Strong Financial Performance and Positive Outlook: Visa’s Q2 2025 Buy Rating by Donald Fandetti

Donald Fandetti, an analyst from Wells Fargo, reiterated the Buy rating on Visa (V – Research Report). The associated price target remains the same with $395.00.

Donald Fandetti has given his Buy rating due to a combination of factors including Visa’s strong financial performance in the second quarter of 2025. The company reported adjusted earnings per share that exceeded both Wells Fargo’s and consensus estimates, and net revenues also surpassed expectations. This financial strength was driven by robust processing revenue and a notable increase in value-added services revenue.
Additionally, Visa’s operational expenses were lower than anticipated, and the company has been actively repurchasing shares, which is often seen as a positive signal by investors. Despite some moderation in cross-border volume, the overall growth remains consistent with previous quarters. Visa’s maintained guidance for 2025, with expectations for continued revenue and earnings growth, further supports the positive outlook for the stock.

V’s price has also changed moderately for the past six months – from $281.880 to $341.520, which is a 21.16% increase.