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