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.