Stock AnalizStrategy (MSTR) earnings for the quarter ended September 2026: EPS beats estimates
Strategy reported results for the quarter ended September 2026 on October 29, 2026. Adjusted earnings per share came in at $44.75 against the analysts’ average forecast of $22.89, a beat of 95.5%.
Revenue for the quarter was $125 million, down 2.5% from $129 million in the same quarter a year earlier.
The market’s verdict: the stock fell 10.1% on the first trading day after the report.
The last four quarters
Strategy has beaten the analysts’ EPS forecast in 1 of the last 4 quarters.
| Quarter | EPS | Forecast | Surprise | Revenue growth | Price reaction |
|---|---|---|---|---|---|
| Sep 2026 | $44.75 | $22.89 | +95.5% | −3% | −10.1% |
| Jun 2026 | -$24.45 | $3.07 | −895.3% | +7% | −0.1% |
| Mar 2026 | -$38.25 | -$15.33 | −149.6% | +12% | +1.6% |
| Dec 2025 | -$42.93 | -$20.99 | −104.5% | +2% | +4.5% |
What comes next
Analysts expect EPS of $0.10 for the next quarter on average and -$6.73 for the fiscal year ending December 31, 2026.
The average analyst price target is $233.27, 109% above the current price of $111.62.
Valuation and score
Strategy scores 0.6 out of 5 overall on Stock Analiz (weak), and its intrinsic value under moderate assumptions is about 100% below the current market value. Full Strategy analysis with 10 years of financials
Frequently asked questions
What was Strategy’s EPS for the quarter ended September 2026?
$44.75 adjusted per share, against an analyst consensus of $22.89.
How much revenue did Strategy report?
$125 million, down 2.5% year over year.
More
This report was written automatically from the published numbers within hours of the release. It is information, not investment advice.