Morgan Stanley Keeps Buy Rating on Mastercard (MA) After Information Session

Mastercard Incorporated (NYSE:MA) is one of the 12 Most Owned Stocks by Hedge Funds So Far in 2025. On July 15, Morgan Stanley reiterated an “Overweight” rating on Mastercard Incorporated (NYSE:MA) with a price target of $639.

This decision came after the company’s information session, which was held on July 14. This session focused on Mastercard Incorporated’s (NYSE:MA) strategy and role in agentic commerce and stablecoins.

According to Morgan Stanley, the management’s commentary during the session supported the view that Mastercard Incorporated (NYSE:MA) can benefit from agentic commerce and stablecoin adoption with limited risk to the company’s main card business.

The research firm pointed out that Mastercard Incorporated (NYSE:MA) can offer key services like scale, acceptance, authentication, and security solutions to support these new payment technologies.

Morgan Stanley sees the new payment services as an extra opportunity for Mastercard Incorporated (NYSE:MA) to grow. The firm also believes that any disruption to existing card payments will likely be small.

Mastercard Incorporated (NYSE:MA) is an American multinational payment card services corporation that provides transaction processing and payment-related products and services to individuals, businesses, and organizations around the world.

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Disclosure: None. This article is originally published at Insider Monkey.