Visa (V)

Outperform Recap: Q2 FY26

Strongest Revenue Growth Since 2022, Record Buyback, Tempo Validator Live: The "Slow Compounder" Reputation Is Wrong Right Now

Outperform Flashcap: Q2 FY26

Highest Revenue Growth Since 2022 — $11.2B / +17%, Non-GAAP EPS $3.31 / +20%, Cross-Border Re-Accelerates to +12%, and a Fresh $20B Buyback Anchors the Agentic-Commerce Ramp

Outperform Recap: Q1 FY26

Beat-and-Hold Quarter Sets Up The Year — VAS Accelerates to +28%, Stablecoin Run-Rate Doubles, and the Multiple Compresses on a Clean Print

Outperform Recap: Q4 FY25

Hyperscaler Narrative Lands With Receipts — FY25 Closes at $40B / $11.47 EPS and the FY26 Guide Prices Conservatively into Olympics, FIFA, and Agentic Commerce

Hold Recap: Q3 FY25

Record Revenue, +23% EPS, VAS Inflecting to +26% — But the Multiple Is Already Pricing the Beat-and-Raise

Hold Recap: Q2 FY25

Resilient Quarter, Reset Buyback — But Cross-Border Slowdown and Tariff Overhang Cap the Upside