Visa's (V) net revenue growth could slightly accelerate in fiscal 2026 with potential for estimate revisions driven by topline upside, UBS said in a note emailed Tuesday.
Net revenue growth is likely to be supported by value-added services and robust Visa Direct contributions, pricing initiatives, and an improvement in inbound US travel from easier comps and the World Cup, analysts wrote.
Foreign exchange volatility is expected to decline 19% year-over-year, implying a 100 basis-point headwind to fiscal 2026 net revenue growth, according to the note.
The brokerage reiterated its buy rating on the stock and price target of $425 per share.
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