Strategy Inc Stock Price, News & Analysis

Strategy (MSTR) reports Q1 2026 results and bitcoin holdings as of May 3, 2026: 818,334 BTC, a 2026 YTD BTC Yield of 9.4%, and a BTC $ Gain of $4.97 billion. Q1 operating loss was $14.47 billion (unrealized digital-asset loss $14.46 billion); net loss was $12.54 billion. Cash and equivalents were $2.21 billion. Total Q1 revenues were $124.3 million. ATM gross proceeds totaled $7.37 billion in Q1 and an additional $4.32 billion through May 3, 2026.

Bitmine (NYSE:BMNR) announced crypto + total cash + “moonshots” holdings of $11.8 billion as of April 13, 2026, including 4,874,858 ETH (4.04% of supply) and $719 million cash. Total staked ETH is 3,334,637, representing $7.4 billion at $2,206/ETH.

The company also noted its recent uplisting to the NYSE on April 9, 2026 and launched MAVAN, an institutional Ethereum staking platform.

Bitmine (NYSE AMERICAN: BMNR) reported total crypto + cash + “moonshots” holdings of $10.7 billion as of Feb 1, 2026. Key holdings include 4,285,125 ETH (valued at $2,317 each), 193 BTC, $586 million cash, and a $200 million stake in Beast Industries.

Bitmine reports 3.55% of ETH supply, 2,897,459 ETH staked, staking revenues annualized at $188 million (up 18% week-over-week), and MAVAN staking launch targeted early 2026.

H.C. Wainwright & Co. has announced its 27th Annual Global Investment Conference, scheduled for September 8-10, 2025, at the Lotte New York Palace Hotel. The conference features distinguished speakers including former President George W. Bush delivering a keynote address moderated by his daughter Jenna Bush Hager on September 9.

The event will showcase notable speakers including Michael Saylor, Founder of Strategy Inc (NASDAQ: MSTR), discussing Bitcoin and crypto markets on September 8. Additionally, a healthcare panel featuring former FDA Commissioners Robert Califf and Scott Gottlieb will discuss FDA reform and policy on September 8.

Strategy has announced the pricing of its initial public offering of 11,764,700 shares of 10.00% Series A Perpetual Stride Preferred Stock (STRD Stock) at $85.00 per share, expected to settle on June 10, 2025. The company anticipates net proceeds of approximately $979.7 million, which will be used for general corporate purposes, including bitcoin acquisition and working capital. The STRD Stock offers non-cumulative quarterly dividends at 10.00% per annum when declared, with initial liquidation preference of $100 per share. Strategy maintains redemption rights under specific conditions and holders have repurchase rights in case of fundamental changes. The offering is managed by multiple financial institutions including Barclays and Morgan Stanley as joint book-running managers.

Strategy (MSTR) has announced plans for an IPO of 2,500,000 shares of 10.00% Series A Perpetual Stride Preferred Stock (STRD Stock). The company intends to use proceeds for general corporate purposes, including bitcoin acquisition and working capital. The preferred stock offers non-cumulative quarterly dividends at 10% per annum, payable when declared by the board. The initial liquidation preference is $100 per share, with daily adjustments based on market conditions. The offering includes redemption rights for Strategy and repurchase rights for holders in case of fundamental changes. Barclays, Morgan Stanley, Moelis & Company, and TD Securities are serving as joint book-running managers.

Strategy (NASDAQ: MSTR), the largest corporate bitcoin holder, has announced significant updates to its ATM offerings and bitcoin holdings. The company raised $427.0 million through multiple ATM programs from May 19-25, 2025, including:

- $348.7M from selling 847,000 MSTR common shares
- $67.9M from 678,970 STRK preferred shares
- $10.4M from 104,423 STRF preferred shares

Using these proceeds, Strategy purchased 4,020 bitcoins at an average price of $106,237 per BTC. As of May 25, 2025, the company's total bitcoin holdings reached 580,250 BTC with an aggregate purchase price of $40.61 billion, averaging $69,979 per bitcoin.

Strategy (Nasdaq: MSTR) has announced a significant $2.1 billion At-The-Market (ATM) Program for its 10.00% Series A Perpetual Strife Preferred Stock. The company plans to execute sales in a disciplined manner over an extended period, considering trading price and volume conditions. The net proceeds will be used for general corporate purposes, including bitcoin acquisition and working capital.

The offering will be conducted through agents via methods defined as "at the market offering" under Rule 415(a)(4), including potential negotiated transactions or block trades. The sale is being made pursuant to a prospectus supplement filed with the SEC on May 22, 2025, under an existing automatic shelf registration statement effective since January 27, 2025.

At Strategy World 2025, Strategy (formerly MicroStrategy) unveiled three major product innovations: Strategy Mosaic™, Auto 2.0, and Strategy One Standard Edition.

Strategy Mosaic™ is a data management solution that enables universal data connectivity and governance across any platform, cloud, or application without data movement. It includes Mosaic Studio, which uses AI to accelerate semantic model building.

Auto 2.0 is an advanced AI engine featuring expert agents that support both structured and unstructured data analysis, with enhanced scalability and conversational capabilities. The system enables parallel threaded conversations and multi-bot interactions.

Strategy One Standard Edition is a new entry-level business intelligence platform targeting smaller organizations, supporting up to 300 users on AWS and including Mosaic capabilities.