retail apparel and home fashion store operator. On June 29, 2026, Ross Stores, Inc. (NASDAQ:ROST) stock closed at $208.83 per share. One-month return of Ross Stores, Inc. (NASDAQ:ROST) was -6.70%, and its shares gained 60.68% over the past 52 weeks. Ross Stores, Inc. (NASDAQ:ROST) has a market capitalization of $66.99 billion. TimesSquare Capital U.S. Mid Cap Growth Strategy stated the following regarding Ross Stores, Inc. (NASDAQ:ROST) in its Q1 2026 investor letter: Ross Stores, Inc. (NASDAQ:ROST) is not on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 83 hedge fund portfolios held Ross Stores, Inc. (NASDAQ:ROST) at the end of the first quarter, up from 71 in the previous quarter. While we acknowledge the potential of Ross Stores, Inc. (NASDAQ:ROST) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. In another article, we covered Ross Stores, Inc. (NASDAQ:ROST) and shared billionaire Steven Cohen’s top dividend stock picks. In addition, please ch...

Earnings results often indicate what direction a company will take in the months ahead. With Q1 behind us, let’s have a look at Strategy (NASDAQ:MSTR) and its peers. Organizations generate a lot of data that is stored in silos, often in incompatible formats, making it slow and costly to extract actionable insights, which in turn drives demand for modern cloud-based data analysis platforms that can efficiently analyze the siloed data. The 6 data analytics stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 3.3% while next quarter’s revenue guidance was in line. Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 9.6% since the latest earnings results. Once a traditional business intelligence software provider, Strategy (NASDAQ:MSTR) develops AI-powered enterprise analytics software while also functioning as a major corporate holder of Bitcoin cryptocurrency. Strategy reported revenues of $124.3 million, up 11.9% year on year. This print exceeded analysts’ expectations by 2%. Despite the top-line beat, it was still a softer quarter for the company with a significant miss of analysts’ EBITDA and billings estimates. “Adoption of Bitcoin continues to grow in 2026. Digital Credit, highlighted by STRC, has been a big success. STRC has shown strong demand, high liquidity, and low volatility. We raised $5.6 billion year-to-date of STRC gross proceeds, increased daily trading volume to $375 million, while bringing volatility down to 3%, all done during a bitcoin bear market. We also continue to see traditional finance and major banks including Morgan Stanley, Goldman Sachs, and Citi announcing bitcoin ETFs, trading, custody, and lending services,” said Phong Le, President and Chief Executive Officer. The market seems disappointed with the results as the stock is down 35.6% since reporting and currently trades at $120.40. Read our full report on Strategy here, it’s free. Named after the all-seeing stones in "Lord of the Rings," Palantir Technologies (NASDAQ:PLTR) develops software platforms that help government agencies and enterprises integrate, analyze, and operationalize their data for decision-making. Palantir Technologies reported revenues of $1.63 billion, up 84.7% year on year, outperforming analysts’ expectations by 6.1%. The business had a stunning quarter with an impr...

Sands Capital Management, LLC released its Q1 2026 investor letter for its “Select Growth Strategy”. A copy of the letter is available to download here. Select Growth mainly targets leading U.S. businesses, driving positive structural changes. U.S. large-cap growth stocks fell in the first quarter. Sharp dispersion driven by AI advances marked the quarter, but late in the quarter, geopolitical tensions with Iran caused a broad-based risk-off move across the market. AI continued to influence market behavior, with AI-related investments increasing dispersion and shifting capital to asset-heavy sectors benefiting from AI infrastructure demand, which faced less disruption risk. While equities struggled, corporate fundamentals remained strong. Select Growth underperformed the Russell 1000 Growth Index, returning -12.9% vs. -9.8%, due to concerns about AI disruption affecting sector and stock choices. The Strategy's focus on higher-growth, asset-light, service businesses faced challenges as markets rotated toward more capital-intensive, lower-risk sectors. Underweights in cyclical and defensive sectors slightly hurt relative results amid the broader market shift. In addition, please check the Strategy’s top five holdings to know its best picks in 2026. In its first-quarter 2026 investor letter, Sands Capital Select Growth Strategy highlighted Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) as a notable performance contributor. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is the world’s leading contract chip manufacturer, producing advanced semiconductors for major global technology companies. On June 9, 2026, Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) closed at $427.92 per share. One-month return of Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) was 7.03%, and its shares gained 99.87% over the past 52 weeks. Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) has a market capitalization of $2.22 trillion. Sands Capital Select Growth Strategy stated the following regarding Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) in its Q1 2026 investor letter: Taiwan Semiconductor Manufacturing Company Limited (NYSE:TSM) is in 6th position on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026. According to our database, 234 hedge fund portfolios held Taiwan Semicondu...

Moneywise and Yahoo Finance LLC may earn commission or revenue through links in the content below. You’d be hard-pressed to find a high-profile investor who’s more of a bitcoin bull than Michael Saylor. The cofounder of Strategy (Nasdaq: MSTR), formerly known as MicroStrategy, and bestselling author has repeatedly told people, “Never sell your Bitcoin (1).” Now, however, he seems to be retreating from his own advice. After Strategy reported a $12.5 billion net loss in the first quarter of 2026 (2) — making it the third consecutive quarter of losses (largely because of the tumble in bitcoin prices earlier this year) — the company announced in early May that it would be offloading some of its crypto holdings. Thanks to Jeff Bezos, you can now become a landlord for as little as $100 — and no, you don't have to deal with tenants or fix freezers. Here's how Dave Ramsey warns nearly 50% of Americans are making 1 big Social Security mistake — here’s how to fix it ASAP The IRS usually taxes gold as a collectible — but this little-known strategy lets you hold physical bullion tax-free. Get your free guide from Priority Gold “We’ll probably sell some bitcoin to fund a dividend just to inoculate the market, just to send the message that we did it,” Saylor said in an earnings call with analysts (3). “The answer to how much we can sell responsibly is a function of where the bitcoin price is, and to a lesser extent, how the equity capital markets react.” Strategy’s CEO Phong Le further distanced the company from Saylor’s credo on the call, saying “We will sell bitcoin when it’s advantageous to the company.” “We’re not going to sit back and just say, ‘We’ll never sell the bitcoin.’ We want to be net aggregators of bitcoin, increasing our total bitcoin, but more importantly, increasing our bitcoin per share, because we think that is what is going to be most accretive long term for MSTR,” he added. Cryptocurrencies have never been an investment vehicle for the weak-stomached, but bitcoin’s ride in recent months has been especially rollercoaster-like. In early November 2025, it was trading for over $110,000 per token. By mid-February 2026, it had plunged to under $70,000. The ups and downs continued until April, when a quiet, sustained rise began to take hold. As of mid-May, bitcoin was trading around $80,000 (4). Saylor, in announcing plans to sell, made it abundantly clear...

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Strategy MSTR recently reported a mixed quarterly performance, supported by solid operational execution, continued bitcoin accumulation and aggressive capital-raising activity. However, massive accounting-driven losses tied to bitcoin fair-value adjustments and a sharp earnings miss weighed heavily on overall performance. On May 5, the company reported first-quarter revenues of $124.3 million, up 12% year over year, although the figure slightly missed consensus estimates. Subscription services remained a key growth driver, highlighting steady momentum in Strategy’s software business despite ongoing profitability pressure. Investor confidence in MSTR stock has remained strong, largely supported by the company’s expanding bitcoin treasury strategy and its growing Digital Credit and preferred equity initiatives. Shares of MSTR have gained 21.4% year to date against the Zacks Financial - Miscellaneous Services industry's decline of 5.6%. MSTR stock has also outperformed several major crypto- and bitcoin-linked peers, including Coinbase Global COIN, HIVE Digital Technologies Ltd. HIVE and Tesla, Inc. TSLA. Year to date, shares of HIVE Digital Technologies have risen 9.3%, while Coinbase and Tesla have lost 8.2% and 3.6%, respectively. While Strategy’s long-term growth narrative remains compelling, widening net losses and elevated earnings volatility continue to overshadow steady software revenue growth. Given these mixed signals, investors may ask now: Should they buy, sell or hold MSTR stock right now? Strategy’s massive Bitcoin holdings continue to provide the company with a significant structural advantage in the digital asset network. As of May 3, 2026, the company held 818,334 bitcoins, representing nearly 3.9% of all bitcoins that will ever exist, reinforcing its position as the world’s largest corporate Bitcoin holder. Management highlighted that Strategy has acquired additional bitcoin in every quarter since 2020 through 108 separate acquisitions, demonstrating a disciplined long-term accumulation strategy across multiple market cycles. This growing treasury reserve creates a scale advantage that is difficult for competitors to replicate and positions the company as one of the most direct institutional proxies for Bitcoin ownership. The company’s enormous Bitcoin reserve also strengthens its balance sheet and capital-raising capabilities. Strategy reporte...

Strategy (MSTR) reported its first-quarter 2026 earnings on May 5, and as of May 3, it held 818,334 Bitcoin, up 22% so far this year. The company said that stash had a cost basis of $61.81 billion and a market value of $64.14 billion, with an average purchase price of about $75,537 per coin. That massive Bitcoin position led to a $14.46 billion unrealized loss in the first quarter and pushed net loss to $12.54 billion, or $38.25 per diluted share, much worse than the $4.22 billion loss it posted a year earlier. Still, Strategy preferred stock is becoming a bigger part of the story. The company has now made 23 straight preferred payouts on time and in full, for a total of more than $693 million since it launched those products in early 2025. 218,000 Reasons to Sell Tesla Stock in May As CPUs Steal the Show, AMD Stock Just Got a New Street-High Price Target Don’t Trust This Top-Heavy Stock Market, Hedge It. Here’s Your Roadmap. Tired of missing midday reversals? The FREE Barchart Brief newsletter keeps you in the know. Sign up now! Its STRC preferred stock, the Variable Rate Series A Perpetual Stretch Preferred Stock, has grown to $8.5 billion in just nine months, making it the largest preferred stock by market value in the world, with an annualized dividend rate currently fixed at 11.50% and monthly payments of $0.96 per share. In the Q1 earnings release, Executive Chairman Michael Saylor also said the company plans to ask shareholders to approve a shift to semi-monthly STRC dividend payments to help improve liquidity and price stability. With more than $13.5 billion in preferred equity outstanding, Bitcoin is still driving the numbers, and a possible change in dividend payments is on the table. What does Strategy's Q1 story actually mean for the investors holding it? Strategy, formerly MicroStrategy, now runs two businesses at once: its initial enterprise software business and its much bigger Bitcoin holding strategy, which now shapes how most investors see the company. The stock shows that clearly. Shares are down 55.95% over the past 52 weeks, but still up 20.14% so far this year as Bitcoin sentiment has improved. Even on valuation, Strategy looks unusual, trading at a forward price-to-earnings of 1.37 times compared with the sector average of 24.61 times. Its STRC preferred stock currently offers an annualized dividend rate of 11.50% and pays $0.96 per sh...