Barclays reiterates MasterCard stock rating, calls stablecoin fears overblown

Published 13/06/2025, 21:34
Barclays reiterates MasterCard stock rating, calls stablecoin fears overblown

Barclays (LON:BARC) maintained its Overweight rating and $650.00 price target on MasterCard (NYSE:MA) Friday, stating that concerns about stablecoins disrupting the payments industry are "overblown." For Visa (NYSE:V), which faces similar market dynamics, InvestingPro data shows strong fundamentals with a GREAT financial health score and impressive 38% return over the past year.

The research firm addressed market reactions following a Wall Street Journal article that suggested stablecoins pose a significant threat to established payment networks like MasterCard and Visa (NYSE:V).

Barclays acknowledged the potential of stablecoin technology while expressing skepticism about its immediate impact on retail payments, noting that this area "may prove a tough nut to crack."

The firm recommended investors purchase MasterCard shares during any weakness resulting from these concerns, indicating confidence in the company’s position despite emerging cryptocurrency payment alternatives.

Barclays also reiterated its Overweight rating and $396 price target on Visa, suggesting similar confidence in the traditional payment network’s ability to withstand potential disruption from stablecoin technology.

In other recent news, Visa Inc . has been the subject of several significant developments. Mizuho (NYSE:MFG) analysts upgraded Visa’s stock to Outperform, citing optimism about the company’s cash-to-card growth potential. They raised their price target to $425, noting improved U.S. volume growth prospects and a longer runway for cash-to-card conversion. In another analyst move, Truist Securities initiated coverage with a Buy rating and a $400 price target, highlighting Visa’s resilience and potential for earnings growth even during economic downturns. Citi also maintained its Buy rating with a $396 target, emphasizing Visa’s innovation and product development as key growth drivers.

In executive news, Visa appointed Andrew Torre as president of its value-added services division, succeeding Antony Cahill, who will become the CEO of Visa’s European operations. This leadership change follows Charlotte Hogg’s departure after an eight-year tenure. The company is conducting an internal search to fill Cahill’s previous role. These developments reflect Visa’s ongoing strategic adjustments and focus on expanding its leadership team and service offerings.

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