Strategy Inc stock gains as Bitcoin holdings grow
Published on 09/03/2026 at 19:59 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWSStrategy Inc (US82982L1035) stock was trading at USD 96.95 at 11:40:42 AM EDT on September 3, 2026, up 0.15 percent from the previous close. MarketBeat said the company resumed Bitcoin buying after a roughly 10-week pause and now holds about 845,050 Bitcoin.
Price and position
MarketBeat reported that Strategy bought 4,603 Bitcoin for about USD 370 million at an average price of USD 80,318. The same report said Headlands Technologies cut its stake by 93.9 percent in the second quarter, selling 88,424 shares and keeping 5,750 shares valued at about USD 500,000.
That makes the balance sheet story more important than a simple software comparison. Strategy also remains one of the market's most volatile large caps, with a 52-week range of USD 81.81 to USD 365.21 and a market cap of USD 47.33 billion.
Analyst view
According to MarketBeat, analyst sentiment remains at Moderate Buy, with an average price target of USD 235.24. The same source said one analyst cut the target from USD 215.00 to USD 155.00, while another started coverage with a USD 217.00 target.
The last reported quarter still frames the debate. Strategy reported Q2 FY26 revenue of USD 122.37 million and EPS of negative USD 24.45 on July 31, 2026, missing the consensus estimate of negative USD 2.19 by USD 22.26.
Strategy stock and its Bitcoin balance sheet
The key question for investors is how the latest Bitcoin purchases, quarterly loss, and analyst targets fit together in one valuation story.
Bitcoin remains the driver
Strategy described itself as a bitcoin treasury company in Yahoo Finance data, alongside enterprise analytics software such as Strategy One and Strategy Mosaic. Yahoo Finance also listed revenue of USD 122.37 million for Q2 FY26, total cash of USD 2.45 billion, and total debt to equity of 14.94 percent.
Closing stock level
Strategy Inc stock traded at USD 96.95 as of 11:40:42 AM EDT on September 3, 2026, with a 52-week range of USD 71.25 to USD 100.42 on Yahoo Finance. The move left the stock near the lower half of that band while Bitcoin holdings and Q2 FY26 figures stayed in focus.
Strategy Inc stock facts
- Company: Strategy Inc
- ISIN: US82982L1035
- Ticker: STRC
- Trading venue: NasdaqGS
- Price (as of September 3, 2026, 11:40:42 AM EDT): USD 96.95
- Sector / Industry: Technology / Software - Application
- Index membership: NasdaqGS
- Next earnings date: November 11, 2026
