Mastercard reported a 14.1% year-over-year increase in net revenue and 21.4% growth in adjusted earnings per share for Q2 2026, maintaining its status as a high-margin compounder. The stock trades at a forward price-to-earnings ratio of 28.28, which is 13% below its estimated fair value of $653 per share, reinforcing a Buy recommendation. Growth is driven by ongoing digitalization, network effects, and value-added services, with an expected annual EPS growth of 16.2% through 2028. Potential risks include U.S. regulatory changes and economic challenges, but Mastercard's global reach and strong financial position help mitigate these risks.
Visa is looking for a new stablecoin settlement partner with multi-regional licenses to replace BVNK, recently acquired by Mastercard. This move supports the Open USD stablecoin project led by Stripe, Visa, and Mastercard, aiming to enable interopera...
Mastercard CEO Michael Miebach revealed plans to expand beyond traditional credit card payments by focusing on AI shopping agents and a new category of machine-to-machine payments for digital goods like compute power and data. The company introduced ...
