Street View: Solid footing, strong signals ahead for Visa

** Visa V.N posted Q3 profit and revenue above Wall Street estimates on Tuesday, helped by strong card spending volumes despite softness in broader economy

** Co retains full-year net revenue growth outlook

** Stock falls 2.1% premarket

IN A SWEET SPOT

** Jefferies ("buy," PT: $410) says trends in key drivers reflect consumer resilience; pricing flowing through nearly all revenue lines

** Morgan Stanley ("overweight," PT: $402) says Value-added Services growing well above co's overall business, becoming more meaningful part of growth algorithm

** J.P.Morgan ("overweight," PT: $430) says co can produce near-term EPS upside if macro holds, given momentum from new launches

** Adds co can maintain growth algorithm of strong gains in FY26

** TD Cowen ("buy," PT: $406) sees co entering FY26 on solid footing

** Expects no change to co's key advantages in scale, which lends diversity and means to invest for sustained growth