Narrative Update on Marqeta: Analyst Price Target Revision
Analysts have lowered their price target for Marqeta from $7.03 to $6.73. This revision is attributed to softer revenue growth projections and slightly compressed profit margins in updated forecasts.
What's in the News
- Michael Milotich appointed Chief Executive Officer of Marqeta effective September 8, 2025; he will also continue serving as CFO during the search for a successor (company announcement)
- Marqeta provided earnings guidance for the third and fourth quarters of 2025, expecting net revenue to grow 15% to 17% in both periods (company guidance)
- Marqeta completed the repurchase of 42,497,301 shares, representing 8.77% of outstanding shares, for $193.11 million under its buyback plan (company filing)
- The company raised revenue growth guidance for full-year 2025 to between 17% and 18% amid strong results, especially in lending and expense management, with some continued macroeconomic uncertainty (company guidance)
Valuation Changes
- Consensus Analyst Price Target has decreased slightly from $7.03 to $6.73.
- Discount Rate has edged down from 7.46% to approximately 7.36%.
- Revenue Growth projection has dipped modestly from 17.64% to 17.42%.
- Net Profit Margin estimate has fallen from 5.31% to 5.12%.
- Future P/E ratio forecast declined marginally from 65.6x to 65.3x.
Disclaimer
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