MA Mastercard Inc
Price Chart
Executive Summary
Freedom Broker upgraded Mastercard Inc (MA) from Hold to Buy on February 13, 2026, raising its price target to $675 from $655, implying 36.6% upside from the current $493.98. The upgrade is part of a 13-firm cluster action on MA, with no other upgrades or downgrades in the past 30 days. Consensus is overwhelmingly bullish: 45 of 50 analysts rate MA Buy or Strong Buy, 5 Hold, 0 Sell. The mean price target is $646.97, median $662.50, high $735, low $550. Freedom Broker has a 66% accuracy rate on 68 calls with an 11.8% average return, placing it in the above-average tier. EPS revisions for the current quarter show 23 downward revisions in the last 30 days, while next year's estimates have 23 upward revisions, creating a mixed near-term outlook. Insider trades are absent, but congressional buying from Reps. McCaul and Khanna provides a modest bullish signal. The bottom line: Freedom Broker's upgrade aligns with a strong consensus but faces headwinds from near-term EPS downgrades; the call is credible but not contrarian.
Impact Score
Consensus & Targets
Consensus is heavily bullish: 13 Strong Buy, 32 Buy, 5 Hold, 0 Sell, 0 Strong Sell across 50 analysts. This represents 90% Buy/Strong Buy, 10% Hold, 0% Sell. The consensus direction is strongly positive, with no bearish voices.
Current price is $493.98. Mean target is $646.97 (31.0% upside), median $662.50 (34.1% upside), high $735 (48.8% upside), low $550 (11.3% upside). Freedom Broker's $675 target is above the mean and median, ranking in the top quartile of targets. Implied upside to Freedom Broker's target is 36.6%.
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-12 | Truist Securities | maintain | Buy | $561.00 |
| 2026-05-01 | Macquarie | maintain | Outperform | $665.00 |
| 2026-05-01 | UBS | maintain | Buy | $640.00 |
| 2026-05-01 | RBC Capital | maintain | Outperform | $629.00 |
| 2026-05-01 | Susquehanna | maintain | Positive | $665.00 |
| 2026-04-24 | Truist Securities | maintain | Buy | $590.00 |
| 2026-04-22 | BMO Capital | initiate | Outperform | $605.00 |
| 2026-04-14 | Citigroup | maintain | Buy | $675.00 |
| 2026-04-01 | Evercore ISI Group | maintain | In-Line | $550.00 |
| 2026-03-31 | Loop Capital | initiate | Buy | $631.00 |
Zero upgrades and zero downgrades in the past 30 days, making this upgrade a standalone positive signal. EPS revisions are mixed: current quarter (0q) has 23 downward revisions in 30 days, while next fiscal year (+1y) has 23 upward revisions. Near-term estimates are being cut, but long-term estimates are rising.
Firm Track Record — Freedom Broker
Freedom Broker accuracy: 66% on 68 calls | avg return: 11.8%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| BMO Capital | 100% | 3/3 | 10.6% | top tier |
| Piper Sandler | 83% | 5/6 | 4.6% | top tier |
| Jefferies | 75% | 3/4 | 1.6% | top tier |
| Truist Securities | 75% | 3/4 | 0.2% | top tier |
| JP Morgan | 71% | 5/7 | 5.3% | top tier |
| Citigroup | 67% | 4/6 | 2.4% | top tier |
| Morgan Stanley | 67% | 4/6 | 4% | top tier |
| Evercore ISI Group | 67% | 2/3 | 4.1% | top tier |
| Mizuho | 67% | 2/3 | 2.4% | top tier |
| Keybanc | 60% | 3/5 | 3.4% | above average |
Freedom Broker has a 66% accuracy rate (45 correct out of 68 scored calls) with an 11.8% average return, placing it in the above-average tier. Among firms covering MA, top-tier firms include BMO Capital (100% on 3 calls), Piper Sandler (83% on 6), Jefferies (75% on 4), Truist Securities (75% on 4), and JP Morgan (71% on 7). Freedom Broker's accuracy is above the median of firms listed.
Earnings Estimates
Next earnings: Jul 29, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0q | $4.76 | $4.61 — $4.85 | $9.1B | ↑0 ↓0 |
| +1y | $22.76 | $21.95 — $23.29 | $41.7B | ↑1 ↓0 |
| 0y | $19.65 | $19.44 — $19.93 | $37.1B | ↑1 ↓0 |
| +1q | $5.11 | $5.00 — $5.21 | $9.7B | ↑0 ↓0 |
Cross-Platform Signals
No insider trades reported. Congressional activity shows four buys by Rep. Michael McCaul (R) between April 1-28, 2026, and one buy by Rep. Ro Khanna (D) on April 13, 2026, all in modest amounts ($1,001-$50,000). Institutional changes show Norges Bank added a massive new position ($6.7B) but also exited another, while Renaissance Technologies trimmed 66% and near-exited 91%. Short interest data is unavailable. The congressional buying provides a mild bullish contra-signal to the near-term EPS downgrades.
Actionable Insight
Freedom Broker's upgrade adds to an already bullish consensus, but the near-term EPS downgrades warrant caution. Traders should view this as a confirmation of long-term bullishness but wait for a clearer near-term catalyst before adding positions.
Documents Analyzed
Report based on filing metadata.
Filters
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 2, 2026
12d ago
|
DEFA14A
| $484.00 awaiting T+20 | awaiting T+20 | — | $489.98 (+1.24%) |
|
May 31, 2026
14d ago
|
ANALYST-UPGRADE
| $518.25 $506.51 | ▼ −2.27% | ▼ −0.44% | $489.98 (−5.45%) |
|
May 22, 2026
23d ago
|
ANALYST-UPGRADE
| $510.11 $497.16 | ▼ −2.54% | ▼ −6.77% | $489.98 (−3.95%) |
|
Apr 30, 2026
6w ago
|
8-K
| $501.79 $493.12 | ▼ −1.73% | ▼ −6.95% | $489.98 (−2.35%) |
|
Apr 27, 2026
6w ago
|
DEFA14A
| $507.09 $493.01 | ▼ −2.78% | ▼ −8.24% | $489.98 (−3.37%) |
|
Apr 22, 2026
7w ago
|
ANALYST-UPGRADE
| $510.11 $499.70 | ▼ −2.04% | ▼ −5.21% | $489.98 (−3.95%) |
US Market Status
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