On Nov 14, major Wall Street analysts update their ratings for $MasterCard (MA.US)$, with price targets ranging from $532 to $585.
Morgan Stanley analyst James Faucette maintains with a buy rating, and adjusts the target price from $544 to $564.
BofA Securities analyst Jason Kupferberg maintains with a hold rating, and maintains the target price at $532.
Barclays analyst Ramsey El Assal maintains with a buy rating, and maintains the target price at $576.
Wells Fargo analyst Donald Fandetti maintains with a buy rating, and adjusts the target price from $530 to $585.
BMO Capital analyst Rufus Hone maintains with a buy rating, and adjusts the target price from $550 to $565.
Furthermore, according to the comprehensive report, the opinions of $MasterCard (MA.US)$'s main analysts recently are as follows:
The recent investor day for MasterCard emphasized the enduring nature of the core aspects of the investment thesis, suggesting the potential for the company's shares to grow alongside earnings and experience modest multiple expansion. The updated company outlook, which anticipates high-end, low-double-digit revenue growth, a minimum 55% operating margin, and mid-teens adjusted EPS growth, aligns with current market projections and investor expectations.
The company has delineated its financial goals for 2025-2027 and has spoken to investor apprehensions regarding the ongoing potential in consumer payments and its capacity to hasten the secular transition in commercial payments and new flows. Additionally, the company's financial aspirations seem 'conservative', suggesting a potential 2-3 point slowdown in payment network revenue growth by 2027.
The firm is of the view that MasterCard's Investor Day conveyed a robust secular growth trajectory, despite concerns following an extended period of expansion. Additionally, the emphasis was placed on the reinforcing cycle between the company's payment and services sectors.
Here are the latest investment ratings and price targets for $MasterCard (MA.US)$ from 7 analysts:
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美東時間11月14日，多家華爾街大行更新了$萬事達 (MA.US)$的評級，目標價介於532美元至585美元。
摩根士丹利分析師James Faucette維持買入評級，並將目標價從544美元上調至564美元。
美銀證券分析師Jason Kupferberg維持持有評級，維持目標價532美元。
巴克萊銀行分析師Ramsey El Assal維持買入評級，維持目標價576美元。
富國集團分析師Donald Fandetti維持買入評級，並將目標價從530美元上調至585美元。
BMO資本市場分析師Rufus Hone維持買入評級，並將目標價從550美元上調至565美元。
此外，綜合報道，$萬事達 (MA.US)$近期主要分析師觀點如下：
最近的萬事達投資者日強調了投資論點核心方面的持久性，暗示公司股票有潛力隨着收益的增長和適度的多重擴張而增值。更新後的公司展望預計高端、低兩位數的營業收入增長，至少55%的營業利潤率，以及中10%的調整後每股收益增長，與當前市場預測和投資者預期一致。
公司已經明確了其2025-2027年的財務目標，並討論了關於消費者支付潛力及其加速商業支付和新流程的教條性轉變的投資者顧慮。此外，公司的財務目標似乎是「保守的」，暗示2027年支付網絡收入增長速度可能放緩2-3個百分點。
該公司認爲，萬事達的投資者日傳達了強勁的長期增長軌跡，儘管在持續擴張的長時期後可能會引起擔憂。此外，重點放在公司支付和服務領域之間的強化循環上。
以下爲今日7位分析師對$萬事達 (MA.US)$的最新投資評級及目標價：
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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