This Analyst Prefers Visa Over Mastercard In 2025 - Here's Why

Seaport analyst Jeff Cantwell upgraded Visa Inc. V to Buy from Neutral with a price target of $359.

The analyst raised forecasts for the company, which are above consensus for both 2025 and 2026.

Also, for this year, the analyst prefers Visa on a relative basis over Mastercard, primarily due to Visa’s more significant U.S. exposure.

The analyst projects stronger service/data processing revenue for 2025 and 2026, driven by a firming U.S. economy in the second half of this year.

Cantwell also boosted the Other Revenue estimates, expecting higher demand for value-added services (VAS) from Visa’s clients.

The analyst anticipates double-digit revenue growth for Visa in 2025 and 2026, with 13% EPS growth in both years.

The upcoming Investor Day in February is also seen as a positive catalyst for investors, adds the analyst.

Overall, in a macro environment expected to be somewhat turbulent in 2025, the analyst views Visa as a steady earnings compounder with upside potential compared to consensus estimates.

Investors can gain exposure to the stock via iShares U.S. Financial Services ETF IYG and SPDR Select Sector Fund – Financial XLF.

Price Target: V shares are up 0.87% at $309.58 at the last check Tuesday.

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