-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點總結如下：我們將Visa未來12個月的目標股價上調20美元至440美元，市盈率為29.5倍（基於2027財年9月公佈的每股收益預期），略高於Visa五年曆史平均市盈率29.1倍。我們將2026財年的每股盈餘預期從12.95美元上調至13.21美元，並將2027財年的預期從14.66美元上調至14.94美元。人工智慧對Visa的益處大於其帶來的衝擊。增值服務持續保持強勁成長勢頭，在3月份的季度中成長了27%，遠高於17%的整體營收成長率。此外，儘管伊朗地緣政治局勢緊張，跨境交易量仍保持穩定，而支付交易量則在加速成長。市場競爭格局也在改善。在過去四個季度中，有三個季度的營收成長超過了客戶激勵成長，扭轉了先前五年客戶激勵成長持續高於營收成長的局面。展望未來，Visa作為代理商務領域的領導者，其地位表明公司將繼續保持強勁勢頭，這主要得益於交易量的成長和增值服務應用範圍的擴大。
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