[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Wall St Engine [@wallstengine](/creator/twitter/wallstengine) on x 71.9K followers Created: 2025-07-14 14:00:40 UTC Seaport Global Securities Upgrades $MA to Buy from Neutral, Sets PT at $XXX Analyst comments: "For Mastercard, we had made a relative call (preferring V over MA) at the beginning of the year. That has been playing out. Now, we see good reason for investors to be buyers of both networks following their recent pullbacks in June, which was in response to stablecoin-related 'disintermediation risks' for the networks that we believe are overblown. For MA, we expect to see it create new growth opportunities in crypto via partnering (see its recent announcements with Fiserv and with Chainlink). Elsewhere, agentic commerce is another potential 'new' source of revenue we see for Mastercard going forward. Bottom line, MA's valuation (~30x our revised '26 EPS) now makes sense to us here, and fundamentally we expect MA will continue to generate strong top-and-bottom line growth into '26, which ultimately we expect will drive appreciation in the shares over the next twelve months." Analyst: Jeff Cantwell XXXXX engagements  **Related Topics** [playing](/topic/playing) [$ma](/topic/$ma) [stocks financial services](/topic/stocks-financial-services) [Post Link](https://x.com/wallstengine/status/1944758951998058860)
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Wall St Engine @wallstengine on x 71.9K followers
Created: 2025-07-14 14:00:40 UTC
Seaport Global Securities Upgrades $MA to Buy from Neutral, Sets PT at $XXX
Analyst comments: "For Mastercard, we had made a relative call (preferring V over MA) at the beginning of the year. That has been playing out. Now, we see good reason for investors to be buyers of both networks following their recent pullbacks in June, which was in response to stablecoin-related 'disintermediation risks' for the networks that we believe are overblown. For MA, we expect to see it create new growth opportunities in crypto via partnering (see its recent announcements with Fiserv and with Chainlink). Elsewhere, agentic commerce is another potential 'new' source of revenue we see for Mastercard going forward. Bottom line, MA's valuation (~30x our revised '26 EPS) now makes sense to us here, and fundamentally we expect MA will continue to generate strong top-and-bottom line growth into '26, which ultimately we expect will drive appreciation in the shares over the next twelve months."
Analyst: Jeff Cantwell
XXXXX engagements
Related Topics playing $ma stocks financial services