🏛️ Company factsSEC filings + FINRA official data
Annual revenue $40.0B · latest quarter up 17.1% YoY · profitable (FY net income $20.1B) · short activity above its recent average — bears adding.
FY revenue
$40.0B
2025-09
Latest Q YoY
+17.1%
FY net income
$20.1B
Short volume
49.6%
20d avg 43.5% · shorts building
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 91/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$3.32 vs $3.23+2.79%
- Mar 2026$3.31 vs $3.09+7.12%
- Dec 2025$3.17 vs $3.14+0.96%
- Sep 2025$2.98 vs $2.97+0.34%
The takeaway
It has tracked consensus closely — no systematic over- or under-shooting.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
1 direct · 9 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Stablecoins linking directly into bank settlement pose a long-run substitution risk to card-network rails—a second-order effect, minimal near term.
Also named: COIN · CRCL · PYPL
Rising stablecoin payment narrative signals long-term disintermediation risk, though near-term transaction volumes are unaffected
Also named: COIN · CRCL · PYPL · MA
Expansion of stablecoin developer ecosystems poses a longer-term disintermediation risk to traditional card network settlement business
Also named: PYPL · SQ · COIN · CRCL · ETH
- #4▲0.47%2nd-orderMeta launches AI agent that can access other apps to send emails, make payments4d ago
Regardless of whether payments are human- or agent-initiated, transactions are likely to still clear through card networks, so Visa as the underlying rail benefits from any incremental transaction volume.
Also named: META · GOOGL · MSFT · PYPL · SQ
- #5▲0.37%DirectMicron, Visa, and Other Growth Stocks Look Ready for a Revival—Here Are the Signs3d ago
Named for technical rebound signals, but earnings beats have been shrinking, lacking fresh fundamental catalysts
Also named: MU · WDC · STX · MA
The Affirm Card runs on Visa, so growth adds incremental volume—though negligible relative to Visa's scale.
Also named: AFRM · SOFI · PYPL · SQ
Expanding services activity typically coincides with rising card transaction volumes.
Also named: GLD · TLT · USO · BTC · AAAU · IAU
As Visa serves as PayPal's settlement network partner, an overall improvement in payments-sector sentiment provides a mild indirect tailwind
Also named: PYPL · SQ · MA
- #9▼0.15%2nd-orderGold prices remain down as U.S. JOLTS highlight ongoing weakness in labor market11d ago
Slower consumer spending indirectly drags on growth in Visa's transaction fee revenue.
Also named: GLD · AAAU · TLT · USO · BTC · NEM
- #10▲0.08%2nd-orderPayPal Holdings, Inc. (PYPL) Presents at Goldman Sachs Communacopia + Technology Conference 2026 Transcript3d ago
As a payments ecosystem partner, heightened industry attention provides mild sentiment spillover
Also named: PYPL · SQ
🕰️ Price × news · engine report card
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📜 Call history (newest first
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