Jefferies analyst Trevor Williams maintains $MasterCard (MA.US)$ with a buy rating, and maintains the target price at $590.
According to TipRanks data, the analyst has a success rate of 55.7% and a total average return of 3.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $MasterCard (MA.US)$'s main analysts recently are as follows:
The review of MasterCard's investor day has reinforced the belief that the primary elements supporting the investment thesis remain solid, suggesting the possibility for the company's shares to grow consistently with earnings, accompanied by a slight expansion in multiples. The updated financial projections for MasterCard, which include revenue growth at the higher end of the low double-digits, a baseline operating margin of 55%, and adjusted earnings per share increasing at a mid-teen rate, align with current market predictions and investor anticipations.
The company has delineated its financial objectives for the years 2025 to 2027 and has responded to investor queries regarding the prospects for growth in consumer payments and the company's capacity to hasten the secular evolution in commercial payments and new flows. Additionally, the company's financial goals appear to be 'conservative', suggesting a 2-3 point slowdown in payment network revenue expansion by 2027.
The firm perceives MasterCard as maintaining a promising secular growth path, in spite of prevalent investor concerns following a sustained period of expansion. Additionally, they emphasized the positive feedback loop within the company's payments and services operations.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
TipRanks provides a ranking of each analyst up to 5 stars, which is representative of all recommendations from the analyst. An analyst's past performance is evaluated on a scale of 1 to 5 stars, with more stars indicating better performance. The star level is determined by his/her total success rate and average return.
富瑞集團分析師Trevor Williams維持$萬事達 (MA.US)$買入評級,維持目標價590美元。
根據TipRanks數據顯示,該分析師近一年總勝率為55.7%,總平均回報率為3.1%。
此外,綜合報道,$萬事達 (MA.US)$近期主要分析師觀點如下:
對萬事達卡投資者日的回顧堅定了這樣的信念,即支持投資論點的主要要素仍然穩固,這表明該公司的股票有可能隨着收益持續增長,同時倍數略有增加。萬事達卡的最新財務預測與當前的市場預測和投資者的預期一致,其中包括收入在低兩位數的高端增長,55%的基準營業利潤率以及調整後的每股收益以十年中期的速度增長。
該公司已經制定了2025年至2027年的財務目標,並回應了投資者有關消費者支付增長前景以及公司加快商業支付和新資金流長期演變的能力的詢問。此外,該公司的財務目標似乎 「保守」,表明到2027年,支付網絡收入擴張將放緩2-3個百分點。
儘管在持續擴張之後,投資者普遍感到擔憂,但該公司仍認爲萬事達卡仍保持着光明的長期增長道路。此外,他們還強調了公司支付和服務業務中的積極反饋循環。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否,取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
總平均回報率為基於分析師的初始評級創建虚擬投資組合,並根據評級變化對組合進行調整,在近一年中該投資組合所獲得的回報率。