Visa Inc. (V) Q1 2026 Revenue Surpasses Expectations at $10.9 Billion, TD Cowen Maintains Buy Rating

Visa Inc. (NYSE:V) ranks among the best spring stocks to buy right now. On February 17, Freedom Capital Markets boosted Visa Inc. (NYSE:V) to Buy from Hold, raising its price target from $360 to $375. The adjustment came after Visa’s fiscal first-quarter 2026 earnings, which surpassed expectations. Notably, revenue increased 15% year-over-year to $10.9 billion, 2% above projections.

Adjusted net income increased 12% year-over-year, weaker than growth in revenue, owing to 16% higher operating expenses and a 100 basis point rise in the effective tax rate. Meanwhile, adjusted earnings per share clocked in at $3.17, up 15% year-over-year and somewhat higher than expected. The company’s share repurchase program helped to drive higher per-share growth.

At the same time, TD Cowen reaffirmed its Buy rating and set a $416 price target for Visa Inc. (NYSE:V), highlighting the company’s solid fundamentals and growth in the Value-Added Services, Commercial, and Money Services divisions.

Visa Inc. (NYSE:V) is a digital payments technology company that operates a global payment network, connecting consumers, merchants, and financial institutions to facilitate electronic transactions.

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