Anthropic's IPO Plans: Anthropic, a competitor to OpenAI, is preparing for a potential IPO in 2026, aiming for a valuation that could place it among the largest IPOs in history, driven by significant private market interest and ambitious revenue projections.
AI Market Competition: The podcast discusses the competitive landscape of AI companies, highlighting the rapid advancements and spending in the sector, with Anthropic and OpenAI both facing pressure to innovate and secure funding amidst high valuations.
Klarna's Membership Program: Klarna is expanding its buy now, pay later services by introducing a membership program in the U.S. that offers perks similar to credit cards, aiming to attract higher-income consumers who prefer 0% interest payment options.
Investment Insights: Contributors share their investment perspectives, with a focus on companies like Alphabet and Klarna, emphasizing the evolving nature of the buy now, pay later market and the potential for growth in AI and semiconductor technologies.
Wall Street analysts forecast V stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for V is 402.76 USD with a low forecast of 315.00 USD and a high forecast of 450.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
26 Analyst Rating
Wall Street analysts forecast V stock price to rise over the next 12 months. According to Wall Street analysts, the average 1-year price target for V is 402.76 USD with a low forecast of 315.00 USD and a high forecast of 450.00 USD. However, analyst price targets are subjective and often lag stock prices, so investors should focus on the objective reasons behind analyst rating changes, which better reflect the company's fundamentals.
21 Buy
5 Hold
0 Sell
Strong Buy
Current: 327.750
Low
315.00
Averages
402.76
High
450.00
Current: 327.750
Low
315.00
Averages
402.76
High
450.00
BofA
Mihir Bhatia
Neutral -> Buy
upgrade
$382
Al Analysis
2025-12-11
Reason
BofA
Mihir Bhatia
Price Target
$382
Al Analysis
2025-12-11
upgrade
Neutral -> Buy
Reason
BofA analyst Mihir Bhatia upgraded Visa to Buy from Neutral with a $382 price target. The firm believes Visa shares offer "very attractive return potential" following recent underperformance, the analyst tells investors. The firm view stablecoins as an opportunity, regulatory and litigation risks as "manageable," and Visa as "a premier business," the analyst added.
HSBC
Hold
to
Buy
upgrade
$335 -> $389
2025-12-08
Reason
HSBC
Price Target
$335 -> $389
2025-12-08
upgrade
Hold
to
Buy
Reason
HSBC upgraded Visa to Buy from Hold with a price target of $389, up from $335. Valuation and strong financial performance underpins the firm's more positive stance on Visa, as its attractive financial algorithm remains intact as services generate outsized growth, the analyst tells investors in a research note. The firm thinks value-added services has a long runway for growth, while Commercial & Money Movement Solutions also offer material upside over time.
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HSBC
Saul Martinez
Hold
to
Buy
upgrade
$389
2025-12-07
Reason
HSBC
Saul Martinez
Price Target
$389
2025-12-07
upgrade
Hold
to
Buy
Reason
HSBC analyst Saul Martinez upgraded Visa to Buy from Hold with a $389 price target.
UBS
Buy
maintain
$415 -> $425
2025-10-29
Reason
UBS
Price Target
$415 -> $425
2025-10-29
maintain
Buy
Reason
UBS raised the firm's price target on Visa to $425 from $415 and keeps a Buy rating on the shares.
About V
Visa Inc. is a global payments technology company. It facilitates global commerce and money movement across more than 200 countries and territories among a global set of consumers, merchants, financial institutions and government entities through technologies. It operates through the Payment Services segment. It provides transaction processing services (primarily authorization, clearing and settlement) to its financial institution and merchant clients through VisaNet, its proprietary advanced transaction processing network. It offers a range of Visa-branded payment products that its clients, including nearly 14,500 financial institutions, use to develop and offer payment solutions or services, including credit, debit, prepaid and cash access programs for individual, business and government account holders. It also provides value-added services to its clients, including issuing solutions, acceptance solutions, risk and identity solutions, open banking solutions and advisory services.
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
