To me, the main topic of discussion should be the payment volume growth gap from Visa ( V ) reaching a multi-year low. Even more, in theI aim to invest in companies with perfect qualitative attributes, buy them at an attractive price based on fundamentals, and hold them forever. I hope to publish articles covering such companies approximately 3 times per week, with extensive quarterly follow-ups and constant updates.I manage a concentrated portfolio targeted at avoiding losers and maximizing exposure to big ...

Goldman Sachs sets a new price target for MasterCard (NYSE:MA) at $713, indicating a potential increase of 28.77%.MasterCard's third-quarter earnings report shows a 13% increase in earnings per share and a 17% growth in revenues, surpassing consensus estimates.The company's growth is driven by a 15% increase in cross-border volume and a 25% surge in value-added services revenues.MasterCard (NYSE:MA) is a global leader in the payments industry, offering a broad spectrum of financial services and products. Kn ...

Goldman Sachs reaffirmed a "Buy" rating on MasterCard (NYSE:MA) and adjusted the price target from $665 to $713.MasterCard's Q3 earnings for 2025 showed a 13% increase in earnings per share to $4.38 and a 17% growth in revenues to $8.6 billion.The company's stock price stands at $553.68, with a trading volume of 4,281,481 shares on the NYSE, indicating strong investor interest.On October 30, 2025, Goldman Sachs maintained its "Buy" rating for MasterCard (NYSE:MA) and set the action as "hold." At the time, t ...

Mastercard and Visa can feel the pulse of consumer spending – what are they seeing now?Mastercard (NYSE: MA) and Visa (NYSE: V) are two of the largest payments companies in the world. As a result, they have a great view on consumer spending that’s taking place. With both companies reporting their earnings results for the third quarter of 2025 earlier last week, the bottom line is that consumer spending remains strong in the USA and other parts of the world. Here’s what they are seeing.*What’s shown in itali ...

财务业绩 - 第三季度净利润增长 净营收同比增长17%至86亿美元 调整后每股收益为4.38美元 均超出分析师预期 [1] - 运营费用增长5% 主要由于行政和收购成本上升 有效税率因新的全球最低税规实施而升至21.4% [3] 运营指标 - 总交易金额增长9% 跨境消费增长15% 反映出旅行和日常消费趋势稳健 [2] - 当季处理交易额达2.7万亿美元 交换交易量增长10% 流通中的卡片总数达到36亿张 [4] 业务部门表现 - 增值服务业务（包括网络安全、数据分析和营销工具）同比增长25% 占总营收份额不断提升 [3] 管理层评论与战略 - 业绩得益于健康的消费者和企业支出 公司推出了万事达卡商务媒体网络和增强的网络智能服务等新产品 [4]

Key Takeaways MA's Q3 earnings of $4.38 per share rose 13% and topped estimates; revenues grew 17% to $8.6 billion.Cross-border volume climbed 15%, while switched transactions rose 10% to 45.4B.Value-added services revenues jumped 25%, fueled by acquisitions and digital authentication demand.Mastercard Incorporated (MA) reported third-quarter 2025 adjusted earnings of $4.38 per share, which beat the Zacks Consensus Estimate by 1.6%. The bottom line advanced 13% year over year.Net revenues of $8.6 billion ro ...

Cross-border spending was up 15%, and U.S. debit and credit growth of 7% reflected continued consumer and business resilience.Mastercard CEO Michael Miebach said the company is “at the center” of agentic commerce, working with OpenAI, Google and Cloudflare to set safety and security standards while enabling AI agents to transact over its network.Agentic commerce, stablecoins and steady consumer spending were among the highlights of Mastercard’s third-quarter earnings report on Thursday (Oct. 30).By completi ...

For the quarter ended September 2025, MasterCard (MA) reported revenue of $8.6 billion, up 16.7% over the same period last year. EPS came in at $4.38, compared to $3.89 in the year-ago quarter.The reported revenue represents a surprise of +1.16% over the Zacks Consensus Estimate of $8.5 billion. With the consensus EPS estimate being $4.31, the EPS surprise was +1.62%.While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expect ...

UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 Form 10-Q ☒ QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the quarterly period ended September 30, 2025 Or ☐ TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 For the transition period from to Commission file number: 001-32877 Mastercard Incorporated (Exact name of registrant as specified in its charter) (State or other jurisdiction of incorporation or ...

Mastercard (NYSE:MA) Q3 2025 Earnings Call October 30, 2025 09:00 AM ET Company ParticipantsSachin Mehra - CFOMichael Miebach - CEODevin Corr - Head of Investor RelationsConference Call ParticipantsAndrew Schmidt - AnalystTim Chiodo - AnalystJames Faucette - AnalystHarshita Rawat - AnalystTien-tsin Huang - AnalystBryan Bergin - AnalystDarrin Peller - AnalystJason Kupferberg - AnalystBryan Keane - AnalystSanjay Sakhrani - AnalystOperatorGood morning, my name is Julianne and I will be your conference operator ...