What Happened?

Shares of global payments technology company Visa (NYSE: V) jumped 4.2% in the morning session after BofA Securities upgraded the stock from Neutral to Buy and set a price target of $382.00. 

The upgrade followed a period of underperformance for Visa's shares, which the firm said created an attractive return potential. The analyst noted that the payment processor's valuation was near a 10-year low, describing the situation as a "compelling opportunity to own one of the best businesses in the world at a reasonable multiple." BofA Securities also viewed potential disruption from stablecoins as an opportunity rather than a threat for Visa, and considered regulatory risks to be manageable. Coinciding with the upgrade, Visa unveiled new product innovations, including plans to integrate stablecoins within its existing payment systems and use AI to enhance commerce.

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What Is The Market Telling Us

Visa’s shares are not very volatile and have only had 2 moves greater than 5% over the last year. In that context, today’s move indicates the market considers this news meaningful, although it might not be something that would fundamentally change its perception of the business.

Visa is up 8.6% since the beginning of the year, and at $341.42 per share, it is trading close to its 52-week high of $373.31 from June 2025. Investors who bought $1,000 worth of Visa’s shares 5 years ago would now be looking at an investment worth $1,655.

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