← All companies

Mastercard (MA)

Outperform Current rating · 4 reports

2026-05-01

Outperform Recap: Q1 2026

Algorithm Holds Through Capital One + Middle East Conflict; FY 2026 c-n Guide Unchanged — Maintaining Outperform
2026-01-30

Outperform Recap: Q4 2025

Capital One Credit Renewal Removes the Binary; FY 2026 Framework Held — Upgrading to Outperform, FV $620–680
2025-10-31

Hold Recap: Q3 2025

Solid Beat on a Tightening Algorithm; Capital One Debit Now Ramping — Maintaining Hold
2025-08-01

Hold Recap: Q2 2025

Premium Franchise, Full Multiple — Cross-Border Trajectory the Watch Item: Initiating at Hold