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MasterCard upgraded to Buy from Neutral at Seaport Research

Seaport Research analyst Jeff Cantwell upgraded MasterCard (MA) to Buy from Neutral with a $616 price target The firm expects “strong compounding” of the company’s earnings and views the recent pullback in the shares as a buying opportunity. It believes concerns over disintermediation risk from stablecoins are overblown while recent tariff developments are better than feared.

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