NYSE:MA

Mastercard Inc. (MA)

539.66
+9.37 (1.77%)
as of Jul 24, 2026, 8:00:00 pm Market Open.
273 watching
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Investor Insights
star iconJul 25, 2026, 12:00 am

This summary was created by AI, based on 17 opinions in the last 12 months.

Mastercard Inc. continues to be viewed positively by experts, with many emphasizing its strong fundamentals and resilience in the face of potential disruptions from stablecoins and digital currencies. The company's position in the market is strengthened by its ability to provide value-added services and the ongoing digitization of cash. Many analysts suggest that fears regarding competition are greatly exaggerated, and both Mastercard and Visa are considered essential players in the payments system. Despite the company's recent stock performance being flat, growth prospects remain solid, with expectations of double-digit revenue and earnings growth. Overall, experts recommend holding or buying Mastercard, viewing it as a long-term investment with robust market positioning.

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Consensus
Positive
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Valuation
Fair Value
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Similar
VISA, V
DON'T BUY
Based on their last quarterly report, his model price is $113.27. This gives a -52% differential.
DON'T BUY
A darling of Wall Street since it became public. Their business did well when the economy was accelerating, Consumer is now under a lot of pressure and we are in the early innings on this consumers’ recession. Expect they will continue to miss numbers for quite a few quarters.
PARTIAL SELL
Way overvalued. If you own and haven't taken profits yet, he would take at least half profits at this point.
BUY ON WEAKNESS
2 marquee stocks that he is watching right now are Visa (V-N) and MasterCard (MA-N). They have no credit risk. They are transactional-based businesses. The multiples in terms of earnings are a bit rich. Wait for a pullback. If you want global growth, MasterCard would be the better.
BUY
A lot of buying by big money has been going into this company. A benefit they have is that they don't carry the possible default risk. Up nearly 6X of the original IPO price. Could pull back in the short term, but long-term it looks like a big winner. Mutual funds will continue to accumulate this stock. If you own, continue to Hold.
DON'T BUY
Pricing on this is quite high. Had a spectacular run. One of his big concerns is its ability to control fraud going forward. If fraud goes too high, there would be less use of credit cards.
TOP PICK
Has only been on the stock market for about 1.5 years and ultimately, virtually every mutual fund in the US will have to have some position in it. Has been in a strong uptrend and recently merged from a range and held its ground near its high during the market correction. A sign of strength.
DON'T BUY
This company requires no capital to operate. It just collects royalty fees. Came out with huge earnings today. He had a model price of $175 prior to this. A year from now his model price is about $202. However, he does not have the positive earnings estimates that he needs for his calculations.
BUY ON WEAKNESS
As an overall investment is very good. Not necessarily cheap. Economy is not slowing down excessively and people continue to move in the direction of using plastic. Good long-term story. May be able to Buy cheaper.
DON'T BUY
Sees a slowdown in the consumer being able to finance things. The housing market and the economy in general is slowing down. This affects the default rate of credit card companies. Would prefer Bank of America (BAC-N) or Citigroup (C-N).
BUY
Did a consolidation and break out in August. Had a nice steady move up, consolidated and is now in another move up with good volume.
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