Visa: Recent Performance Shows Stablecoin Threat Was Overstated

Dividend Collection Agency Investing Group Follow Summary Visa delivered another robust quarter, with double-digit growth in revenue and EPS, driven by resilient consumer spending and strong cross-border activity. V's integration of stablecoin and AI technologies, including partnerships with OpenAI and Meta, positions the company to benefit from digital payment trends rather than being disrupted. Despite a rally bringing shares near fair value (forward P/E 27.7x), V still offers ~26% upside to a 2028 price target of $462, supported by premium fundamentals. Short-term volatility from inflation or consumer spending slowdowns could create buying opportunities, while Visa's low payout ratio and aggressive buybacks underpin long-term compounding.

They say to never say never, but I'm quite comfortable saying that I never plan to sell my Visa ( V ) shares. In my opinion, the stock is one of the highest-quality businesses an investor