Strategy (MSTR) Set to Exceed Earnings Expectations: Q4 Revenue Up 10.9%, Analysts Confirm

[Para 1: The Lead] Strategy (NASDAQ:MSTR), a Bitcoin development company, is poised to exceed earnings expectations as it reports Q4 results on Thursday, February 9, 2026. Analysts anticipate a revenue growth of 1.3% year-over-year to $122.3 million, following a 10.9% year-over-year increase in the previous quarter. Strategy's earnings per share (EPS) and EBITDA are also expected to surpass analyst estimates. [Para 2-3: Supporting details & Context] Last quarter, Strategy surpassed revenue expectations by 9.1%, reaching $128.7 million, a 10.9% year-over-year increase. This strong performance has analysts generally reconfirming their estimates over the last 30 days. However, Strategy has missed Wall Street’s revenue estimates six times in the past two years. Comparatively, peers like Palantir Technologies and Commvault have reported robust growth, with Palantir up 70% and Commvault up 19.5% year-over-year. Despite market volatility due to potential tariffs and corporate tax changes, Strategy's share price has fallen 20.3% over the last month, with an average analyst price target of $474.31, compared to its current share price of $132.28.