TD Cowen Maintains Bullish Stance on Visa (V) Stock

Visa Inc. (NYSE:V) is one of the Best Monopoly Stocks to Buy Now. On October 29, TD Cowen analyst Bryan Bergin maintained the bullish stance on the company’s stock, giving a “Buy” rating. The analyst’s rating is backed by a combination of factors, which include Visa Inc. (NYSE:V)’s robust financial performance and promising future outlook. It reported a healthy Q4 2025, with revenue and EPS exceeding expectations, thanks to the growth in data processing and favorable cross-border transactions.

Furthermore, Visa Inc. (NYSE:V)’s consumer spending trends are healthy, as strength was seen in the US and an acceleration in the Asia-Pacific region, mainly in Mainland China, added the analyst. The company stated that, in Q4 2025, continued healthy consumer spending resulted in 12% growth in net revenue to $10.7 billion.

With technologies such as AI-driven commerce, real-time money movement, tokenization, and stablecoins converging in a bid to reshape commerce, the company’s emphasis on innovation and product development places it well to lead. Furthermore, the firm’s analyst also added that Visa Inc. (NYSE:V)’s capability to leverage scale for business diversity and sustained growth remains evident.

Sands Capital, an investment management company, released its Q2 2025 investor letter. Here is what the fund said:

Visa Inc. (NYSE:V) operates the world’s largest retail electronic payment network. Shares declined in June amid a broader selloff in card network stocks following stablecoin-related headlines. Unlike the market, we do not view stablecoin proliferation as a threat to card volumes; in fact, we believe it could expand the addressable market for card networks. While stablecoins may have utility in cross-border business-to business transactions, we think they are unlikely to disrupt consumer-to-merchant payments, where cards offer a compelling value proposition—rewards, liquidity, ubiquity, buyer protections, and trust. Moreover, card networks could enhance stablecoin adoption by providing the rules, protections, and services needed for broader, mainstream use.

While we acknowledge the potential of V as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you’re looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.

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Disclosure: None. This article is originally published at Insider Monkey.