- Nvidia CEO Huang not going to China during Trump visit, source says
May 11, 2026
By Karen Freifeld
WASHINGTON, May 11 (Reuters) - Nvidia CEO Jensen Huang is not going to Beijing during President Donald Trump's trip to China this week, a person familiar with the matter said on Monday.
Huang was not invited, the source said, with the White House focusing more on agriculture and commercial aviation matters, such as orders for Boeing planes, on the current trip. The White House did not immediately respond to a request for comment.
A number of CEOs were expected to travel with Trump to help drum up business for U.S. companies, a top priority for his administration.
A person familiar with the matter confirmed last week that Citigroup CEO Jane Fraser was invited. Qualcomm CEO Cristiano Amon will attend as long as the trip goes ahead as planned, another source with knowledge of the matter said last week.
Trump has developed a strong relationship with Huang since he has been in office and agreed to allow the company's H200 AI chips to be exported to China. But they have not yet been sold, Commerce Secretary Howard Lutnick said on April 22nd, citing difficulties with Chinese companies getting permission to buy them from the Chinese government.
(Reporting by Karen Freifeld; Editing by Chizu Nomiyama and Nick Zieminski)
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- Your Card, Your Security. Tap: A Safer Way to Verify Identity — Visa, Keyno, and Fidelity Bank (Bahamas) Lead the Transformation
May 11, 2026
Visa and Keyno reimagine identity verification for the digital era, launching the next generation of Tap use cases — Tap to Confirm and Tap to Activate — first with Fidelity Bank (Bahamas) Limited
MIAMI, May 11, 2026--(BUSINESS WIRE)--Visa (NYSE: V) today announced a major step forward in how consumers verify their identity in the digital era, with the first-ever deployment of its Tap to Confirm and Tap to Activate technology for issuing banks. Launched in collaboration with fintech partner Keyno and Fidelity Bank (Bahamas) Limited, this innovation represents a paradigm shift in how consumers prove who they are to their financial institutions — turning the physical Visa card into a trusted identity credential that works with a simple tap inside the banking app they already use.
As commerce becomes increasingly digital, identity verification has emerged as one of the defining challenges of modern banking and payments. Instead of relying on one-time passcodes, call center verification, or other complex authentication processes, cardholders can now confirm their identity or activate a new card simply by tapping their Visa card to their mobile device — providing EMV-level security while delivering a frictionless user experience.
Visa Powers the Next Era of Identity Verification
The breakthrough technology showcases Visa's innovation leadership by leveraging advanced EMV cryptography and Visa's proprietary Chip Authenticate service. The solution integrates Visa's robust Transaction Exchange (VTEX) API for real-time card data authentication directly through VisaNet — the world's most advanced payment processing network, handling over 150 billion transactions annually.
"Identity verification has become one of the defining challenges of digital commerce — and one of the biggest points of friction for consumers and issuers alike. With tap authentication, Visa is transforming the card in your wallet into a secure, intuitive identity credential, delivering an experience that is easier for consumers and more secure for issuers. This is what Visa's payments expertise and global infrastructure make possible," said, Mike Romero, Head of Digital Solutions, Visa Latin America and the Caribbean.
Enabling Issuers and Transforming Consumer Experience
Partnering with Keyno - whose technology provides secure digital card solutions - and launching first with Fidelity, Visa enhances issuers’ ability to:
Accelerate digital onboarding and activation with instant card activation Reduce bank call center costs by turning users to in-app experiences Reduce fraud significantly with best-in-class EMV cryptogram validation that surpasses SMS-based authentication Offer customers faster, tap-based authentication for high-risk activity, like changes to passwords, mailing addresses. high value money transfers, or account limits Eliminate friction while strengthening security - no more wait times for call centers or delayed SMS codes
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"Identity is the key to safe commerce. Now, your Visa card is the key to secure online identity verification. Keyno and Visa are leading the way—making digital banking safer, simpler, and more trusted with just a tap," said, Robert J Steinman, CEO Keyno.
Following the successful Fidelity pilot, Visa is positioning Tap to Confirm as a premium security and authentication solution with global expansion planned throughout the year.
FAQ
Q: What is Tap to Confirm?
Tap to Confirm lets cardholders verify possession of their card for actions like high-value transfers or account changes by simply tapping their Visa card on their own mobile device using the issuer's banking app, replacing OTP with secure EMV authentication.
Q: What is Tap to Activate?
Tap to Activate allows cardholders to activate a new Visa card instantly and securely by tapping the card on their mobile phone within the issuer's app, eliminating the need to call support or enter activation codes.
Q: Who are the partners in this pilot?
Visa has partnered with Keyno (keyno.io), a provider of secure digital card solutions, and Fidelity (www.fidelitygroup.com) for the first commercial rollout of these breakthrough tap features.
Q: How does this improve security?
The solutions use EMV chip cryptogram technology and Visa's Chip Authenticate service for each tap, creating highly secure, fraud-resistant authentication that significantly exceeds the security of other authentication methods.
Q: What are the benefits for cardholders?
Faster, frictionless onboarding and card activation Elimination of passwords, SMS delays, and phone calls EMV-grade security for all authentication actions Intuitive tap gesture requiring no learning curve
Q: When will these features be available?
The initial rollout with Fidelity is now live, with plans for expansion throughout 2026.
Q: Do I need a special app?
For this pilot, these features will be available within Fidelity's FIDSECURE mobile app powered by Keyno's technology and Visa's Tap to Confirm authentication infrastructure.
Q: What makes this different from other authentication methods?
Unlike OTP or app-based authentication, Visa's Tap technology uses the physical card's EMV chip as the authentication factor, providing stronger security while simplifying the user experience.
About Visa
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, sellers, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at Visa.com.
About Keyno
Keyno is a fintech innovator that helps issuers reduce card-not-present fraud and accelerate digital adoption through advanced card-security and enablement technologies. Its CVVkey® platform powers Dynamic CVV2, Digital Card Display with Full PAN, 3DS Biometric Authentication, Click-to-Pay Issuer Enablement, and Tap-to-X services for banks, credit unions, and fintechs worldwide.
www.keyno.io
View source version on businesswire.com: https://www.businesswire.com/news/home/20260511068610/en/
Contacts
Media Contacts
Catalina Bantula Camps
cbantula@visa.com
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- Visa Tests AI Commerce And Concert Payments As Shares Trade Below Targets
May 11, 2026
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Visa expanded its Agentic Ready AI agent initiated commerce program into Canada, giving banks and payment partners access to live testing environments for AI driven transactions. The company also launched a global music partnership as the official payment partner for The Weeknd's Asia stadium tour, tying payments to live entertainment and digital experiences. These moves highlight Visa's push into AI enabled commerce and experiential marketing that has not been covered in recent updates.
Visa (NYSE:V) is rolling out new AI and entertainment efforts while its stock trades at $318.79. Over the past 3 years the stock is up 39.8% and over 5 years it is up 45.8%, with the 1 year period showing a decline of 9.7%. Year to date, the share price is down 8.0%, and down 2.5% over the past week, while the past 30 days show a gain of 4.7%.
For investors watching NYSE:V, these AI and music partnerships may be useful to track as Visa refines how its payment network fits into agent led commerce and live events. The practical test environments in Canada and the visibility from The Weeknd's Asia tour could provide more concrete developments to monitor in upcoming product launches, merchant adoption, and consumer engagement tied to Visa's platform.
Stay updated on the most important news stories for Visa by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Visa.NYSE:V Earnings & Revenue Growth as at May 2026
📰 Beyond the headline: 0 risks and 4 things going right for Visa that every investor should see.
Quick Assessment
✅ Price vs Analyst Target: At $318.79, Visa trades about 20% below the $398.31 analyst price target. ✅ Simply Wall St Valuation: Shares are assessed as trading 14.8% below estimated fair value, flagged as undervalued. ✅ Recent Momentum: The stock is up 4.7% over the past 30 days.
There is only one way to know the right time to buy, sell or hold Visa: head to Simply Wall St's company report for the latest analysis of Visa's Fair Value.
Key Considerations
📊 The Agentic Ready rollout in Canada and The Weeknd partnership both point to Visa testing new use cases for its network in AI-led commerce and live entertainment. 📊 Watch how quickly banks, merchants and consumers adopt these AI agent transactions and stadium experiences, as well as any impact on volumes and engagement metrics that Visa discloses. ⚠️ Execution risk is central here. If AI agents or event tie-ins fail to resonate, the spending on these initiatives may not translate into meaningful network activity.
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Dig Deeper
For the full picture, including more risks and rewards, check out the complete Visa analysis. Alternatively, you can visit the community page for Visa to see how other investors believe this latest news will impact the company's narrative.
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.
Companies discussed in this article include V.
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- Visa Announces Expiration and Results of Exchange Offer for Class B-1 and Class B-2 Common Stock
May 11, 2026
SAN FRANCISCO, May 11, 2026--(BUSINESS WIRE)--Visa (NYSE:V) today announced that its Exchange Offer for Class B-1 and B-2 common stock expired on May 8, 2026. The Exchange Offer allowed each participating holder of Class B common stock to exchange their shares of Class B common stock for a combination of Visa’s Class B-3 common stock, Visa’s Class C common stock and, where applicable, cash in lieu of fractional shares.
Today, Visa has accepted approximately 2.7 million shares of Class B-1 common stock and approximately 119.8 million shares of Class B-2 common stock tendered in the Exchange Offer. Based on the number of shares that were tendered, Visa will issue in exchange: 1
approximately 60.6 million shares of Class B-3 common stock; approximately 23.3 million shares of Class C common stock; and in lieu of issuing fractional shares, Visa will pay cash based on the reported closing Class A common stock price on the NYSE as of the expiration date of $318.79.
The accepted stock includes approximately 98 percent of outstanding Class B-1 and B-2 shares, representing approximately 55 percent of outstanding Class B-1 shares and over 99 percent of outstanding Class B-2 shares. Settlement of the exchange will be made promptly.
About Visa
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, sellers, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at Visa.com.
Additional Information and Where to Find It
The Exchange Offer was made solely by the Prospectus. Visa has also filed with the SEC a Schedule TO, which contains important information about the Exchange Offer. Copies of the Prospectus, the Registration Statement, the Schedule TO, the Letter of Transmittal and other related documents, and any other information that Visa files electronically with the SEC, may be obtained free of charge at the SEC’s website at www.sec.gov.
Visa has engaged Equiniti Trust Company, LLC and Sodali & Co. to act respectively as exchange agent and information agent for the Exchange Offer. To obtain copies of the Prospectus, the Letter of Transmittal and other related documents and for questions about the terms of the Exchange Offer, you may contact the Information Agent toll-free at (800) 662-5200 (for stockholders) or (203) 658-9400 (for banks and brokers).
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Forward-Looking Statements
This communication contains forward-looking statements that relate to, among other things, the consummation of the Exchange Offer. Forward-looking statements generally are identified by words such as "anticipates," "believes," "estimates," "expects," "intends," "may," "projects," "outlook," "could," "should," "will," "continue" and other similar expressions. All statements other than statements of historical fact could be forward-looking statements, which speak only as of the date they are made, are not guarantees of future events and are subject to certain risks, uncertainties and other factors, many of which are beyond Visa’s control and are difficult to predict. Except as required by law, Visa does not intend to update or revise any forward-looking statements as a result of new information, future events or otherwise.
No Offer or Solicitation
This communication is for informational purposes only and is not intended to and does not constitute an offer to subscribe for, buy or sell, the solicitation of an offer to subscribe for, buy or sell or an invitation to subscribe for, buy or sell any securities or the solicitation of any vote or approval in any jurisdiction pursuant to or in connection with the Exchange Offer or otherwise, nor shall there be any sale, issuance or transfer of securities in any jurisdiction in contravention of applicable law. No offer of securities shall be made except by means of a prospectus meeting the requirements of Section 10 of the Securities Act of 1933, as amended, and otherwise in accordance with applicable law.
_______________ 1 As of the expiration date, the applicable Conversion Rate for the Class B-1 common stock, Class B-2 common stock and Class C common stock was 1.5475 shares of Class A common stock, 1.5075 shares of Class A common stock and 4 shares of Class A common stock, respectively.
View source version on businesswire.com: https://www.businesswire.com/news/home/20260511193035/en/
Contacts
Investor Relations: InvestorRelations@visa.com
Media Relations: Press@visa.com
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- Latest News In Digital Payment - RemitBee Partners With Visa For Global Payment Expansion
May 11, 2026
In a recent development in the realm of digital payments, RemitBee Inc., a Canadian fintech platform, has announced a collaboration with Visa Canada to enhance cross-border payment services. By integrating with Visa Direct, RemitBee aims to provide faster and more secure international transfers to over 190 countries, addressing common issues faced by Canada's immigrant community in sending money abroad. This collaboration not only signifies an important milestone for Canada's domestic fintech sector but also highlights the emergence of a homegrown payment infrastructure that could offer a competitive alternative to foreign-dominated markets in cross-border payments. This partnership is poised to strengthen RemitBee's role as a centralized hub for payment services, potentially giving financial partners and regional operators streamlined access to global markets.
Visa last closed at $318.79 down 0.8%.
In other market news, Corpay was a standout up 12.5% and ending trading at $343.99, hovering around its 52-week high.
Best Digital Payment Stocks
SoFi Technologies ended the day at $15.75 down 1.6%. PayPal Holdings settled at $45.37 down 1.8%. On Thursday, PayPal advised shareholders to vote against two proposals regarding service provision in conflict zones and reducing the threshold to call a special meeting. Nu Holdings closed at $13.80 down 3.2%.
Visa's rapid growth in value-added services and cross-border solutions leverages the global shift to digital payments. Discover how these strategies could redefine Visa's market position by clicking through to our full narrative.
Make It Happen
Navigate through the entire inventory of 215 Digital Payment Stocks including Al Rajhi Banking and Investment, Shanghai Pudong Development Bank and Canara Bank here. Interested In Other Possibilities? This technology could replace computers: discover the 26 stocks are working to make quantum computing a reality.
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.
Sources:
Simply Wall St "Visa Canada and RemitBee to Power Instant, Secure Canadian Cross-Border Payments" from Visa Canada on GlobeNewswire (published 06 May 2026)
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Companies discussed in this article include NYSE:CPAYNYSE:VNasdaqGS:SOFINasdaqGS:PYPLNYSE:NU and DFM:EIB.
This article was originally published by Simply Wall St.
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- Stablecoin disruptors want to vanquish Visa but face a tough task ahead
May 11, 2026
A debate broke out on X last week that, by the standards of social media, was refreshingly civil and informed. The topic was whether Visa will continue to dominate payments in the age of agentic commerce, or if that future belongs to blockchain natives wielding stablecoins.
The debate kicked off with the cofounder of a startup called Modern Treasury musing that it’s easy enough for agents to memorize a 16-digit card number, so why is there a need for stablecoins in the first place? Y Combinator cofounder Paul Graham then retorted, “Because then you have to add card fees. Why drag Visa along with us into the future like a software virus?”
My instinct, in these situations that pit a powerful incumbent against a disruptive new technology, is to side with the latter. Just look at what became of once-dominant industry leaders like Nokia, Kodak and Blockbuster. In the case of Visa, though, it’s harder to proclaim the company is doomed to become a dinosaur in an era of agents and stablecoins.
One reason, as some who responded to Graham’s tweet pointed out, is that Visa’s fees are around 12 basis points, which is not particularly high. The 3% to 4% vig that many merchants pay for a credit card transaction is pocketed by banks, not Visa, and a lot of it flows back to consumers in the form of rewards. Meanwhile, Visa has deep lock-in thanks to a five-sided network that offers global reach and a baked-in fraud resolution process. This isn’t just any old monopoly that the stablecoin disruptors are taking on.
The challenge is heightened further by the fact the credit card giants aren’t exactly standing still. As one analyst noted, both Visa and Mastercard “are insuring they will be orchestrators and not casualties of stablecoins and agentic commerce.” Notably, Visa’s crypto guy, Cuy Sheffield, joined the X debate to muse that his company could integrate stablecoins for instant on-chain merchant settlement—a move he implied could obviate the disruptors’ advantage.
All of this shows that Visa is not going away anytime soon. Still, I’m betting on the disruptors all the same. The rise of programmable money and blockchain rails means it’s easy to lower transaction fees to well below 1 basis point, which is a far cry from Visa’s 12 bps—a discrepancy that brings to mind Jeff Bezos’s famous “your margin is my opportunity.” No doubt crypto challengers like MoonPay, Stripe, Coinbase and AgentCash are thinking the same thing.
A final reason not to declare early victory for Visa: New technologies introduce new types of behavior and, in the coming age of agentic commerce, there will be all sorts of novel businesses that emerge around data, APIs and more. It’s unlikely that Visa will be on the cutting edge of any of this. To borrow a too-familiar cliché from the crypto world, when it comes to agentic commerce, we’re still in the first inning.
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Jeff John Roberts
jeff.roberts@fortune.com
@jeffjohnroberts
This story was originally featured on Fortune.com
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- Visa amps up the music as Official Payment Partner for the Asia leg of The Weeknd's 'After Hours Til Dawn' Stadium Tour
May 11, 2026
SINGAPORE, May 11, 2026 /PRNewswire/ -- Visa, a global leader in digital payments, today announced a new partnership with global music icon The Weeknd's 'After Hours Til Dawn' Stadium Tour, acting as the Official Payment Partner for its Asia leg. The partnership marks a long-awaited return to Asia for The Weeknd, who last toured in the continent in 2018 and continues Visa's rhythm of music collaborations connecting fans to artists they love across Asia Pacific.Promotional visual for Asia leg of the 'After Hours Til Dawn' Stadium Tour
The 'After Hours Til Dawn' Stadium Tour arrives in Asia after toppling industry records over the last year – surpassing US$1 billion in gross ticket sales and over 7.5 million tickets sold for 153 shows, making it the highest-grossing tour by a male solo artist[1]. The Asia leg will kick off first in Tokyo on 20 September and will sweep across Jakarta, Singapore, Seoul, Bangkok, and Hong Kong before concluding on 4 November in Kuala Lumpur.
As the Official Payment Partner, Visa will bring fans of The Weeknd an early opportunity to secure tickets for select markets in the 'After Hours Til Dawn' Stadium Tour. Visa cardholders of selected issuing partners can shop the Visa Presales on Live Nation for the Bangkok, Hong Kong, Kuala Lumpur, and Singapore shows:
Bangkok: 19 May, 10AM to 20 May, 10AM BKT – All KBank Visa credit cards Hong Kong: 19 May, 10AM to 20 May, 10AM HKT – All ZA Bank ZA Cards (Visa) Kuala Lumpur: 19 May, 10AM to 20 May, 10AM MYT – All Maybank Visa credit cards Singapore: 19 May, 12PM to 20 May, 12PM SGT – All Visa cards
Danielle Jin, Chief Marketing Officer, Asia Pacific at Visa said: "Visa is proud to continue bringing amazing music experiences to fans in Asia Pacific. The Weeknd is a global star whose music resonates across borders. His return to Asia has been eagerly anticipated and we are thrilled to power this moment with seamless payments and early access, connecting culture and commerce so everyone can be the fan they want to be."
Visa champions the moments that bring fans closer to the passions they love, from sports and music to fashion and entertainment. Guided by a fan-first approach to partnerships, Visa designs experiences that deepen connection and make participation seamless, secure and accessible for audiences around the world. Through high impact partnerships, Visa helps shape cultural moments while enabling effortless, cross-border commerce. Visa's partnership with the 'After Hours Til Dawn' Stadium tour continues a drumbeat of top-notch music partnerships such as "BTS WORLD TOUR 'ARIRANG'" and the MAMA AWARDS, the world's no.1 K-pop awards, allowing Visa to create more meaningful experiences that bring fans closer to the artists they love.
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For more information, visit https://www.visa.com.sg/promotions/the-weeknd.html
About Visa
Visa (NYSE: V) is a world leader in digital payments, facilitating transactions between consumers, merchants, financial institutions and government entities across more than 200 countries and territories. Our mission is to connect the world through the most innovative, convenient, reliable and secure payments network, enabling individuals, businesses and economies to thrive. We believe that economies that include everyone everywhere, uplift everyone everywhere and see access as foundational to the future of money movement. Learn more at Visa.com.
About The Weeknd
The Weeknd is a multi-platinum, 7x Diamond-certified artist who reshaped R&B and pop, making him one of the most listened-to artists of the 21st century, with over 115 million monthly Spotify listeners and the first artist to have 31 songs each with over a billion streams.
In 2025 his After Hours Til Dawn tour became the most successful tour in history for a male solo artist and has surpassed $1 billion in ticket sales and is still ongoing in 2026. Named "The Most Popular Artist in the World" by Guinness World Records in 2023, his album After Hours is the most streamed R&B album of all time, while "Blinding Lights" is the Diamond-certified Billboard Hot 100 song of all time. In January 2025, he released Hurry Up Tomorrow, the final and most personal chapter in his acclaimed trilogy following After Hours (2020) and Dawn FM (2022).
His continuous record-breaking charts, sales, and streams, headlining the biggest festivals and selling out stadiums globally, including the 2020 Super Bowl, along with his mysterious public persona, solidify The Weeknd as one of the most compelling and significant artists of the 21st century.
[1]The Weeknd's 'After Hours Til Dawn' Tour Surpasses $1 Billion In Sales(PRNewsfoto/Visa Worldwide Pte Ltd)Cision
View original content to download multimedia:https://www.prnewswire.com/apac/news-releases/visa-amps-up-the-music-as-official-payment-partner-for-the-asia-leg-of-the-weeknds-after-hours-til-dawn-stadium-tour-302768037.html
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- Visa Extends Crypto And AI Payments Push While Testing Its Moat
May 10, 2026
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Visa expanded its global stablecoin settlement program to nine major blockchains, widening support for multi-chain digital payments. The company partnered with Lightspark to enable stablecoin and Bitcoin-backed Visa debit cards in over 100 countries. Visa is rolling out its Agentic Ready AI-commerce initiative across Asia Pacific and Latin America, targeting AI-driven, automated payment use cases.
Visa (NYSE:V), trading at $321.28, is pushing further into digital assets and AI-powered payments at the same time its stock shows mixed recent performance, including a 6.2% return over the past 30 days and a 48.8% return over 5 years. These moves extend well beyond traditional card processing and relate directly to how the company is positioning itself within the broader shift toward blockchain based settlement and data driven commerce.
For investors, the expansion into multi-chain stablecoin settlement, Bitcoin backed debit cards and AI powered commerce in high growth regions adds new layers to the Visa story that go beyond near term earnings or short term price moves. The key questions now center on how quickly these products scale, how they affect Visa's role in global payments infrastructure, and what that could mean for the risk and opportunity profile of NYSE:V over time.
Stay updated on the most important news stories for Visa by adding it to your watchlist or portfolio. Alternatively, explore our Community to discover new perspectives on Visa.NYSE:V Earnings & Revenue Growth as at May 2026
📰 Beyond the headline: 0 risks and 4 things going right for Visa that every investor should see.
Visa’s latest moves pull together three themes that matter if you follow the stock: where payments are settled, what counts as a “card balance,” and who is actually initiating the transaction. Expanding the stablecoin program to nine blockchains gives issuers and acquirers more flexibility in how they fund and settle with Visa, while the Lightspark partnership effectively treats stablecoins and Bitcoin holdings alongside fiat balances at over 100 countries’ worth of merchants. In parallel, the Agentic Ready rollout in Asia Pacific and Latin America is about preparing banks and merchants for AI agents that search, decide, and pay on a cardholder’s behalf. For you, that means this is less a single partnership headline and more a multi year test of whether Visa’s network can stay central as crypto rails, account to account payments and AI driven commerce scale. It also puts Visa in more direct competition with players such as Mastercard, PayPal and local real time schemes, so execution and regulatory responses around stablecoins and AI led transactions will be important to track.
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How This Fits Into The Visa Narrative
The broader stablecoin program and Visa Direct style use cases align with the narrative focus on cross border flows and remittances as a key revenue driver. Integrating stablecoins and decentralized infrastructure could also challenge the narrative if these rails eventually allow participants to bypass Visa’s fees or pressure margins. The Agentic Ready AI commerce initiative, especially in emerging markets, adds an AI driven angle that is not fully captured in the narrative’s emphasis on tap to pay and traditional digital payments.
Knowing what a company is worth starts with understanding its story. Check out one of the top narratives in the Simply Wall St Community for Visa to help decide what it's worth to you.
The Risks and Rewards Investors Should Consider
⚠️ Stablecoin and Bitcoin backed cards may attract added regulatory attention, which could affect how quickly these products can scale or what economics Visa can earn. ⚠️ As AI agents start making payments, any gaps in dispute resolution or consent frameworks could expose Visa to operational and reputational risk compared with competitors like Mastercard and PayPal. 🎁 Visa’s presence across nine blockchains, combined with Lightspark’s reach, positions its network at the point where on chain balances meet everyday card spending at millions of merchants. 🎁 The Agentic Ready expansion in Asia Pacific and Latin America ties into existing efforts in emerging markets, giving Visa a testbed for AI powered, automated payments in regions where digital adoption is growing.
What To Watch Going Forward
From here, you may want to watch how quickly issuers and fintechs adopt Visa’s multi chain settlement options, and whether card programs funded by stablecoins or Bitcoin start to contribute meaningfully to transaction volumes. On the AI side, updates on live Agentic Ready pilots, especially any data on authorization quality, fraud outcomes or consumer control features, will help show whether agent led commerce is becoming a real use case or staying experimental. Any regulatory developments around stablecoins, on chain settlement or AI driven payments, as well as competitive responses from Mastercard and large digital wallet providers, will also be central to how this story develops.
To ensure you're always in the loop on how the latest news impacts the investment narrative for Visa, head to the community page for Visa to never miss an update on the top community narratives.
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.
Companies discussed in this article include V.
Have feedback on this article? Concerned about the content? Get in touch with us directly. Alternatively, email editorial-team@simplywallst.com
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- Why Visa (V) Remains a Wide-Moat Play as Agentic Commerce Expands
May 10, 2026
Visa Inc. (NYSE:V) is one of the best stocks to buy with wide moats.
The latest moat-relevant update came on May 5, 2026, when Visa Inc. (NYSE:V) expanded its Agentic Ready program to issuers in Canada, extending a global effort meant to prepare banks and payment partners for AI agent-initiated commerce. The program lets participants test agent-led payments in controlled environments with live cards and merchants, while validating payment flows, including card enrollment, tokenization, authentication, and authorization.
The update fits Visa’s wide-moat profile because its advantage is rooted in its trusted payment infrastructure and network effects. Morningstar uses Visa as an example of network effects, where more card users make the network more attractive to merchants, which in turn makes it more useful to consumers. Visa’s latest results also showed that the existing network is still growing: on April 28, the company reported fiscal second-quarter net revenue of $11.2 billion, up 17%, with payments volume up 9%, cross-border volume up 12%, and processed transactions up 9%.Why Visa (V) Remains a Wide-Moat Play as Agentic Commerce Expands
Pixabay/Public Domain
Visa Inc. (NYSE:V) operates a global digital payments network that connects consumers, merchants, financial institutions, businesses, strategic partners, and governments across more than 200 countries and territories.
While we acknowledge the potential of V as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock.
READ NEXT: 33 Stocks That Should Double in 3 Years and Cathie Wood 2026 Portfolio: 10 Best Stocks to Buy.
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- FIS Tops Q1 Earnings on Banking Solutions Growth, Margin Expansion
May 8, 2026
Fidelity National Information Services, Inc. FIS reported first-quarter 2026 adjusted earnings per share (EPS) of $1.36, which beat the Zacks Consensus Estimate by 6.3%. The bottom line advanced 12% year over year.
Revenues amounted to $3.3 billion, which improved 30% year over year. The top line beat the consensus mark by 0.7%.
The strong quarterly earnings were driven by solid performances in the Banking Solutions and Capital Market Solutions segments, supported by recurring revenue growth, margin expansion and acquisition benefits. However, the upside was partly offset by higher cost of revenues and increased selling, general and administrative expenses.
Fidelity National Information Services, Inc. Price, Consensus and EPS SurpriseFidelity National Information Services, Inc. Price, Consensus and EPS Surprise
Fidelity National Information Services, Inc. price-consensus-eps-surprise-chart | Fidelity National Information Services, Inc. Quote
FIS’ Q1 Performance
The cost of revenues increased 32.3% year over year to $2.2 billion in the quarter. SG&A expenses of $605 million rose 8.4% year over year. Net interest expenses of $197 million increased 146.3% from the prior-year quarter’s figure.
Adjusted EBITDA was $1.3 billion, up 36% year over year. Adjusted EBITDA margin increased 176 basis points year over year to 39.6%, primarily driven by acquisitions, a favorable business mix and cost savings initiatives.
Q1 Segmental Update of Fidelity National
Revenues from the Banking Solutions unit totaled $2.4 billion, which grew 45% year over year. The metric surpassed the Zacks Consensus Estimate by 0.4%. The segmental results gained from solid margin expansion. Adjusted EBITDA margin improved 299 bps year over year to 43.7%, supported by cost management and a favorable revenue mix.
The Capital Market Solutions segment’s revenues advanced 5% year over year to $823 million, beating the Zacks Consensus Estimate by 0.5%. Strong recurring revenue growth benefited the metric. Adjusted EBITDA margin of 51.6% expanded 162 bps year over year.
The Corporate and Other segment recorded revenues of $98 million, which increased 12% year over year. Adjusted EBITDA loss was $158 million.
Financial Update (As of March 31, 2026)
Fidelity National exited the first quarter of 2026 with cash and cash equivalents of $755 million, which increased from $599 million as of 2025-end. Total assets of $43.5 billion were up from $33.5 billion at the end of 2025.
Long-term debt, excluding the current portion, amounted to $16.8 billion, up from $9.1 billion as of Dec. 31, 2025. The current portion of long-term debt totaled $101 million. Short-term borrowings totaled $4.2 billion at the end of the reported quarter.
Story Continues
Total equity of $16 billion increased from $13.9 billion at the end of 2025.
Fidelity National Financial generated $713 million in net cash from operations, representing a 56% year-over-year increase. Adjusted free
cash flow totaled $474 million, up 111.6% year over year.
Share Repurchase & Dividend Update
The company returned $262 million to shareholders, including $30 million through share repurchases and $232 million in dividend payments.
2Q26 View
Management forecasts revenues between $3.375 billion and $3.395 billion. Adjusted EBITDA is projected to be in the range of $1,395-$1,415 million. Adjusted EPS is estimated to be between $1.45 and $1.49.
FIS Reaffirms 2026 Guidance
Revenues are still expected to be in the range of $13.77-$13.85 billion, indicating 30-31% adjusted revenue growth.
Adjusted EBITDA is projected to be between $5.8 billion and $5.86 billion in 2026, up from $4.3 billion in 2025. Adjusted EBITDA margin is anticipated to be in the range of 42.1-42.3%.
Adjusted EPS is expected to be between $6.22 and $6.32, which implies significant growth from $5.57 in 2025.
Free cash flow is projected to be between $2.05 billion and $2.15 billion.
FIS’ Zacks Rank
Fidelity National currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.
How Did Peers Perform?
Several companies in the Business Services space, including Mastercard Incorporated MA, Visa Inc. V and Marsh & McLennan Companies, Inc. MRSH, have also reported their financial results for the March quarter of 2026. Here’s how they have performed:
Mastercard reported first-quarter 2026 adjusted earnings of $4.60 per share, which topped the Zacks Consensus Estimate by 4.6%. The bottom line improved 23.3% year over year. Net revenues rose 15.8% year over year to $8.4 billion. MA’s quarterly results benefited from growing cross-border volumes and solid growth in value-added services revenues. However, the upside was partly offset by elevated operating expenses and higher payment network rebates from new and renewed deals.
Visa delivered second-quarter fiscal 2026 adjusted earnings of $3.31 per share, which increased 20% year over year and beat the Zacks Consensus Estimate by 7.1%. Net revenues were $11.23 billion, up 17% year over year. V’s quarterly results reflected resilient spending trends, higher cross-border volumes and solid network activity, including a 9% year-over-year increase in payment volume on a constant-dollar basis. The upside was partly offset by increased operating expenses.
Marsh reported first-quarter 2026 adjusted earnings per share of $3.29, which beat the Zacks Consensus Estimate by 2.5%. The bottom line increased 8% year over year. Consolidated revenues of $7.6 billion improved 8% year over year. The quarterly results benefited from solid growth in the Risk and Insurance Services and Consulting unit, particularly from the Marsh Risk, Guy Carpenter, Mercer and Marsh Management Consulting businesses. The upside was partially offset by increased operating expenses, primarily due to increased compensation and benefits.
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