Street View: World Cup cheers, AI smarts and stablecoins power Visa higher

Visa

29/07/2026 09:29

** Visa V.N on Tuesday beat quarterly profit estimates as steady consumer spending and FIFA World Cup-fueled travel demand boosted payment volumes, signaling resilience amid uncertainty stemming from the Middle East conflict
** Shares marginally down in premarket trading
     
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** Morgan Stanley ("overweight," PT: $416) says Visa’s growth algorithm remains among the most attractive and resilient in the space
** Susquehanna ("positive," PT: $427) says World Cup tailwinds should support Visa's marketing services business through rest of FY26; Over longer term, strategy as both an agentic commerce orchestrator and a stablecoin payments rail is becoming increasingly tangible
** Piper Sandler ("overweight," PT: $430) says "agentic commerce and stablecoins are expanding Visa’s strategic aperture"
** J.P. Morgan ("overweight," PT: $450) remains constructive on the story, and believes company can continue posting strong growth despite massive size, thanks to multiple growth engines and ability to charge higher prices
     
     

(Reporting by Kanishka Ajmera in Bengaluru)
((Kanishka.Ajmera@thomsonreuters.com))