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Despite strong fundamentals, these financial stocks have underperformed the market in 2026.

CRCL stock has held up far better than its crypto peers in 2026, but the $100 recovery bulls want hinges on four specific catalysts coming together at once. Whether the fundamentals are finally strong enough to close that gap is the real question.

Cybersecurity, authentication and customer-engagement products grew twice as quickly as Mastercard's traditional payment-network revenue.

Visa Inc. (NYSE:V) and Mastercard Incorporated (NYSE:MA) both beat Wall Street’s profit estimates this earnings season on resilient consumer spending and a World Cup travel boost. However, Visa’s stock fell on the news while Mastercard’s jumped, and the difference came down to what else each company announced alongside its numbers. Why One Beat Got Punished […]

V's Pismo-DPS strategy could deepen its banking infrastructure role, expand fintech and bank relationships and broaden its technology footprint.

The forward numbers make the stock look reasonable, but they assume profitability keeps climbing at a company currently spending to grow.

Scott Melker explains how Mastercard (MA) is boosting stablecoin infrastructure. "The Daily Wolf with Scott Melker" airs every day at 12:00 p.m. Tune in for your daily dose of all things crypto. Make sure to also check out Yahoo Finance's new crypto hub to find the latest crypto-related news.

A CDN giant is issuing per-agent wallets with spending caps and merchant allow-lists, betting it can own the settlement pipe before agents start spending real money. Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents […]

Cloudflare has entered the agent commerce race with a two-tier wallet architecture designed to give developers programmable control over how AI agents spend money. The company’s new AI Agents platform, announced August 4, introduces Account Wallets for funding and Virtual Wallets for individual agents, each equipped with configurable guardrails including periodic spending allowances, merchant allow-lists, […]

Mastercard's headline numbers looked strong, but analysts on its latest call focused on whether new growth drivers can truly offset a maturing core business.

Cristina Tazza adds to her duties, as she remains global chief strategy officer.

FISV cuts its 2026 outlook after a Q2 miss, as weaker margins, delayed implementations and higher technology spending pressure its recovery story.

The strongest case for Mastercard hinges less on how much anyone spends than on how much of each payment it now runs on its own switch.

In early August 2026, Fiserv reported second-quarter revenue of US$5,292 million and net income of US$627 million, both lower than the prior year, and cut its full-year 2026 guidance under newly installed leadership. At the same time, the company advanced a portfolio reshaping and partnership push, including a MoneyPass joint venture, a global collaboration with Mastercard, new client wins, and ongoing share repurchases, all under pressure from an activist investor calling for a broader...

Circle Internet Group (NYSE:CRCL) launched its Arc blockchain in September, expanding its focus beyond USDC. Arc is being positioned as core infrastructure for institutional blockchain use, with an emphasis on compliance and integration with traditional finance. Founding validators on Arc include BlackRock, DTCC, Mastercard, Visa, ICE, and Standard Chartered. Circle's CEO has described Arc as a potentially larger long term opportunity than USDC, signaling an evolving strategy toward broader...

Revenue grew 12% as cross-border volume surged and value-added services expanded.

The digital payments giant sent a fortune back to its owners, yet the stock fell far behind the market. Here is the accounting of what that cash really bought.

Fiserv (NasdaqGS:FISV) announced a new global partnership with Mastercard to integrate advanced merchant services into Mastercard Merchant Cloud. The collaboration is aimed at simplifying commerce for large enterprise merchants and expanding Fiserv's value-added services offering. Through this agreement, Fiserv plans to broaden its global merchant reach by connecting its platform to Mastercard's cloud based infrastructure. The move comes after Fiserv's recent earnings miss and guidance cut...

Visa's headline numbers looked spectacular, but analysts on its latest call kept poking at the same soft spot, revealing where the real risks to the growth story lie.

V posts another earnings beat while analysts lift 2026-2027 forecasts, but premium valuation and rising regulatory risks keep the outlook balanced.

Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.

On August 3, Mastercard (NYSE:MA) announced that it had completed its acquisition of BVNK, a deal meant to connect its card network with the stablecoins and tokenized assets that are increasingly moving money across borders. Chief product officer Jorn Lambert framed it as a bet on a “multi-money world,” where fiat currency, stablecoins and tokenized […]

Visa (NYSE:V) said on August 3 that it would buy fraud intelligence provider BioCatch for $2.4 billion in cash, its latest move to build out cybersecurity tools for the banks and merchants that run on its network. The deal targets a problem that keeps getting more expensive: account takeovers and scams now cost the global […]

One of Warren Buffettʻs favorite stocks is down 6% year to date.

By Jarrett Banks Corpay (NYSE: CPAY) delivered another strong quarter of double-digit organic revenue growth. But increasingly, investors are keyed into management’s capital allocation strategy as a top reason to own the stock. Several analyst notes pointed out that Corpay is evolving into one of the payments industry’s premier capital compounders. JPMorgan said investors should […] The post Corpay’s Price Target Raised by Brokers After Earnings Beat appeared first on ExecEdge.

Although Mastercard Incorporated has lagged behind the broader market over the past year, Wall Street analysts maintain a bullish outlook about the stock’s prospects.

They will assess how Mastercard Crypto Credential can support trusted interactions across stablecoin payment flows.

JPMorgan Chase & Co. CEO Jamie Dimon is reportedly urging corporate leaders to join a U.S.-focused industry group aimed at addressing AI-related risks as businesses rapidly adopt artificial intelligence. Dimon has personally contacted CEOs of major banks, regional lenders, and...

Circle will launch the Arc public mainnet on September 16 with BlackRock, Visa, and Mastercard among its founding validators. BlackRock, which manages $15.3 trillion in ...

Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.