On Nov 15, major Wall Street analysts update their ratings for $MasterCard (MA.US)$, with price targets ranging from $564 to $610.
Morgan Stanley analyst James Faucette maintains with a buy rating, and adjusts the target price from $544 to $564.
Citi analyst Andrew Schmitt maintains with a buy rating.
UBS analyst Timothy Chiodo maintains with a buy rating, and adjusts the target price from $590 to $610.
Jefferies analyst Trevor Williams maintains with a buy rating, and maintains the target price at $590.
TD Cowen analyst Bryan Bergin maintains with a buy rating, and adjusts the target price from $533 to $567.
Furthermore, according to the comprehensive report, the opinions of $MasterCard (MA.US)$'s main analysts recently are as follows:
MasterCard's recent investor day has reaffirmed key aspects of the investment thesis, suggesting that the company's shares have the potential to grow in line with earnings and experience a slight increase in valuation multiples. The outlook provided by the company, which includes high-end low-double-digit revenue growth, an operating margin of at least 55%, and mid-teen adjusted EPS growth, aligns with current market predictions and fits investor anticipations.
The analyst indicated that MasterCard's investor day reinforced the company's appealing and sustainable growth outlook, with foundational elements supporting a consistent double-digit growth path into 2027.
The company has provided financial targets for 2025-2027 and has discussed with investors the potential for continued growth in consumer payments as well as the acceleration of a secular shift in commercial payments and new flows. Furthermore, the financial targets presented appear to be 'conservative' and seem to suggest a 2-3 point slowdown in payment network revenue growth by 2027.
The firm holds a perspective that MasterCard continues to have a robust secular growth runway ahead, which remains firm in spite of concerns from investors following a prolonged period of expansion. Additionally, the firm emphasizes the beneficial cycle between the company's payment and services operations.
Here are the latest investment ratings and price targets for $MasterCard (MA.US)$ from 6 analysts:
Note:
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