Earnings Edge

Earnings Edge

Is the Stablecoin Threat Real? Visa $V 3Q'25 Consensus Earnings Preview

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Consensus Media
Jul 29, 2025
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Despite recent underperformance driven by the passage of the Genius Act and a perceived existential threat to the Visa-Master Card payments duopoly in the form of Stablecoins, Visa approaches this afternoon’s earnings at a multi-year high valuation of 30x forward earnings:

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