Strategy (MSTR) Stock; Reclaims $100 as Bitcoin-Per-Share Advantage Nearly Disappears

TLDRs;

• Strategy stock climbed back above $100, but the Bitcoin-per-share gain has almost completely disappeared since March.
• Share dilution accelerated faster than Bitcoin accumulation, weakening the benefit of recent purchases for common shareholders.
• The company sold MSTR shares and Bitcoin while directing cash toward STRC preferred-stock buybacks and dividends.
• Analysts remain broadly bullish despite lower targets, while upcoming U.S. inflation and retail data could affect Bitcoin.

Strategy Inc. (NASDAQ: MSTR) closed above the psychologically important $100 level on Friday, ending the session at $100.01 after a 3.3% daily gain. The stock also advanced 7.2% over the past week, outperforming Bitcoin’s roughly 3.1% weekly rise.

Yet beneath the rebound, investors are increasingly focused on a less visible metric that may matter more for long-term shareholders: Bitcoin per diluted share. Recent company disclosures show that the benefit of Strategy’s aggressive Bitcoin accumulation has nearly vanished when adjusted for the growing share count.

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