Marqeta 将来の成長
Future 基準チェック /46
Marqeta利益と収益がそれぞれ年間45.5%と12.1%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に8% 45.1%なると予測されています。
主要情報
45.5%
収益成長率
45.14%
EPS成長率
| Diversified Financial 収益成長 | 8.0% |
| 収益成長率 | 12.1% |
| 将来の株主資本利益率 | 8.03% |
| アナリストカバレッジ | Good |
| 最終更新日 | 10 May 2026 |
今後の成長に関する最新情報
Recent updates
ナラティブの更新 • May 17
MQ: AI Risk Controls And Profitability Shift Will Support Future Upside
Analysts have inched up their price target on Marqeta to $5.19 from $5.18, citing updated assumptions around modestly lower revenue growth expectations, a higher projected profit margin, and a slightly lower future P/E multiple. What's in the News Marqeta issued earnings guidance for the first quarter of 2026, with expected net revenue growth of 17% to 19% and gross profit growth of 17% to 19% (company guidance).
ナラティブの更新 • Apr 21
MQ: AI Risk Controls And Buybacks Will Shape Measured Forward Outlook
Analysts have nudged their Marqeta price target lower, trimming fair value from $4.50 to $4.20 as they plug slightly higher discount rates, more moderate revenue growth of 14.64%, and a profit margin of 3.65% into their models, alongside a higher future P/E of 51.68x. What's in the News Marqeta updated its Real-Time Decisioning offering with an AI-powered risk score designed to assess transaction risk at authorization and support fraud prevention while limiting false declines, using over 300 real-time transaction attributes and historical behavior patterns.Seeking Alpha • Apr 14
Marqeta: Slowing Growth And Block Dependency Keep Valuation In Check
Summary Marqeta, Inc. is a leading API-based payment card issuing platform, processing $383 billion in 2025 transaction volume. MQ faces significant revenue concentration risk, with Block, Inc. accounting for 44% of revenues and renegotiating to lower pricing. Despite 23% revenue growth and a 70% gross margin in 2025, MQ posted a $14 million net loss but forecasts a $10 million net profit in 2026. Strategic focus on higher-margin value-added services and loan solutions aims to offset slowing growth and margin pressure from major client contract changes. Read the full article on Seeking Alphaナラティブの更新 • Apr 06
MQ: New CFO And AI Risk Services Will Support Future Upside
Analysts now set Marqeta's price target at $5.18, a slight change from $5.21. This reflects updated assumptions around discount rate, revenue growth, profit margin and future P/E expectations.ナラティブの更新 • Mar 22
MQ: New CFO Appointment Will Support Future Upside
Analysts have reduced their fair value estimate for Marqeta from about $5.73 to $5.21, reflecting updated views on the discount rate, revenue growth, profit margin, and future P/E assumptions. What's in the News Company issued earnings guidance for Q1 2026, expecting net revenue growth of 17% to 19% and gross profit growth of 17% to 19% (corporate guidance).
ナラティブの更新 • Mar 08
MQ: Share Repurchases And New Leadership Will Support Long Term Upside
Analysts have trimmed their fair value estimate for Marqeta from about $8.00 to roughly $6.83, citing updated assumptions for lower revenue growth, slimmer profit margins, and a higher future P/E multiple. What's in the News Issued earnings guidance for the first quarter of 2026, with expected net revenue growth of 17% to 19% and gross profit growth of 17% to 19% (company guidance).ナラティブの更新 • Feb 22
MQ: Future CFO Appointment And Buyback Plan Will Shape Fair Outlook
Analysts have cut their price target on Marqeta from $5.75 to $4.50, reflecting updated assumptions around slightly different revenue growth, higher projected profit margins, a lower discount rate, and a reduced future P/E multiple. What's in the News Marqeta appointed Patti Kangwankij as Chief Financial Officer, effective February 9, 2026, with responsibility for overseeing all financial operations and supporting the company’s profitability and growth plans (Key Developments).ナラティブの更新 • Feb 08
MQ: New CFO And Share Buybacks Will Support Future Upside
Narrative Update: Marqeta Analyst Target Revision Analysts have kept their implied fair value broadly unchanged at around US$5.73 per share, while slightly refining inputs such as discount rate and future P/E assumptions. This reflects updated views on risk and long term earnings potential rather than a material shift in overall conviction.ナラティブの更新 • Jan 24
MQ: European Card Expansion And Buybacks Will Drive Future Upside
Analysts have trimmed their price target on Marqeta to reflect slightly lower fair value estimates of about 1% and modest adjustments to discount rate, revenue growth, profit margin and future P/E assumptions, signaling a more measured view on the stock. What's in the News Marqeta appointed Patti Kangwankij as Chief Financial Officer, effective February 9, 2026, with responsibility for overseeing all financial operations and supporting the company’s plans for growth and profitability (Key Developments).ナラティブの更新 • Jan 09
MQ: European Card Expansion And Buybacks Will Support Future Upside
Analysts have trimmed their fair value estimate for Marqeta to reflect a lower future P/E assumption of 55.89x, along with small adjustments to the discount rate, revenue growth, and profit margin expectations. Together, these changes result in a modest reset of the implied price target.ナラティブの更新 • Dec 25
MQ: Share Repurchases And Klarna Expansion Will Drive Long Term Upside
Analysts have modestly reduced their price target on Marqeta to reflect slightly slower projected revenue growth and meaningfully lower long term profit margins, even as they assign a higher future P/E multiple to the shares. What's in the News Board of Directors authorizes a new share repurchase plan, allowing Marqeta to buy back up to $100 million of Class A common stock with no set expiration, which signals confidence in the company’s valuation (company announcement).ナラティブの更新 • Dec 11
MQ: Expanded European Partnership Will Drive Future Upside
Analysts have marginally raised their price target on Marqeta to 6.18 dollars from 6.18 dollars, reflecting slightly higher discount rate assumptions while leaving expectations for revenue growth, profit margins, and future valuation multiples effectively unchanged. What's in the News Board of Directors authorizes a new share repurchase plan on December 4, 2025, allowing Marqeta to buy back up to 100 million dollars of Class A common stock with no set expiration.ナラティブの更新 • Nov 27
MQ: European Expansion and Leadership Transition Will Unlock Further Upside
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.ナラティブの更新 • Nov 11
MQ: Expanding European Partnerships Will Drive Market Upside Going Forward
Analysts have slightly trimmed their price target for Marqeta from $6.20 to $6.18 per share. This reflects modest adjustments to growth and profit expectations amid evolving market conditions.ナラティブの更新 • Oct 27
Leadership Change And Buyback Will Shape Digital Payments In 2025 And Beyond
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.ナラティブの更新 • Oct 13
Digital Payments And Embedded Finance Will Redefine Global Markets
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.ナラティブの更新 • Aug 08
Digital Payments And Embedded Finance Will Redefine Global Markets
Marqeta's consensus price target rose modestly, supported by meaningful improvement in net profit margin and a lower future P/E, reflecting enhanced profitability and expectation of continued earnings growth. What's in the News Marqeta provided Q3 earnings guidance, expecting net revenue growth of 15% to 17%, and full-year growth of 17% to 18%.分析記事 • May 16
Marqeta, Inc. (NASDAQ:MQ) Looks Just Right With A 28% Price Jump
Despite an already strong run, Marqeta, Inc. ( NASDAQ:MQ ) shares have been powering on, with a gain of 28% in the last...Seeking Alpha • Apr 22
Marqeta: High Risk, Higher Reward
Summary Marqeta stock faced a 40% drop due to regulatory scrutiny but rebounded 20% after better-than-expected Q4 results. Marqeta took "significant strides" to streamline its program launch timelines, leading to more program launches than previously anticipated. But just as things were about to get better for Marqeta, the Trump Administration slapped the whole world with a new set of tariffs. Trading at 50% Net Cash and 2.3x its Gross Profit, Marqeta stock is in deep value territory. While the stock looks cheap, investors need to tread lightly as there's a high likelihood of management withdrawing their guidance. Read the full article on Seeking Alpha分析記事 • Mar 19
Marqeta, Inc.'s (NASDAQ:MQ) 26% Jump Shows Its Popularity With Investors
The Marqeta, Inc. ( NASDAQ:MQ ) share price has done very well over the last month, posting an excellent gain of 26...Seeking Alpha • Feb 18
Marqeta: Slightly Overvalued, Downtrend May Not Be Over Yet
Summary Marqeta's stock dropped 40% after lowering Q4'24 guidance, but the company's shift from Block dependency and growing customer base show potential for recovery. Despite revenue growth, Marqeta's net income remains negative, though free cash flow and low debt levels indicate financial stability. Regulatory scrutiny and compliance costs pose short-term challenges, but high TVP and revenue growth suggest a positive mid to long-term outlook. Intrinsic value calculations suggest a slightly overvalued stock; I rate Marqeta as a HOLD, awaiting Q4 earnings for potential changes. Read the full article on Seeking Alpha
新しいナラティブ • Feb 09
New Initiatives Will Accelerate Client Transition And Expand BNPL Utilization
Marqeta's innovations in portfolio migration and BNPL integration could significantly boost revenue growth and market share expansion.Seeking Alpha • Nov 21
Marqeta: Stuck In Another Limbo
Summary At long last, the Block contract has finally been fully lapped — this marks a new chapter for Marqeta as the company returns to growth mode. Marqeta recently reported solid Q3 performance. However, strong past performance doesn't really matter if the outlook looks poor. Management issued weak Q4 guidance that sent the stock crashing 40% the following day. Increased regulatory scrutiny led to launch delays and several customers migrating to in-house solutions — these definitely spooked investors. Despite current challenges, Marqeta's fundamentals remain solid — investors just need to exercise a little bit more patience here. Read the full article on Seeking Alpha分析記事 • Nov 19
With A 25% Price Drop For Marqeta, Inc. (NASDAQ:MQ) You'll Still Get What You Pay For
Marqeta, Inc. ( NASDAQ:MQ ) shareholders that were waiting for something to happen have been dealt a blow with a 25...Seeking Alpha • Nov 06
Marqeta's Operational Headwinds May Not Be In The Rearview Mirror
Summary Marqeta faces heightened regulatory oversight, delaying 15 programs and lowering Q4'24 guidance to 10-12% revenue growth and 13-15% gross margins, causing shares to drop -42.52%. Despite a 30% increase in total processing volumes in Q3'24, revenue growth was impacted by a customer mix shift and renegotiated platform partner agreements. Management forecasts significant financial challenges for Q4'24 and eFY25, with lower net revenue, tighter gross margins, and higher operational costs due to regulatory changes. Read the full article on Seeking Alpha分析記事 • Sep 27
Why Investors Shouldn't Be Surprised By Marqeta, Inc.'s (NASDAQ:MQ) P/S
When you see that almost half of the companies in the Diversified Financial industry in the United States have...業績と収益の成長予測
| 日付 | 収益 | 収益 | フリー・キャッシュフロー | 営業活動によるキャッシュ | 平均アナリスト数 |
|---|---|---|---|---|---|
| 12/31/2028 | 950 | 73 | 399 | 406 | 8 |
| 12/31/2027 | 828 | 41 | 302 | 307 | 13 |
| 12/31/2026 | 709 | 16 | 158 | 162 | 13 |
| 3/31/2026 | 652 | 2 | 117 | 149 | N/A |
| 12/31/2025 | 625 | -14 | 132 | 163 | N/A |
| 9/30/2025 | 589 | -40 | 106 | 134 | N/A |
| 6/30/2025 | 553 | -65 | 31 | 55 | N/A |
| 3/31/2025 | 528 | 55 | 46 | 68 | N/A |
| 12/31/2024 | 507 | 27 | 37 | 58 | N/A |
| 9/30/2024 | 490 | 14 | 31 | 50 | N/A |
| 6/30/2024 | 471 | -12 | 66 | 84 | N/A |
| 3/31/2024 | 577 | -190 | 17 | 32 | N/A |
| 12/31/2023 | 676 | -223 | 8 | 21 | N/A |
| 9/30/2023 | 761 | -209 | 8 | 20 | N/A |
| 6/30/2023 | 844 | -207 | -36 | -26 | N/A |
| 3/31/2023 | 799 | -193 | 16 | 23 | N/A |
| 12/31/2022 | 748 | -185 | -17 | -13 | N/A |
| 9/30/2022 | 700 | -195 | 25 | 28 | N/A |
| 6/30/2022 | 640 | -188 | 25 | 27 | N/A |
| 3/31/2022 | 575 | -212 | -10 | -8 | N/A |
| 12/31/2021 | 517 | -164 | 54 | 57 | N/A |
| 9/30/2021 | 450 | -141 | 21 | 23 | N/A |
| 6/30/2021 | 403 | -107 | 39 | 41 | N/A |
| 3/31/2021 | 350 | -46 | 74 | 77 | N/A |
| 12/31/2020 | 290 | -48 | 48 | 50 | N/A |
| 12/31/2019 | 143 | -122 | N/A | -15 | N/A |
アナリストによる今後の成長予測
収入対貯蓄率: MQの予測収益成長率 (年間45.5% ) は 貯蓄率 ( 3.5% ) を上回っています。
収益対市場: MQの収益 ( 45.5% ) はUS市場 ( 16.8% ) よりも速いペースで成長すると予測されています。
高成長収益: MQの収益は今後 3 年間で 大幅に 増加すると予想されています。
収益対市場: MQの収益 ( 12.1% ) US市場 ( 11.7% ) よりも速いペースで成長すると予測されています。
高い収益成長: MQの収益 ( 12.1% ) 20%よりも低い成長が予測されています。
一株当たり利益成長率予想
将来の株主資本利益率
将来のROE: MQの 自己資本利益率 は、3年後には低くなると予測されています ( 8 %)。
成長企業の発掘
企業分析と財務データの現状
| データ | 最終更新日（UTC時間） |
|---|---|
| 企業分析 | 2026/05/24 04:31 |
| 終値 | 2026/05/22 00:00 |
| 収益 | 2026/03/31 |
| 年間収益 | 2025/12/31 |
データソース
企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。
| パッケージ | データ | タイムフレーム | 米国ソース例 |
|---|---|---|---|
| 会社財務 | 10年 |
| |
| アナリストのコンセンサス予想 | +プラス3年 |
|
|
| 市場価格 | 30年 |
| |
| 所有権 | 10年 |
| |
| マネジメント | 10年 |
| |
| 主な進展 | 10年 |
|
* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。
特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM（Trailing Twelve Month）またはLTM（Last Twelve Month）データとして知られています。詳細はこちら。
分析モデルとスノーフレーク
本レポートを生成するために使用した分析モデルの詳細は当社のGithubページでご覧いただけます。また、レポートの使用方法に関するガイドやYoutubeのチュートリアルも掲載しています。
シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。
業界およびセクターの指標
私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。
アナリスト筋
Marqeta, Inc. 13 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。26
| アナリスト | 機関 |
|---|---|
| Ramsey El-Assal | Barclays |
| Andrew DeGasperi | Berenberg |
| Mark Palmer | Berenberg |