Visa $V (+1,61%) reported strong growth in stablecoin-backed card programs: Payment volume in fiscal year 2026 has so far been nearly 200% higher than in the previous year. At the same time, Visa achieved an operating margin of approximately 59% —a testament to the enormous scalability of its global payment network.
My assessment: I’m not interested in the crypto hype, but rather in the combination of a moat, high margins, and additional transaction volume. Visa remains a quality stock in my view—provided the purchase price allows for attractive long-term returns. I’d welcome input from $MA (+1,93%) shareholders!