| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | WATCH | MEDIUM | Rob Black Show The Bond Market In September |
Black includes Mastercard in his list of strong businesses accumulated after major pullbacks. [audio] | — | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Mastercard is working with partners on payments for AI-driven transactions. [audio] | +1.4% | — | — |
| 2026-09-14 | WATCH | LOW | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Mastercard was included among durable blue-chip companies to monitor for a pullback. [audio] | -1.2% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Mastercard was included on the host's long-term list of great companies to monitor for better entry prices. [audio] | -0.7% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob includes Mastercard among growth names worth researching as consumers continue spending across multiple channels. [audio] | +0.1% | — | — |
| 2026-09-04 | BUY | HIGH | Rob Black Show Afternoon podcast 9-4-26 |
Named directly in his "I like" list of premiumization winners in credit cards and payments. [audio] | -1.7% | — | — |
| 2026-08-25 | BUY | HIGH | Rob Black Show Afternoon podcast 8-25-26 |
Also at a record high and owned by Rob for seven-plus years, with Mizuho's analyst noting inflation is great for a take-rate business. [audio] | -3.0% | -5.6% | — |
| 2026-08-24 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-24-26 |
Same thesis as Visa — the predicted crypto disruption never arrived and the incumbent network endured. [audio] | -1.8% | -6.7% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Named with Visa as the payment network Apple is not becoming. [audio] | +2.5% | -2.7% | — |
| 2026-08-13 | WATCH | MEDIUM | Rob Black Show More Encouraging Inflation Data |
Ackman opened a new Mastercard long in the latest Pershing Square disclosure. [audio] | +1.2% | +0.4% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Afternoon podcast 8-3-26 |
Rob said Mastercard does yeoman's work protecting the financial system and that he owns shares as a long-term patient investor. [audio] | -1.4% | +3.0% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Mastercard is named as an early AI adopter for fraud detection, underwriting, and compliance. [audio] | +1.5% | +5.1% | — |
| 2026-07-16 | BUY | HIGH | Rob Black Show Chip Stocks Weighing On The Market |
MasterCard called a buy at ClearStreet with a $617 price target; host says he owns it for the long term. [audio] | -3.9% | +3.2% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host repeatedly praises Mastercard's business model, pricing power, and brand strength, recommending it as a top long-term investment. [audio] | +3.2% | +6.9% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host lists Mastercard among companies with large total addressable markets. [audio] | +1.4% | +8.5% | — |
| 2026-07-01 | MENTIONED | LOW | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
MasterCard joins an open standard to launch OpenUSD, a stable coin initiative. [audio] | -0.5% | +9.9% | +8.1% |
| 2026-06-18 | MENTIONED | MEDIUM | Rob Black Show Thinking About AI Stocks |
Mastercard mentioned as an example of network effects creating a moat. [audio] | -0.2% | +11.2% | +16.1% |
| 2026-06-02 | BUY | HIGH | Rob Black Show Markets Start The Day With Highs |
Highlighted for strong historical performance, up 27% each year on average over the last 10 years. [audio] | +3.7% | +12.9% | +23.6% |
| 2026-06-01 | MENTIONED | LOW | Rob Black Show Oil Jumps |
Mentioned in passing regarding shareholder returns of 27% since 2006. [audio] | -1.9% | +5.5% | +20.4% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Mastercard as one of the top 10 stocks today. [audio] | -1.3% | -2.0% | +12.7% |
| 2026-05-18 | SELL | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
The host mentioned that Berkshire Hathaway exited positions in Mastercard. [audio] | -1.4% | -2.5% | +12.7% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Mastercard is mentioned in the context of CEO Michael Maybach. [audio] | +1.5% | -0.1% | +14.6% |
| 2026-05-12 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-12-26 |
Host discusses credit card companies in the context of consumer spending. [audio] | -0.0% | -2.7% | +12.9% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Analysts note that more credit card spending could be positive for companies like Mastercard. [audio] | -0.0% | -2.7% | +12.9% |
| 2026-05-11 | MENTIONED | LOW | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Listed as one of the executives invited by President Trump to China. [audio] | +1.6% | -1.8% | +13.3% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Mastercard was up 1.8% year-to-date. [audio] | -1.4% | -6.6% | +13.7% |