financetom
Personal Finance
financetom
/
Personal Finance
/
Research Alert: CFRA Keeps Buy Opinion On Shares Of Mastercard Incorporated
News World Market Environment Technology Personal Finance Politics Retail Business Economy Cryptocurrency Forex Stocks Market Commodities
Research Alert: CFRA Keeps Buy Opinion On Shares Of Mastercard Incorporated
Oct 30, 2025 10:16 AM

12:55 PM EDT, 10/30/2025 (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:

We decrease our 12-month target price by $10 to $720, valuing shares at 37.5x our 2026 EPS estimate, a modest premium to MA's five-year historical average of 36.4x, given momentum in value-added services. We raise our FY 25 EPS estimate to $16.51 from $16.34 and FY 26's to $19.19 from $19.05. MA is executing well, with strong growth in both value-added services and payment volumes, while margins continue to expand. Despite concerns that the payment runway may be slowing, significant opportunities remain, with over 1T transactions annually still occurring through cash and checks. More importantly, MA's innovation is driving transaction volume growth. For example, the company is digitizing metro systems worldwide, transforming monthly metro card purchases into tap-and-go experiences, where MA earns a fee on every ride instead of just once per month. Additional growth opportunities include rental payments and agentic commerce, where MA aims to enable AI agents to process transactions.

Comments
Welcome to financetom comments! Please keep conversations courteous and on-topic. To fosterproductive and respectful conversations, you may see comments from our Community Managers.
Sign up to post
Sort by
Show More Comments
Related Articles >
Research Alert: CFRA Lowers Opinion On Shares Of Five Below Inc. To Hold From Buy
Research Alert: CFRA Lowers Opinion On Shares Of Five Below Inc. To Hold From Buy
Mar 21, 2024
12:35 AM EDT, 03/22/2024 (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: Our target price of $196, down $19, is 32x our FY 25 (Jan.) EPS view of $6.13 (down $0.60; we initiate FY 26's at $7.32), near the 32.6x, 1-year forward...
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Research Alert: CFRA Maintains Buy Opinion On Shares Of Apple Inc.
Mar 22, 2024
08:20 AM EDT, 03/22/2024 (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: The U.S. is suing AAPL, accusing it of monopolizing the smartphone market by citing that AAPL makes it difficult for competitors to integrate with the iPhone, thus raising prices and...
Research Alert: CFRA Lifts Opinion On Shares Of Archer-daniels-midland Company To Buy From Hold
Research Alert: CFRA Lifts Opinion On Shares Of Archer-daniels-midland Company To Buy From Hold
Mar 21, 2024
11:25 AM EDT, 03/12/2024 (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: We lift our 12-month target by $6 to $67, 10.9x our 2024 adj-EPS of $6.13 (up from $6.10; 2025's set at $6.34) vs. the 14x long-term average forward P/E. Q4...
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Research Alert: CFRA Raises Opinion On Shares Of Lululemon Athletica To Strong Buy From Buy
Mar 22, 2024
08:15 AM EDT, 03/22/2024 (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: We maintain our 12-month price target of $550, based on 37.9x our FY 25 (Jan.) EPS estimate and below the company's 5-year average forward P/E multiple of 42.7x. We maintain...
Copyright 2023-2026 - www.financetom.com All Rights Reserved