What are analysts saying about V's earnings outlook?
3/31/2025 04:13pm
**Visa's Earnings Outlook is Mixed**, with analysts expressing both optimism and caution regarding the company's future performance.
1. **Seaport Res Ptn's Pessimistic Outlook**:
- Seaport Res Ptn analyst J. Cantwell has lowered Q2 2025 earnings per share estimates for Visa, anticipating $2.67 per share, down from the previous forecast of $2.71.
- This indicates a more pessimistic view of Visa's earnings outlook in the near term.
2. **Overall Positive Analyst Sentiment**:
- Despite the slight downgrade, the consensus estimate for Visa's current full-year earnings is $11.12 per share.
- Several analysts have recently weighed in with positive comments, including Compass Point, Keefe, Bruyette & Woods, Bank of America, Robert W. Baird, and Monness Crespi & Partners, who have collectively given Visa ratings such as "buy," "strong-buy," and "outperform" with price targets ranging from $319.00 to $340.00.
3. **Q2 Earnings Beat Expectations**:
- Visa's Q2 earnings and revenue have beaten Wall Street expectations, with adjusted EPS of $2.51, surpassing the $2.43 average analyst estimate.
- Net revenues were $8.80 billion for the quarter, higher than the consensus of $8.62 billion.
4. **Q1 Earnings Performance**:
- In Q1 2025, Visa reported earnings per share (EPS) of $2.75, which outpaced the Zacks Consensus Estimate of $2.66 by 3.4%.
- Net revenues were $9.5 billion, marking a 10% year-over-year increase.
The mixed outlook reflects a cautious optimism, with analysts acknowledging strong past performance and growth potential but also recognizing challenges and adjusting estimates accordingly.