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MicroStrategy (NasdaqGS:MSTR) Faces Class Action Over Bitcoin Strategy And $6B Loss

MicroStrategy (NasdaqGS:MSTR) Faces Class Action Over Bitcoin Strategy And $6B Loss

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MicroStrategy (NasdaqGS:MSTR) Faces Class Action Over Bitcoin Strategy And $6B Loss

MicroStrategy is currently facing a legal battle with the announcement of a class action lawsuit by Pomerantz LLP, alleging misleading statements about its bitcoin-focused strategy. Despite this backdrop, the company's stock rose by 30% over the past month, reflecting a significant rebound from the previous shock of an $8.67 per share price drop due to unrealized bitcoin losses. This price recovery occurred amidst a wider market uptrend; with the Nasdaq posting gains, especially in the technology sector, highlighting investor interest amidst turbulence. The introduction of new AI-driven analytics products also likely bolstered investor sentiment.

Be aware that MicroStrategy is showing 2 possible red flags in our investment analysis and 1 of those makes us a bit uncomfortable.

NasdaqGS:MSTR Earnings Per Share Growth as at May 2025
NasdaqGS:MSTR Earnings Per Share Growth as at May 2025

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Over the past five years, MicroStrategy's stock delivered a total return of a very large 3,278.44%, driven by its substantial involvement in Bitcoin. This performance significantly outpaces the broader US Software industry, which saw a 16.4% rise over the last year. Despite recent share price volatility, this long-term gain underscores investor responsiveness to MicroStrategy’s strategic decisions, particularly regarding its cryptocurrency acquisitions.

The recent legal issues and financial challenges, including the adoption of new accounting standards resulting in $5.91 billion in unrealized losses, could impact future revenue and earnings forecasts. Analysts expect MicroStrategy to become profitable within three years, though the stock currently trades below the consensus price target of US$530.29, indicating potential for further price movement. The introduction of AI-driven products may provide revenue growth opportunities, yet investors remain cautious given the ongoing uncertainties.

Understand MicroStrategy's track record by examining our performance history report.

This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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