MQ Earnings
Tuesday, May 05 2026
EPS Estimate
$-0.01
$-0.01 – $-0.01
Revenue Estimate
$164M
Current Price
$4.46
Our Position
bullish · highMarqeta hits record TPV with 31% growth, near profitability
structured data
This data shows Marqeta has shifted from growth-at-all-costs to profitable growth. Gross margins expanding faster than revenue (24% vs. 23%) and losses nearly erased suggest the unit economics are working — they're not just adding customers, they're doing it profitably. European expansion appears to be the real lever: geographic diversification at scale reduces reliance on any single market.
Watch: Watch Q1 2026 net income — if MQ swings to GAAP profit, the market will reassess the company's path to sustained profitability and multiple expansion. Also track TPV growth pace in Europe versus U.S.; if European growth sustains above 30%, it validates the international thesis and warrants higher valuations.
Data Signal Summary
0 bullish
2 bearish
Insider selling cluster
Price downtrend
Key Context
Insider Activity
selling
Price Trend
downtrend
From 52w High
0.0%
Est. Revisions (30d)
+0.0% 0up/1dn
Analyst Target (mean)
$5 $4–$7 +16%
Options P/C Ratio
0.75
Insider Cluster
strong sell
Fund Convergence
strong D.E. Shaw, Renaissance, Citadel, Two Sigma, Bridgewater
Recent Activity
insider trades
74 transactions
Other
·
PRASAD SRIKIRAN (Director)
·38,387 shares
Sell
·
CUMMINGS MARTHA ANN (Director)
·2,853 shares
·$11,357
Sell
·
SUMNER CRYSTAL (Officer)
·5,055 shares
·$20,126
Other
·
SUMNER CRYSTAL (Officer)
·254,958 shares
Other
·
MILOTICH MICHAEL (Chief Executive Officer)
·254,958 shares
69 more
Other
·
POLLAK TODD
·254,958 shr
Buy
·
LINVILLE JUDSON C
·25,570 shr
·$100,383
Other
·
SUMNER CRYSTAL
·211,411 shr
Other
·
BARKEMA SARAH
·38,889 shr
Other
·
MILOTICH MICHAEL
·358,219 shr
Other
·
POLLAK TODD
·230,563 shr
Sell
·
CUMMINGS MARTHA ANN
·2,853 shr
·$11,410
Sell
·
SUMNER CRYSTAL
·5,056 shr
·$20,212
Sell
·
CUMMINGS MARTHA ANN
·2,853 shr
·$12,589
Sell
·
SUMNER CRYSTAL
·5,055 shr
·$22,312
Sell
·
GARDNER JASON M PH.D.
·218,509 shr
·$1,092,774
Sell
·
SUMNER CRYSTAL
·5,056 shr
·$24,521
Other
·
GARDNER JASON M PH.D.
·502,000 shr
Sell
·
GARDNER JASON M PH.D.
·58,157 shr
·$290,785
Sell
·
ATKINSON NAJUMA
·10,000 shr
·$50,000
Sell
·
CUMMINGS MARTHA ANN
·12,712 shr
·$62,903
Other
·
SUMNER CRYSTAL
·120,256 shr
Other
·
MILOTICH MICHAEL
·260,536 shr
Other
·
POLLAK TODD
·148,507 shr
Sell
·
SUMNER CRYSTAL
·5,055 shr
·$24,864
Sell
·
SUMNER CRYSTAL
·5,056 shr
·$24,234
Other
·
GARDNER JASON M PH.D.
·320,000 shr
Other
·
PRASAD SRIKIRAN
·15,903 shr
Other
·
GARDNER JASON M PH.D.
·390,000 shr
Sell
·
SUMNER CRYSTAL
·45,500 shr
·$272,950
Sell
·
GARDNER JASON M PH.D.
·31,627 shr
·$197,874
Other
·
SUMNER CRYSTAL
·120,259 shr
Other
·
MILOTICH MICHAEL
·192,430 shr
Other
·
POLLAK TODD
·148,509 shr
Sell
·
POLLAK TODD
·116,493 shr
·$720,929
Sell
·
GARDNER JASON M PH.D.
·2,250,000 shr
·$14,928,075
Other
·
GRAF R. MARK
·25,791 shr
Other
·
CHOKSHI ALPESH
·25,593 shr
Other
·
SULLIVAN GODFREY R JR.
·38,387 shr
Other
·
RILEY HELEN
·38,387 shr
Other
·
LINVILLE JUDSON C
·47,984 shr
Other
·
CUMMINGS MARTHA ANN
·38,387 shr
Other
·
ATKINSON NAJUMA
·38,387 shr
Other
·
SUMNER CRYSTAL
·120,255 shr
Other
·
MILOTICH MICHAEL
·192,429 shr
Other
·
POLLAK TODD
·148,506 shr
Other
·
ATKINSON NAJUMA
·30,864 shr
Other
·
GARDNER JASON M PH.D.
·61,000 shr
Other
·
SUMNER CRYSTAL
·132,338 shr
Other
·
MILOTICH MICHAEL
·219,607 shr
Other
·
POLLAK TODD
·158,095 shr
Other
·
KHALAF SIMON
·242,357 shr
Other
·
SUMNER CRYSTAL
·64,176 shr
Other
·
MILOTICH MICHAEL
·127,589 shr
Other
·
POLLAK TODD
·98,455 shr
Other
·
KHALAF SIMON
·242,356 shr
Other
·
KERN RANDALL F
·87,144 shr
Other
·
SUMNER CRYSTAL
·64,178 shr
Other
·
MILOTICH MICHAEL
·127,592 shr
Other
·
POLLAK TODD
·98,454 shr
Sell
·
CUMMINGS MARTHA ANN
·40,241 shr
·$219,921
Other
·
SULLIVAN GODFREY R JR.
·40,241 shr
Other
·
RILEY HELEN
·40,241 shr
Other
·
LINVILLE JUDSON C
·50,301 shr
Other
·
ELLIOTT GERALDINE T.
·40,241 shr
Other
·
CUMMINGS MARTHA ANN
·40,241 shr
Other
·
DINUR ARNON
·40,241 shr
Other
·
ATKINSON NAJUMA
·40,241 shr
Other
·
PRASAD SRIKIRAN
·40,241 shr
Other
·
MILOTICH MICHAEL
·127,590 shr
Other
·
GARDNER JASON M PH.D.
·17,710,000 shr
Other
·
ATKINSON NAJUMA
·30,865 shr
Sell
·
CUMMINGS MARTHA ANN
·2,853 shr
·$11,751
Sell
·
SUMNER CRYSTAL
·5,056 shr
·$20,816
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