TD Cowen analyst Bryan Bergin maintains $MasterCard (MA.US)$ with a buy rating, and adjusts the target price from $533 to $567.
According to TipRanks data, the analyst has a success rate of 57.9% and a total average return of 8.1% over the past year.
Furthermore, according to the comprehensive report, the opinions of $MasterCard (MA.US)$'s main analysts recently are as follows:
The recent investor event for MasterCard has reaffirmed the belief that the fundamental aspects of the investment thesis remain solid, suggesting continuous growth in line with earnings and a slight increase in multiples. It was noted with optimism that MasterCard's forecast is aligned with expectations, anticipating high-end low-double-digit revenue expansion, a baseline operating margin of 55%, and an adjusted EPS growth in the mid-teens, all in harmony with current market projections.
The firm expressed that MasterCard's investor day reinforced its strong and enduring growth prospects, providing the foundational elements to maintain a double-digit growth path into 2027.
The company has delineated its financial objectives for 2025-2027 and has responded to investor apprehensions regarding the sustained growth potential in consumer payments and the company's capacity to hasten the secular transition in commercial payments and new flows. The financial goals set by MasterCard appear 'conservative' and suggest a modest deceleration of 2-3 points in payment network revenue growth by the year 2027.
Note:
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TD Cowen分析師Bryan Bergin維持$萬事達 (MA.US)$買入評級,並將目標價從533美元上調至567美元。
根據TipRanks數據顯示,該分析師近一年總勝率為57.9%,總平均回報率為8.1%。
此外,綜合報道,$萬事達 (MA.US)$近期主要分析師觀點如下:
最近的萬事達投資者活動重申了對投資論點基本要素保持穩固的信心,暗示着與收益同步持續增長以及略微增加倍數。人們樂觀地指出,萬事達的預測與預期一致,預計高端低兩位數的營業收入擴張,基準營業利潤率爲55%,調整後的每股收益增長率在中等範圍內,所有這些與當前市場預測保持一致。
該公司表示,萬事達的投資者日強化了其強勁且持久的增長前景,爲其維持到2027年的兩位數增長路徑提供了基本要素。
該公司已經明確了其2025-2027年的財務目標,並回應了投資者對消費者支付持續增長潛力以及公司加速商業支付和新流程改變的擔憂。萬事達制定的財務目標顯得「保守」,並暗示到2027年支付網絡收入增長速度將適度減緩2-3個百分點。
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