MA Mastercard Incorporated Loading... : Bullish and Bearish Analyst Opinions
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Top Calls
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21:59
Aug 31
Aug 31
Mastercard can outperform top benchmark names
Mastercard is a top-five position in TGRT because the team has a differentiated thesis and believes it can outperform some of the Magnificent Seven and highly concentrated benchmark names.
LOW
16:15
Aug 30
Aug 30
Payments duopoly with inflation-protected double-digit growth
Visa and Mastercard are an unregulated two-company payments oligopoly that collects a percentage of each card transaction, is protected against inflation, grows earnings 10-20% annually, has low debt and trades below or near historical valuation; the speaker's funds accumulated both in the low $300s.
HIGH
16:43
Aug 23
Aug 23
Legacy V/MA face tech disruption, no call
Visa/Mastercard are framed as legacy payment incumbents whose past long gains face technological disruption; no explicit buy or sell call on either.
MED
16:43
Aug 23
Aug 23
Cathie Wood argues Circle's 84% post-IPO gain exposes short-term market inefficiency.
Cathie Wood argues Circle's 84% post-IPO gain exposes short-term market inefficiency and positions CRCL as a disrupter to Visa and Mastercard, endorsing long-term upside.
LOW
11:21
Aug 23
Aug 23
Visa Mastercard rails gain stablecoin settlement volume.
More than 100,000 merchants already accept stablecoin payments without knowing it because the transactions are settling through existing Visa and Mastercard rails in the traditional way. As merchants begin to demand faster stablecoin settlement, upgrading the existing payment networks should keep Visa and Mastercard at the center of the stablecoin adoption flywheel.
MED
21:29
Aug 22
Aug 22
Trump discloses over 1,000 trades in June totaling up to $263 million.
Trump discloses over 1,000 trades in June totaling up to $263 million, with recent purchases including Visa, Berkshire Hathaway, Mastercard, and Cintas.
21:26
Aug 22
Aug 22
President Trump's June financial disclosures reveal over 1,000 trades totaling up to $263.
President Trump's June financial disclosures reveal over 1,000 trades totaling up to $263 million, including purchases of Visa, Berkshire Hathaway, Mastercard, and Cintas, with the White House asserting no conflict of interest.
21:22
Aug 22
Aug 22
President Trump's June ethics filing discloses over 1,000 securities trades including purchases.
President Trump's June ethics filing discloses over 1,000 securities trades including purchases of Berkshire Hathaway, Visa, Mastercard, and Cintas, plus a large Vanguard ETF sale.
19:40
Aug 22
Aug 22
President Trump's June financial disclosure reveals over 1,000 securities trades.
President Trump's June financial disclosure reveals over 1,000 securities trades including significant purchases of Berkshire Hathaway, Visa, Mastercard, and Cintas.
12:45
Aug 19
Aug 19
Being part of the OpenUSD consortium, alongside MasterCard and Visa, supports the legitimacy and potential adoption of stablecoin infrastructure.
HIGH
12:12
Aug 19
Aug 19
Visa and Mastercard show similar growth numbers
Notes that Visa and Mastercard have similar growth numbers and neither is experiencing a significant drop-off.
LOW
04:47
Aug 19
Aug 19
"13Fs show investors long V and MA"
"Observes Q2 13F filings show prominent investors Tepper, Druck, and Hohn are broadly long V and MA; no personal directional stance."
MED
13:52
Aug 18
Aug 18
Payment rails distribute AI inference.
Ejaaz argues AI plumbing will require payment rails to turn token spending into business intelligence. Visa and Mastercard are already integrated into companies' financial books and payment flows, potentially letting them distribute AI inference. He notes Stripe's acquisition of OpenRouter and frames this as an early, tinfoil-hat thesis but says the rails are positioned for it.
LOW
10:49
Aug 18
Aug 18
The tweet only shares breadth charts for Mastercard without any directional commentary.
The tweet only shares breadth charts for Mastercard without any directional commentary or position disclosure.
LOW
00:19
Aug 17
Aug 17
Author lists a basket of non-semiconductor portfolio names plus photonics in reply.
Author lists a basket of non-semiconductor portfolio names plus photonics in reply to a parent's interest, but gives no directional stance or position disclosure.
LOW
11:27
Aug 15
Aug 15
The author lists a massive basket of tickers without any directional commentary or position.
The author lists a massive basket of tickers without any directional commentary or position disclosure, so all are indexed as
LOW
11:18
Aug 15
Aug 15
Mastercard ranked 15th in total investor buys but had significant dollar amounts. Large dollar purchases indicate high-conviction accumulation in a wide-moat payment network. MA is a durable long-term compounder highlighted as an outsized dollar buy. Interchange fee regulation and valuation compression risk.
MED
07:06
Aug 15
Aug 15
Mastercard card payments are being declined for Australian customers on Saturday afternoon due.
Mastercard card payments are being declined for Australian customers on Saturday afternoon due to a global issue, according to Commonwealth Bank of Australia.
07:05
Aug 15
Aug 15
Mastercard card payments are being declined for Australian customers on Saturday afternoon due.
Mastercard card payments are being declined for Australian customers on Saturday afternoon due to a global issue, according to Commonwealth Bank of Australia.
14:58
Aug 13
Aug 13
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard.
Bill Ackman's Pershing Square disclosed six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global in a regulatory filing.
12:20
Aug 13
Aug 13
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa.
Bill Ackman revamps his portfolio by adding six new holdings including Netflix, Visa, Mastercard, Alcon, Intercontinental Exchange, and S&P Global, expecting strong earnings growth to drive long-term value.
01:05
Aug 13
Aug 13
Ackman's Pershing Square opens new Mastercard long
Pershing Square initiates a new long position in Mastercard as part of its Q2 portfolio update, alongside Visa, suggesting a paired bet on global payments network duopoly.
MED
21:44
Aug 11
Aug 11
Visa and Mastercard look great again.
Visa and Mastercard are starting to look great again as investment opportunities, offering ways to diversify away from the crowd.
LOW
12:00
Aug 06
Aug 06
Fiserv is making a deliberate $100M incremental technology investment in H2 2026, particularly in financial solutions, for infrastructure and cybersecurity. — This investment aims to improve platform stability and cybersecurity, potentially increasing Fiserv's competitiveness against larger payment networks and core providers.
HIGH
21:30
Aug 05
Aug 05
The Mastercard-FI channel is gaining significant traction, with 10 FIs closed and 100 active additional FIs in the pipeline, potentially unlocking a new scalable distribution channel for cross-border payments. — The successful ramp of this partnership could lead to substantial volume growth for Corpay and its partner Mastercard, further solidifying their position in the mid-market cross-border space.
MED
02:47
Aug 05
Aug 05
Exit Mastercard after 13% gain
Exit full Mastercard position after a 13%+ gain, locking in profits and freeing capital for other opportunities.
MED
00:38
Aug 05
Aug 05
MA position closed at 13% gain
Author confirms full exit of Mastercard position, taking 13%+ profit. Position is closed; no new directional view stated.
MED
23:34
Aug 03
Aug 03
Selling MA to lock in 13%+ gains
Selling MA to lock in a 13%+ gain from entry, exiting the long after the run-up.
MED
23:43
Jul 31
Jul 31
Add to Lilly and Mastercard as defensive barbell legs.
Add to Lilly and Mastercard as defensive barbell legs — high-quality compounders that provide portfolio resilience when AI/tech names sell off, reducing concentration risk without sacrificing growth.
MED
23:35
Jul 31
Jul 31
Buy Mastercard as a defensive barbell leg; author added to position for its resilience during.
Buy Mastercard as a defensive barbell leg; author added to position for its resilience during AI/tech selloffs, providing durable growth with lower correlation to semiconductor volatility.
MED
About MA Analyst Coverage
Buzzberg tracks MA (Mastercard Incorporated) across 52 sources. 39 bullish vs 0 bearish calls from 82 analysts. Sentiment: predominantly bullish (27%). 143 total trade ideas tracked. Past 7 days: 2 bullish. Latest voices: Jodi Love, Alejandro Estebaranz, Cathie Wood.