Visa Inc. (V)
NYSEFinancialsCredit ServicesSnapshot 2026-07-07
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Track V free→Visa keeps growing revenue about 13.6% a year. It beats earnings estimates. The company repurchased $7.9 billion in shares in Q2 2026. New AI and travel services improve Visa's offerings.
Litigation costs could hurt cash flow and share buybacks. Competition from Fiserv and Mastercard may weaken Visa's position. Growth could slow below analyst expectations.
The market expects about 14% revenue growth. Our fair value is 45% below the Street median. We weigh the Street range, not our lower value.
Breaks if: EPS falls below $3.14 next quarter
Breaks if: No progress in AI or travel service enhancements over next year
Continue to enhance the Visa as a Service stack, including agentic and stablecoin capabilities.
Breaks if: YoY revenue growth falls below 13.6% next year
Breaks if: Share repurchases fall below $7.9 billion in Q2 2026
Continue the share repurchase program with a new $20.0B multi-year authorization.
Stated in 2 of last 2 quarters. Visa repurchased approximately 25 million shares for $7.9 billion in 2026-Q2. The new $20.0B authorization indicates a recurring focus on capital return, with substantive delivery in share repurchases.
Standing thesis, reviewed periodically — not a price target or advice.
Not investment advice. Scores describe historical and current data; they are not forecasts of future returns. Consult a licensed advisor before making investment decisions.
“Visa announced a new $20.0B multi-year share repurchase program.”
“Visa repurchased approximately 25 million shares of class A common stock.”