Visa Tests Stablecoin Spending While Shares Trade Below Valuation Estimates

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• Visa (NYSE:V) is launching a stablecoin backed card program with Bridge, a Stripe company, aimed at bringing digital assets into everyday payments.

• The program supports spending stablecoins at Visa accepting merchants across more than 100 countries, with live deployment already active in 18 markets.

• Visa and Bridge are also running an on chain settlement pilot to use blockchain based rails for settling transactions and supporting stablecoin infrastructure.

For a company that already sits at the center of global card payments, this move positions Visa directly in the flow of stablecoin based spending while keeping its existing merchant network front and center. The partnership with Bridge fits into a broader push across payments to connect traditional card rails with blockchain based value, as more fintechs and wallets look for ways to let users hold digital assets but still pay in familiar ways.

For you as an investor watching NYSE:V, this development is framed as less about short term trading and more about how Visa is testing additional settlement options and payment formats on top of its core network. The on chain pilot and multi country rollout provide the company with a live testing ground for stablecoin use in everyday commerce, which could influence how digital assets and card networks interact over time.

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Quick Assessment

• ✅ Price vs Analyst Target: Visa trades at US$320.83 versus an average analyst target of about US$399.64, roughly 25% below consensus.

• ✅ Simply Wall St Valuation: Our DCF model suggests Visa is trading about 23.7% below estimated fair value, flagged as undervalued.

• ❌ Recent Momentum: The 30 day return is about a 0.3% decline, so the price has been soft recently.

There is only one way to know the right time to buy, sell or hold Visa. Head to Simply Wall St's company report for the latest analysis of Visa's Fair Value. .

Key Considerations

• 📊 The stablecoin backed card rollout and on chain pilot put Visa directly in the flow of digital asset payments while still using its global merchant network.

• 📊 It may be useful to watch how volumes, costs and any new fee structures from stablecoin settlement compare with its traditional card business over time.

• ⚠️ Key risks include evolving regulation around stablecoins, counterparty and technology risks in on chain settlement, and how issuers and wallets adopt the program.