Summary

• Visa Inc. posted robust Q2 2026 results, with GAAP net income of $6.0B and revenue up 17% to $11.2B, surpassing expectations.
• Visa's strong performance was driven by resilient consumer spending, innovation across payments, and 21% cross-border volume growth despite macro concerns.
• The board authorized a $20B multi-year buyback, renewing investor confidence and driving shares up 5.3% after hours.
• I rate Visa a strong buy, citing superior revenue growth, market share gains, and justified premium valuation even amid economic uncertainty.
• This idea was discussed in more depth with members of my private investing community, DIY Value Investing. Learn More »

In the past five years, Visa Inc. (V) gained 36%, underperforming the S&P 500’s (IVV) gain of 58%. The credit card giant has also underperformed the market since 2024

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