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Research Alert: CFRA Keeps Buy Opinion On Shares Of Mastercard Incorporated
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Research Alert: CFRA Keeps Buy Opinion On Shares Of Mastercard Incorporated
May 25, 2025 11:46 PM

04:20 PM EDT, 05/01/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

After reviewing Q1 FY 25 earnings, we lower our 12-month target price by $20 to $690, valuing shares at 36.2x our 2026 EPS estimate, a discount to MA's five-year historical average of 37.6x, given tariff uncertainty and rising recession odds. We decrease our FY 25 EPS estimate to $16.34 from $16.55 and cut FY 26's to $19.05 from $19.21. Our revenue projections are $32.0 billion and $35.8 billion, respectively. It was a strong quarter for MA as the payment network displayed stable spending trends in the face of rising economic uncertainty. April data also indicates that tariffs have yet to have a notable negative impact on consumer spending trends. We expect cross-border outperformance (volumes +15% CC in Q1) to continue in upcoming quarters as consumers continue to seek out international experiences at an elevated rate. We do not view the dip of inbound travel to the U.S. as a significant headwind as these travelers are still taking trips, but just to different regions.

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