
Visa (V) reported Q4 '25 revenue of $10.7B (vs. $10.62B est.) and EPS of $2.98 (vs. $2.97 est.); FY26 adjusted net revenue growth is expected to be in the low double digits and adjusted EPS growth to be in the low double digits.
Bullish
Visa's network of networks now has approximately 12 billion endpoints, about 4 billion cards, bank accounts and digital wallets each.
Bearish
Guidance assumes the macroeconomic environment stays generally where it is today, but competitors have noted choppiness in the economy and consumers trading down on discretionary items.