Latest analyst takes
Joseph Carlson After HoursBULLV is a buy after earnings because both it and MA showed clear strength with high-teens revenue growth, strong free cash flow and buybacks, and the speaker expects valuation expansion toward ~30x forward PE as network effects and margins keep improving.6d ago
Meet KevinBULLV looks mispriced on fundamentals—his view is that its stable-coin-related concerns are overstated and the cash-generation profile supports the stock being “not that expensive” even after the recent bump.11d ago
Financial EducationBULLV is expected to keep beating earnings regularly, but the speaker downplays the stock’s reaction size because it typically moves only modestly on results.13d ago"V is a buy after earnings because both it and MA showed clear strength with high-teens revenue growth, strong free cash flow and buybacks, and the speaker expects valuation expansion toward ~30x forward PE as network effects and margins keep improving."
"V looks mispriced on fundamentals—his view is that its stable-coin-related concerns are overstated and the cash-generation profile supports the stock being “not that expensive” even after the recent bump."
"V is expected to keep beating earnings regularly, but the speaker downplays the stock’s reaction size because it typically moves only modestly on results."