The stock market tumbled on Friday as rising oil prices and escalating developments in the Iran war heightened inflation concerns and made investors more cautious.
Overall, S&P 500 fell 0.6% to 6,632, while NASDAQ slid 0.9% to 22,105.
Chart of the Day
Here is the one-year chart of Mastercard (MA) as of February 12, 2026, when the stock was at $527.
Last quarter, Mastercard reported 25% profit growth, its fastest growth since 2023 Q4. Revenue rose 18%, driven primarily by both higher transaction volumes (+7%) across its global payment network, as well as its value-added services and solutions (+26%).
Despite such, the stock declined from $596 to $527 the past two quarters on AI concerns. Investors fear AI technologies could fundamentally disrupt traditional payment networks like Mastercard.
With the recent pullback, Mastercard now appears to be a great value with good upside. At $527, the stock trades at a P/E of 27. My Fair Value P/E is 35, implying a potential upside to $686 per share in 2026, roughly 30% above the recent quote.
MA is part of the Conservative Portfolio, the Focus List, and the Growth Portfolio.
