Morgan Stanley·2026-10-30CompanyOverweight$681 → $712▲MasterCard Inc (MA.UN) Resilient Core + More Ways to Win
Bernstein·2026-10-29CompanyOutperform$730Mastercard Inc (MA.US) Mastercard 3q26: This is why you own it
Bernstein·2026-10-15SectorOutperform$710 → $730▲Payments, Processors & IT Services Visa, Mastercard: The easy rebound is done, what drives the next leg of re-rating?
Goldman Sachs·2026-09-24ThematicBuy$701AMERICAS TECHNOLOGY: Entering the Agentic AI Era for the Commerce Landscape
Goldman Sachs·2026-09-14SectorBuy$701Payments and Fintech: Communacopia+Technology 2026— Key TakeawaysVisa·Top pickMastercard·Top pickToast·Top pick
Goldman Sachs·2026-10-13SectorAmericas Payment Technology: 3Q26 Preview: Expect strong spending trends and more constructive thematics to sustain recent strength
Bernstein·2026-10-12SectorOutperform$710Payments, Processors & IT Services Consumer AI agents: The next Payments battle..
Bernstein·2026-10-06ThematicOutperform$710Consumer AI Agents: Is this the Wild West? How will incumbents respond?