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The Bull Case For Visa (V) Could Change Following J.P. Morgan’s 2026 Top-Pick Endorsement – Learn Why

Simply Wall St·12/07/2025 23:21:50
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  • In late November and early December 2025, J.P. Morgan named Visa its top pick in the payments sector for 2026, citing the company’s strong fundamentals, pricing power, and initiatives in blockchain finance, stablecoins, and AI-enabled commerce.
  • This endorsement highlights how Visa’s push into tokenization and AI-enhanced payments is increasingly central to its role in the evolving global payments infrastructure.
  • We’ll now examine how J.P. Morgan’s endorsement of Visa’s blockchain and AI ambitions may influence the company’s broader investment narrative.

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Visa Investment Narrative Recap

To own Visa, you have to believe its global card and tokenized payment network will keep benefiting from the shift away from cash, while newer rails like real time payments and stablecoins remain more opportunity than threat. The recent J.P. Morgan endorsement reinforces that view, but does not materially change the key near term catalyst, which is execution on blockchain and AI initiatives, or the biggest risk, which is ongoing regulatory and merchant pressure on fees.

Among the latest announcements, Visa’s expansion of stablecoin settlement in the CEMEA region through Aquanow is most relevant, because it directly connects to J.P. Morgan’s focus on blockchain, tokenization, and AI enabled commerce. It shows Visa pushing deeper into digitized cross border settlement and new payment flows, which ties back to the catalyst of capturing more remittances and B2B volumes while also touching the risk that alternative rails could eventually compress margins.

Yet alongside this optimism, investors should be aware that growing regulatory and merchant scrutiny of interchange fees could...

Read the full narrative on Visa (it's free!)

Visa's narrative projects $51.9 billion revenue and $27.5 billion earnings by 2028. This requires 10.1% yearly revenue growth and about a $7.4 billion earnings increase from $20.1 billion today.

Uncover how Visa's forecasts yield a $391.46 fair value, a 18% upside to its current price.

Exploring Other Perspectives

V Community Fair Values as at Dec 2025
V Community Fair Values as at Dec 2025

Thirty two fair value estimates from the Simply Wall St Community span roughly US$322 to US$463 per share, reflecting a wide range of individual expectations. Against that backdrop, Visa’s push into stablecoin settlement as a second growth curve may matter a lot for how you think about its long term earnings resilience and downside risk.

Explore 32 other fair value estimates on Visa - why the stock might be worth just $322.30!

Build Your Own Visa Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

  • A great starting point for your Visa research is our analysis highlighting 3 key rewards that could impact your investment decision.
  • Our free Visa research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Visa's overall financial health at a glance.

Searching For A Fresh Perspective?

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.