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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Visa Inc.
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Research Alert: CFRA Reiterates Buy Opinion On Shares Of Visa Inc.
Oct 29, 2025 9:41 AM

12:20 PM EDT, 10/29/2025 (MT Newswires) -- CFRA, an independent research provider, has provided MT Newswires with the following research alert. Analysts at CFRA have summarized their opinion as follows:

We maintain our 12-month target price at $445, valuing shares at 34.3x our FY 26 (Sep.) EPS, a premium to Visa's five-year historical average of 30.4x given momentum in value-added services. We decrease our FY 26 EPS estimate to $12.98 from $13.02 and start FY 27's at $14.61. Visa is executing at a high level with strong fundamentals across multiple dimensions. The 9% payment volume growth in Q4 with broad-based acceleration across Asia Pacific, Canada, CEMEA, and the U.S. demonstrates the resilience of its core business despite macroeconomic headwinds, while management's confidence in stable holiday spending across wealth segments suggests it is not seeing consumer weakness. Furthermore, Visa continues to be innovative in the digital asset space as it looks to turn stablecoins into an opportunity. The $140 billion in facilitated crypto and stablecoin flows since 2020, combined with quadrupling stablecoin-linked card spend in Q4 alone, shows this isn't just experimentation but real business momentum.

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