NYSE:V
Visa Inc. (V)
375.07
-3.68 (0.97%)
as of Sep 4, 2026, 8:00:00 pm Market Open.
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Financials 
Technical Analysis 0
Investor Insights
Sep 4, 2026, 12:00 amThis summary was created by AI, based on 64 opinions in the last 12 months.
Visa Inc. continues to be viewed positively by various analysts, who highlight its dominant position in the payments industry. The company is experiencing solid growth metrics, with revenue growth and increasing cash reserves. While some experts acknowledge recent market challenges, they emphasize the resilience in consumer spending and the transition from cash to digital payments as key growth drivers. Despite macroeconomic concerns and industry competition, Visa is recommended as a strong long-term hold. Analysts also note its potential for upside, given the company's robust fundamentals, commitment to share buybacks, and strategic partnerships in the evolving fintech landscape.
Consensus
Buy
Valuation
Fair Value
Similar
Mastercard,MA
PAST TOP PICK
(A Top Pick Sep 16/21, Down 7%) Transition to digital payments will continue. International reopening will add revenue. No balance sheet risk. Brings in higher fees on higher purchase prices from an inflationary environment. (Analysts’ price target is $260.00)
Darren SissonsOwned
other services
PAST TOP PICK
(A Top Pick Aug 12/21, Down 9%) Still likes it. It's a play from cheque and cash to digital payments. They are the largest player globally. Volumes tanked during pandemic, but saw an increase in e-commerce and small purchases like coffee shops. Visa has seen a rebound in international travel, though still below pre-pandemic. Will benefit when China opens up. A headwind are regulators saying that Visa and MC control too much of this industry, so keep an eye on this. Visa has expanded in Europe, which could offset any weakness in the U.S.
Christine PooleOwned
other services
BUY
They get a tiny piece of each transaction. Global presence with great growth potential in Asia. There are recessionary fears, but now is a chance to buy a world-class business as shares have come down. When the economy roars back, so will Visa shares.
Lorne SteinbergOwned
other services
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Premium contentPAST TOP PICK
PAST TOP PICK
(A Top Pick Apr 16/20, Up 31%) Strong business franchise that has excellent long term prospects.
Increase in cross border traffic with end of pandemic, will help company grow revenues.
27x earnings multiple is lower than what is has historically traded at.
Will continue to hold.
Zachary Curry Owned
other services
BUY
The fear is that if there's a recession, then payment transaction volume will drop. But a recession will be temporary, if it happens. Their valuation has fallen to somewhere more reasonable. Their earnings have done quite well. The PE has fallen to the low-30s to low-20s which is much more acceptable.
other services
Premium contentTOP PICK
Stockchase Research Editor: Michael O'Reilly Holding the largest market share of US consumer spending for transaction processing along with MA, we select V as a TOP PICK. Currently V is valued slightly better at 30x earnings and 11x book, compared to MA at 34x and 43x, respectively. The company has been increasing dividends for 14 consecutive years and it is backed by a payout ratio under 25% of cash flow. Recently reported earnings beat expectations and supports a 42% ROE. We would trade this with a stop loss at $165, looking to achieve $268 -- upside potential over 39%. Yield 0.75% (Analysts’ price target is $268.05)
other services
TOP PICK
Cross-border spending is back. Good siteline to the economy, saying no recession. Tailwinds of the digital economy. There are 2 railroads, V and MA, and you have to be on them. Great inflation play. Yield is 0.71%. (Analysts’ price target is $266.24)
Barry SchwartzOwned
other services
TOP PICK
They benefited from e-commerce shopping during the pandemic. They've seens a strong rebound in US domestic travel above pre-Covid levels. International travel, ex-Asia, is starting to return to pre-Covid levels. Visa expects to grow 18% this year, after removing Russia (was 4% of earnings). EPS to grow even higher. More business travel is also a tailwind. (Analysts’ price target is $266.92)
Christine PooleOwned
other services
STRONG BUY
Visa reported yesterday numbers that were way better than expected with tremendous credit card growth in the U.S. and the rest of the world, except Russia which amounted to 4% of their business in 2021. Despite Russia, numbers were so good that shares today surged 6%. Saw 30% earnings growth fuelled by cross-border transactions, and reported top and bottom line beats. He sees great performance ahead.
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