MQ

Marqeta, Inc.

Nasdaq · Services-Prepackaged Software · CIK 0001522540
$3.91 -2.13% $1.7B
Insider Selling Cluster (4 insiders)High Impact Filing (8/10)
Vol
Market Cap$1.7B
Cap SizeSmall Cap
Analyst ConsensusHold (45%)
Inst. Holders8 funds
Inst. Value$279.4M
Inst. Activity2 buys / 1 sells
Insider Activity1B / 8S
Insider Net $-$113.2K
SEC Reports8
Exchange Nasdaq·Sector Services-Prepackaged Software·CIK 0001522540·Prev Close $4.00

Recent Activity

May 18, 2026 SEC
Two insiders (a director and an officer) sold a combined $30K in open-market sales on May 15, 2026, just eight days afte
CLUSTER — Impact 2/10
May 15, 2026 Insider
Cummings Martha sold 2,853 shares
Director @ $3.85 ($11.0K)
May 15, 2026 Insider
Sumner Crystal sold 5,055 shares
See Remarks @ $3.85 ($19.4K)
May 8, 2026 SEC
Marqeta appointed Lukasz Strozek as Chief Technology Officer, effective May 18, 2026, filling a key leadership role in i
8-K — Impact 2/10
May 8, 2026 short_volume
Short Volume: MQ — 58.2% short (0.8M / 1.4M)
Short: 831,616 | Exempt: 656 | TRF Vol: 1,428,489 | Short Ratio: 58.2% | Off-exchange volume (dark p
May 5, 2026 SEC
Marqeta reported Q1 2026 results with Net Revenue of $166M (+19% YoY) and Gross Profit of $118M (+19% YoY), achieving GA
8-K — Impact 6/10
Apr 21, 2026 Insider
Paul Elaine sold 17,452 shares
Director @ $4.47 ($78.0K)
Inst.
TWO SIGMA INVESTMENTS, LP — DOUBLED
1,053,466 shares ($5.0M)

Price Targets

$5.19 +32.6% upside Strong Buy
Current $3.92 Low $4.50 Median $5.00 High $7.00 11 analysts
$4.50 $7.00

Analyst Ratings

Hold45% buy · 22 analysts
3Strong Buy
7Buy
11Hold
1Sell
0Strong Sell
Recent Analyst Actions
DateFirmActionRating
May 6, 2026 UBS MAINTAIN Neutral → Neutral
Feb 25, 2026 UBS MAINTAIN Neutral → Neutral
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight → Equal-Weight
Jan 8, 2026 Mizuho DOWNGRADE Outperform → Neutral
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform → Peer Perform

Earnings Estimates

PeriodEPS Est.RangeGrowth#
Current Q $0.00 ▼ -90.2% $0.00 — $0.00 -83% YoY 2
Next Q $0.00 $0.00 — $0.00 2
Current FY $0.03 ▲ +9.2% $0.02 — $0.03 65% YoY 2
Next FY $0.11 ▲ +50.1% $0.05 — $0.16 285% YoY 3

Latest Reports

NEUTRAL CLUSTER 2/10
Two insiders (a director and an officer) sold a combined $30K in open-market sales on May 15, 2026, just eight days afte
May 18, 2026
NEUTRAL 8-K 2/10
Marqeta appointed Lukasz Strozek as Chief Technology Officer, effective May 18, 2026, filling a key leadership role in i
May 8, 2026

Top Institutional Holders

FundValueMove
VANGUARD GROUP INC$178.2M—
RENAISSANCE TECHNOLOGIES LLC$53.9M—
CHARLES SCHWAB INVESTMENT MANAGEMENT$15.1MNEW
MORGAN STANLEY$13.8MTRIM
BANK OF AMERICA CORP$9.4M—

Recent Insider Trades

DateInsiderTypeValue
May 15, 2026Cummings MarthaSELL$11.0K
May 15, 2026Sumner CrystalSELL$19.4K
Apr 21, 2026Paul ElaineSELL$78.0K
Apr 20, 2026Atkinson NajumaSELL$41.1K
Apr 18, 2026Thomas WendyM$0.00
8 institutional holders with $279.4M total value (58,811,815 shares) as of 2025-Q4. Top holders: VANGUARD, RENAISSANCE, CHARLES. Net buying activity: 2 institutions added/increased vs 1 reduced.

Top Institutional Holders — 2025-Q4

#FundSharesValue% of TrackedLast Move
1VANGUARD GROUP INC37,515,356$178.2M63.8%—
2RENAISSANCE TECHNOLOGIES LLC11,342,355$53.9M19.3%—
3CHARLES SCHWAB INVESTMENT MANAGEMENT INC3,177,534$15.1M5.4%NEW
4MORGAN STANLEY2,899,692$13.8M4.9%TRIM -25.8%
5BANK OF AMERICA CORP /DE/1,986,831$9.4M3.4%—
6TWO SIGMA INVESTMENTS, LP1,053,466$5.0M1.8%DOUBLED +130.2%
7WELLS FARGO & COMPANY/MN594,561$2.8M1.0%DOUBLED +119.4%
8FMR LLC242,020$1.1M0.4%TRIM -56.7%

Recent Position Changes

FundActionPrev SharesCurr SharesChange %ValueQuarter
TWO SIGMA INVESTMENTS, LPDOUBLED457,6891,053,466+130.2%$5.0M2025-Q4
WELLS FARGO & COMPANY/MNDOUBLED270,945594,561+119.4%$2.8M2025-Q4
FMR LLCTRIM558,914242,020-56.7%$1.1M2025-Q4
UBS Group AGTRIM1,547,1181,137,493-26.5%$6.0M2025-Q3
FMR LLCDOUBLED165,767558,914+237.2%$3.0M2025-Q3
TWO SIGMA INVESTMENTS, LPTRIM760,829457,689-39.8%$2.4M2025-Q3
NORGES BANKEXIT695,9310-100.0%$0.002025-Q3
MORGAN STANLEYTRIM4,015,0062,978,032-25.8%$17.4M2025-Q2
UBS Group AGTRIM4,901,0551,547,118-68.4%$9.0M2025-Q2
TWO SIGMA INVESTMENTS, LPTRIM2,853,097760,829-73.3%$4.4M2025-Q2
NORGES BANKNEW—695,931—$4.1M2025-Q2
FMR LLCADD87,580165,767+89.3%$966.4K2025-Q2
UBS Group AGDOUBLED1,609,5254,901,055+204.5%$20.2M2025-Q1
CITADEL ADVISORS LLCNEAR_EXIT8,294,4481,296,602-84.4%$5.3M2025-Q1
FMR LLCTRIM225,18487,580-61.1%$360.8K2025-Q1
NORGES BANKEXIT2,124,4210-100.0%$0.002025-Q1
CITADEL ADVISORS LLCDOUBLED1,815,1128,294,448+357.0%$31.4M2024-Q4
NORGES BANKDOUBLED931,8212,124,421+128.0%$8.1M2024-Q4
UBS Group AGADD1,198,9281,609,525+34.2%$6.1M2024-Q4
WELLS FARGO & COMPANY/MNADD162,845236,696+45.4%$897.1K2024-Q4
CHARLES SCHWAB INVESTMENT MANAGEMENT INCNEW—3,560,740—$17.5M2024-Q3
10 unique insiders with 9 transactions. Net insider value: -$113.2K ($100.4K bought, $213.6K sold).

Insider Transactions

DateInsiderTitleTypeSharesPriceValue
May 15, 2026Cummings MarthaDirectorSELL2,853$3.85$11.0K
May 15, 2026Sumner CrystalSee RemarksSELL5,055$3.85$19.4K
Apr 21, 2026Paul ElaineDirectorSELL17,452$4.47$78.0K
Apr 20, 2026Atkinson NajumaDirectorSELL9,259$4.44$41.1K
Apr 18, 2026Thomas WendyDirectorM34,905$0.00$0.00
Apr 18, 2026Thomas WendyDirectorM34,905$0.00$0.00
Apr 18, 2026Paul ElaineDirectorM34,905$0.00$0.00
Apr 18, 2026Paul ElaineDirectorM34,905$0.00$0.00
Apr 17, 2026Atkinson NajumaDirectorM30,863$0.00$0.00
Apr 17, 2026Atkinson NajumaDirectorM30,863$0.00$0.00
Apr 15, 2026Cummings MarthaDirectorSELL2,853$4.12$11.8K
Apr 15, 2026Sumner CrystalSee RemarksSELL5,056$4.12$20.8K
Mar 16, 2026Barkema SarahPrincipal Accounting OfficerA406,589$0.00$0.00
Mar 16, 2026Sumner CrystalSee RemarksA297,324$0.00$0.00
Mar 16, 2026Cummings MarthaDirectorSELL2,853$3.98$11.4K
Mar 16, 2026Kangwankij PattiChief Financial OfficerA1,474,231$0.00$0.00
Mar 16, 2026Kangwankij PattiChief Financial OfficerA631,813$0.00$0.00
Mar 16, 2026Pollak ToddChief Revenue OfficerA297,324$0.00$0.00
Mar 16, 2026Pollak ToddChief Revenue OfficerA693,756$0.00$0.00
Mar 16, 2026Milotich MichaelChief Executive OfficerA1,439,544$0.00$0.00
Mar 16, 2026Milotich MichaelChief Executive OfficerA616,947$0.00$0.00
Mar 16, 2026Sumner CrystalSee RemarksSELL5,055$3.98$20.1K
Mar 16, 2026Sumner CrystalSee RemarksA693,756$0.00$0.00
Mar 9, 2026Sumner CrystalSee RemarksM254,958$0.00$0.00
Mar 9, 2026Sumner CrystalSee RemarksF140,095$4.08$571.6K
Mar 9, 2026Sumner CrystalSee RemarksM254,958$0.00$0.00
Mar 9, 2026Pollak ToddChief Revenue OfficerM254,958$0.00$0.00
Mar 9, 2026Pollak ToddChief Revenue OfficerF140,095$4.08$571.6K
Mar 9, 2026Pollak ToddChief Revenue OfficerM254,958$0.00$0.00
Mar 9, 2026Milotich MichaelChief Executive OfficerM254,958$0.00$0.00
Mar 9, 2026Milotich MichaelChief Executive OfficerF139,473$4.08$569.0K
Mar 9, 2026Milotich MichaelChief Executive OfficerM254,958$0.00$0.00
Mar 1, 2026Barkema SarahPrincipal Accounting OfficerM25,166$0.00$0.00
Mar 1, 2026Pollak ToddChief Revenue OfficerM50,367$0.00$0.00
Mar 1, 2026Pollak ToddChief Revenue OfficerM50,367$0.00$0.00
Mar 1, 2026Pollak ToddChief Revenue OfficerM9,675$0.00$0.00
Mar 1, 2026Pollak ToddChief Revenue OfficerM4,147$0.00$0.00
Mar 1, 2026Barkema SarahPrincipal Accounting OfficerM25,166$0.00$0.00
Feb 27, 2026Linville Judson CDirectorBUY25,570$3.93$100.4K
8 SEC filing reports analyzed. Sentiment: 1 bullish, 0 bearish, 1 mixed, 6 neutral. Avg impact: 3.8/10.
NEUTRAL CLUSTER 2/10
Two insiders (a director and an officer) sold a combined $30K in open-market sales on May 15, 2026,
May 18, 2026
NEUTRAL 8-K 2/10
Marqeta appointed Lukasz Strozek as Chief Technology Officer, effective May 18, 2026, filling a key
May 8, 2026
MIXED 8-K 6/10
Marqeta reported Q1 2026 results with Net Revenue of $166M (+19% YoY) and Gross Profit of $118M (+19
May 5, 2026
NEUTRAL CLUSTER 3/10
Four Marqeta directors sold shares in open-market transactions over the past week, totaling $152K in
Apr 22, 2026
NEUTRAL DEFA14A 3/10
Marqeta, Inc. has filed a Definitive Additional Materials form (DEFA14A) related to a shareholder me
Apr 21, 2026
NEUTRAL CLUSTER 2/10
Two Marqeta insiders, including a director, sold shares in a coordinated 7-day window, totaling $33K
Apr 16, 2026
NEUTRAL DEFA14A 4/10
Marqeta is seeking shareholder approval to implement a 1-for-4 reverse stock split and reduce author
Apr 10, 2026
BULLISH 8-K 8/10
Marqeta reported strong Q4 and full-year 2025 results with 36% YoY TPV growth, 27% net revenue growt
Feb 24, 2026
∅

No press releases analyzed yet. Press releases are collected from GlobeNewsWire and analyzed by the LLM pipeline.

Current analyst consensus: Hold (45% buy). Based on 22 analysts: 3 strong buy, 7 buy, 11 hold, 1 sell, 0 strong sell.

Analyst Price Targets

$5.19 mean target +32.6% upside Strong Buy (2.86)
$4.50 Low $7.00 High
MetricValue
Current Price$3.92
Target Low$4.50
Target Mean$5.19
Target Median$5.00
Target High$7.00
# Analysts11
RecommendationStrong Buy (2.86)

Earnings Estimates & Revisions

PeriodEPS AvgEPS LowEPS HighEPS Growth30d Rev.Up/DownRev. AvgRev. GrowthAnalysts
Current Q
2026-06-30
 $0.00 $0.00 $0.00 -82.5% -90.2% — $0.2B 15.0% 2
Next Q
2026-09-30
 $0.00 $0.00 $0.00 — — — $0.2B 10.0% 2
Current FY
2026-12-31
 $0.03 $0.02 $0.03 64.5% +9.2% — $0.7B 13.4% 2
Next FY
2027-12-31
 $0.11 $0.05 $0.16 284.7% +50.1% 1↑ 0↓ $0.8B 16.8% 3

Current Quarter EPS Revision History

TimepointEPS EstimateChange
Current$0.001
7d ago$0.010-0.009
30d ago$0.010-0.009
60d ago$0.010-0.009
90d ago$0.020-0.019
5 analyst firms have rated this stock: 0 upgrades, 2 downgrades, 0 initiations.

Individual Analyst Actions

DateAnalyst FirmActionPrevious RatingNew Rating
May 6, 2026 UBS MAINTAIN Neutral Neutral
Feb 25, 2026 UBS MAINTAIN Neutral Neutral
Feb 25, 2026 Morgan Stanley MAINTAIN Equal-Weight Equal-Weight
Jan 8, 2026 Mizuho DOWNGRADE Outperform Neutral
Jan 8, 2026 Wolfe Research DOWNGRADE Outperform Peer Perform
Jan 2, 2026 Keefe, Bruyette & Woods MAINTAIN Market Perform Market Perform

Monthly Consensus History

PeriodStrong BuyBuyHoldSellStrong SellBuy %Distribution
May 1, 202637111045%
Apr 1, 202636121041%
Mar 1, 202636121041%
Feb 1, 202636121041%
Jan 1, 202647101050%
Strong BuyBuyHoldSellStrong Sell
∅

No congressional trading data available for this ticker. Data is sourced from Senate and House financial disclosure filings.

∅

No Reddit sentiment data available yet. Sentiment is analyzed from Reddit investment communities on a rolling basis.

May 8, 2026
short_volume
Short Volume: MQ — 58.2% short (0.8M / 1.4M)
Short: 831,616 | Exempt: 656 | TRF Vol: 1,428,489 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
May 5, 2026
earnings_calendar
MQ Q1 2026 Earnings After Market Close — 2026-05-05
Apr 24, 2026
short_volume
Short Volume: MQ — 58.4% short (0.4M / 0.8M)
Short: 449,145 | Exempt: 1,435 | TRF Vol: 768,501 | Short Ratio: 58.4% | Off-exchange volume (dark pool + OTC)
Apr 23, 2026
short_volume
Short Volume: MQ — 66.7% short (0.9M / 1.3M)
Short: 878,935 | Exempt: 1,508 | TRF Vol: 1,317,595 | Short Ratio: 66.7% | Off-exchange volume (dark pool + OTC)
Apr 7, 2026
short_volume
Short Volume: MQ — 58.2% short (0.5M / 0.8M)
Short: 476,821 | Exempt: 0 | TRF Vol: 819,984 | Short Ratio: 58.2% | Off-exchange volume (dark pool + OTC)
Apr 2, 2026
short_volume
Short Volume: MQ — 59.2% short (0.5M / 0.8M)
Short: 451,163 | Exempt: 0 | TRF Vol: 761,720 | Short Ratio: 59.2% | Off-exchange volume (dark pool + OTC)
Mar 26, 2026
short_volume
Short Volume: MQ — 58.3% short (0.4M / 0.8M)
Short: 445,023 | Exempt: 1,391 | TRF Vol: 763,735 | Short Ratio: 58.3% | Off-exchange volume (dark pool + OTC)
Mar 25, 2026
short_volume
Short Volume: MQ — 57.8% short (0.5M / 0.9M)
Short: 506,933 | Exempt: 0 | TRF Vol: 876,920 | Short Ratio: 57.8% | Off-exchange volume (dark pool + OTC)
Feb 24, 2026
earnings_calendar
MQ Q4 2025 Earnings After Market Close — 2026-02-24