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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Investor Insights
star iconSep 4, 2026, 12:00 am

This 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.

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Consensus
Buy
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Valuation
Fair Value
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Similar
Mastercard,MA
BUY
The only theme that he likes in the financials is the card issuers. The whole group looks pretty good. Their 2 incomes are from the fees they get from banks and the spread you pay on the interest on your balance. This is a global growth story.
TOP PICK
Switched into this from MasterCard because of better growth profile and because amendment was introduced to limit fee on debit cards.
HOLD
It is so expensive from a valuation perspective, but you can’t deny the consistency of the model. He is a value player and it is hard to engage in this because of the price. It’s still a great company. Don’t add to it.
PAST TOP PICK
(A Top Pick Nov 3/11. Up 14.47%.)
TOP PICK
Historically traded at a premium multiple to MasterCard (MA-N) but now trades at a discount. Both are looking at 18%-19% growth in earnings. Trading at around 16X next year's earnings. Lots of growth potential.
TOP PICK
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TOP PICK
Historically traded at a premium multiple to MasterCard (MA-N) but now trades at a discount. Still looking for 18%-19% growth in earnings for both of them. Trading at around 16X next year's earnings.
HOLD
Has been doing quite well. It’s hard to fight success. It is a business that is swamped with product. You pay your money and take your chances.
HOLD
Makes money on transactions, not interest rates. People worry transactions will decline if there is a recession. He thinks fear is a little over done.
PAST TOP PICK
(A Top Pick June 16/11. Up 13.47%.)
BUY ON WEAKNESS
Likes this company but the valuation is too high for him. Keeps reporting record earnings. Does well in international markets as well. Would buying in the $50-$60 level.
BUY
Transaction business so all credit risks are taken by the banks. Up 17% over last year. About 0.9% yield. PE is reasonable at about 15 times.
BUY
Transaction company. A lot of people think they take credit risks, but they don't. Likes this company. A global play.
TOP PICK
(A Top Pick March 25/11. Up 4%.) Debit card fees have put all the credit card companies in the limelight, which has put some short-term pressure on this stock. Thinks their growth prospects are outside of this debit card issue. Their growth prospects are in emerging markets, particularly in new technologies in emerging markets. Moving to build out it mobile technology capability.
TOP PICK
Now trading at same multiple as MasterCard now so he switched to this one. Growth prospect is where you can swipe your phone as in Asia.
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