
MA · NYSE
Mastercard operates a global payments network that connects consumers, businesses, merchants and financial institutions, generating revenue from switched transactions, cross-border payment activity and value-added services. Its core payment-network activity remains the largest engine, while value-added services provide an additional growth stream; the supplied evidence does not quantify the contribution of each category. The company also develops security solutions, new payment flows and agentic-commerce capabilities. Mastercard reports $32.8 billion of FY2025 revenue and $15.0 billion of net income, up from $28.2 billion and $12.9 billion, respectively, in FY2024.
Mastercard rose 1.48% over the period, from $562.75 to $571.10. The main catalyst was its second-quarter earnings release, which beat revenue and earnings estimates as cross-border volume, switched transactions and value-added services supported growth. Management’s earnings call also highlighted expansion in agentic commerce, security solutions and new payment flows, reinforcing the longer-term growth narrative. The stock jumped to $577.35 on July 30, its strongest close of the period, but then gave back most of that gain over the next two sessions, closing at $570.97 on August 3 before edging higher on August 4. The supplied evidence does not identify a negative company-specific announcement; the reversal therefore appears to reflect profit-taking after the earnings reaction.
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