Wall Street Backs Visa With New Buy Rating and $387 Price Target

Loop Capital analyst Dominick Gabriele initiated coverage of Visa with a Buy rating and a $387 price target. Visa's stock is currently trading at $299.54, down 13.55% year-to-date. The company reported Q1 FY2026 net revenue of $10.90 billion, a 14.6% year-over-year increase. Operating cash flow reached $6.780 billion, up 25.65% year-over-year. Visa's business model continues to generate strong cash flows, supported by a robust payments strategy and positive analyst sentiment.

"Gabriele's initiation lands as Visa continues to execute on its 'payments hyperscaler' strategy. The company's most recent quarter demonstrated exactly the kind of broad-based momentum that supports a premium valuation: Q1 FY2026 net revenue reached $10.90 billion, growing 14.6% year-over-year and beating estimates by 1.98%."

"Visa's network-driven business model continues to generate exceptional cash flows. Operating cash flow hit $6.780 billion in Q1 FY2026, up 25.65% year-over-year, while data processing revenue grew 17% to $5.544 billion - the fastest-growing segment."

"CEO Ryan McInerney noted that 'purposeful investments in our Visa as a Service stack continue to position us as a payments hyperscaler to deliver technology and infrastructure that redefine what's possible in payments.'"

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