Core Viewpoint - Mastercard is expected to report strong fourth-quarter earnings, reflecting growth in both earnings per share and revenue compared to the previous year [1]. Group 1: Earnings Expectations - Analysts anticipate Mastercard will report fourth-quarter earnings of $4.24 per share, an increase from $3.82 per share in the same period last year [1]. - The consensus estimate for Mastercard's quarterly revenue is $8.78 billion, up from $7.49 billion reported in the previous year [1]. Group 2: Dividend and Share Repurchase - On December 9, Mastercard increased its quarterly cash dividend from 76 cents to 87 cents per share [2]. - The company announced a $14 billion share repurchase program [2]. - Following these announcements, Mastercard's shares rose by 0.2%, closing at $521.37 [2].

Scott Kaufman, aka Treading Softly, learned about investing firsthand from over a decade of financial sector experience. He is the lead analyst for Dividend Kings providing actionable insight into high quality dividend growing and undervalued opportunities. His focus is to see a bountiful harvest of cash dividends and strong capital gains, providing a robust total return.Analyst’s Disclosure: I/we have a beneficial long position in the shares of V either through stock ownership, options, or other derivative ...

Core Insights - The Zacks Equity Research team has highlighted several stocks, including Broadcom Inc., Oracle Corp., Mastercard Inc., Geospace Technologies Corp., and Gencor Industries, Inc., in their Analyst Blog [1][2] Group 1: Broadcom Inc. (AVGO) - Broadcom's shares have outperformed the Zacks Electronics - Semiconductors industry over the past year, with a growth of +62.1% compared to the industry’s +49.5% [4] - The company anticipates first-quarter fiscal 2026 AI revenues to double to $8.2 billion, driven by strong demand for networking products and custom AI accelerators [5] - The acquisition of VMware has positively impacted its infrastructure software solutions, although gross margin is expected to contract sequentially due to high debt levels [6] Group 2: Oracle Corp. (ORCL) - Oracle's shares have outperformed the Zacks Computer - Software industry over the past year, with a growth of +16.4% compared to the industry’s +2.7% [7] - The cloud infrastructure business is experiencing accelerating revenue growth, supported by strategic partnerships and competitive pricing [8] - However, competition from hyperscalers and the transition from license revenue to subscription models may pressure margins and create near-term earnings volatility [9] Group 3: Mastercard Inc. (MA) - Mastercard's shares have declined -3.1% over the past year, while the Zacks Financial Transaction Services industry has seen a decline of -16.4% [10] - The company expects adjusted operating expenses to grow at the high end of mid-teens YoY in 2025, driven by increased investments [10] - Despite challenges, acquisitions and collaborations are expanding addressable markets, with net revenues rising 16% YoY in the first nine months of 2025 [11] Group 4: Geospace Technologies Corp. (GEOS) - Geospace Technologies has outperformed the Zacks Electronics - Measuring Instruments industry over the past year, with a growth of +82.7% compared to the industry’s +32.5% [13] - The Smart Water segment is a core growth driver, achieving 10.4% revenue growth in fiscal 2025 due to rising adoption of Hydroconn and Aquana [14] - However, the company faces near-term execution and margin risks, particularly in its Energy Solutions segment [15] Group 5: Gencor Industries, Inc. (GENC) - Gencor Industries' shares have declined -13.6% over the past year, while the Zacks Manufacturing - Thermal Products industry has declined -39% [16] - The company has experienced a sharp backlog decline, reducing near-term visibility, and faces challenges with obsolete inventory reserves and lower R&D spending [16] - Despite these risks, Gencor has a strong balance sheet with $136.3 million in cash and no debt, providing flexibility for future investments [17]

Key Takeaways Mastercard is set to report Q4 results Jan. 29, with consensus EPS of $4.20 on $8.74B in revenue.MA is expected to see GDV rise about 11%, with cross-border assessments up 18.1%.MA is likely to face adjusted operating expenses up nearly 19% and rebates and incentives up 21.6%.Payments giant Mastercard Incorporated (MA) is set to report fourth-quarter 2025 results on Jan. 29, 2026, before the opening bell. The Zacks Consensus Estimate for the to-be-reported quarter’s earnings is currently pegge ...

We recently published 13 Stocks Jim Cramer Commented On.  Mastercard Incorporated (NYSE:MA) is one of the stocks Jim Cramer commanded on. Payment processor Mastercard Incorporated (NYSE:MA)’s shares are down by 4% over the past year and by 6.8% year-to-date. As per The Fly, Compass Point upgraded the shares to Buy from Neutral and raised the share price target to $735 from $620 in mid-January. The firm pointed out that Mastercard Incorporated (NYSE:MA)’s sector was finding a bottom that could occur after ...

The fourth quarter earnings season kicks into high gear this week, with Big Tech results from Microsoft (MSFT), Meta (META), Tesla (TSLA), and Apple (AAPL) headlining the earnings calendar. An optimistic consensus is forming: As of Jan. 23, 13% of S&P 500 (^GSPC) companies have reported fourth quarter results, according to FactSet data, and Wall Street analysts estimate an 8.2% increase in earnings per share for the fourth quarter. If that rate holds, it would represent the 10th consecutive quarter of ann ...

Mastercard Incorporated (NYSE:MA) is among the most profitable financial stocks to invest in. On January 20, Truist trimmed the price target on Mastercard Incorporated (NYSE:MA) to $609 from $630 and reaffirmed a Buy rating. This is part of the firm’s broader research note previewing the fourth quarter for the fintech group. Earlier on January 13, Compass Point upgraded Mastercard Incorporated (NYSE:MA) to Buy from Neutral and set a price target of $735, which suggests an upside potential of 39%. Despite ...

It’s the biggest week of the quarter for earnings this week with plenty of big names set to report. This week we have Tesla (TSLA), Microsoft (MSFT), Apple (AAPL), Meta Platforms (META), UnitedHealth Group (UNH), Exxon Mobil (XOM), Visa (V), Mastercard (MA), Chevron (CVX) and Caterpillar (CAT) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the market is unsure about the outcome of the report. Speculators an ...

(Jenny Kane / Associated Press) Behind the credit card, ubiquitous in American economic life now for decades, stand a very few gigantic financial institutions that exert nearly unlimited power over how much consumers and businesses pay for the use of a small piece of plastic. American consumers and small businesses alike are spitting fire these days about the cost of credit cards, while the companies profiting from them are making money hand over fist. We are now having a national conversation about wha ...

摩根大通发布研报指出，尽管存在一些不利因素，但基本面依然稳健；重申对万事达与Visa的"增持"评 级，目标价分别为685美元与430美元。 ...