Stocks / Internet & Digital Services
VInternet & Digital Services
FollowFollowingUnfollowVISA Inc.
$424.501d +2.5%5d +5.1%settled close · 2026-11-02
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Mkt cap $816B (11/2)β 0.3952w $296–424Shares 1.68BInd. Services-Business Services, NecNYSE since 2008Emp. 34,100HQ San Francisco, CAvisa.com
The tape, with the calls on it
Who said what, and what V did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
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Who’s talking about V
22 longlatest 2026-10-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-27 | Patrick Frazetti | Bullish | CNBC (uncut) | Visa provides direct real-time visibility into global consumer spending behavior and serves as a leading… |
| 2026-10-27 | Steve GrassoCEO, Grasso Global | Bullish | CNBC (uncut) | Consumer spending remains intact even if stretched — card volumes hold because spending shifts basket rather… |
| 2026-10-27 | Karen Finerman (Metropolitan)CEO, Metropolitan Capital Advisors | Bullish | CNBC (uncut) | Electrification of payments secular story continues with no credit risk for Visa, evidenced by impressive… |
| 2026-10-07 | John ArmitageCo-founder & CIO, Egerton Capital | Bullish | In Good Company | Visa's 67% margins make the top line and cost structure highly legible—valuation held up even when the stock… |
| 2026-10-02 | Steve EismanHost, The Real Eisman Playbook; former PM, Neuberger Berman | Bullish | Michael Burry | Visa's global payment-rail network constitutes a durable moat, making it a core long holding under Eisman's… |
| 2026-08-02 | Mohnish PabraiFund manager — Pabrai Investment Funds | Bullish | New Money | Businesses with proven multi-decade moats should not be sold until valuations reach truly egregious levels… |
| 2026-07-24 | Steven FeldmanCo-Founder & CEO, GBI | Bullish | Wealthion | Visa's network moat is effectively unreplicable and AI is more likely a productivity enhancer than an… |
| 2026-07-11 | Vance Howard (Howard Capital)CEO, Howard Capital Management | Bullish | Fox Business | Visa is breaking out to a 60-day and approaching 52-week high on strong fundamentals, with technicals… |
| 2026-02-12 | Clay FinckPodcast host — The Investor's Podcast | Bullish | We Study Billionaires | Visa is a capital-light duopoly toll booth on global commerce with 80% gross margins, ~3% annual share count… |
| 2026-01-02 | Kevin Simpson (Capital Wealth)Founder & CIO, Capital Wealth Planning | Bullish | Seth Klarman | Visa's Circle stablecoin partnership is both offensive and defensive — turning a previously perceived… |
Show all 22 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-01-02 | Malcolm Ethridge (CIC Wealth)Wealth advisor & CNBC contributor | Bullish | Seth Klarman | Visa's new stablecoin/Circle partnership positions it to disrupt the $6-fee global remittance market, a… |
| 2026-01-02 | Kevin | Bullish | Seth Klarman | Visa's integration with Circle is both offensive (capturing the remittance fee market) and defensive… |
| 2025-12-23 | Andrew BarySenior Editor, Barron's | Bullish | Barron's Roundtable | Visa is a high-quality compounder that has lagged the market in 2025 despite a durable near-monopoly on card… |
| 2025-11-16 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Visa earns a royalty on ~60% of global credit and debit transactions, giving it a durable toll-road moat with… |
| 2025-11-13 | Chris HohnFounder & Portfolio Manager, TCI Fund Management | Bullish | Money Maze Podcast | Visa's payments network connects every customer and every bank globally, and as it grows it becomes… |
| 2024-09-26 | Terry SmithFounder & CIO, Fundsmith | Bullish | Financial Planner Life Podcast | Visa has never lent a single cent in its entire history — it is a payment-network technology business, not a… |
| 2024-07-25 | Brett | Bullish | Chit Chat Stocks | Visa's durable payments duopoly and consistent buyback program make it likely to outperform the S&P 500 over… |
| 2023-11-30 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | INVEST : REPEAT | Visa shares MasterCard's mid-30s net margin profile, far above the single-digit average, giving it the same… |
| 2022-03-20 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Value Investors Archive | Visa earns ~34% net margins versus the ~8-10% average business, reflecting an exceptional durable business… |
| 2019-09-25 | Glenn TongueFounder, Deerhaven Capital Management | Bullish | Whitney Tilson | Visa has the durable network economics and business model to be a 10-year compounder at the level of… |
| 2017-12-05 | François RochonPresident & Portfolio Manager, Giverny Capital | Bullish | Francois Rochon | Visa's moat is nearly impregnable—hard to identify any competitive threat—and the company has a very long… |
| 2017-03-10 | Chuck AkreChairman & CIO, Akre Capital Management | Bullish | Talks at Google | Visa shares the same exceptional-margin electronic payment toll-booth economics as Mastercard and was added… |
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Earnings
Next report: 27 Jan 2027
Confirmed date · consensus EPS 3.70. Reactions below are the next settled session over the prior close.
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | after the close | 3.48 vs 3.51 | +1.4% |
The options tape
Notable options days
Sessions in the last 120 where V’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 5 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are member content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-27 | ||||||
| 2026-10-12 | ||||||
| 2026-07-01 | ||||||
| 2026-06-17 | ||||||
| 2026-06-09 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
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V on the Wheel
V passed our 1-month put test (30-delta put, 30–45 days, sold at the bid, bought back at half the credit), 2017–2026.
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