New: Instantly spot drawdowns, dips, insider moves, and breakout themes across Maps and Screener.

Learn More

Here's What Analysts Are Saying About Mastercard Incorporated (MA) Post Earnings

By Noor Ul Ain Rehman | February 03, 2026, 4:34 AM

Mastercard Incorporated (NYSE:MA) is one of the best long term low volatility stocks to invest in. Mastercard Incorporated (NYSE:MA) has received several rating updates after its fiscal Q4 and full year 2025 earnings release on January 29, in which it reported strong results with net revenue up 16% year-over-year or 15% on a currency-neutral basis.

Cantor Fitzgerald Sees Structural Tailwinds Supporting Mastercard’s (MA) Long-Term Growth

Following the release, TD Cowen lifted the price target on Mastercard Incorporated (NYSE:MA) to $671 from $668 on January 30, maintaining a Buy rating on the stock and stating that the company delivered a strong fiscal Q4 2025 with solid top-line growth. The positive trends were supported by a solid organic VASS momentum and a stable consumer.

In addition to TD Cowen, Morgan Stanley also lifted the price target on the stock to $678 from $665 the same day, maintaining an Overweight rating on the shares. The firm stated in a post-earnings note that Mastercard Incorporated (NYSE:MA) called out a renewal of its credit partnership with Capital One, and also said that it would be the network for a substantial portion of Capital One’s newly acquired credit accounts. Morgan Stanley believes that the renewal reinforces the considerable performance advantage of this network, and is also encouraged by the healthy underlying domestic and cross-border spend trends.

Mastercard Incorporated (NYSE:MA) is a technology company that provides payment solutions for developing and implementing debit, credit, prepaid, commercial, and payment programs via its brands. Its portfolio includes Mastercard, Cirrus, and Maestro. The company also offers intelligence and cyber solutions.

While we acknowledge the potential of MA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

READ NEXT: 30 Stocks That Should Double in 3 Years and 11 Hidden AI Stocks to Buy Right Now.

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

Mentioned In This Article

Latest News