Street View: Visa's durability, diversification make it attractive
Visa V.N beat Wall Street estimates for quarterly profit on Tuesday, as the world's largest payment processor benefited from a steady rise in card payment volumes
Company also unveiled a $30 billion share repurchase plan
CONSUMER SPENDING REMAINS HEALTHY
J.P.Morgan ("overweight," PT: $375) says Visa's diversification, pricing power and opex insulation to help it navigate various macro outcomes
"Visa posted a refreshingly straightforward quarter, which we think should be seen as a testament to resiliency, and a relief in an environment where investors are carefully watching for macro cracks," said J.P.Morgan
TD Cowen ("buy," PT: $380) says co's durability and diversification make it an "attractive investment proposition" despite turbulent macro conditions
Morgan Stanley ("overweight," PT: $386) says Visa has sufficient levers to adapt quickly to a range of macro scenarios with its diverse customer base
Raymond James ("outperform," PT: $395) expects Visa to deliver on its EPS outlook in a variety of macro scenarios given its "ability to protect the bottom line"
Related Articles
Warsh’s Fed Era Signals a Death Knell for QE, Jolting the $30 Trillion Treasury Market
With Warsh’s nomination, his past proposals for governing the Federal Reserve are being brought to the forefront. A central issue is the formulation of a new "1951 Accord" to restructure the relationship between the Fed and the Treasury. Analysts suggest such a move could impact the $30 trillion Tre
Will TRON Reach $10? TRX Price Prediction 2026 and Canary Staked ETF Update
Explore TRON's 2026 outlook: Will TRX reach $10? Get the latest on the Canary Staked ETF SEC status, Justin Sun's strategy, and TRX price predictions through 2032.
Amazon Stock Predictions for 2026 to 2030: Will They Exceed Expectations and Achieve Major Long-Term Goals?
TradingKey - As we head into 2026, many investors are questioning where Amazon (AMZN) fits into the technology world.
A Crash After a Surge: Why Silver Lost 40% in a Week?
TradingKey - Spot silver (XAGUSD) prices continue to decline. Silver plunged 20% on Thursday, breaking below $71 per ounce, with the sell-off intensifying on Friday as prices fell further below $64. Compared to the all-time high set on January 29, silver prices have retraced more than 40%, wiping out nearly all gains accumulated over the previous month.
