| MA |
Report |
Q2 2026 net revenue |
BEAT |
pred ~$9.18B vs. cons $9.07B |
MEDIUM |
| MA |
Report |
Q2 2026 adjusted EPS |
BEAT |
pred ~$4.89 vs. cons $4.77 |
MEDIUM |
| MA |
Report |
Q2 2026 cross-border volume growth |
IN-LINE |
pred ~11.0% vs. cons 11.0% |
LOW |
| MA |
Guide |
Currency-neutral net revenue growth |
LOWER |
guide ~11.0% vs. cons 11.3% (Q3 2026) |
MEDIUM |
| MA |
Guide |
Currency-neutral net revenue growth |
BETTER |
guide ~11.5% vs. cons 11.4% (FY2026) |
MEDIUM |
| MA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.6% |
— |
MEDIUM |
| MA |
Return |
5-day cumulative residual |
+0.4% (FADE) |
The Q2 revenue and EPS beats should support the initial move, but guide ~11.0% versus consensus 11.3% Q3 currency-neutral revenue growth implies softer out-period math; estimate revisions should therefore capture only part of the day-1 gain despite FY2026 guidance of ~11.5% versus consensus 11.4%. |
MEDIUM |