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10月30日 - ** 周二,Visa 第四季度利润超出 (link),原因是消费者抛开了对经济放缓的担忧,刷卡在旅游和外出就餐时挥霍。
** 支付卡服务公司股价在盘前交易中上涨 1.7%,报收于 286.7 美元。
上涨
** Raymond James("跑赢大盘",目标价:329 美元) 称,"Visa 应继续成为全球电子支付持续转变的最大受益者之一,我们认为全球电子支付仍处于中期阶段"。
** Jefferies("买入",目标价:330 美元) 表示,激励机制将再次成为 25 财年的主要波动因素,而且可能是唯一能对财年增长前景产生积极影响的因素。
** RBC("跑赢大盘",目标价:322 美元) 表示,10 月份支付量的积极趋势、新服务的增长、有效的定价以及强劲的续约管道都表明 25 财年将实现强劲增长。
** TD Cowen("买入",交易价:325 美元) 认为收入持续增长、利润和自由现金流增加将支持每股收益进一步扩大
** 券商还表示,尽管激励措施增加,但 24 财年和 25 财年的健康收尾应该足以满足投资者的担忧。
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