The telehealth sector relies heavily on frictionless subscription models to sustain top-line growth. When consumers find those subscriptions difficult to cancel, they bypass customer service and call their credit card providers.
Finding strong, market-beating stocks with a positive earnings outlook becomes easier with the Focus List, a top feature of the Zacks Premium portfolio service.
AFRM's faster growth, expanding BNPL ecosystem and lower valuation multiple give it the edge over V for greater upside potential.
Visa is reportedly searching for a new stablecoin settlement partner that offers multi-regional licensing capabilities. That's according to a report Tuesday (Aug. 18) from CoinDesk, which says that this partner would replace BVNK, the stablecoin company Mastercard acquired earlier this month.
On Thursday, August 13, 2026, Bill Ackman unveiled six new holdings in his biggest portfolio overhaul in years, including Visa (NYSE:V | V Price Prediction), Mastercard (NYSE:MA), Alcon (NYSE:ALC), Intercontinental Exchange (NYSE:ICE), and S&P Global (NYSE:SPGI).
Visa Direct's 21% transaction growth and expansion into cross-border and stablecoin use cases could reshape V's growth story.
Watch more: Need to Know With Visa's Michele Herron The new American shopper can tell an artificial intelligence platform precisely what she wants, compare the answer (even while standing in the store) and abandon the merchant at checkout because the wrong payment option appears. That combination of sophistication and impatience is changing the merchant-consumer equation.
Visa combines necessity, quality, and deep value, making it a foundational holding for resilient, long-term portfolios. V's Q3 2026 results highlight 14.4% net revenue growth, 11.4% EPS growth, and robust secular tailwinds from the shift away from cash. Shares trade at a 10% discount to a $410 fair value, with a forward P/E of 27.7 versus a 10-year average of 30.1.
V's Pismo-DPS strategy could deepen its banking infrastructure role, expand fintech and bank relationships and broaden its technology footprint.
V posts another earnings beat while analysts lift 2026-2027 forecasts, but premium valuation and rising regulatory risks keep the outlook balanced.
Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.
Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.