Marqeta, Inc.

Marqeta recorded quarterly TPV of $120 billion and TPV growth of over 30% in the past four quarters, with international volume up more than 40% and now accounting for about one‑fifth of TPV. Revenue growth is in the low double digits, adjusted in the mid‑to‑high teens; two contract renewals and a tiered pricing adjustment with a clamp reduce gross profit growth by about 6 percentage points. The company reports significantly larger average deal sizes, a focus on enterprise customers, internationalization and product diversification including credit programs, stablecoin partnerships and agentic commerce. Management sees medium‑term opportunities from modernizing the card issuance business and expanding the portfolio, but expects near‑term headwinds from the mentioned contract effects. » Więcej na de.investing.com

Marqeta reported Q2 2026 EPS of $0.07 and revenue of $175.99 million, both above consensus estimates. Total payment volume rose 32% to $120 billion and adjusted EBITDA climbed 31% to $37 million, while the company reported GAAP profit for the second consecutive quarter. Marqeta raised its full‑year outlook but warned of a slower second half due to lapping acquisition effects, tougher year‑over‑year comps in its credit business, and declining reissuance of Cash App cards by Block. The stock reacted positively but cautiously as investors weighed the stronger results against the tempered outlook. » Więcej na de.investing.com

Marqeta names Lukasz Strozek as CTO effective May 18, 2026; he will lead the global technology and development functions including engineering, product and data. Strozek joins from LendingClub and brings 20 years of leadership experience at companies such as Hippo, Bridgewater, Bolt and SoFi. The appointment comes as Marqeta reports 23% revenue growth, a 70% gross profit margin and nearly $400 billion in payment volume processed in 2025; InvestingPro rates the stock as undervalued. » Więcej na de.investing.com