Bernstein·2026-10-28CompanyOutperform$475Visa Inc (V.US) Visa 4q26: What drives the next leg of re-rating?
Goldman Sachs·2026-10-27CompanyBuy$439 → $455▲Visa Inc. (V.US): F4Q26 Key Takeaways: Relatively inline 4Q with F2027 outlook sustaining strong performance
Bernstein·2026-10-15SectorOutperform$450 → $475▲Payments, Processors & IT Services Visa, Mastercard: The easy rebound is done, what drives the next leg of re-rating?
Goldman Sachs·2026-09-24ThematicBuy$438AMERICAS TECHNOLOGY: Entering the Agentic AI Era for the Commerce Landscape
Goldman Sachs·2026-10-13SectorAmericas Payment Technology: 3Q26 Preview: Expect strong spending trends and more constructive thematics to sustain recent strength
Bernstein·2026-10-12SectorOutperform$450Payments, Processors & IT Services Consumer AI agents: The next Payments battle..
Bernstein·2026-10-06ThematicOutperform$450Consumer AI Agents: Is this the Wild West? How will incumbents respond?