Marqeta's average deal size jumps 90% as enterprise embedded finance demand grows.

Marqeta reported a 90% year-over-year increase in the average size of new deals, driven by growing enterprise demand for embedded finance programs. The company is expanding beyond fintechs into larger enterprises, with strategic growth in stablecoin-backed cards, multinational issuing, and commercial payments. Despite some moderation in specific BNPL programs, lending and BNPL remain fast-growing segments. Marqeta expects overall growth to moderate in the second half of 2026 but continues to innovate with a unified platform for card issuing, money movement, and fraud decisioning.