William Blair analyst Andrew Jeffrey has maintained their bullish stance on V stock, giving a Buy rating today.
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Andrew Jeffrey’s rating is based on Visa’s strong position in the fintech sector, particularly in a risk-off environment where traditional fintech companies like Visa are expected to outperform. Visa’s Commercial & Money Movement Solutions (CMS) is a significant contributor to its growth, with substantial transaction volumes and revenue growth, which supports high visibility in earnings per share (EPS).
Additionally, Visa has closed its valuation gap with Mastercard, driven by its higher exposure to U.S. nondiscretionary spending and robust growth in value-added services. The company’s strategic investments in stablecoins and B2B acceptance further enhance its competitive advantage, despite uncertainties around the commercialization of these opportunities. These factors collectively underpin Jeffrey’s confidence in Visa’s continued growth and justify the Buy rating.
In another report released today, Mizuho Securities also upgraded the stock to a Buy with a $425.00 price target.