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Strategy

Spotify

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STRK

SPOT

MSTR

STRC

STRD

STRF

Below is Dolphin Research's FY25 Q4 earnings call Trans for $Spotify(SPOT.US). For our earnings take, see 'Multiple narratives breaking down? Spotify remains small but beautiful'.Core metrics recap. 1) In Q4, MAU net adds hit a quarterly record, taking total MAUs past 750mn. Q1 guidance: MAUs at 759mn and Premium subs at 293mn.2) Q1 (2026) financial guidance. Total revenue: €4.5bn...

Costco Wholesale

Mirae Asset Global Investments Co., Ltd.

MicroStrategy Pref Shares MSTR 8.0 Perp

CloudFlare

Microstrategy Inc Pref Shares STRC 9.0 Perp

MicroStrategy Pref Shares MSTR 10.0 Perp

SPOT (Trans): AI unlocks content at scale, boosts personalization and user engagement

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Bank of America Increases Stake in Strategy by 117,374 Shares, Total Holding Reaches 3.96 Million Shares

BlackRock Increases Stake in Strategy by 3.14M Shares, Total Holdings Reach $3.02 Billion

STRATEGY Plans to Repurchase $1.5 Billion of 2029 Convertible Bonds

CAP Partners LLC Boosts Holdings in Strategy Inc, Which Purchased Bitcoin

Norway's Largest Pension Fund KLP Increases Holdings in Bitcoin Financial Firm

Strategy Inc. Director Jarrod M Patten Sells 3,750 Class A Ordinary Shares

Strategy Buys 535 Bitcoins for About $43 Million

Legacy Wealth Management LLC ID significantly reduced holdings in Strategy Inc

Swiss National Bank Buys $9 Million Worth of Bitcoin-Related Firm Strategy Shares

Deutsche Bank increases holdings in Strategy stocks to $140 million

Benchmark downgrades Strategy's target price to $570

Strategy Reports Lower Than Expected Quarterly Earnings Per Share

Strategy released FY2026 Q1 earnings on May 5 After-Market EST, actual revenue USD 124.3 M (forecast USD 125.07 M), actual EPS USD -38.25 (forecast USD -18.9825)

Strategy Reports Q1 Revenue Above Expectations

Canadian Pension Giant AIMCo Purchases Significant Amount of Strategy Stocks in Q1

Alberta Investment Management First Buys Bitcoin-Related Stock

Strategy Proposes Changing STRC Dividend Payment Frequency from Monthly to Biweekly

Strategy's Q1 2026 Earnings Report Predicted EPS Loss

Strategy to Release FY2026 Q1 Earnings on May 5 After-Market EST, Forecast Revenue USD 125.07 M, EPS USD -15.33

Jarrod M. Patten Exercised Options and Sold Shares

NextNRG

AMPLITECH GROUP INC. USD0.001 S/R 20/11/26 SER B

InMed Pharmaceuticals

Amesite

AMPLITECH GROUP INC. COM USD0.001 (S/R 18/07/2026)

Meiwu Tech

CN Energy

MetaVia

Generation Income Properties

Co-Diagnostics

MicroStrategy (MSTR.US) Q1 2026 Earnings Conference Call

MicroStrategy (MSTR.US) Q4 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q3 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q2 2025 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q1 2025 Earnings Conference Call

MicroStrategy (MSTR.US) Q4 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q3 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q2 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Q1 2024 Earnings Conference Call

MicroStrategy, Inc. (MSTR.US) Fourth Quarter 2023 Earnings Conference Call

RIOT

GBTC

MARA

COIN

MSTW

WNTR

HODL

BITB

Strategy Inc. (NASDAQ:MSTR) fell 6% to $165 despite TD Cowen raising its price target to $400, citing increased Bitcoin accumulation and a $1.5 billion convertible note repurchase. The firm forecasts 100,000 BTC purchases in Q2, raising full-year yield projections. MSTR's price is down 63% from its 52-week high, with TD Cowen's target suggesting over 140% upside. The stock is testing critical support levels, with significant implications if it breaks below $158.

- Strategy Inc. (NASDAQ:MSTR) is currently priced at $165, despite TD Cowen raising its price target to $400 due to increased Bitcoin accumulation and a significant convertible note repurchase.  
- The firm has exceeded its Q2 Bitcoin purchase forecast, acquiring over 100,000 BTC, which raised full-year yield projections to 19.8%.  
- The target price suggests a potential upside of over 140% from current levels, although the stock is testing critical support around $158–$162 after recently dropping below its 20 EMA.

benzinga_article

Riot Platforms

Grayscale Bitcoin Trust BTC - ETF

Mara

Bitfarms Canada

Hut 8 Mining

Coinbase

Leverage Shares 2x Cpd Acclrtd MSTRMnETF

Roundhill MSTR WeeklyPay ETF

GraniteShares 2x Long MSTR Daily ETF

T-REX 2X Long MSTR Daily Target ETF

WisdomTree Bitcoin Fund

Roundhill Bitcoin Covered Call Strategy ETF

Invesco Galaxy Bitcoin ETF

ProShares Bitcoin Strategy ETF

iShares Bitcoin Trust ETF

Fidelity Wise Origin Bitcoin Fund - ETF

T-REX 2X Inverse MSTR Daily Target ETF

YieldMax MSTR Short Opt Inc Stgy ETF

Defiance Leveraged Long + Inc MSTR ETF

Daily Target 2X Long MSTR ETF

VanEck Bitcoin ETF

NEOS Bitcoin High Income ETF

ARK 21Shares Bitcoin ETF

Franklin Bitcoin ETF

CoinShares Bitcoin ETF

Bitwise Bitcoin ETF

MSTR Dumps 6% Despite Bullish TD Cowen Projection: What Is Going On?

TD Cowen has raised the target price for Strategy (NASDAQ:MSTR) from $395.00 to $400.00, maintaining a 'buy' rating. This suggests a potential upside of 141.80% from the previous close. The stock is currently trading at $165.42, down 0.7%. Analysts have mixed ratings, with one strong buy, eleven buys, and four holds. The company reported a revenue of $124.30 million for the last quarter, missing EPS estimates but showing an 11.9% year-over-year revenue increase.

Market Beat

Texas Capital

TD Cowen Forecasts Strong Price Appreciation for Strategy (NASDAQ:MSTR) Stock

Spot Bitcoin ETFs experienced $1B in weekly outflows, with YTD inflows at $3.9B. MicroStrategy purchased 24,869 BTC, raising its total to 843,738 BTC. Following the CLARITY Act's progression, BTCUSD fell by $6,000, impacting Bitcoin's market cap by $126B. Approximately $804M in crypto derivatives were liquidated, contributing to downward pressure on Bitcoin prices. The US holds 328,000 seized BTC, with potential positive updates expected. Long-term holder dominance increased, while short-term holders faced unrealized losses.

TradingView

Valkyrie Bitcoin and Ether Strategy ETF

Key facts: ETF $1B Outflows; MSTR Buys 24,869 BTC; CLARITY Cuts $126B

GPUS

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

StockTitan

Hyperscale Data

HYPERSCALE DATA INC 13.00%CUM RED PER PREF STK SER D USD25

Alset AI Ventures Inc.

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

GLXY

BKKT

VanEck analyst Matthew Sigel predicts the digital credit market could grow to $2.5 trillion in the next decade. He also forecasts Bitcoin's price may reach $1 million, claiming this target is 'absolutely within reach.'

CoinLive

Galaxy Digital

Bakkt

Defiance Daily Target 2X Long RIOT ETF

GraniteShares 2x Long COIN Daily ETF

GraniteShares 2x Long MARA Daily ETF

Amplify Transform Data Sharing ETF

VanEck Analyst Predicts Digital Credit Market Growth and Bitcoin Price Surge

On May 18, Eastern Time, Strategy options saw a total of 329268 contracts traded, with calls accounting for 58% and puts making up 41%.

Options Flow

Trending | MSTR Plummets 6% on Monday, Some Put options Soar 214%

IMRA

Bitcoin's recent price drop below $80K may reverse due to aggressive buying by Strategy, rising bond yields, and potential US-Iran deal. Strategy's $2 billion BTC acquisition and debt repurchase enhance market confidence. As Treasury yields rise, investors may seek scarce assets like Bitcoin, especially amid US dollar weakness. Despite a 7% decline, Bitcoin's recovery prospects remain strong, with the cryptocurrency currently 39% below its peak.

Cointelegraph

Bitwise MARA Option Income Strategy ETF

S&P 500

Bitcoin lost its hold on $80K, but three events may send it back sooner than markets expect

Strategy(MSTR.US)

MSTR Dumps 6% Despite Bullish TD Cowen Projection: What Is Going On?

TD Cowen Forecasts Strong Price Appreciation for Strategy (NASDAQ:MSTR) Stock

Key facts: ETF $1B Outflows; MSTR Buys 24,869 BTC; CLARITY Cuts $126B

Hyperscale Data Bitcoin Treasury at Approximately 692 Bitcoin | GPUS Stock News

VanEck Analyst Predicts Digital Credit Market Growth and Bitcoin Price Surge

Trending | MSTR Plummets 6% on Monday, Some Put options Soar 214%

Bitcoin lost its hold on $80K, but three events may send it back sooner than markets expect