Street View: Mastercard's agentic commerce bet adds extra lever to growth
Card operator Mastercard (MA.N) beat Wall street expectations for Q3 profit on Thursday, driven by strong spending trends, while co highlighted its move into agentic commerce and stablecoins
Median PT of 40 brokerages covering the stock is $654, an upside of 18.1% to stock's last close - data compiled by LSEG
FROM SWIPE TO STABLECOIN
UBS ("buy," PT: $700) says co’s strong margins, balanced exposure and expansion into new payment flows position it well for future growth
Morgan Stanley ("overweight," PT: $665) says it is optimistic about the added growth potential from agentic commerce, especially with innovations like Mastercard Agent Pay, which lets agents securely process payments using MA’s network and fraud protection tools
TD Cowen ("buy," PT: $654) believes co is poised to outpace baseline growth as it benefits from the shift away from cash and broader acceptance of card payments
Wells Fargo ("overweight," PT: $660) expects co’s partnerships with emerging tech players to position it well to manage disruption risks from trends like stablecoins, A2A payments and agentic commerce
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