03:01 PM EDT, 10/29/2025 (MT Newswires) -- Visa's (V) value-added services growth could further accelerate, even from its current elevated levels, aided by the management's "decidedly positive" tone and the upcoming Olympics and FIFA World Cup events, RBC said in a note emailed Wednesday.
Incorporating the company's fiscal Q4 results and 2026 guidance, RBC said it is raising its 2026 revenue and adjusted earnings estimates to $44.3 billion and $12.70 per share from $43.9 billion and $12.75, respectively. For fiscal 2027, RBC forecasted a revenue of $48.8 billion and adjusted EPS of $14.40.
Noting Visa's fiscal Q4 results, RBC said it liked quarterly volumes growth to 8.8% from last year on a constant currency basis, with the management saying that US discretionary and non-discretionary spending remains strong.
RBC maintained its outperform rating on Visa with a $395 price target.
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