What Visa (V)'s Deeper POS Integration with Mad Mobile Means for Shareholders

• Earlier this month, Mad Mobile announced the launch of its Premier Acquirer Services platform in collaboration with Visa's Cybersource, SouthState Bank, and RS2, introducing direct-to-brand payment processing that streamlines payment acceptance and transparency for restaurants and retailers.
• This collaboration signals a major shift in the restaurant and retail technology industry by integrating acquiring-level control within POS solutions, leveraging Visa's capabilities to simplify payments and unlock new business efficiencies for merchants.
• We'll explore how Visa's deeper integration into modern payment infrastructure through partners like Mad Mobile could influence its long-term growth outlook.

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Visa Investment Narrative Recap

To be a Visa shareholder, you have to believe global digital commerce will keep moving away from cash, driving higher transaction volumes and reinforcing Visa's network effect. The recent Mad Mobile and Cybersource partnership showcases ongoing integration of Visa's technology into business infrastructure, but does not appear to materially alter the main short-term catalysts, expanding cross-border payments and digital payment adoption, or offset the continued risk of regulatory fee pressure.

Of the recent announcements, Visa's settlement over interchange fees is most relevant, as it seeks to address merchant concerns and regulatory scrutiny while providing more payment flexibility. This ties directly to the ongoing catalyst of growing merchant and consumer adoption of digital payments, even as legal and regulatory headwinds persist.

However, with regulatory risks to fee structures still unresolved, investors should note that ...

Read the full narrative on Visa (it's free!)

Visa's narrative projects $51.9 billion revenue and $27.5 billion earnings by 2028. This requires 10.1% yearly revenue growth and a $7.4 billion earnings increase from $20.1 billion currently.

Uncover how Visa's forecasts yield a $391.46 fair value, a 19% upside to its current price.

Exploring Other Perspectives

Simply Wall St Community members shared 29 fair value estimates for Visa from US$338.22 to US$420.54 per share. While opinions vary widely, the ongoing risk of regulatory-driven pricing caps may influence how you view Visa's earnings potential, be sure to consider both sides of the debate.

Explore 29 other fair value estimates on Visa - why the stock might be worth just $338.22!

Build Your Own Visa Narrative

Disagree with existing narratives? Create your own in under 3 minutes - extraordinary investment returns rarely come from following the herd.

• A great starting point for your Visa research is our analysis highlighting 4 key rewards that could impact your investment decision.
• Our free Visa research report provides a comprehensive fundamental analysis summarized in a single visual - the Snowflake - making it easy to evaluate Visa's overall financial health at a glance.

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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.

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