MicroStrategy Unlikely to Be Included in S&P 500 Soon

As a seasoned crypto investor with over two decades of market experience under my belt, I find myself intrigued by the prospect of MicroStrategy joining the S&P 500 stock market index. However, I’m not holding my breath just yet.

According to Eric Balchunas, Bloomberg’s senior ETF analyst, it might take some time before MicroStrategy, the business intelligence firm, is included in the S&P 500 stock market index.

To make it into the index, companies typically need to demonstrate a consistent pattern of profitability by having a total profit over the previous four quarters. However, MicroStrategy has only been profitable in one of the most recent four quarters.

In other words, a fresh accounting guideline permits the firm to record fluctuations in the market value of its Bitcoin holdings as increased revenue. This could lead to significant profits that might make the company eligible for listing on the S&P 500 index.

For a stock to be included in the S&P 500, approval is required from the S&P 500 inclusion committee. However, even if a stock meets the criteria for inclusion, it doesn’t necessarily mean that it will be added; it could still be overlooked.

Instead, consider this: Although Tesla had reported four straight profitable quarters by September 2020, it wasn’t included in the index at that time. Analysts had anticipated its stock to be added, but when it didn’t happen, the stock price dropped significantly. However, the stock was eventually incorporated into the index in September.

The committee, aiming to ensure that the S&P 500 index truly reflects the American stock market, has rather broad standards for acceptance. This presents a significant challenge for MicroStrategy, as it’s often found that suitable stocks are rejected by this committee before they can be included, a fact noted by Balchunas.

This week, it was announced that MicroStrategy, renowned for being the largest corporate Bitcoin owner, has been included in the Nasdaq-100 index – a stock market index consisting primarily of technology companies.

Currently, it’s anticipated that Coinbase might get listed on the S&P 500 by this time next year, according to a recent prediction made by Bitwise.

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2024-12-15 15:34