Visa (NYSE:V) has been making headlines with its accelerated rollout of stablecoin-based cross-border payment solutions. The company’s recent pilot programs and integration of digital assets are sparking interest among investors who are looking for the next phase in payments innovation.
See our latest analysis for Visa.
It’s been an active stretch for Visa, with new product launches, board changes, and partnerships highlighting its momentum in payments innovation. The stock has responded, as optimism around stablecoin integration and digital asset solutions has fueled positive sentiment. Over the past year, Visa has generated a 28% total shareholder return. Recent initiatives such as launching AI-powered platforms and broadening digital currency capabilities have kept the company in the financial technology spotlight. Investors seem to see growth potential building as Visa evolves beyond traditional payments infrastructure.
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Yet with the stock up over 28% in the past year, and analysts steadily raising price targets, investors have to wonder whether Visa remains undervalued or if the market has already factored in all of the company’s projected growth.
Visa’s narrative-driven fair value is $391.46, around 12% higher than its last close price. Future earnings growth projections are the key driver behind that upside, not just multiples expansion.
Continued investment and traction in cross-border payment solutions, including Visa Direct (25% transaction growth) and new stablecoin integrations, position Visa to capture the growing volume of global remittances and B2B flows. This broadens revenue streams and supports long-term net revenue and EPS growth.
What bold assumptions are behind this bullish stance? The narrative is built on a rare blend of accelerating high-margin services, robust global expansion, and confidence in Visa’s future profit power. Want to see the future revenue and earnings projections that drive this valuation? They might just surprise you.
Result: Fair Value of $391.46 (UNDERVALUED)
Have a read of the narrative in full and understand what’s behind the forecasts.
However, rising competition from fintechs and the growth of alternative payment systems could challenge Visa’s dominance, which may put future revenue growth at risk.
