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Strategy Inc Common Stock Class A (MSTR) earnings date & stock reaction

Strategy Inc Common Stock Class A · IT

Strategy Inc Common Stock Class A earnings date & time

Next earningsThu, October 29 around 4:00 PM ET, after the closescheduled

Schedule

Korea time (KST)
Fri, October 30
Reporting pattern
12 of last 12 after close
Typical move
±6.9% · 12-report avg

What the market expects

Consensus EPS

$12.25Coming in above this counts as a beat

Year-ago quarter
$8.42→+45.5%
Full earnings calendarFrom an earnings calendar

Price after the latest report

Reported July 30, 2026how the stock moved around it
Next-day move
-4.6%
After 5 days
-0.9%
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Sector peer Roper Technologies Inc. +5.5% next day (7/23)A same-industry peer, Roper Technologies Inc., reported within the 10 days before this one (7d earlier). How the market took it (next-day move +5.5%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Strategy Inc Common Stock Class A (MSTR) rose the day after earnings in 5 of its last 12 reports (42%), moving ±6.9% on average. It has fallen despite beating the consensus estimate 1 times.

Up next day
5/12
42%
Fell despite growth
1/12
Good earnings ignored
Price when beating
-3.4%
avg over 2 beats
Price when missing
+1.1%
avg over 10 misses
Avg earnings move
±6.9%
typical swing on earnings
Biggest single move
+26.1%
'26.2 · largest reaction
🔑What actually moves this stock?
What really matters here
How fast the steady subscription-style revenue is growing
In finance terms: ARR · RPO (recurring revenue · backlog)
Growth · revenue (YoY by quarter, latest right)
-4%
25-05(Mar qtr)
+3%
25-07(Jun qtr)
+11%
25-10(Sep qtr)
+2%
26-02(Dec qtr)
+12%
26-05(Mar qtr)
+7%
26-07(Jun qtr)
Accelerating · Growth is accelerating from -4% to +7%. A good direction.
What to watch next report

When results drop, skip the EPS number. Check if the growth above holds or accelerates, and whether guidance beats expectations.

How this stock reacts to earnings

Traits seen across its recent earnings reactions

Reaction is erratic and hard to predict
Avg -3.4% on a beat, +1.1% on a miss
vs IT sector avg (192 peers)
This
+0.3%
Sector
+1.0%
Avg next-day reaction

Earnings number vs guidance: which drives it?

How often the beat/miss matched the actual price move

The number and guidance move the price about equally
Moved opposite to results 5 of last 12 times (42%)
1xBeat but fell
Even a beat sells off if guidance disappoints
4xMissed but rose
Even a miss rebounds if guidance reassures
Fell despite growth1/12

watches ARR · RPO (recurring revenue · backlog)

Next-day reaction
  • Jun 2026 report-4.6%
  • Mar 2026 report-0.0%
  • Dec 2025 report+26.1%
  • Sep 2025 report+5.9%
  • Jun 2025 report-8.8%
  • Mar 2025 report+3.4%

Earnings timeline · bars = next-day move, ▲▼ = beat/miss

Apr–Jun 2026 results
Reported 2026-07-30
Next-day move
-4.6%
After 5 days -0.9%
EPS consensus $3.07 → -$24.45Rev $114M → $122M +7% YoY
Price around earnings
Around this report
Overlapped an FOMC holdThis report landed on a US Federal Reserve rate-decision day. Rate decisions move the whole market, so the move may reflect the decision, not just earnings. A cut is not always good or a hike always bad. Crisis cuts fell, and hikes in a strong economy often rose.Sector peer Roper Technologies Inc. +5.5% next day (7/23)A same-industry peer, Roper Technologies Inc., reported within the 10 days before this one (7d earlier). How the market took it (next-day move +5.5%) is the best read on the sector mood. A beat that still fell means the bar was high, so this stock may face similar pressure.

Earnings trend · last 12 quarters

EPS$-24.45YoY -175%
'23.11'26.7
Revenue$0.1BYoY +7%
'23.11'26.7

Earnings history and price reaction

Strategy Inc Common Stock Class A across its last 12 earnings reports: EPS versus consensus, the move on the earnings day, and the cumulative move five trading days later.
Quarter endedReported (ET)vs market expectation (consensus)Earnings dayAfter 5 days
6/20262026-07-30—-4.6%-0.9%
3/20262026-05-05-149.6%†-0.0%-1.3%
12/20252026-02-05-104.5%†+26.1%+15.0%
9/20252025-10-30-12.9%+5.9%-6.8%
6/20252025-07-31+382.5%†-8.8%+0.0%
3/20252025-05-01—+3.4%+8.6%

12 reports, quarters ending 9/2023 to 6/2026. The earnings-day move is the first trading day that reflects the report; the five-day figure is the cumulative move from that point.

Frequently asked questions

When is the next Strategy Inc Common Stock Class A earnings date?

The next Strategy Inc Common Stock Class A (MSTR) earnings report is expected Thu, October 29 around 4:00 PM ET, after the close. It comes from an earnings calendar and may not be a company-confirmed date; it updates automatically if it changes.

What is the consensus EPS forecast for Strategy Inc Common Stock Class A's next earnings?

Analysts expect EPS of about $12.25 for Strategy Inc Common Stock Class A (MSTR). Coming in above that counts as a beat, below it a miss — though a beat does not guarantee the stock rises.

Does Strategy Inc Common Stock Class A (MSTR) stock usually go up after earnings?

Over the last 12 earnings reports, the stock rose on 5 of them (42%). The average move on earnings day was ±6.9%.

Does Strategy Inc Common Stock Class A react more to the earnings numbers or to guidance?

In 5 of the last 12 reports (42%), the stock moved the opposite way from whether it beat or missed the forecast. A high share means guidance and expectations drive the move more than the reported numbers.

Can Strategy Inc Common Stock Class A stock fall even when earnings are good?

Yes. In 1 of the last 12 reports, Strategy Inc Common Stock Class A fell on the earnings day despite growing EPS. Expectations already priced in, or guidance, can matter more than the reported numbers.

Does Strategy Inc Common Stock Class A stock keep moving after the earnings day?

Over the last 12 reports, the move continued in the same direction for the following five trading days 42% of the time. This tendency is known as post-earnings announcement drift.