On Nov 14, major Wall Street analysts update their ratings for $MasterCard (MA.US)$, with price targets ranging from $532 to $585.
Morgan Stanley analyst James Faucette maintains with a buy rating, and adjusts the target price from $544 to $564.
BofA Securities analyst Jason Kupferberg maintains with a hold rating, and maintains the target price at $532.
Barclays analyst Ramsey El Assal maintains with a buy rating, and maintains the target price at $576.
Wells Fargo analyst Donald Fandetti maintains with a buy rating, and adjusts the target price from $530 to $585.
BMO Capital analyst Rufus Hone maintains with a buy rating, and adjusts the target price from $550 to $565.
Furthermore, according to the comprehensive report, the opinions of $MasterCard (MA.US)$'s main analysts recently are as follows:
The recent investor day for MasterCard emphasized the enduring nature of the core aspects of the investment thesis, suggesting the potential for the company's shares to grow alongside earnings and experience modest multiple expansion. The updated company outlook, which anticipates high-end, low-double-digit revenue growth, a minimum 55% operating margin, and mid-teens adjusted EPS growth, aligns with current market projections and investor expectations.
The company has delineated its financial goals for 2025-2027 and has spoken to investor apprehensions regarding the ongoing potential in consumer payments and its capacity to hasten the secular transition in commercial payments and new flows. Additionally, the company's financial aspirations seem 'conservative', suggesting a potential 2-3 point slowdown in payment network revenue growth by 2027.
The firm is of the view that MasterCard's Investor Day conveyed a robust secular growth trajectory, despite concerns following an extended period of expansion. Additionally, the emphasis was placed on the reinforcing cycle between the company's payment and services sectors.
Here are the latest investment ratings and price targets for $MasterCard (MA.US)$ from 7 analysts:
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美東時間11月14日，多家華爾街大行更新了$萬事達 (MA.US)$的評級，目標價介於532美元至585美元。
摩根士丹利分析師James Faucette維持買入評級，並將目標價從544美元上調至564美元。
美銀證券分析師Jason Kupferberg維持持有評級，維持目標價532美元。
巴克萊銀行分析師Ramsey El Assal維持買入評級，維持目標價576美元。
富國集團分析師Donald Fandetti維持買入評級，並將目標價從530美元上調至585美元。
BMO資本市場分析師Rufus Hone維持買入評級，並將目標價從550美元上調至565美元。
此外，綜合報道，$萬事達 (MA.US)$近期主要分析師觀點如下：
最近萬事達的投資者日強調了投資論點核心方面的持久性，暗示公司的股票有可能與收益一起增長，並經歷適度的倍數擴張。更新後的公司展望預期高端的低雙位數營業收入增長，最低55%的營業利潤率，以及中位數調整後的每股收益增長，與當前市場預測和投資者預期相一致。
公司已經劃定了2025-2027年的財務目標，並對投資者對消費支付持續潛力的擔憂及其加速商業支付和新流動的能力進行了說明。此外，公司的財務目標看起來「保守」，暗示到2027年支付網絡營業收入增長可能放緩2-3個百分點。
公司認爲萬事達的投資者日傳達了強勁的長期增長軌跡，儘管在經歷了一段擴張期後存在擔憂。此外，強調了公司支付和服務部門之間強化循環的重要性。
以下爲今日7位分析師對$萬事達 (MA.US)$的最新投資評級及目標價：
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