Quick Read – Visa (V) and Mastercard (MA) are bullish buys at $326 and $493, screening attractively after underperformance reset valuations. – Mastercard’s faster revenue growth, aggressive margin expansion, and greater discount to analyst targets make it the sharper setup. -…
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At $326 and $493, Visa (NYSE:V) and Mastercard (NYSE:MA) screen attractively after a year of underperformance that has reset valuations on two durable franchises in financial services. The card networks earn a small slice on roughly every swipe, tap, and cross-border transaction. Both stocks have sold off since mid-2025 on stablecoin disruption fears, interchange litigation overhang, and rotation out of high-multiple compounders.
The fundamentals keep strengthening. Why the Sell-Off Has Created a Window Visa delivered 14.6% revenue growth in fiscal Q1 2026 with non-GAAP EPS of $3.17, while Mastercard posted 15.8% revenue growth and a 4.24% EPS beat, its fourth consecutive. Mastercard’s value-added services grew 22% and adjusted operating margin expanded to 60.8%.