- In the past week, Visa announced the launch of its global Visa Cybersecurity Advisory Practice, led by newly appointed cybersecurity expert Jeremiah Dewey, offering clients tools and insights to counter emerging cyber threats. The initiative builds on Visa’s recent US$12 billion investment in technology and infrastructure and signals a greater focus on cybersecurity as a core value-added service.
- By strengthening cybersecurity capabilities and leadership, Visa is positioning itself as a trusted partner for payment security at a time when cyber risks and digital payment adoption are accelerating globally.
- We'll examine how Visa's launch of a global cybersecurity advisory practice could shape its long-term growth and earnings story.
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Visa Investment Narrative Recap
Visa’s long-term story is anchored in the global movement toward digital payments and expanding value-added services that support revenue growth. While the launch of the Visa Cybersecurity Advisory Practice enhances client trust and technological leadership, it does not materially shift the biggest near-term catalyst, continued adoption of Visa’s digital and value-added services, nor does it remove the structural risk that comes from disruptive payment technologies and regulatory scrutiny.
Among recent announcements, Visa’s completion of a US$25 billion share buyback is especially relevant, as it reinforces capital returns and offers cushion to earnings per share even as the company accelerates investments in technology. This move underscores Visa's capacity to generate strong cash flow and may provide support amid industry changes influencing both catalysts and risks.
However, with digital payment alternatives on the rise, investors should also be aware that potential disruption from real-time and decentralized payment systems could accelerate more rapidly than expected...
Read the full narrative on Visa (it's free!)
Visa's narrative projects $51.9 billion in revenue and $28.5 billion in earnings by 2028. This requires a 10.1% yearly revenue growth and an $8.4 billion earnings increase from the current $20.1 billion.
Uncover how Visa's forecasts yield a $391.70 fair value, a 16% upside to its current price.
Exploring Other Perspectives
The Simply Wall St Community’s 38 fair value estimates for Visa range from US$243.09 to US$391.95 per share. While opinions diverge, remember that changing payment rails and new technologies are among the factors that could affect the company’s long-term path, explore multiple viewpoints to deepen your understanding.
Explore 38 other fair value estimates on Visa - why the stock might be worth as much as 16% more than the current price!
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 2 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.
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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.
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