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Today's Trend

Marqeta, Inc. (NASDAQ: MQ) shares are under pressure as investors weigh a strong second-quarter earnings beat against revenue guidance below Wall Street expectations. The company’s growth initiatives and new partnership provide potential upside, but the outlook suggests near-term growth may moderate.

• Strong Q2 results: Marqeta reported adjusted earnings of $0.07 per share versus the $0.01 consensus estimate, while revenue reached $176 million, ahead of expectations of $172.96 million and up 17% year over year. Total processing volume rose 32% to $120 billion, gross profit increased 17% to $122 million, and adjusted EBITDA was $37 million. Marqeta Reports Second Quarter 2026 Financial Results
• Enterprise momentum: Management highlighted a 90% increase in deal size as its enterprise strategy gains traction. Embedded finance, multinational card issuing, stablecoins, and commercial payments remain key growth areas. Marqeta Deal Size Jumps 90% as Enterprise Push Gains Ground
• Product partnership: Marqeta and Riskified announced an agreement to improve card-issuer authorization decisions and reduce false declines, potentially improving payment approval rates and customer outcomes. Riskified and Marqeta Partner
• Analyst view: Keefe, Bruyette & Woods raised its price target from $18 to $19 but maintained a “market perform” rating, signaling modest valuation upside rather than a strongly bullish outlook.
• Guidance miss weighs on sentiment: Marqeta forecast third-quarter revenue of $173.1 million to $176.4 million, below the $179.7 million consensus estimate. Full-year revenue guidance of $699.9 million to $706.1 million also trailed the $708.9 million consensus, reinforcing concerns that growth will slow during the second half.