Marqeta Inc Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
Analyst Coverage
10analysts covering
FY Revenue (est.)
$704Mnext fiscal year
FY EPS (est.)
$0.27next fiscal year
Monitoring Framework
Key Performance Indicators
Total Processing Volume (TPV) Quarterly112BTarget: Continued expansion exceeding 30% year-over-year
Net Revenue Quarterly166MTarget: 12% to 14% growth for full-year 2026
Gross Profit Quarterly118MTarget: 10% to 12% growth for full-year 2026
Adjusted EBITDA Quarterly33MTarget: Mid-to-high 20s percentage growth for full-year 2026
Watch Items
- Block, Inc. (Cash App) Contract Concentration and Pricing TiersTrigger: Block reaching a more meaningful pricing tier creating a ~300 bps headwind (~$13 million) or Cash App card issuance transitionsAction: Monitor TPV mix, contract renewal terms (current contract expires June 30, 2028), and diversification of gross profit away from Block
- Card Network Incentives Accounting Policy ImpactTrigger: Revised accounting policy for estimating and recognizing card network incentives (effective Q2 2025)Action: Evaluate ongoing headwind on gross profit growth (noted as a 1.5 percentage point headwind in Q1 2026)
- Proposed 1-for-4 Reverse Stock SplitTrigger: Stockholder approval at the 2026 Annual Meeting of StockholdersAction: Track Board implementation timeline (within one year of approval) and subsequent impact on marketability and per-share metrics
Research as of 20 Jun 2026