$Block(XYZ.US) Q2 EARNINGS DOUBLE BEAT
Adj. EPS: $1.02 vs $0.87 estSales: $6.618B vs $6.485B est๐ฅ -0.69%What's on your mind?
$Block(XYZ.US) | Mizuho reiterates ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ฅ๐จ๐๐ค ๐๐ง๐., maintains ๐๐ ๐๐ญ $๐๐๐
Analyst sees Neighborhoods, XYZ's new loyalty program, as the biggest lever for fundamentally changing network size and growth trajectory.$Block(XYZ.US) | Baird maintains ๐๐ฎ๐ญ๐ฉ๐๐ซ๐๐จ๐ซ๐ฆ on ๐๐ฅ๐จ๐๐ค, ๐ซ๐๐ข๐ฌ๐๐ฌ ๐๐ ๐ญ๐จ $๐๐๐
Analyst designates Block a "Bullish Fresh Pick" on likely Q2 beat/raise, macro tailwinds, and margin benefits from cost-saving measures.
Go Beyond!
Rate Of Return$Visa(V.US)
Visa remains one of the worldโs highest-quality compounders. In its latest fiscal Q2 2026 results, revenue rose 17% year-on-year to US$11.2 billion, GAAP net income increased 32% to US$6.0 billion, while EPS climbed 36% to US$3.14. Payments volume reached US$3.7 trillion (+9%), processed transactions rose 9% to 66.1 billion, and cross-border volume grew 12%, highlighting resilient global consumer spending. Visa also returned US$9.2 billion to shareholders through dividends and buybacks, including a new US$20 billion repurchase authorization. (SECโ ๏ฟผ)
From a technical perspective, Visa continues to trade within a long-term bullish trend, consistently making higher highs and higher lows. Any pullback towards key moving averages may provide long-term accumulation opportunities.
Looking ahead, Visaโs next growth drivers extend beyond traditional card payments into AI-powered fraud prevention, commercial payments, real-time money movement, tokenisation, embedded finance, stablecoin settlement and agentic commerce. While fintechs such as Stripe, Block and PayPal, alongside real-time payment networks, are intensifying competition, Visaโs global acceptance network, trusted brand, decades of fraud data and powerful network effects remain formidable competitive moats. For long-term investors seeking durable earnings growth, robust free cash flow and disciplined capital returns, Visa continues to deserve its premium valuation. (tikr.comโ ๏ฟผ)
