$MQ

Morgan Stanley kept an Equal-weight rating on Marqeta (MQ) with a $20 price target and maintained an Underweight on NerdWallet (NRDS), cutting its target to $8 from $9. For Marqeta, Morgan cited 4th straight quarter of payment volume growth over 30% YoY to a $91B base, but noted renewal and incentive timing uncertainty. For NerdWallet, it cited Q2 2026 revenue of $197M (+5.6% YoY) and higher sales and marketing costs.

Marqeta (NASDAQ: MQ) reported Q2 CY2026 revenue of $176 million, up 17% year on year, topping Wall Street estimates by 1.5%. GAAP profit was $0.07 per share. The company guided Q3 revenue to $174.7 million, 2.6% below analyst expectations. TPV was $120.4 billion. Shares rose 3.3% to $18.55.

Marqeta, Inc. (MQ) filed an SEC Form 8-K — Results of Operations and Financial Condition. EX-99.1 2 mqearningsrelease-q2x2026.htm EX-99.1 Document MARQETA REPORTS SECOND QUARTER 2026 FINANCIAL RESULTS The global modern card issuer reported Total Processing Volume growth of 32% and Gross Profit growth of 17% in the second quarter of 2026. OAKLAND, Calif. – August 4, 20

Marqeta (NASDAQ: MQ) is set to report Q2 earnings Tuesday. The company previously beat revenue expectations with $165.8 million in Q1 revenue, up 19.2% year over year. For the upcoming quarter, analysts expect revenue growth of 15.3% year over year. MQ has an average analyst price target of $20.74 versus $17.36.

After a softer June PPI, several stocks rose in the afternoon. The article says June wholesale inflation fell 0.3% vs expectations for flat, following a 0.4% consumer price decline, easing rate fears. BILL rose 7.4%, Marqeta (MQ) rose 6.4%, and Upland Software (UPLD) rose 9.5%, with UPLD at $5.57 and up 271% YTD.

Shares of several enterprise software and payments companies rose in an afternoon session as investors rotated from oversold chip stocks. ServiceNow gained 4.3% and Salesforce rose 2.4%. The article cites ServiceNow raising its Now Assist AI contract target to $1.5 billion and Salesforce expanding Agentforce. It also notes monday.com up 4.6%, Marqeta up 4.5%, and GitLab up 4.3%, with monday.com down 39.9% YTD.

The report says private equity and strategic buyers are eyeing three payments fintechs as consolidation accelerates, with no deals announced. It ranks Lightspeed Commerce (LSPD) as most likely: trading below book value (P/B 0.886), $400M buyback through May 2027, and FY2026 free cash flow turning positive ($18.2M). Marqeta (MQ) is next after Q1 GAAP profitability ($7.83M net income) and $391.4M FY2025 buybacks. Payoneer (PAYO) is least likely due to recent acquisitions and heavy insider selling.

Marqeta, Inc. (MQ) filed an SEC Form 8-K — Submission of Matters to a Vote of Security Holders. mq-20260610 0001522540 FALSE 0001522540 2026-06-10 2026-06-10 UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C. 20549 FORM 8-K CURRENT REPORT PURSUANT TO SECTION 13 OR 15(d) OF THE SECURITIES EXCHANGE ACT OF 1934 Date of Report (Date of earliest event reported): J

The article discusses Marqeta’s expansion of its embedded payments offering across Europe, positioning the company to serve more merchants and financial partners. It also includes unrelated commentary on AI and robotics forecasts by figures such as Andy Jassy and Elon Musk, but provides no specific Marqeta financial figures or investor guidance.

The article compiles 10 stocks it says could deliver 10x gains, citing views from Baillie Gifford, Fidelity, and Franklin Templeton about asymmetric upside and growth potential. It outlines selection criteria based on frequent appearance across financial lists and recent catalysts. Example picks include Marqeta (Q1 revenue $165.8M vs $164.2M consensus; Europe expansion) and Jumia (Q1 revenue $50.6M; targeting adjusted EBITDA breakeven in Q4 2026).