BNP Paribas Exane Upgrades MasterCard (MA) to Outperform, 'Dusting Off Our DCFs'

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Evercore ISI on MasterCard (MA) acquisition: 'both offensive and defensive' play

March 17, 2026 1:27 PM EDT

Evercore ISI analyst Adam Frisch reiterated an In Line rating and $610.00 price target on MasterCard (NYSE: MA)

The analyst commented, "While widely speculated with a few different suitors, MA is buying BVNK a stablecoin payments orchestration layer which not only bolsters its near-term... More

TD Cowen on MasterCard (MA): BVNK deal gives 'clear answer' to MA stablecoin plan questions

March 17, 2026 10:18 AM EDT

TD Cowen analyst Bryan Bergin reiterated a Buy rating and $671.00 price target on MasterCard (NYSE: MA)

The analyst commented, "Investor sentiment surrounding stablecoin implications for the networks remains skeptical/unsure as evidenced recently by the pressure on MA/V shares in reaction to the Citrini report. We think deals like this will help to soothe Street concerns... More

Wolfe Research on MasterCard's (MA) BVNK acquisition: 'unsurprising' but positive, MA to benefit from stablecoin infra

March 17, 2026 10:08 AM EDT

Wolfe Research analyst Darrin Peller reiterated an Outperform rating and $715.00 price target on MasterCard (NYSE: MA)

The analyst commented, "This morning Mastercard announced its acquisition of BVNK for up to $1.8bn (including $300mn in contingent payments). BVNK provides stablecoin & tokenized asset infrastructure - with similar... More

Mastercard to acquire BVNK for up to $1.8 billion to expand digital asset capabilities

March 17, 2026 8:02 AM EDT

Mastercard announced a definitive agreement to acquire BVNK, a stablecoin infrastructure company, for up to $1.8 billion, including $300 million in contingent payments. The transaction is expected to close before the end of the year, subject to regulatory review and other customary closing conditions.



BVNK, founded in 2021, operates a platform that enables sending and receiving payments on major blockchain networks across more than 130 countries. The company bridges fiat... More