Zinger Key Points
- Seaport analyst upgrades Visa to Buy with a price target of $359, citing strong revenue growth expectations for 2025 and 2026.
- The upgrade reflects confidence in Visa’s steady earnings growth and potential upside despite a turbulent macro environment.
- Get Real-Time News and Alerts for Your Portfolio
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.
Read Next:
Photo by In Green via Shutterstock.
© 2025 Benzinga.com. Benzinga does not provide investment advice. All rights reserved.
date | ticker | name | Price Target | Upside/Downside | Recommendation | Firm |
|---|
Trade confidently with insights and alerts from analyst ratings, free reports and breaking news that affects the stocks you care about.
