Visa price target raised to $403 from $391 at Oppenheimer

Oppenheimer raised the firm’s price target on Visa (V) to $403 from $391 and keeps an Outperform rating on the shares. The firm notes Visa delivered a standout Q2, with net and gross revenue and EPS meaningfully ahead of Street expectations. Data processing revenue drove the upside versus Oppenheimer’s model, with yield up 8% year-over-year, underscoring sustained pricing power. Importantly, Q3 guidance for revenue and EPS topped the Street estimate, and Visa raised its full year FY26 outlook, adds the firm.