Marqeta Eyes 23% Q4 Revenue Growth After 27.6% Rise, Analysts Hold Forecasts

MQMQ

For Q4, Marqeta, which recorded $163.3 million in revenue (up 27.6% YoY) and topped analysts’ EBITDA and revenue estimates last quarter, is forecast to grow revenue 23% YoY. Analysts have maintained estimates, while peers Bill.com and Workiva saw Q4 revenue growth of 14.4% and 19.5%, respectively.

1. Q4 Earnings Preview

Marqeta will report fourth quarter results on Tuesday after the market close, with investors focusing on revenue growth and profitability given its track record of outperformance.

2. Last Quarter Performance

In the prior quarter, Marqeta generated $163.3 million in revenue, marking a 27.6% year-on-year increase and beating analysts’ revenue and EBITDA estimates.

3. Analyst Expectations

Analysts project Q4 revenue to rise 23% year-on-year, a modest deceleration from the previous quarter’s 27.6% growth, and have left estimates unchanged over the past month.

4. Peer Comparisons

Peer companies Bill.com and Workiva delivered Q4 revenue growth of 14.4% and 19.5%, respectively, each topping forecasts and seeing share gains of 37.2% and 3.6% after results.

Sources

F