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Street View: Mastercard resilient amid tariff woes

ReutersMay 2, 2025 12:17 PM

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

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