Analysts have lowered their price target for Marqeta from $6.73 to $6.20. They cited adjustments in projected discount rate, revenue growth, and profit margin estimates as reasons for this change.
What's in the News
- Marqeta appointed Michael (Mike) Milotich as Chief Executive Officer, effective September 8, 2025. He will continue as Chief Financial Officer during the search for a new CFO (Company announcement).
- The company completed a repurchase of 42,497,301 shares, representing 8.77%, for $193.11 million under their buyback program as of June 30, 2025 (Company report).
- Marqeta raised its 2025 earnings guidance and now expects annual revenue growth between 17% and 18%. This is an increase of 3 to 4 percentage points over the prior forecast, attributed to strong second quarter results (Company guidance).
- For both the third and fourth quarters of 2025, the company projects net revenue growth between 15% and 17% (Company guidance).
Valuation Changes
- Consensus Analyst Price Target: Lowered from $6.73 to $6.20 per share, reflecting a slight decrease in fair value estimates.
- Discount Rate: Increased marginally from 7.36% to 7.38%.
- Revenue Growth: Raised slightly from 17.42% to 17.49%.
- Net Profit Margin: Decreased minimally from 5.12% to 5.11%.
- Future P/E: Declined from 65.33x to 60.36x, indicating a reduction in anticipated valuation multiples.
Disclaimer
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