TLDR
- Mastercard (MA) stock rose about 2% to $625 in premarket trading Thursday, after closing Wednesday at $610.31.
- Q3 adjusted EPS came in at $5.31, ahead of the $5.17 estimate, on revenue of $9.8 billion.
- Value-added services and solutions revenue grew 19%, and switched transactions rose 9% to $49.3 billion.
- The company launched its Global Money Platform after buying stablecoin provider BVNK for $1.8 billion.
- Mastercard kept its 2026 outlook for revenue growth in the ālow teens.ā
Mastercard (MA) stock was trading near $625 in premarket action Thursday, up 2.4% from Wednesdayās close of $610.31. The move came after the company beat Wall Street estimates for the third quarter. Later in the session the stock was up nearly 5%.
Adjusted earnings came in at $5.31 a share. Analysts had expected about $5.17. Investing.comās estimate was slightly lower at $5.16, which put the beat at $0.15.
Revenue grew 14% to $9.8 billion. Wall Street had called for roughly $9.66 billion.
Mastercard also reaffirmed its 2026 outlook. It still expects revenue to grow in the ālow teens.ā
Services and transactions stay strong
Value-added services and solutions revenue climbed 19% in the quarter. Management said strong demand drove the gain. In the second quarter, the same line grew 18% on a currency-neutral basis.
Switched transactions rose 9% from a year ago to $49.3 billion. That metric counts the individual authorizations and clearings the company handles. It points to steady consumer spending and a continued move toward electronic payments.
Investing.com data showed 24 positive EPS revisions against 5 negative ones over the last 90 days. The stock is up 6.49% over the last three months and 10.23% over the last 12 months. As of Wednesdayās close, it was up 6.9% for the year, according to Dow Jones Market Data.
AI and stablecoin push
Mastercard said Thursday it has advanced its payment tools, with a focus on agentic AI commerce and cross-border currency flows. The centerpiece is the newly launched Global Money Platform. It is a unified payments infrastructure service.
The platform builds on the companyās $1.8 billion purchase of stablecoin provider BVNK. That deal gives Mastercard a bigger footprint in digital currency payments.
This month, Mastercard also unveiled Stablecoin Security. The risk tool helps banks and payment providers spot fraud or scams before a stablecoin transaction lands on a public blockchain.
Visa moved in the same direction. It reported better-than-expected fiscal fourth-quarter results on Tuesday, with double-digit growth in transactions. Visa has also been leaning into AI and stablecoins.
Peers rose in premarket trading Thursday. Visa gained 1.7% and American Express added 1.2%.
The stock had faced some pressure lately on worries that higher interest rates could slow spending and travel. Analysts do not seem too bothered. Of the 44 polled by FactSet, 39 recommend buying Mastercard and four rate it Hold.
InvestingPro gives Mastercard a Financial Health score of āgreat performance.ā On Thursday, Mastercard shares were up 4.66% to 4.77% in the latest quotes, ahead of Visa and American Express.
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