Visa’s Strategic Growth and Innovation Drive Buy Rating

Bernstein analyst Harshita Rawat has maintained their bullish stance on V stock, giving a Buy rating yesterday.

Harshita Rawat has given her Buy rating due to a combination of factors that highlight Visa’s strategic positioning and growth potential. One of the key reasons is Visa’s accelerated pace of product innovation, particularly with AI-ready cards, which positions the company well for the evolving commerce landscape. Additionally, Visa’s investments in stablecoins are seen as a growth opportunity rather than a risk, further supporting the company’s forward-looking strategy.
Moreover, Visa is expected to maintain its double-digit growth trajectory despite challenges in card volume growth in the U.S. and Asia. The company’s ability to gain market share from domestic schemes and expand in regions like continental Europe and mature markets such as the Nordics is promising. Visa’s increased transparency in its Value-Added Services (VAS) and strategic investments in new services and geographical penetration are projected to drive incremental revenue growth. These factors, combined with Visa’s strong market position and evolving partnerships, underpin Rawat’s positive outlook on the stock.

According to TipRanks, Rawat is a 4-star analyst with an average return of 13.6% and a 63.89% success rate. Rawat covers the Financial sector, focusing on stocks such as PayPal Holdings, Mastercard, and Visa.

In another report released yesterday, Mizuho Securities also upgraded the stock to a Buy with a $425.00 price target.