Strategy (MSTR) Rises 33% After Earnings and Bitcoin Recovery

Strategy Inc, also known as MicroStrategy, climbed roughly 33% after forming a local low on February 5, a move that followed an about 11% recovery in Bitcoin and renewed institutional interest in the company’s Bitcoin-linked business model championed by Michael Saylor.

The surge raises the core question: is this a durable shift in confidence or a short-lived swing tied to crypto sentiment? The stock’s rebound reflects both Bitcoin’s bounce and the company’s Q4 2025 results. Strategy reported $123 million in revenue, up 1.9% year over year, with subscription revenue rising more than 62% and gross margins near 66%.

A large net loss was driven mainly by non-cash accounting hits on its Bitcoin holdings; management emphasized ongoing Bitcoin accumulation and long-term positioning.

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