Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR)
Published . Updated .
Strategy missed on revenue but beat widely on EPS, thanks to the Bitcoin rally that took place in the quarter. Read why MSTR stock is upgraded to a hold.
Directly affected
- MSTR Strategy-22.5% 30d
Named in this report.
Indirectly affected
- IBIT iShares Bitcoin Trust-11.5% 30d
iShares Bitcoin Trust: it follows bitcoin. Linked by “bitcoin” (crypto) in this story.
- COIN Coinbase Global-28.7% 30d
Coinbase Global (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- MARA MARA Holdings-9.9% 8d
MARA Holdings (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- RIOT Riot Platforms-47.1% 30d
Riot Platforms (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
- ABTC American Bitcoin-9.1% 30d
American Bitcoin (finance services): crypto firms' revenue moves with crypto prices and rules. Linked by “bitcoin” (crypto) in this story.
Price reaction, T-5 to T+3
| Ticker | T-5 | T-3 | T-1 | T0 | T+1 | T+2 | T+3 |
|---|---|---|---|---|---|---|---|
| MSTR | +7.15% | +11.26% | base | after close | after close | after close | after close |
| IBITNo price data for this ticker | — | — | — | — | — | — | — |
| COINNo price data for this ticker | — | — | — | — | — | — | — |
| MARANo price data for this ticker | — | — | — | — | — | — | — |
| RIOTNo price data for this ticker | — | — | — | — | — | — | — |
| ABTCNo price data for this ticker | — | — | — | — | — | — | — |
Closing-price change versus T-1, the last close before the story. T0 to T+3 fill in after each market close. Prices: Alpaca IEX.
Market Call
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Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR) Seeking Alpha
Source: Seeking Alpha
The price since 31 Oct 2026: Spdr Dow Jones Industrial Average Etf Trust (DIA) versus the S&P 500
| Company | When | Move | Status |
|---|---|---|---|
| MSTR | three days earlier | +11.26% | final price |
| MSTR | five days earlier | +7.15% | final price |
Trades by members of Congress and officials in the stocks in this story
- Donald J Trump, an executive branch official, bought Strategy (MSTR), worth $1,001 - $15,000 on 10 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
- Rep. Rohit Khanna bought Coinbase Global (COIN) (held by a spouse), worth $1,001 - $15,000 on 4 Sep 2026. That is 57 days before publication. Filed 7 Oct 2026. View the filing.
- Rep. Gilbert Cisneros sold Coinbase Global (COIN), worth $1,001 - $15,000 on 18 Aug 2026. That is 74 days before publication. Filed 10 Sep 2026. View the filing.
- Donald J Trump, an executive branch official, sold Coinbase Global (COIN), worth $1,001 - $15,000 on 10 Aug 2026. That is 82 days before publication. Filed 8 Oct 2026. View the filing.
Public disclosure filings, not a recommendation. The filing link is the source document. News use of these reports still sits under 5 U.S.C. § 13107(c).
Who gains and who loses around Spdr Dow Jones Industrial Average Etf Trust (DIA)
Companies tied to this story
- DIA Spdr Dow Jones Industrial Average Etf Trust
For “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR),” Spdr Dow Jones Industrial Average Etf Trust (DIA) is linked, with no stored direction, medium confidence. Reason on file: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
- QQQ Invesco Qqq Trust, Series 1
In “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR),” Invesco Qqq Trust, Series 1 (QQQ) is linked, with no stored direction, medium confidence. Reason on file: Invesco QQQ: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
- IWM Ishares Tr
Ishares Tr (IWM) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR).” Reason on file: iShares Russell 2000 ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
- RSP Invesco Exchange Traded Fd T
Invesco Exchange Traded Fd T (RSP) is linked, with no stored direction, medium confidence in the 31 Oct 2026 story “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR).” Reason on file: Invesco S&P 500 Equal Weight ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
- VTI Vanguard Index Fds
For “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR),” Vanguard Index Fds (VTI) is linked, with no stored direction, medium confidence. Reason on file: Vanguard Total Stock Market ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
Spdr Dow Jones Industrial Average Etf Trust (DIA)
Spdr Dow Jones Industrial Average Etf Trust (DIA) is the company in “Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR),” the 31 Oct 2026 this story story.
What ties Spdr Dow Jones Industrial Average Etf Trust (DIA) to the headline is this: SPDR Dow Jones Industrial Average ETF: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
Also listed, Invesco Qqq Trust, Series 1 (QQQ): Invesco QQQ: it is a broad US stock-market fund. Linked by “nasdaq” (the broad US market) in this story
Dates in the story, and the Spdr Dow Jones Industrial Average Etf Trust (DIA) price range
DIA traded between 504.92 and 522.62 across 20 sessions. The latest close on file is 515.65. IWM traded between 269.88 and 285.25 across 20 sessions. The latest close on file is 279.37. QQQ traded between 683.47 and 762.84 across 19 sessions. The latest close on file is 690.54.
What the saved facts support for Spdr Dow Jones Industrial Average Etf Trust (DIA)
40 out of 100
“Strategy Earnings: A Truly Staggering Revenue Miss (Rating Upgrade) (NASDAQ:MSTR)” scores 40 out of 100. The score uses 1 sources, and 5 linked companies.