Held by
0
portfolios on TandT
Bookmarked by
0
users
Avg position size
—
of holders' portfolios
13F filers
2
institutions
Market cap
$1.6B
104M shares
52-week range
$14.80 – $25.85
15% from low
Sector
SERVICES-PREPACKAGED SOFTWARE
Exchange
NASDAQ
CS
Headquartered in Oakland, California, and founded in 2010, Marqeta provides its clients with a card-issuing platform that offers the infrastructure and tools necessary to offer digital, physical, and tokenized payment options without the need for a traditional bank. The company's open APIs are designed to allow third parties like DoorDash, Klarna, and Block to rapidly develop and deploy innovative card-based products and payment services without the need to develop the underlying technology. The company generates revenue primarily through processing and ATM fees for cards issued on its platform.
www.marqeta.comNo one on the platform currently holds MQ.
| Institution | Shares | Reported |
|---|---|---|
| Renaissance Technologiesas of 2025-12-31 | 11,342,355 | $53.9M |
| Bridgewater Associatesas of 2026-03-31 | 61,267 | $250.0K |
| Execution date | Ratio |
|---|---|
| 2026-07-01 | 1-for-4reverse |
No one on the platform has traded MQ yet.
Click to see transaction details on SEC.gov. Form 4s cover trades by officers, directors, and 10%+ owners, due within 2 business days of the trade.
| Year | Est. revenue | Growth | Est. EPS | EPS range | Fwd P/E | # Analysts |
|---|---|---|---|---|---|---|
| 2026 | $705M | +13.6% | $0.20 | $0.07–$0.26 | 83.2× | 6 |
| 2027 | $809M | +14.7% | $0.45 | $0.08–$0.90 | 36.5× | 6 |
| 2028 | $925M | +14.4% | $0.73 | $0.45–$1.01 | 22.7× | 6 |
| 2029 | $1.1B | +18.8% | $0.56 | $0.54–$0.59 | 29.4× | 3 |
Forward consensus · growth is YoY vs the prior fiscal-year estimate · Fwd P/E at the current price · source: Financial Modeling Prep
Beat consensus in 7 of the last 8 reported quarters
| Reported | Est. EPS | Actual | Surprise |
|---|---|---|---|
| 2026-08-04 | $0.01 | $0.07 | +858.9% |
| 2026-05-05 | $-0.01 | $0.08 | +688.2% |
| 2026-02-24 | $-0.04 | $-0.20 | -400.0% |
| 2025-11-05 | $-0.04 | $-0.01 | +75.0% |
| 2025-08-06 | $-0.03 | $-0.01 | +81.3% |
| 2025-05-07 | $-0.12 | $-0.07 | +45.0% |
| 2025-02-26 | $-0.16 | $-0.05 | +68.8% |
| 2024-11-05 | $-0.20 |
| $-0.06 |
| +70.0% |
| $2.0B |
| — |
| FIVNFive9, Inc. | $33.80 | +8.33% | $2.6B | — |
| NTCTNetScout Systems, Inc. | $39.72 | +0.58% | $2.9B | — |
Source: Financial Modeling Prep · peers by sector/industry
$TMO $MQ $SNDK $MU $SPY Might See a Grind Higher on Loosening Financial Conditions My QB500 Models (Top 500 Market Cap) jumped to 63 picks today. You can never be totally sure why these things spike, but you can have an educated guess. This model has TNX, VIX, and sector indicators in it. It’s probably just picking up easing financial conditions the past day or so after CPI - steady to lower rates, lower VIX and oil and that’s leading it to see more upside opportunities short term. So, I’m thinking we might just get a slow grind higher, barring negative political news. I’m going to watch how we open. I may take a high number of positions at slightly lower sizes and keep the take profits decently tight. But really no reason to force a bunch of cash to work. I also have the Tech 100 model, still like it for short term. MU and SNDK on pullbacks. Size in and size out. I’m at about 2% in each right now, might put them back up to 3% on a pullback. TMO (Healthcare) is the top holding going into today. MQ, NTAP, CRWD, BAND, and SNDK are also near the top with similar position sizes. Image 1 is Top Picks from the QB500 Models (62 in total above 55% confident) Image 2 is the QB500 Portfolio History Chart. You can see where it cut the number of picks during the turbulent stretches, then ramped again into the rally. Today’s jump sits in that same pattern. quant-builder.ai
View on StockTwits ↗$MQ still have almost a billion in cash with no debt, business is growing and increasing margin and EBITDA…not saying it should be a 5 billion mkt cap company but outside of concentration what is the bear case here that keeps it pinned at what basically is a 700mm valuation met cash? Is it likely disrupted? Trickery with numbers? Just curious.
View on StockTwits ↗$MQ They told long back that they are diversifying from block then what what is new, wall st drunken sailer they always loved to move between one kind tech, either mag4, mag7, mag 10, memory or infra These sectors them in kind of busing state
View on StockTwits ↗$MQ this was close to $20 in the premarket,not sure what happened all of a sudden
View on StockTwits ↗$MQ Google!! https://investors.marqeta.com/news-releases/news-release-details/marqeta-expands-collaboration-google-launch-new-offering-wallet/
View on StockTwits ↗$MQ Wonky guide, especially the way they described their role in Block diversifying providers. One of the analysts asked a good question at the end of the call on what they know about the Block growth hit they are forecasting and meh, it's a tough position for them even as they grow non-block revenues and profitability nicely.
View on StockTwits ↗$MQ looks like a great time to buy on this pullback after earnings. 50 day moving average is sitting at 16.42.
View on StockTwits ↗$MQ Second consecutive profitable quarter with growing revenue. That's all you need to know.
View on StockTwits ↗$MQ why this is not up after earnings call? ER was really great
View on StockTwits ↗https://www.marketbeat.com/earnings/reports/2026-8-4-marqeta-inc-stock/ $MQ Marqeta Earnings Transcript
View on StockTwits ↗$MQ $150 Million share repurchase program! LFG! • On August 3, 2026, the Company’s Board of Directors unanimously authorized a repurchase program of up to $150 million of the Company’s Class A common stock. Under the repurchase program, the Company is authorized to repurchase shares through open market purchases, in privately negotiated transactions or by other means, in accordance with applicable federal securities laws, including through trading plans under Rule 10b5-1 of the Exchange Act. The share repurchase program has no set expiration date. The number of shares repurchased and the timing of purchases will be based on general business and market conditions, and other factors, including stockholder voting power considerations.
View on StockTwits ↗Recent $TICKER stream from stocktwits.com — refreshed every 5 minutes. Sentiment tags are self-reported by posters. Not investment advice.