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Strong Top-Line Growth Drives Analyst Sentiment on Mastercard (MA)
Yahoo Finance· 2026-02-08 15:26
Core Insights - Mastercard Incorporated (NYSE:MA) is recognized as one of the 13 Best Extremely Profitable Stocks to Invest in Now [1] Group 1: Analyst Sentiment - BofA lowered its price target on Mastercard from $616 to $610 while maintaining a 'Neutral' rating [3] - TD Cowen raised its price target to $671 from $668, reiterating a 'Buy' rating due to strong top-line growth and stable consumer behavior [3] - JPMorgan reduced its target price to $655 from $685 while keeping an 'Overweight' rating, reflecting strong earnings and an optimistic outlook [3] Group 2: Financial Performance - Mastercard's fourth-quarter results showed adjusted EPS of $4.76, exceeding the consensus estimate of $4.25, with revenue reaching $8.81 billion [4] - Gross dollar volume grew by 7% during the quarter, supported by resilient consumer spending, while cross-border volumes increased by 14% [4] - A strategic restructuring will impact around 4% of the workforce, resulting in a $200 million charge in the current quarter to reallocate funds to priority areas [4] Group 3: Company Overview - Founded in 1966 and headquartered in Purchase, New York, Mastercard offers payment solutions through various programs under the brands Mastercard, Maestro, and Cirrus, along with cyber and intelligence services [5]