I reiterate my buy rating on Visa, citing its commanding presence in payments and strong fundamentals despite crypto threats and macro headwinds. Visa's recent earnings beat, robust guidance, and continued EPS growth outlook support its premium valuation and long-term investment case. Key risks include potential consumer spending softness, crypto competition, and regulatory changes, but Visa's balance sheet and cash flow remain strengths.
When deciding whether to buy, sell, or hold a stock, investors often rely on analyst recommendations. Media reports about rating changes by these brokerage-firm-employed (or sell-side) analysts often influence a stock's price, but are they really important?
Visa is a core retirement asset, offering stability, low drawdowns, and consistent compounding, ideal for systematic withdrawals and long-term portfolios. Rolling return and drawdown analysis show that Visa outperforms SPY in stability and resilience, especially during market crises and corrections. Secular digital payments growth, strong free cash flow, and buybacks support Visa's long-term earnings power, despite fintech disruption risks.
Travelers who require a non-immigrant visa to enter the U.S. will need to pay a new "visa integrity fee" to visit. The Department of Homeland Security says the new measure will "restore integrity" to the nation's immigration system, but some are concerned it may dissuade international visitors, reports CNBC's Monica Pitrelli.
V renews its 40-year pact with ICBA Payments, boosting access to secure, flexible tools for community banks nationwide.
V leans on AI to slash fraud, boost real-time decisions and reinforce its edge in the evolving digital payments space.
Visa's 2025 rally outpaces fintech rivals, driven by strong earnings and a $30B buyback, despite valuation risks.
Visa (V) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Visa (NYSE:V) is scheduled to announce its Q3 FY'25 earnings on July 29 (September fiscal year). According to consensus estimates, revenues are anticipated to increase by approximately 10% year-over-year to $9.82 billion, while adjusted earnings are predicted to be around $2.83 per share, reflecting a rise of about 17% compared to last year.
The latest trading day saw Visa (V) settling at $347.93, representing a -2.23% change from its previous close.
V adapts to a wallet-first, crypto-curious world with token tech and fintech alliances to stay ahead.
V teams up with BNPL firms like Klarna and Afterpay to stay central in payments as credit habits shift.