UBS Maintains a 'Neutral' on MicroStrategy (MSTR); Spending Like Crazy to Build Out Their Cloud

UBS maintains a 'Neutral' on MicroStrategy (NASDAQ: MSTR) price target raised from $114 to $120.

UBS analyst says, "MSTR is clearly trying to build out their cloud analytics strategy, spending $107M more in opex and $24M more in capex this year, leading to 3% CY OPM, the lowest MSTR has seen since 2001. While we think their core BI product is best of breed and see a large opportunity for their new products, in our view the key questions are 1) when will they stop investing at this pace, and 2) when will these investments pay off?"

For an analyst ratings summary and ratings history on MicroStrategy click here. For more ratings news on MicroStrategy click here.

Shares of MicroStrategy closed at $115.52 yesterday.

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