Latest Earnings Results: Q3 '26
Estimated EPS
$0.06
Reported EPS
$1.09
Surprise
+1778.18%
Estimated Rev
$175.4M
Reported Rev
$176.18M
Surprise
+0.45%
• Reported GAAP EPS of $1.09 up 2825.00% YoY • Reported revenue of $176.18M up 7.88% YoY • Marqeta guided fourth-quarter 2026 net revenue growth of 35%, gross profit growth of 57%, and Adjusted EBITDA growth in the mid 20s; Fiscal Year 2026 growth guidance is 1112%, 1112%, and low-to-mid 30s, respectively.
Bullish Takeaway
Marqeta's TPV increased 29% year-over-year and surpassed a $500B annualized run rate for the first time; Adjusted EBITDA grew 28%, while Square's American Express program and Google Wallet for kids expanded platform offerings.
Bearish Takeaway
Marqeta cited unfavorable revenue mix from faster-growing card programs with minimal or no program management, net income included a $107M discrete non-cash tax benefit, and competition could reduce expected demand.
Generated by Stocktwits using AI and company-reported earnings data for Q3 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q4 '26 | $0.07 | -- | -- | N/A |
Q3 '26 | $0.06 | $1.09 | 1778.18% | BEAT |
Q2 '26 | $0.01 | $0.07 | 606.29% | BEAT |
Q1 '26 | -$0.00 | $0.08 | 2452.94% | BEAT |
Q4 '25 | -$0.01 | $0.00 | 100.00% | BEAT |