Loading…
Loading…
Sentiment · FY2026 Q2
| Analyst | Firm | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Darrin Peller | Wolfe Research | 6 | 0% |
| Harshita Rawat | Bernstein | 6 | 0% |
| Tien-Tsin Huang | JPMorgan | 6 | 0% |
| Sanjay Sakhrani | KBW | 6 | 0% |
| Tim Chiodo | UBS | 5 | 0% |
| Bryan Keane | Citigroup | 4 | 0% |
| Jim Faucette | Morgan Stanley | 4 | 0% |
| Jason Kupferberg | Wells Fargo | 4 | 0% |
| Will Nance | Goldman Sachs | 4 | 0% |
| Dan Perlin | RBC Capital Markets | 3 | 0% |
| Firm | Analysts | Questions | ChallengePercentage of questions scored as challenging — where the analyst pushed back, pressed for specifics, or questioned management's assumptions. |
|---|---|---|---|
| Wolfe Research | 1 | 6 | 0% |
| KBW | 1 | 6 | 0% |
| Bernstein | 1 | 6 | 0% |
| JPMorgan | 1 |
| 6 |
| 0% |
| UBS | 1 | 5 | 0% |
| Wells Fargo | 2 | 5 | 0% |
| Goldman Sachs | 1 | 4 | 0% |
| Citigroup | 1 | 4 | 0% |
Visa accelerated Q2 net revenue growth to 17% with revenue of $11.2B and EPS of $3.31, up 20%, as value-added services reached 30% of total revenue with 27% constant-currency growth to $3.3B. Full-year FY2026 guidance was raised from low-double-digit to low-double-digit-to-low-teens for both net revenue and EPS growth on broad-based strength. Agentic commerce positioning advanced as a strategic priority, stablecoin bridge infrastructure continued scaling, and cross-border volume showed resilience despite Middle East conflict pressuring the CEMEA region.
Revenue Growth | Innovation & R&D | Demand | Macroeconomic | Pricing | Competitive Dynamics | Geographic Expansion | Margin | |
|---|---|---|---|---|---|---|---|---|
| 2025Q1 | 5 | 6 | 4 | 4 | 2 | 2 | 2 | |
| 2025Q2 | 3 | 1 | 3 | 4 | 2 | 1 | 2 | |
| 2025Q3 | 4 | 5 | 1 | 1 | 4 | 1 | 1 | |
| 2025Q4 | 3 | 5 | 4 | 2 | 1 | 1 | 3 | 1 |
| 2026Q1 | 5 | 3 | 1 | 1 | 3 | 1 | 1 | |
| 2026Q2 | 6 | 5 | 1 | 1 | 3 | 2 |
| '25Q1 | '25Q2 | '25Q3 | '25Q4 | '26Q1 | '26Q2 | |
|---|---|---|---|---|---|---|
| Revenue Growth | 5 | 3 | 4 | 3 | 5 | 6 |
| Innovation & R&D | 6 | 1 | 5 | 5 | 3 | 5 |
| Demand | 4 | 3 | 1 | 4 | 1 | 1 |
| Macroeconomic | 4 | 4 | 1 | 2 | 1 | |
| Pricing | 2 | 2 | 4 | 1 | 1 | |
| Competitive Dynamics | 2 | 1 | 1 | 3 | 3 | |
| Geographic Expansion | 2 | 1 | 3 | 1 | ||
| Margin | 2 | 1 | 1 | 1 | 2 |
| Company | Score | Trend | Rev YoY |
|---|---|---|---|
V Visa Inc. | 9 | +17.1% | |
| AXP American Express Company | 8 | +10.3% | |
| COF Capital One | 6 | +44.2% | |
| MA Mastercard | 8 | +15.8% | |
| PYPL PayPal | 5 | +7.2% | |
| SYF Synchrony Financial | 7 | +16.6% |