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Seaport analyst Jeff Cantwell upgraded Visa Inc. (NYSE: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 (NYSE:IYG) and SPDR Select Sector Fund – Financial (NYSE:XLF).
Price Target: V shares are up 0.87% at $309.58 at the last check Tuesday.
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Photo by In Green via Shutterstock.
Latest Ratings for V
| Date | Firm | Action | From | To |
|---|---|---|---|---|
| Jan 2022 | Barclays | Maintains | Overweight | |
| Jan 2022 | Wedbush | Maintains | Outperform | |
| Jan 2022 | Raymond James | Maintains | Outperform |
View More Analyst Ratings for V
View the Latest Analyst Ratings
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This article This Analyst Prefers Visa Over Mastercard In 2025 - Here's Why originally appeared on Benzinga.com
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