What changed
$V — BUY 📊 | 6 MONTHS THESIS
🎯 Q1 2026 | Rev $11.2B | EPS $3.31 vs $3.10 🟢 | Margin 64.4%
💡 Consensus expected EPS of $13.14 for FY2026, but after the beat, estimates will likely be revised upward to ~$13.50-$13.75, while the market is only partially pricing in the earnings momentum and buyback impact.
📉 Reward/risk: 2.68:1
🏢 Business Quality: 9/10
📊 Valuation: fair — P/E 24.5x FY2026 vs. 5-year average 28-30x; EV/EBITDA ~20x; FCF yield ~3.5%; relative to peers Mastercard (28x) and historical premiums, Visa...
🔮 Catalyst: Analyst estimate revisions higher and share buyback execution
💰 Entry: $321.72, stop $300, target $380
📊 Our read: BUY. Full analysis →
https://stockduty.xyz/s/V0612