MAMastercard Incorporated
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $5.31Beat
- vs $5.14 expected on Oct 29
- Stock move on it
- +4.16%
- one session
- Typical move
- ±3.3%
- average over 2 reports
- Price
- $652.57
- −1.23% today · $498B cap
Past and upcoming reports
2
| Oct 29, 2026 | Sep 30, 2026 | Time not given | $5.14 | Beat$5.31 | +4.16% |
| Jul 30, 2026 | Jun 30, 2026 | Time not given | $4.76 | Missed$4.15 | +2.49% |
After the report
Jul 30, 2026 report
This covers the Jul 30, 2026 report. The Oct 29, 2026 numbers are in the table above.
Mastercard EPS Misses by 13%, Stock Dips 0.7%
Mastercard reported Q2 2026 EPS of $4.15, a 13% miss vs. $4.77 consensus, sending shares down 0.7% to $573.18. The miss breaks a long beat streak and raises questions about margin or revenue quality, though long-term growth drivers remain intact.
Reported against expected
MissedEPS of $4.15 missed the $4.77 estimate by $0.62 (-13.0%), a clear miss.
Guidance
No explicit guidance provided in payload. forward catalysts are absent from this print.
How the stock reacted
Stock fell 0.72% on the day to $573.18, with elevated volume of 4.58M shares, indicating a negative but orderly reaction.
What changed
EPS miss of 13% vs consensus, breaking a long beat streak.
What the price now assumes
Modest de-rating on earnings quality concerns, but not a panic.
What it means for the business
Downgrade bias. watch next quarter's revenue and margin details for confirmation.
The next one to three months, as we saw it then
Better case25%
The miss is a one-off (e.g., investment spend or tax timing) and core revenue growth remains above 15%.
Base case50%
The miss reflects normal quarterly noise. growth trends remain solid but valuation stays range-bound.
Worse case25%
The miss signals underlying margin pressure or slowing transaction volumes, leading to multiple compression.
If you hold it
Hold unless next-quarter revenue misses guidance materially or customer concentration risk worsens.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.