Marqeta, Inc.

NasdaqGS:MQ 株式レポート

時価総額:US$1.6b

Marqeta マネジメント

マネジメント 基準チェック /24

Marqetaの CEO はMike Milotichで、 Feb2025年に任命され、 の在任期間は 1.5年です。 の年間総報酬は$ 11.05Mで、 5%給与と95%のボーナス(会社の株式とオプションを含む)で構成されています。 は、会社の株式の0.079%を直接所有しており、その価値は$ 1.29M 。経営陣と取締役会の平均在任期間はそれぞれ2.5年と2.2年です。

主要情報

Mike Milotich

最高経営責任者

US$11.0m

報酬総額

CEO給与比率5.04%
CEO在任期間1.5yrs
CEOの所有権0.08%
経営陣の平均在職期間2.5yrs
取締役会の平均在任期間2.2yrs

経営陣の近況

Recent updates

分析記事 Aug 07

Results: Marqeta, Inc. Beat Earnings Expectations And Analysts Now Have New Forecasts

Marqeta, Inc. ( NASDAQ:MQ ) shareholders are probably feeling a little disappointed, since its shares fell 5.4% to...
ナラティブ更新 Jul 30

MQ: European Expansion And Reverse Split Will Shape Measured Forward Outlook

Analysts have raised their fair value estimate for Marqeta from $4.20 to $18.00, citing updated assumptions for discount rate, revenue growth, profit margin, and future P/E that reshaped their valuation framework. What's in the News Expensify expanded its collaboration with Marqeta to bring Expensify's corporate card offering into the UK and EU, using Marqeta's multinational card issuing platform to support businesses across Europe.
ナラティブ更新 Jul 16

MQ: AI Payments And European Expansion Will Support Future Upside

Analysts have raised their fair value estimate for Marqeta from $5.24 to $20.74. This change reflects updated assumptions for the discount rate, revenue growth, profit margin and future P/E that support a higher long-term valuation framework for the stock.
ナラティブ更新 Jul 02

MQ: Reverse Split And Margin Expansion Will Support Long Term Upside

Analysts have lifted their fair value estimate for Marqeta from $6.83 to $27.80, citing updated assumptions for discount rate, revenue growth, profit margin and future P/E that reshape their overall outlook on the stock. What’s in the News for Marqeta Marqeta effected a 1 for 4 reverse stock split on its Class A and Class B Common Stock and Preferred Stock.
ナラティブ更新 Jun 18

MQ: European Expansion And Money Movement Platform Will Support Future Upside

Analysts have inched their price target for Marqeta higher to $5.24 from $5.19, citing updated fair value estimates along with slightly refined assumptions for the discount rate, revenue growth, profit margin, and future P/E. What’s in the News for Marqeta Marqeta expanded its account and money movement services into 30 additional European countries through a collaboration with Banking Circle, enabling virtual accounts and multi-rail payment capabilities across the region.
分析記事 Jun 16

Marqeta (MQ) Stock After Reverse Split And Governance Shift How Do Recent Changes Square With Valuation

Reverse stock split and governance changes at Marqeta Marqeta (MQ) shareholders have approved a 1-for-4 reverse stock split, a reduction in authorized common and preferred shares, and new officer exculpation provisions under Delaware law, reshaping both the capital structure and governance framework. See our latest analysis for Marqeta. Despite a modest 1-day share price return of 1.57% to US$3.89 and a slightly positive 30-day share price return of 2.10%, Marqeta’s year-to-date share price...
ナラティブ更新 Jun 03

MQ: First GAAP Profit And AI Risk Tools Will Support Future Upside

Analysts have kept Marqeta's fair value estimate effectively unchanged at about $5.19, with only marginal tweaks to the discount rate, revenue growth, profit margin and future P/E assumptions. This suggests a broadly steady view of the stock's longer term setup.
ナラティブ更新 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...

CEO報酬分析

Marqeta の収益と比較して、Mike Milotich の報酬はどのように変化したか?
日付総報酬給与会社業績
Jun 30 2026n/an/a

US$10m

Mar 31 2026n/an/a

US$2m

Dec 31 2025US$11mUS$556k

-US$14m

Sep 30 2025n/an/a

-US$40m

Jun 30 2025n/an/a

-US$65m

Mar 31 2025n/an/a

US$55m

Dec 31 2024US$6mUS$488k

US$27m

Sep 30 2024n/an/a

US$14m

Jun 30 2024n/an/a

-US$12m

Mar 31 2024n/an/a

-US$190m

Dec 31 2023US$4mUS$475k

-US$223m

Sep 30 2023n/an/a

-US$209m

Jun 30 2023n/an/a

-US$207m

Mar 31 2023n/an/a

-US$193m

Dec 31 2022US$17mUS$292k

-US$185m

報酬と市場: Mikeの 総報酬 ($USD 11.05M ) は、 US市場 ($USD 5.16M ) の同規模の企業の平均を上回っています。

報酬と収益: Mikeの報酬は、過去 1 年間の会社の業績と一致しています。


CEO

Mike Milotich (49 yo)

1.5yrs
在職期間
US$11,049,523
報酬

Mr. Michael Milotich, also known as Mike, is CEO & Director of Marqeta, Inc. from September 8, 2025 and served as its Chief Financial Officer until February 09, 2026. Mr. Milotich served as Chief Financial...


リーダーシップ・チーム

名称ポジション在職期間報酬所有権
Michael Milotich
CEO & Director1.5yrsUS$11.05m0.079%
$ 1.3m
Jason Gardner
Founder & Non Executive Director16.6yrsUS$300.00k10.94%
$ 177.3m
Crystal Sumner
Chief Administrative Officer & Corporate Secretary2.5yrsUS$5.32m0.036%
$ 579.0k
Todd Pollak
Chief Revenue Officer3.6yrsUS$5.08m0.18%
$ 2.9m
Patti Kangwankij
Chief Financial Officerless than a yearデータなしデータなし
Sarah Barkema
Principal Accounting Officerless than a yearデータなし0.013%
$ 203.6k
Lukasz Strozek
Chief Technology Officerless than a yearデータなしデータなし
Stacey Finerman
Vice President of Investor Relationsno dataデータなしデータなし
Alan Carlisle
Chief Compliance Officer2.7yrsデータなしデータなし
Karna Crawford
Chief Marketing Officer3.2yrsデータなしデータなし
Helena Christianson
Chief People Officerless than a yearデータなしデータなし
Heather Gantt-Evans
Chief Information Security Officer3yrsデータなしデータなし
2.5yrs
平均在職期間
49yo
平均年齢

経験豊富な経営陣: MQの経営陣は 経験豊富 であると考えられます ( 2.5年の平均在職年数)。


取締役

名称ポジション在職期間報酬所有権
Michael Milotich
CEO & Directorless than a yearUS$11.05m0.079%
$ 1.3m
Jason Gardner
Founder & Non Executive Director15.8yrsUS$300.00k10.94%
$ 177.3m
R. Graf
Independent Director2.1yrsUS$270.00k0.021%
$ 342.0k
Judson Linville
Independent Non-Executive Chair of the Board & Lead Independent Director6.3yrsUS$300.00k0.016%
$ 262.1k
Elaine Paul
Independent Director1.3yrsUS$635.16k0.0021%
$ 34.7k
Alpesh Chokshi
Independent Director2.2yrsUS$250.00k0.0053%
$ 85.1k
Martha Cummings
Independent Director5.6yrsUS$260.00k0.012%
$ 190.8k
Srikiran Prasad
Independent Director3.9yrsUS$250.00k0.0098%
$ 158.2k
Wendy Thomas
Independent Director1.3yrsUS$635.16kデータなし
2.2yrs
平均在職期間
58yo
平均年齢

経験豊富なボード: MQの 取締役会経験豊富 ではない ( 2.2年の平均在任期間) ため、新しい取締役会が必要であると考えられます。


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2026/08/12 18:49
終値2026/08/12 00:00
収益2026/06/30
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
  • 損益計算書
  • キャッシュ・フロー計算書
  • 貸借対照表
アナリストのコンセンサス予想+プラス3年
  • 予想財務
  • アナリストの目標株価
市場価格30年
  • 株価
  • 配当、分割、措置
所有権10年
  • トップ株主
  • インサイダー取引
マネジメント10年
  • リーダーシップ・チーム
  • 取締役会
主な進展10年
  • 会社からのお知らせ

* 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

この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、レポートの活用方法に関するガイドYouTubeのチュートリアルも用意しています。

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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。25

アナリスト機関
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Andrew DeGasperiBerenberg
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