Visa Q3 Preview: Stablecoins Won't Disrupt Payment Network
Main Idea
The article assigns a Strong Buy rating to Visa Inc. (V) in April 2025, focusing on consumer spending trends and the company's stock performance.
Key Points
1. The author assigned a Strong Buy rating to Visa Inc. (V) in April 2025.
2. The article discusses the trend of consumer spendings.
3. The stock price of Visa Inc. experienced a pullback.
4. The author is a growth-oriented investor with a long-term focus and prefers companies with deep moats and high competitive advantages.
5. The author discloses a beneficial long position in Visa Inc. and is not receiving compensation for the article other than from Seeking Alpha.
Description
Summary I reiterate a strong buy rating on Visa Inc. with a fair value of $386 per share, despite recent stablecoin concerns. Stablecoins are unlikely to disrupt Visa’s payment network due to its strong infrastructure, adaptability, and consumer preference for credit cards. Visa’s Q2 FY25 results showed robust growth, and ongoing consumer spending trends support continued VZ stock momentum into Q3. Visa’s investments in stablecoin technology position it to benefit from payment innovations, not b...
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