Visa: Positioned to Lead Agentic and Stablecoin-Powered Commerce Growth

In a report released today, James Faucette from Morgan Stanley maintained a Buy rating on Visa, with a price target of $411.00.

James Faucette has given his Buy rating due to a combination of factors tied to Visa’s strategic position in emerging payment technologies. He views Visa as uniquely positioned to benefit from the rise of agentic and stablecoin-based transactions, which he expects to expand overall payment volumes rather than merely replace existing activity. In his analysis, agent-driven commerce should lift transaction intensity as automated agents break purchases into more frequent, smaller payments while still relying on Visa’s strengths in trust, security, and seamless user experience.

Faucette also emphasizes Visa’s role in shaping the technical foundation of this new ecosystem through initiatives like its Trusted Agent Protocol and the Visa Intelligent Commerce APIs, which seek to standardize and secure agent-to-agent transactions at scale. In addition, he underscores the long-term growth potential of Visa’s Value Added Services, where decades of AI integration and a powerful data advantage—supported by hundreds of billions of annual transactions across billions of credentials and millions of merchants—reinforce a durable, differentiated profit engine for the company.

In another report released on February 25, RBC Capital also maintained a Buy rating on the stock with a $395.00 price target.