Is Visa’s SME Workflow Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?

Simply Wall St.02-19

In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, ...

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Push With Embedded Payments Quietly Reframing The Investment Case For Visa (V)?\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-02-19 05:28 GMT+8&nbsp;&nbsp;&nbsp;<a href=https://simplywall.st/stocks/us/diversified-financials/nyse-v/visa/news/is-visas-sme-workflow-push-with-embedded-payments-quietly-re><strong>Simply Wall St.</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>In early February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, ...</p>\n\n<a href=\"https://simplywall.st/stocks/us/diversified-financials/nyse-v/visa/news/is-visas-sme-workflow-push-with-embedded-payments-quietly-re\">Source 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February 2026, Banqup SA announced a partnership with Visa to embed Visa Direct and virtual commercial card credentials into its European e‑invoicing and business administration platform, while Visa also launched its Visa & Main program in the US with a US$100 million working capital facility for small businesses via Lendistry. Together, these moves position Visa more deeply inside everyday SME workflows on both sides of the Atlantic, turning regulatory compliance and digital invoicing into hooks for increased card and embedded payment usage. We’ll now examine how Visa’s deeper integration into SME invoicing and working-capital tools could influence the company’s existing investment narrative. The best AI stocks today may lie beyond giants like Nvidia and Microsoft. Find the next big opportunity with these 25 smaller AI-focused companies with strong growth potential through early-stage innovation in machine learning, automation, and data intelligence that could fund your retirement.AdvertisementVisa Investment Narrative RecapTo be a Visa shareholder, you have to believe its global network can keep benefiting from the shift to digital payments while defending its fees against regulators, new real time rails and big tech rivals. The Banqup and Visa & Main SME pushes support existing catalysts around value added services and money movement, but do not materially change the near term picture, where regulatory and interchange fee pressure still looks like the central risk to watch. Among the latest announcements, Visa’s new iPhone SoftPOS SDK stands out as directly reinforcing the core catalyst of rising Tap to Pay and omnichannel acceptance. By turning more iPhones into acceptance devices without extra hardware, Visa can extend card usage into small merchants and flexible retail formats, tying together its push into SMEs with higher value added services adoption on the acquiring side. Yet while product rollouts keep deepening Visa’s role in everyday payments, investors should also be aware that growing regulatory focus on interchange fees and network power could... Read the full narrative on Visa (it's free!)Visa’s narrative projects $51.9 billion revenue and $27.5 billion earnings by 2028. This requires 10.1% yearly revenue growth and a $7.4 billion earnings increase from $20.1 billion today.Uncover how Visa's forecasts yield a $397.72 fair value, a 24% upside to its current price.Exploring Other PerspectivesV 1-Year Stock Price Chart Twenty seven Simply Wall St Community fair value estimates for Visa cluster between US$340.64 and US$463.49, highlighting a wide spread of individual views on upside. Against that backdrop, the push into SME invoicing, working capital and SoftPOS acceptance sits alongside ongoing regulatory and interchange fee scrutiny that could influence how those different expectations play out over time.Explore 27 other fair value estimates on Visa - why the stock might be worth just $340.64!Reach Your Own ConclusionDisagree with existing narratives? Extraordinary investment returns rarely come from following the herd, so go with your instincts.A great starting point for your Visa research is our analysis highlighting 4 key rewards that could impact your investment decision.Our free Visa research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Visa's overall financial health at a glance.Want Some Alternatives?Our daily scans reveal stocks with breakout potential. Don't miss this chance:We've uncovered the 13 dividend fortresses yielding 5%+ that don't just survive market storms, but thrive in them.Explore 24 top quantum computing companies leading the revolution in next-gen technology and shaping the future with breakthroughs in quantum algorithms, superconducting qubits, and cutting-edge research.Uncover the next big thing with 31 elite penny stocks that balance risk and reward.  This article by Simply Wall St is general in nature. We provide commentary based on historical data\n    and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your\n    financial situation. We aim to bring you long-term focused analysis driven by fundamental data.\n    Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material.\n    Simply Wall St has no position in any stocks mentioned.New: Manage All Your Stock Portfolios in One PlaceWe've created the ultimate portfolio companion for stock investors, and it's free.• Connect an unlimited number of Portfolios and see your total in one currency• Be alerted to new Warning Signs or Risks via email or mobile• Track the Fair Value of your stocksTry a Demo Portfolio for FreeHave feedback on this article? Concerned about the content? Get in touch with us directly. 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