Recorded Future Named a Leader in the 2026 Gartner® Magic Quadrant™ for Cyberthreat Intelligence Technologies

Rhea-AI Summary

Recorded Future (NYSE: MA) announced it was named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies on May 4, 2026. The company cited its intelligence‑first platform, the Intelligence Graph® (200+ billion nodes), and coverage across adversaries, infrastructure, and targets.

Recorded Future serves over 1,900 organizations in 80 countries and notes it was acquired by Mastercard in 2024.

Positive

• Named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence
• Platform Intelligence Graph contains 200+ billion nodes of threat data
• Serves 1,900+ businesses and government organizations across 80 countries
• Acquired by Mastercard (MA) in 2024, providing parent‑company backing

Negative

• None.

News Market Reaction – MA

+1.87%

1 alert

+1.87% News Effect

On the day this news was published, MA gained 1.87%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

Key Figures

Customer organizations: over 1,900 Countries served: 80 countries Threat data nodes: 200+ billion +2 more

5 metrics

Customer organizations over 1,900 Businesses and government organizations served globally

Countries served 80 countries Geographic reach of Recorded Future customers

Threat data nodes 200+ billion Nodes in the Intelligence Graph threat data set

Acquisition year 2024 Year Mastercard acquired Recorded Future

Report year 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies

Market Reality Check

Price: $497.08 Vol: Volume 4,389,304 is about...

normal vol

$497.08 Last Close

Volume Volume 4,389,304 is about 1.29x the 20-day average of 3,390,486 shares. normal

Technical Trading about 17.67% below its 52-week high and below the 200-day MA of 548.28.

Peers on Argus

MA fell 1.48% with key peers also down: V -1.46%, AXP -1.45%, COF -0.23%, PYPL -...

MA fell 1.48% with key peers also down: V -1.46%, AXP -1.45%, COF -0.23%, PYPL -0.26%, while SOFI rose 1.2%, suggesting a broader pressure on large card and payment names.

Historical Context

5 past events · Latest: Apr 30 (Neutral)

Pattern 5 events

Date	Event	Sentiment	Move	Catalyst
Apr 30	Earnings posting	Neutral	-4.3%	First-quarter 2026 financial results posted to the investor website.
Apr 28	Investor conferences	Neutral	+3.5%	Announcements of May 2026 investor conference presentations by executives.
Apr 21	Consumer study	Neutral	-1.0%	Study on digital payment adoption in Latin America and the Caribbean.
Apr 13	Earnings call notice	Neutral	+0.9%	Scheduling details for the first-quarter 2026 earnings conference call.
Mar 31	Card partnership	Positive	+1.1%	Amazon small-business cards moving to Mastercard’s network with new rewards.

Pattern Detected

Recent company news has typically produced modest single-digit price moves in both directions, with earnings-related posts seeing the largest single-day decline.

Recent Company History

Over the past months, Mastercard news has centered on financial updates and strategic positioning. An earnings availability post on Apr 30 coincided with a -4.25% move, while an upcoming conference announcement on Apr 28 saw shares gain 3.47%. Research on Latin American digital payments on Apr 21 and a new Amazon small-business card partnership on Mar 31 led to modest moves between -1.03% and 1.15%. The latest article about Recorded Future reflects ongoing expansion of capabilities supporting Mastercard’s broader ecosystem.

Market Pulse Summary

This announcement highlights Recorded Future, a Mastercard company since 2024, being named a Leader ...

Analysis

This announcement highlights Recorded Future, a Mastercard company since 2024, being named a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies. It underscores a customer base of over 1,900 organizations across 80 countries and an Intelligence Graph with more than 200 billion threat data nodes. In context of recent Mastercard earnings growth and ongoing regulatory disclosures, investors may track how this recognition supports broader security, data, and value‑added services strategies.

Key Terms

cyberthreat intelligence, magic quadrant, threat intelligence, intelligence graph

4 terms

cyberthreat intelligence technical

"2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies."

Cyberthreat intelligence is the organized collection and analysis of information about digital attacks, attackers, and weak points in computer systems so organizations can anticipate, prevent, or respond to breaches. For investors, it matters because strong cyberthreat intelligence reduces the chance of costly outages, data loss, regulatory fines and reputational harm—similar to a weather forecast that helps a business prepare for and avoid storm damage, improving long‑term stability and value.

magic quadrant technical

"the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies."

A magic quadrant is a two-dimensional chart that places companies in a market into four groups based on how well they perform today and how strong their future plans look; think of it like a map that shows who is leading, who is catching up, who specializes in niches, and who has big ideas but unproven delivery. Investors use it to quickly gauge competitive position, credibility, and potential growth or risk when comparing companies in the same industry.

threat intelligence technical

"Recorded Future is the world's largest threat intelligence company"

Threat intelligence is actionable information about cyber risks—who might attack, how they operate, and what systems or data are vulnerable—gathered from monitoring networks, software behavior, and public reports. For investors it matters because strong threat intelligence helps a company prevent disruptions, avoid costly breaches and fines, and protect reputation, much like a weather forecast and neighborhood watch help a community prepare for storms and deter crime.

intelligence graph technical

"through the Intelligence Graph®, containing 200+ billion nodes of specialized threat data."

An intelligence graph is a system that links facts, behaviors and predictive models into a single map so a machine can draw insights and make decisions—think of it as a smart roadmap where data points are connected like stations and the routes show likely outcomes. For investors, it matters because companies that build accurate intelligence graphs can personalize services, detect trends or risks faster and improve efficiency, which can translate into stronger growth, lower costs or a competitive edge.

AI-generated analysis. Not financial advice.

Recognized for Completeness of Vision and Ability to Execute

BOSTON, May 4, 2026 /PRNewswire/ -- We are excited to share that Recorded Future has been recognized as a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies. Check back for a complimentary copy of the full report soon!

In our view, being recognized as a Leader reflects a clear shift in what organizations expect from cyberthreat intelligence. As threats move faster and decisions grow more complex, customers need more than a broad vision. They need a platform that can consistently turn intelligence into action. We believe that is why a purpose-built, intelligence-first approach matters, and we think this recognition reflects how Recorded Future helps customers apply unbiased, actionable insights across the security lifecycle to make faster decisions and achieve better outcomes.

"We believe this recognition as a Leader in the 2026 Gartner Magic Quadrant for Cyberthreat Intelligence Technologies reflects both the strength of our vision and the impact we deliver for customers every day," said Colin Mahony, CEO at Recorded Future. "In our view, organizations need intelligence that helps them move faster, prioritize with confidence, and take action before threats escalate, and we think this recognition underscores our commitment to delivering exactly that."

Gartner delivers actionable, objective insight to executives and their teams. Its expert guidance and tools enable faster, smarter decisions and stronger performance on an organization's mission-critical priorities.

The Gartner Magic Quadrant evaluates vendors based on their Ability to Execute and Completeness of Vision. We are honored to be included among the recognized vendors in this important report. Learn more about the Magic Quadrant.

Gartner, Magic Quadrant for Cyberthreat Intelligence Technologies, By Jonathan Nunez, Carlos De Sola Caraballo, Jaime Anderson, 04 May 2026

GARTNER is a registered trademark and service mark of Gartner, Inc. and/or its affiliates in the U.S. and internationally, and MAGIC QUADRANT is a registered trademark of Gartner, Inc. and/or its affiliates and are used herein with permission. All rights reserved.

Gartner does not endorse any vendor, product or service depicted in its research publications, and does not advise technology users to select only those vendors with the highest ratings or other designation. Gartner research publications consist of the opinions of Gartner's research organization and should not be construed as statements of fact. Gartner disclaims all warranties, expressed or implied, with respect to this research, including any warranties of merchantability or fitness for a particular purpose.
This graphic was published by Gartner, Inc. as part of a larger research document and should be evaluated in the context of the entire document. The Gartner document is available upon request from Recorded Future.

About Recorded Future

Recorded Future is the world's largest threat intelligence company, serving over 1,900 businesses and government organizations across 80 countries. The Recorded Future platform provides the most complete coverage across adversaries, infrastructure, and targets through the Intelligence Graph®, containing 200+ billion nodes of specialized threat data. By combining precise, AI-driven analytics with breakthrough autonomous capabilities, Recorded Future enables organizations to transform from manual threat intelligence limitations to Intelligence Operations that automatically operationalize threats across entire security ecosystems.

Recorded Future was acquired by Mastercard (NYSE: MA) in 2024. Headquartered in Boston with offices around the world, Recorded Future continues to lead the evolution from traditional threat intelligence to automated risk mitigation.

Media Contact
media@recordedfuture.com

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SOURCE Recorded Future

FAQ

What does Recorded Future being named a Leader in the 2026 Gartner Magic Quadrant mean for MA shareholders?

It signals vendor recognition for Recorded Future's market position and technology strengths. According to Recorded Future, Gartner highlighted its Completeness of Vision and Ability to Execute, which may support strategic value within Mastercard's cybersecurity portfolio and investor perception over time.

How large is Recorded Future's threat data footprint according to Recorded Future and does it matter for MA?

Recorded Future reports an Intelligence Graph with over 200 billion nodes of specialized threat data. According to Recorded Future, that scale supports broader coverage of adversaries, infrastructure, and targets, potentially enhancing Mastercard's cyber capabilities and product integration opportunities.

When was Recorded Future acquired by Mastercard and is that noted in the announcement?

Recorded Future was acquired by Mastercard in 2024, and the announcement reiterates that fact. According to Recorded Future, the company continues operating from Boston with global offices while integrating into Mastercard's enterprise offerings.

How many customers does Recorded Future serve and where are they located?

Recorded Future serves over 1,900 businesses and government organizations across 80 countries. According to Recorded Future, this global customer base reflects broad enterprise adoption and geographic reach for its cyberthreat intelligence platform.

Does Gartner endorse Recorded Future's products based on the Magic Quadrant placement?

Gartner does not endorse specific vendors or products based on Magic Quadrant placement. According to Recorded Future's announcement, Gartner provides objective research and the report should be evaluated in the context of the full document.

Where can investors get the full Gartner Magic Quadrant report referenced by Recorded Future (MA)?

The full Gartner report is available upon request from Recorded Future. According to Recorded Future, a complimentary copy of the report will be provided and can be requested through the company's channels or investor relations.