Posts on MA

Latest ideas and analyses related to Mastercard Incorporated Common Stock

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V , MA

+47 pts



#Cryptocurrency appears unlikely to leapfrog the massive lead $V & $MA have on network scale and acceptance any time soon

By josiebe on Nov. 5, 2021, 11:20 a.m.
Tagged topics: cryptocurrency , fintech , payments ecosystem

Views: 206, Votes: 11, Responses: 0, Attachments: 1
MA , V

+42 pts



$MA - investors losing patience with crossborder travel recovery, but this headwind is poised to turn into a tailwind

By realjoe on Oct. 29, 2021, 11 a.m.
Tagged topics: buying opportunity , alleviate concerns , positive catalyst , travel recovery

Views: 199, Votes: 3, Responses: 1, Attachments: 5
COIN , MA

+46 pts



$COIN - Piper Sandler says $MA crypto enable banks, another signal of potential broad adoption across the crypto space

By ethonomics on Oct. 26, 2021, 11:32 a.m.
Tagged topics: cryptocurrency , fintech , crypto trading

Views: 344, Votes: 4, Responses: 3, Attachments: 2
V , MA , PYPL , FIS , FISV , GPN , JKHY

+48 pts



Oppenheimer bullish on $V and $MA from travel spend recovery and favorable positioning with inflation effects

By realjoe on Oct. 25, 2021, 9:55 a.m.
Tagged topics: earnings preview , travel recovery , fintech , Delta variant

Views: 259, Votes: 7, Responses: 1, Attachments: 2
V , MA

+38 pts



$V $MA : Answering the question on A2A, Digital Wallets, and BNPL impact to card networks

By KHUN on Oct. 18, 2021, 11:57 p.m.
Tagged topics: valuations , analyst checks , payments ecosystem

Views: 62, Votes: 3, Responses: 1, Attachments: 2
MA

+44 pts



$MA - JP Morgan says #MastercardInstallments could be its most revolutionary new product since signature debit

By realjoe on Sept. 28, 2021, 5:25 p.m.
Tagged topics: product launch , fintech , JP Morgan , buy now pay later , BNPL

Views: 241, Votes: 4, Responses: 2, Attachments: 2
V , MA , AMZN

+44 pts



$V $MA - Deutsche says regulatory and competition concerns overdone, doesn't see network models changing

By realjoe on Sept. 3, 2021, 11:01 a.m.
Tagged topics: growing competition , fintech , Deutsche Bank , Department of Justice , BNPL , concerns overblown

Views: 322, Votes: 5, Responses: 1, Attachments: 2
V , MA

+31 pts



$V $MA - Morgan Stanley sees upside from robust US spending, but delta variant casting some doubt on travel recovery outlook

By realjoe on July 21, 2021, 3:04 p.m.
Tagged topics: earnings preview , secular growth , fintech , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 204, Votes: 2, Responses: 0, Attachments: 15
V , MA

+31 pts



$V, $MA - Deutsche says cross border recovery is on the horizon, and could drive significant upside to margins

By realjoe on July 12, 2021, 2:17 p.m.
Tagged topics: earnings preview , analyst raises estimates , travel recovery , cryptocurrency , fintech , Deutsche Bank , BNPL , upside to estimates

Views: 157, Votes: 1, Responses: 0, Attachments: 27
SQ , V , MA

+36 pts



$SQ - DA Davidson says Square looks expensive only because the market is underestimating its earnings potential, and this is 'just the beginning'

By realjoe on June 25, 2021, 3:03 p.m.
Tagged topics: digital wallets , TAM expansion , secular growth , fintech , Cash App , D.A. Davidson , payments ecosystem

Views: 298, Votes: 4, Responses: 1, Attachments: 3
PYPL , V , MA

+32 pts



$PYPL - DA Davidson views pricing overhaul as a 'game changer', putting PayPal in a new peer group with $V and $MA as 'payment elites'

By realjoe on June 25, 2021, 2:55 p.m.
Tagged topics: pricing , digital wallets , fintech , D.A. Davidson

Views: 245, Votes: 1, Responses: 0, Attachments: 3
V , MA

+33 pts



$V, $MA - Piper Sandler upgrades Visa to OW on favorable US travel trends and valuation discount to Mastercard

By ethonomics on June 7, 2021, 1:30 p.m.
Tagged topics: discount valuation , travel recovery , analyst upgrade , fintech , Piper Sandler

Views: 207, Votes: 3, Responses: 0, Attachments: 5
MA

+31 pts



$MA - Barclays recommends buying the dip, encouraged by the ongoing momentum of the business

By ethonomics on April 29, 2021, 10:54 p.m.
Tagged topics: buying opportunity , weak margins , credit cards , earnings results , reopening , travel recovery , Barclays , buy the dip

Views: 176, Votes: 1, Responses: 0, Attachments: 6
MA , V

+33 pts



$MA, $V - Morgan Stanley raises targets for Mastercard ($418) and Visa ($258) on likely strong Q2 rebound, says they're reopening beneficiaries and inflation hedges

By ethonomics on April 20, 2021, 3:50 p.m.
Tagged topics: credit cards , secular growth , analyst raises target , Morgan Stanley , inflation hedge , reopening beneficiaries

Views: 162, Votes: 2, Responses: 0, Attachments: 16
MA

+32 pts



$MA - Barclays raises estimates and target to $402 on optimism around vaccine rollout and resumption of spending

By ethonomics on April 20, 2021, 12:16 p.m.
Tagged topics: credit cards , analyst raises estimates , travel recovery , analyst raises target , economic recovery , fintech , Barclays

Views: 176, Votes: 1, Responses: 0, Attachments: 4
MA , V , PYPL , SQ , AXP , FOUR

+30 pts



$MA, $V - Piper Sandler sees downside risk to estimates from lagging cross-border transaction recovery

By phenphen on April 14, 2021, 12:08 p.m.
Tagged topics: eCommerce , travel recovery , economic recovery , Piper Sandler , restaurants , downside to estimates , cross-border transactions

Views: 179, Votes: 1, Responses: 0, Attachments: 18
MA , V

+32 pts



$MA, $V - RBC believes Mastercard and Visa represent the best way to invest for the potential rise in inflation

By ethonomics on April 7, 2021, 10:36 a.m.
Tagged topics: fintech , RBC , inflation fears , investment themes , inflation hedge , higher prices

Views: 165, Votes: 2, Responses: 2, Attachments: 6
V , MA

+31 pts



$V, $MA - Jefferies data suggests on avg consumers plan to spend ~40% of their stimulus checks within 3 months, see 'meaningful upside' to consensus for V and MA

By ethonomics on March 25, 2021, 3:41 p.m.
Tagged topics: analyst checks , Consumer spending , credit cards , fiscal stimulus , Jefferies , consumption boom , stimulus checks , upside to estimates

Views: 218, Votes: 1, Responses: 0, Attachments: 14
MA , V

+41 pts



$MA, $V - Morgan Stanley data shows ongoing strength of US consumer, but lingering weak spending in key international markets, sees volatility as buying opportunities

By labjordan on March 16, 2021, 3 p.m.
Tagged topics: buying opportunity , international growth , post-COVID , economic recovery , Morgan Stanley , US consumer

Views: 209, Votes: 4, Responses: 3, Attachments: 16
ADS , AFRM , PYPL , MA , V , GPN , FISV

+72 pts



RBC says Buy Now Pay Later set to further gain share of ecommerce spending, bullish on ADS, AFRM, and PYPL

By phenphen on March 1, 2021, 10:52 a.m.
Tagged topics: analyst checks , eCommerce , secular growth , buy now pay later , BNPL

Views: 186, Votes: 3, Responses: 0, Attachments: 3