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Sentiment · FY2026 Q1
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Darrin Peller | Wolfe Research | 7 | 0% |
| Tien-Tsin Huang | JPMorgan | 7 | 0% |
| Harshita Rawat | Bernstein | 6 | 0% |
| Sanjay Sakhrani | KBW | 6 | 0% |
| Will Nance | Goldman Sachs | 4 | 0% |
| Andy Schmidt | KeyBanc Capital Markets | 4 | 0% |
| Craig Maurer | FT Partners | 4 | 0% |
| Trevor Williams | Jefferies | 4 | 0% |
| Adam Frisch | Evercore ISI | 4 | 25% |
| Bryan Bergin | TD Cowen | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| JPMorgan | 1 | 7 | 0% |
| Wolfe Research | 1 | 7 | 0% |
| KBW | 1 | 6 | 0% |
| Bernstein | 1 |
| 6 |
| 0% |
| FT Partners | 2 | 5 | 0% |
| Goldman Sachs | 1 | 4 | 0% |
| Jefferies | 1 | 4 | 0% |
| Evercore ISI | 1 | 4 | 25% |
Net revenue grew 12% on a currency-neutral basis with EPS of $4.60 as value-added services advanced 18% and the affluent card portfolio won globally. Cross-border travel headwinds from Middle East conflict moderated volume growth, while the planned BVNK acquisition expanded stablecoin strategy. Full-year 2026 guidance was reiterated at the high end of low double digits.
Competitive Dynamics | Innovation & R&D | Revenue Growth | Demand | Pricing | Geographic Expansion | Macroeconomic | Regulation Policy | |
|---|---|---|---|---|---|---|---|---|
| 2024Q4 | 6 | 3 | 4 | 3 | 1 | 3 | 1 | 1 |
| 2025Q1 | 3 | 2 | 2 | 4 | 3 | 2 | 2 | 1 |
| 2025Q2 | 3 | 4 | 3 | 3 | 4 | 3 | 1 | 2 |
| 2025Q3 | 4 | 4 | 1 | 3 | 1 | 2 | 1 | 1 |
| 2025Q4 | 3 | 2 | 3 | 2 | 2 | 3 | 2 | |
| 2026Q1 | 3 | 5 | 2 | 2 | 1 | 1 | 1 |
| '24Q4 | '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | |
|---|---|---|---|---|---|---|
| Competitive Dynamics | 6 | 3 | 3 | 4 | 3 | 3 |
| Innovation & R&D | 3 | 2 | 4 | 4 | 2 | 5 |
| Revenue Growth | 4 | 2 | 3 | 1 | 3 | 2 |
| Demand | 3 | 4 | 3 | 3 | 2 | |
| Pricing | 1 | 3 | 4 | 1 | 2 | 2 |
| Geographic Expansion | 3 | 2 | 3 | 2 | 1 | |
| Macroeconomic | 1 | 2 | 1 | 1 | 3 | 1 |
| Regulation Policy | 1 | 1 | 2 | 1 | 2 | 1 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
MA Mastercard | 8 | +15.8% | |
| AXP American Express Company | 8 | +10.3% | |
| COF Capital One | 6 | +44.2% | |
| PYPL PayPal | 5 | +7.2% | |
| SYF Synchrony Financial | 7 | +16.6% | |
| V Visa Inc. | 9 | +17.1% |