MSTR
Strategy Inc · Technology · Software - Application
$148.44
+3.63% today · -2.00% 1W
Oct 15 close or latest
ReadoutWhy it's moving
Analyst target raises behind the outperformance
- MSTR +3.63% on the last session vs SPY +0.08%: +3.5 pts of stock-specific move.
- Against the group: its crypto-linked peers -1.5% (-1.5 pts vs SPY).
- Filing: 8-K: Reg FD disclosure, other event (item 7.01, 8.01) (filing)
- 1 analyst action in the past 10 days (1 positive, 0 negative); latest: Barclays maintained Overweight, raised target $160 → $175.
- 3 insider or congressional trades in the past 30 days, including 3 insider sales not under a 10b5-1 plan.
- Market backdrop (Today): Core PPI m/m 1.3% vs 0.3% expected (hotter); Core Retail Sales m/m 0.9% vs 0.6% expected (stronger); S&P futures -0.08%, 10-year yield -3bp in the 30 minutes after.
Assembled from Wallsti's own signals.
Meta Analyst score Buy 9.4/10 (+1.00 raw)
Every firm's latest rating in the past year, each weighted by its age (a 3-month-old call counts half as much as today's), blended with the consensus of 16 analysts (+1.06, counted like 1.5 fresh ratings). 13 firms, 9 with a call in the past 3 months.
| Firm | Latest rating | Date | Weight |
|---|---|---|---|
| Barclays | Overweight | Oct 9, 2026 | 11% |
| Citigroup | Buy | Oct 2, 2026 | 10% |
| B. Riley Securities | Buy | Sep 22, 2026 | 9% |
| Canaccord Genuity | Buy | Sep 8, 2026 | 8% |
| Alliance Global Partners | Buy | Sep 2, 2026 | 8% |
| Bernstein | Outperform | Aug 26, 2026 | 7% |
| Cantor Fitzgerald | Overweight | Aug 3, 2026 | 6% |
| BTIG | Buy | Jul 31, 2026 | 6% |
| Benchmark | Buy | Jul 31, 2026 | 6% |
| Mizuho | Outperform | Jul 7, 2026 | 5% |
| TD Cowen | Buy | Jun 30, 2026 | 5% |
| Monness, Crespi, Hardt | Neutral upgrade | Nov 10, 2025 | 1% |
Buy is what the ratings average to, +1.00 on a scale from −2 (strong sell) to +2 (strong buy). 9.4/10 means better than 94% of S&P 500 stocks (503 scored, Oct 11, 2026): analysts rarely say sell, so most stocks land between +0.4 and +0.8, and the 0–10 shows where this one sits among them.
Mean target
$237.80
+60.2% upside
Median target
$215.00
+44.8% upside
Target range
165.00–435.00
low to high
Analysts
16
as of Oct 14
Price vs. targets
Low $165
Mean $238
High $435
Now $148.44
Consensus
Strong buy 2Buy 13Hold 1Sell 0Strong sell 0
Rating and target changes
| Date | Firm | Action | Rating | Target |
|---|---|---|---|---|
| Oct 9, 2026 | Barclays | Raised target | Overweight | $160.00 → $175.00 |
| Oct 2, 2026 | Citigroup | Raised target | Buy | $136.00 → $240.00 |
| Sep 22, 2026 | B. Riley Securities | Raised target | Buy | $175.00 → $195.00 |
| Sep 15, 2026 | Barclays | Raised target | Overweight | $125.00 → $160.00 |
| Sep 8, 2026 | Canaccord Genuity | Raised target | Buy | $175.00 → $179.00 |
| Sep 3, 2026 | B. Riley Securities | Raised target | Buy | $155.00 → $175.00 |
| Sep 2, 2026 | Alliance Global Partners | Initiated | Buy | $217.00 |
| Aug 26, 2026 | Bernstein | Lowered target | Outperform | $450.00 → $350.00 |
| Aug 25, 2026 | Canaccord Genuity | Raised target | Buy | $130.00 → $175.00 |
| Aug 3, 2026 | Barclays | Lowered target | Overweight | $130.00 → $125.00 |
| Aug 3, 2026 | Cantor Fitzgerald | Lowered target | Overweight | $212.00 → $186.00 |
| Aug 3, 2026 | B. Riley Securities | Lowered target | Buy | $215.00 → $155.00 |
| Jul 31, 2026 | BTIG | Reiterated | Buy | $250.00 |
| Jul 31, 2026 | Benchmark | Lowered target | Buy | $570.00 → $435.00 |
| Jul 8, 2026 | Barclays | Initiated | Overweight | $130.00 |
| Jul 7, 2026 | Mizuho | Lowered target | Outperform | $265.00 → $213.00 |
| Jul 1, 2026 | BTIG | Lowered target | Buy | $350.00 → $250.00 |
| Jul 1, 2026 | Citigroup | Lowered target | Buy | $260.00 → $136.00 |
| Jun 30, 2026 | Canaccord Genuity | Lowered target | Buy | $163.00 → $130.00 |
| Jun 30, 2026 | TD Cowen | Lowered target | Buy | $400.00 → $260.00 |
| Jun 30, 2026 | BTIG | Lowered target | Buy | $350.00 → $250.00 |
| Jun 3, 2026 | Canaccord Genuity | Lowered target | Buy | $224.00 → $163.00 |
| Jun 1, 2026 | Mizuho | Lowered target | Outperform | $320.00 → $265.00 |
| May 19, 2026 | TD Cowen | Raised target | Buy | $395.00 → $400.00 |
| May 11, 2026 | Cantor Fitzgerald | Reiterated | Overweight | $212.00 |
| May 7, 2026 | TD Cowen | Raised target | Buy | $385.00 → $395.00 |
| May 7, 2026 | Canaccord Genuity | Raised target | Buy | $185.00 → $224.00 |
| May 6, 2026 | BTIG | Raised target | Buy | $250.00 → $350.00 |
| May 6, 2026 | Benchmark | Lowered target | Buy | $705.00 → $570.00 |
| Apr 21, 2026 | Cantor Fitzgerald | Raised target | Overweight | $192.00 → $212.00 |
| Apr 10, 2026 | TD Cowen | Lowered target | Buy | $440.00 → $350.00 |
| Apr 8, 2026 | BTIG | Reiterated | Buy | $250.00 |
| Mar 18, 2026 | Citigroup | Lowered target | Buy | $325.00 → $260.00 |
| Mar 10, 2026 | B. Riley Securities | Initiated | Neutral → Buy | $175.00 |
| Mar 6, 2026 | BTIG | Reiterated | Buy | $250.00 |
| Feb 17, 2026 | Mizuho | Lowered target | Outperform | $403.00 → $320.00 |
| Feb 9, 2026 | Cantor Fitzgerald | Lowered target | Overweight | $213.00 → $192.00 |
| Feb 6, 2026 | BTIG | Lowered target | Buy | $630.00 → $250.00 |
| Feb 4, 2026 | Canaccord Genuity | Lowered target | Buy | $474.00 → $185.00 |
| Jan 16, 2026 | Mizuho | Lowered target | Outperform | $484.00 → $403.00 |
Source: Yahoo Finance analyst data, collected daily.