| MA |
Report |
Cross-Border Volume CC Growth (Q2 2026) |
BEAT |
pred ~+12% vs. cons +10.9% (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Report |
VASS Net Revenue (Q2 2026) |
BEAT |
pred ~$3.82B vs. cons $3.738B (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Report |
Rebates & Incentives (Q2 2026) |
BEAT |
pred ~-$5.68B vs. cons -$5.751B (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Guide |
Net Revenue CC Growth (Q3 2026) |
BETTER |
guide ~+11-12% CC vs. cons ~+11.7% CC implied (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Guide |
Net Revenue CC Growth (FY 2026) |
BETTER |
guide raise to ~12% CC from 'high end low-double-digits' vs. cons ~11.9% CC / $37.129B (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Guide |
Operating EPS (FY 2026) |
BETTER |
guide ~$20.00-20.10 vs. cons $19.691 (Visible Alpha, Jul 29 2026) |
MEDIUM |
| MA |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.5% |
— |
MEDIUM |
| MA |
Return |
5-day cumulative residual |
+2.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — FY raise drives sell-side estimate revisions upward; partially capped by new CFO transition uncertainty |
MEDIUM |