Marqeta (NASDAQ:MQ) Stock Price Expected to Rise, Keefe, Bruyette & Woods Analyst Says

Marqeta (NASDAQ:MQ) had its price target raised by stock analysts at Keefe, Bruyette & Woods from $18.00 to $19.00 in a research report issued to clients and investors on Wednesday,Benzinga reports. The brokerage currently has a “market perform” rating on the stock. Keefe, Bruyette & Woods’ price target would indicate a potential upside of 11.79% from the stock’s previous close.

MQ has been the subject of a number of other reports. Deutsche Bank Aktiengesellschaft increased their price target on Marqeta from $4.50 to $18.00 and gave the company a “hold” rating in a research note on Thursday, July 2nd. UBS Group upped their price objective on Marqeta from $17.00 to $19.00 and gave the stock a “neutral” rating in a report on Wednesday, May 6th. Finally, Weiss Ratings reiterated a “sell (d)” rating on shares of Marqeta in a research report on Wednesday, June 24th. One research analyst has rated the stock with a Buy rating, eight have issued a Hold rating and two have assigned a Sell rating to the company’s stock. According to MarketBeat, the stock currently has an average rating of “Reduce” and an average price target of $19.75.

Marqeta Stock Down 5.3%

MQ stock traded down $0.94 during mid-day trading on Wednesday, hitting $17.00. The company had a trading volume of 1,260,306 shares, compared to its average volume of 1,034,455. The company has a market capitalization of $1.80 billion, a price-to-earnings ratio of 425.88 and a beta of 1.30. Marqeta has a 12-month low of $14.80 and a 12-month high of $28.16. The company has a 50-day moving average price of $16.43 and a 200 day moving average price of $16.46.

Marqeta (NASDAQ:MQ) last issued its quarterly earnings data on Monday, August 3rd. The company reported $0.07 earnings per share for the quarter, beating analysts’ consensus estimates of $0.01 by $0.06. Marqeta had a return on equity of 0.27% and a net margin of 0.33%.The firm had revenue of $176.00 million during the quarter, compared to analyst estimates of $172.96 million. The business’s revenue was up 17.0% on a year-over-year basis. As a group, analysts expect that Marqeta will post 0.12 EPS for the current year.

Insider Activity at Marqeta

In other Marqeta news, Director Elaine Paul sold 4,537 shares of the business’s stock in a transaction that occurred on Friday, June 12th. The stock was sold at an average price of $15.20, for a total transaction of $68,962.40. Following the sale, the director directly owned 8,900 shares of the company’s stock, valued at $135,280. The trade was a 33.76% decrease in their ownership of the stock. The sale was disclosed in a legal filing with the SEC, which is available through this link. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Also, CRO Todd Pollak sold 18,750 shares of the company’s stock in a transaction that occurred on Wednesday, July 1st. The shares were sold at an average price of $16.88, for a total value of $316,500.00. Following the sale, the executive owned 185,008 shares in the company, valued at approximately $3,122,935.04. This trade represents a 9.20% decrease in their ownership of the stock. Additional details regarding this sale are available in the official SEC disclosure. The transaction was executed under a pre-arranged Rule 10b5-1 trading plan. Insiders own 13.71% of the company’s stock.

Institutional Trading of Marqeta

Institutional investors have recently bought and sold shares of the stock. Wellington Management Group LLP boosted its stake in Marqeta by 18.0% during the fourth quarter. Wellington Management Group LLP now owns 13,927,760 shares of the company’s stock worth $66,157,000 after buying an additional 2,129,486 shares during the period. Renaissance Technologies LLC raised its stake in shares of Marqeta by 2.1% in the first quarter. Renaissance Technologies LLC now owns 11,580,288 shares of the company’s stock valued at $47,248,000 after acquiring an additional 237,933 shares during the period. Dimensional Fund Advisors LP lifted its holdings in shares of Marqeta by 6.9% in the 1st quarter. Dimensional Fund Advisors LP now owns 8,779,290 shares of the company’s stock worth $35,818,000 after acquiring an additional 567,673 shares during the last quarter. Invesco Ltd. lifted its holdings in shares of Marqeta by 26.8% in the 4th quarter. Invesco Ltd. now owns 8,218,888 shares of the company’s stock worth $39,040,000 after acquiring an additional 1,736,796 shares during the last quarter. Finally, Arrowstreet Capital Limited Partnership boosted its stake in shares of Marqeta by 7.7% during the 3rd quarter. Arrowstreet Capital Limited Partnership now owns 8,214,458 shares of the company’s stock worth $43,372,000 after purchasing an additional 587,863 shares during the period. 78.64% of the stock is currently owned by institutional investors.

Key Marqeta News

Here are the key news stories impacting Marqeta this week:

• Positive Sentiment: Marqeta reported second-quarter revenue of $176 million, up 17% year over year and above the $172.96 million analyst estimate. EPS was $0.07 versus consensus of $0.01, while adjusted EBITDA reached $37 million and GAAP net income was $8 million. Marqeta Reports Second Quarter 2026 Financial Results
• Positive Sentiment: Total processing volume increased 32% year over year to $120 billion, and gross profit rose 17% to $122 million, indicating continued transaction growth and operating improvement. Marqeta Deal Size Jumps 90% as Enterprise Push Gains Ground
• Positive Sentiment: Deal sizes reportedly increased 90% as Marqeta gained traction with enterprise customers. Management is emphasizing embedded finance, multinational card issuing, stablecoins and commercial payments as longer-term growth opportunities. Marqeta Deal Size Jumps 90% as Enterprise Push Gains Ground
• Positive Sentiment: Marqeta partnered with Riskified to improve card-issuer authorization decisions and reduce false declines, a development that could enhance approval rates and customer experience. Riskified and Marqeta Partner to Sharpen Card Issuer Authorization Decisions and Help Reduce False Declines
• Negative Sentiment: Third-quarter revenue guidance of $173.1 million to $176.4 million fell short of the $179.7 million consensus estimate, signaling slower near-term growth. Marqeta’s Q2 CY2026 Sales Top Estimates but Quarterly Revenue Guidance Misses Expectations
• Negative Sentiment: Full-year 2026 revenue guidance of $699.9 million to $706.1 million also trailed the $708.9 million consensus, reinforcing concerns that momentum will moderate despite the quarterly earnings beat. Marqeta Q2 2026 Earnings Call Transcript

Marqeta Company Profile

Marqeta is a modern card issuing and payment processing platform that enables businesses to design, launch and manage customized payment cards. The company offers a fully programmable open API that allows clients to create virtual, physical and tokenized payment cards with real-time transaction controls and dynamic spend limits. By leveraging Marqeta’s infrastructure, companies can streamline their payment operations, reduce time to market and deliver tailored payment experiences to end consumers.

Founded in 2010 and headquartered in Oakland, California, Marqeta was established by CEO Jason Gardner with the goal of transforming traditional card issuance through cloud-native technology.