Street View: Mastercard has more than one growth card in the deck

Mastercard Incorporated

31/07/2026 14:42

** Mastercard MA.N on Thursday reported second-quarter profit above Wall Street estimates, helped by strong transaction volumes as consumers continued to spend steadily
** Median PT of 45 brokerages covering the stock is $657 - LSEG-compiled data
     
PLENTY OF CARDS TO PLAY
** Morgan Stanley ("overweight," PT: $681) says strong underlying trends and potential growth from agentic commerce and stablecoins present additional long-term opportunities
** RBC Capital Markets ("outperform," PT: $642) says resilient consumer spending, improving travel trends and strong growth in value-added services support MA's long-term growth outlook, while investments in technologies such as agentic commerce and stablecoins could create new growth opportunities
** BofA Global Research ("buy," PO: $735) says "MA's 2Q print and call leave us confident the franchise sits among the top tier of payments compounders, as a clean beat and a tighter FY26 band speak to how steady the earnings engine is" 
** BMO ("outperform," PT: $630) "believes 2Q results, coupled with positive commentary around a stable macro environment, a resilient consumer, and moderating Middle East headwinds, help alleviate near-term concerns"
     
     

 (Reporting by Kanishka Ajmera in Bengaluru)
 ((Kanishka.Ajmera@thomsonreuters.com))