Visa Analysts Increase Their Forecasts Following Upbeat Q3 Earnings
Key takeaways
- Visa’s solid earnings and revenue growth led analysts to raise price targets, reflecting confidence in the company’s ongoing profitability.
- Q4 earnings per share: $3.48
- Q4 revenue: $12.14 billion
- Year net revenue: $46 billion
What happened
Visa Inc. (NYSE: V) reported fourth‑quarter fiscal 2026 earnings of $3.48 per share and revenue of $12.14 billion, both topping analyst expectations of $3.44 and $12.08 billion respectively. The company also announced record net revenue of $46 billion for the year, up 15% from the prior year.
Why it matters
The earnings beat signals stronger transaction volumes and higher fee income, reinforcing Visa’s growth trajectory. Analysts responded by raising price targets, indicating confidence in continued profitability. The pre‑market share dip suggests short‑term profit‑taking after the positive news.
Short-term and longer-term
Short-term. In the next couple of days, watch for a rebound as the market digests the earnings beat and target hikes.
Longer-term. Over the coming months, the raised targets and record net revenue reinforce Visa’s long‑term value proposition.
Words on this card
- Net revenue
- The total revenue a company earns after subtracting returns, discounts, and allowances.
- Earnings per share (EPS)
- A company’s profit divided by the number of its outstanding shares.
- Analyst target
- A price level that analysts expect a stock to reach based on their valuation models.
- Revenue
- Sales — money the company took in before costs.
- Earnings Learn
- A company’s results report — usually profit and sales for a quarter, plus any update on what comes next.