Did Ericsson Tie-Up to Power Wallets in Emerging Markets Just Shift Mastercard's (MA) Investment Narrative?

Simply Wall St.02-20

On 18 February 2026, Ericsson and Mastercard announced a collaboration to integrate the Ericsson Fintech Platform with Mastercard Move, aiming to expand digital wallet and payment services for telecom...

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collaboration to integrate the Ericsson Fintech Platform with Mastercard Move, aiming to expand digital wallet and payment services for telecom operators, banks, and fintechs, with an initial rollout in the Middle East and Africa to support unbanked and underbanked communities.\nBy combining Ericsson’s cloud-native fintech infrastructure with Mastercard’s money-movement network spanning 200 countries and territories and more than 17...","collect":0,"end_time":0,"defaultTopTitle":"simplywall.st","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2317271919.USD":"BGF FUTURE CONSUMER \"A2\" (USD) ACC","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU2543165471.USD":"E FUND (HK) GLOBAL QUALITY GROWTH \"A\" (USD) ACC","SG9999002224.SGD":"Allianz Global High Payout SGD","BK4585":"ETF&股票定投概念","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","IE00BHPRN162.USD":"BNY MELLON BLOCKCHAIN INNOVATION 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By combining Ericsson’s cloud-native fintech infrastructure with Mastercard’s money-movement network spanning 200 countries and territories and more than 17 billion endpoints, the partnership could deepen Mastercard’s role in digital financial infrastructure across high-growth, underpenetrated markets. We’ll now examine how embedding Mastercard Move into Ericsson’s fintech platform may influence Mastercard’s investment narrative built around digital payments expansion. Capitalize on the AI infrastructure supercycle with our selection of the 34 best 'picks and shovels' of the AI gold rush converting record-breaking demand into massive cash flow.AdvertisementMastercard Investment Narrative RecapTo own Mastercard, I think you need to believe its global network, value added services and money movement platforms can stay central to digital commerce, even as new payment rails and regulations evolve. The Ericsson Fintech Platform integration reinforces that long term narrative but does not materially change the near term picture, where the key catalyst remains ongoing digital payment expansion and the biggest risk is displacement by domestic real time and alternative payment systems in key markets. Among the recent updates, the Truist partnership around Mastercard’s open finance technology feels especially relevant. It highlights how Mastercard is trying to extend its role beyond card payments into data connectivity and account based experiences, which sits squarely against the same catalyst of broader digital payments usage while also speaking to the competitive and regulatory pressures around data access and fees. Yet while these partnerships look promising, investors should still pay close attention to emerging local payment schemes that could... Read the full narrative on Mastercard (it's free!)Mastercard's narrative projects $42.6 billion revenue and $19.9 billion earnings by 2028.Uncover how Mastercard's forecasts yield a $661.14 fair value, a 27% upside to its current price.Exploring Other PerspectivesMA 1-Year Stock Price Chart Fifteen Simply Wall St Community fair value estimates for Mastercard range from US$520 to about US$662 per share, underlining how far apart individual views can be. Set against that spread, the growing risk from domestic real time payment systems in Mastercard’s core and emerging markets is a key factor readers may want to weigh when comparing these different viewpoints.Explore 15 other fair value estimates on Mastercard - why the stock might be worth just $520.00!The Verdict Is YoursDon't just follow the ticker - dig into the data and build a conviction that's truly your own.A great starting point for your Mastercard research is our analysis highlighting 4 key rewards and 1 important warning sign that could impact your investment decision.Our free Mastercard research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Mastercard's overall financial health at a glance.Ready For A Different Approach?Markets shift fast. These stocks won't stay hidden for long. Get the list while it matters:We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Invest in the nuclear renaissance through our list of 85 elite nuclear energy infrastructure plays powering the global AI revolution.Outshine the giants: these 25 early-stage AI stocks could fund your retirement.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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