What investors are saying about Visa (V)

Summary

In the past 30 days, 5 people on 4 investor and market shows discussed Visa (V) in 6 views. Going by each speaker's latest call, 4 are bullish and 1 is bearish. Chorus has followed Visa since October 7, 2026: 7 views from 6 people on 5 shows.

Who talks about it most

• Steve Grasso · 2
• Bill Ackman · 1
• Bryn Talkington · 1
• Carter Braxton Worth · 1
• Alex Rampell · 1
• John Armitage · 1

The latest views

Newest first. Every quote is checked against the episode's transcript.

• Bill Ackman · Pershing Square Capital ManagementBullish

  Visa is a royalty on global spending, bought in the low-20s P/E after trading in the 30s.

  Pershing Square bought Visa at low-20s times earnings after it traded well into the 30s, a multiple the firm had always found too expensive. Visa is a royalty on consumer spending and a global security network. Ackman dismisses the credit-card risk behind the selloff, saying Visa takes only a modest scrape of global transactions. He argues that agents increasing transaction volume would be a big positive for Visa.

  “I put Visa, MasterCard on those lists. It's sort of a royalty on people spending money. It's one of the greatest businesses in the world. Always too expensive for us. These were well into the thirties times earnings. We were able to pick them up in the low twenties.”at 31:08

  Squawk Pod (CNBC Squawk Box): Election Day with Bill Ackman & Rahm Emanuel 11/3/26 · November 3, 2026

• Bryn Talkington · Requisite Capital ManagementBullish

  Visa is a great stock with 60%+ margins and a duopoly, so its high multiple is justified.

  Talkington says Visa is one of very few companies that is consistently a great company and a great stock. It has margins north of 60%, a simple high-margin business, and is essentially a duopoly. He argues the high multiple reflects the consistency of margins and durable earnings, which few companies besides Apple can match.

  “They have margins north of 60%. That's not gonna change anytime soon. They have a very simple business, high margin, really a duopoly.”at 36:27

  CNBC Halftime Report: Amazon in Focus as the Nasdaq Slides 10/3026 · October 30, 2026

• Steve Grasso · Grasso Global Inc.Bullish

  Visa still works: consumers are stretched but still spending, just on a different basket of goods.

  Grasso says the consumer looks stretched, but people are still spending on gas and using cards, and card usage growth is still there. He argues the market conflates two stories, a strapped consumer and no spending, when people are simply spending on a different mix of goods. He concludes that investors can still buy Visa. He notes Visa is up about 9% this month and hit a record high last Thursday.

  “I think people are conflating the two stories that the consumer is strapped, therefore they're not spending. And I think you can still buy a stock like Visa because we are spending. It's just a different basket of stuff that we're on.”at 24:49

  CNBC Fast Money: All Clear For Markets?... And What To Expect Out Of Fed Rate Decision Tomorrow 10/27/26 · October 27, 2026

• Carter Braxton Worth · Worth Charting LLCBearish

  Visa is stretched far above trend, so he would fade it.

  Carter says Visa and Mastercard are good but too good. They have been huge laggards that played catch up as a flight to safety, and now they are stretched far above trend. He would fade them.

  “So Visa and Mastercard stretched far above trend and I would fade them.”at 26:17

  CNBC Fast Money: Parts Of Tech Showing Strength Amid Sell-Off… And A Catch-Up Call In Oil 10/23/26 · October 23, 2026

• Alex Rampell · Andreessen HorowitzBullish

  Visa's intermediation and chargeback rules give it an impregnable position that crypto payments lack.

  Alex says Visa and Mastercard hold impregnable positions because they intermediate every transaction and set the rules. Chargebacks give buyers a neutral process to dispute bad purchases, which builds trust for merchants and consumers. Irreversible crypto payments lack this, which Alex calls a bear instrument for purchases. He uses the example of a lights order that never arrives to show why the middleman matters.

  “one of the reasons why Visa and Mastercard have such impregnable positions is because they intermediate everything and they set the rules and chargebacks are very important.”at 22:50

  a16z Podcast: When AI Agents Start Spending Your Money | Alex Rampell & Terry Angelos · October 15, 2026

• Steve Grasso · Grasso Global Inc.Bullish

  Visa's chart looks strong and its China expansion shows consumers still spending with credit cards.

  Grasso likes Visa's chart and points to a headline about it entering the China market more meaningfully. He notes Mastercard and American Express are already there. He argues the stock shows that people with money are still spending and that credit cards are still healthy.

  “I think this one really shows you that people with money are spending money and the credit cards are still okay.”at 40:35

  CNBC Fast Money: Drama in DRAM Memory ETF… And Trading Apple & Others At Record Highs… 10/13/26 · October 13, 2026

• John Armitage · Egerton CapitalBullish

  Visa is a high-quality business with 67% margins and predictable drivers; he owns it and it has risen since 2008-era lows

  Armitage says his fund owns Visa, which makes 67% margins, so its top line drivers are roughly known and its costs are clear, unlike opaque businesses such as Airbus or reinsurers. He adds that at one point Visa was hard to give away, yet it is up about 20% since, showing the value of holding a quality business through sentiment swings.

  “There is a lot in companies which is very private, but then there are some companies, like we happen to own Visa, where they make 67% margins, you kind of know roughly what drives the top line”at 14:21

  In Good Company with Nicolai Tangen: John Armitage: How He Invests, Building Egerton, and What Worries Him About AI · October 7, 2026