Does Visa’s Expanding Stablecoin Role Reshape the Bull Case for V?

• In early August 2026, Lithic announced a partnership with Lightspark to power its Visa-issued card program settling in USDC, while Zerohash and Visa jointly unveiled new stablecoin prefunding and payout capabilities for Visa Direct clients, extending stablecoin use into cross-border payouts and everyday card spending.
• These moves highlight how Visa’s network is increasingly being used as connective tissue between onchain stablecoin balances and real-world payments, reinforcing its role at the center of evolving digital money infrastructure.
• With Visa deepening its role in stablecoin-powered settlement, we’ll now examine how this development may influence its existing investment narrative.

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Visa Investment Narrative Recap

To own Visa, you generally need to believe its global network remains central to how money moves, even as payments technology shifts toward real time and onchain options. The latest stablecoin partnerships deepen that onchain role but do not materially change the near term catalyst around value added services growth or the key risk that alternative rails and stablecoins eventually bypass Visa’s economics.

Among recent developments, Pershing Square’s new position in Visa is particularly relevant, as it explicitly challenges fears that disruption from real time and stablecoin based systems is arriving faster than Visa can adapt. That external vote of confidence sits alongside Visa’s own push into stablecoin settlement, framing the stock’s current debate around how much of the ongoing innovation Visa can capture inside its own fee based network.

Yet while the story sounds reassuring, investors should also be aware that Visa’s growing embrace of stablecoins could one day...

Read the full narrative on Visa (it's free!)

Visa's narrative projects $61.1 billion revenue and $33.3 billion earnings by 2029. This requires 11.2% yearly revenue growth and a $10.9 billion earnings increase from $22.4 billion today.

Uncover how Visa's forecasts yield a $411.63 fair value, a 13% upside to its current price.

Exploring Other Perspectives

Thirty Simply Wall St Community valuations for Visa span roughly US$300 to US$463 per share, showing how far apart individual expectations can be. Some members focus on Visa’s expanding role in stablecoin enabled settlement, while others emphasize the risk that these same onchain rails might eventually erode its traditional card economics, so it is worth comparing several of these viewpoints before making up your mind.

Explore 30 other fair value estimates on Visa - why the stock might be worth as much as 27% more than the current price!

Reach Your Own Conclusion

Don't just follow the ticker - dig into the data and build a conviction that's truly your own.

• A great starting point for your Visa research is our analysis highlighting 3 key rewards and 1 important warning sign that could impact your investment decision.
• Our free Visa research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Visa's overall financial health at a glance.

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This article by Simply Wall St is general in nature. We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice. It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.

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