Update shared on 27 Nov 2025
Narrative Update: Marqeta Analyst Price Target Adjusted
Analysts have made a slight downward revision to Marqeta's analyst price target, adjusting it from $6.18 to $6.18. This change reflects minimal changes in key assumptions and discount rate calculations.
What's in the News
- Marqeta provided earnings guidance for the fourth quarter of 2025 and is projecting net revenue growth of 22% to 24% (Key Developments).
- The company announced a collaboration with Klarna to expand the Klarna Card into 15 new European markets. This initiative leverages Visa's Flexible Credential technology and strengthens their long-term partnership (Key Developments).
- Michael (Mike) Milotich was appointed Chief Executive Officer of Marqeta. He will continue to serve as Chief Financial Officer during the search for a successor (Key Developments).
Valuation Changes
- Consensus Analyst Price Target: Remains unchanged at $6.18 per share, reflecting steady fair value assumptions.
- Discount Rate: Has fallen slightly from 7.35% to 7.33%, indicating a minor reduction in perceived risk or cost of capital.
- Revenue Growth: Remains essentially unchanged at 15.79%, suggesting stable projections for future sales expansion.
- Net Profit Margin: Remains stable at 4.91%, indicating no material adjustment to profitability estimates.
- Future P/E: Has decreased marginally from 60.16x to 60.13x, pointing to a very slight shift in expected future earnings valuation.
Disclaimer
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