
Mastercard MA.N beat Wall Street estimates for Q1 profit on Thursday, driven by resilient consumer spending
The median PT of 41 brokerages covering the stock is $620; average analyst rating is "buy" - data compiled by LSEG
VALUE FROM DIVERSE SERVICES
TD Cowen ("buy"; PT: $594) says the company's diversification into other services protects it from slowing or changing consumer behavior
"MA's stable message, diverse business model & flexible opex (operating expenses) levers leave it well positioned for potential macro weakening, which warrants its relative shelter status." - Brokerage
Susquehanna ("positive"; PT: $670) says Mastercard's healthy growth for purchase volume is driven by strength in cross-border payments
Raymond James ("outperform"; PT: $655) says the company's 2025 profit outlook is achievable even if macro environment deteriorates modestly
Jefferies ("buy"; PT: $630) says compared to rival Visa V.N, Mastercard has greater exposure to higher growth card markets and less regulatory uncertainty - as DOJ antitrust lawsuit only targets Visa - and gains more from currency fluctuations