JPMorgan Analyst Favors Visa Over Mastercard: Here's Why

Benzinga_recent_news

2025/10/17

JPMorgan analyst Tien-tsin Huang expressed views on the upcoming earnings of major payment card services providers Visa Inc. (NYSE:V) and Mastercard (NYSE:MA). The analyst notes that both companies ...

网页链接

免責聲明：投資有風險，本文並非投資建議，以上內容不應被視為任何金融產品的購買或出售要約、建議或邀請，作者或其他用戶的任何相關討論、評論或帖子也不應被視為此類內容。本文僅供一般參考，不考慮您的個人投資目標、財務狀況或需求。TTM對信息的準確性和完整性不承擔任何責任或保證，投資者應自行研究並在投資前尋求專業建議。

熱議股票

{"basename":"/hant","ssrTDKData":{"titleTemplate":"%s - 老虎證券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎證券,老虎證券開戶,老虎券商,老虎證券官網,老虎證券app,tigertrade老虎證券,股票,炒股,新加坡股票交易平臺,投資,投資理財","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hant/news/2576692727"},"companyName":"老虎證券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2576692727\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2576692727?lang=zh_TW&edition=fundamental","thumbnail":"https://cdn.benzinga.com/files/images/story/2025/10/16/Visa-And-Mastercard.jpeg?optimize=medium&dpr=2&auto=webp&width=240","is_english":true,"pubTime":"2025-10-17 02:39","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2576692727","market":"us","top_or_hot":-1,"title":"JPMorgan Analyst Favors Visa Over Mastercard: Here's Why","media":"Benzinga_recent_news","content":"<div>\n<p>JPMorgan analyst Tien-tsin Huang expressed views on the upcoming earnings of major payment card services providers Visa Inc. (NYSE:V) and Mastercard (NYSE:MA).\nThe analyst notes that both companies ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48260742/jpmorgan-analyst-favors-visa-over-mastercard-heres-why\">网页链接</a>\n\n</div>\n","source":"benzinga_recent_news","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>JPMorgan Analyst Favors Visa Over Mastercard: Here's Why</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nJPMorgan Analyst Favors Visa Over Mastercard: Here's Why\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Benzinga_recent_news</strong><span class=\"h-time small\">2025-10-17 02:39</span>\n</p>\n</h4>\n</header>\n<article>\n<div>\n<p>JPMorgan analyst Tien-tsin Huang expressed views on the upcoming earnings of major payment card services providers Visa Inc. (NYSE:V) and Mastercard (NYSE:MA).\nThe analyst notes that both companies ...</p>\n\n<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48260742/jpmorgan-analyst-favors-visa-over-mastercard-heres-why\">网页链接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48260742/jpmorgan-analyst-favors-visa-over-mastercard-heres-why\">Benzinga_recent_news</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK4585","symbol_name":"ETF&股票月供概念","start_time":0,"source_url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48260742/jpmorgan-analyst-favors-visa-over-mastercard-heres-why","article_id":"2576692727","we_media_id":null,"thumbnails":["https://cdn.benzinga.com/files/images/story/2025/10/16/Visa-And-Mastercard.jpeg?optimize=medium&dpr=2&auto=webp&width=240"],"rights":{"source":"benzinga_recent_news","url":"https://www.benzinga.com/analyst-stock-ratings/analyst-color/25/10/48260742/jpmorgan-analyst-favors-visa-over-mastercard-heres-why","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2576692727","pubTimestamp":1760639940,"columns":[],"sourceInfo":{"source_id":"benzinga_recent_news","name":"Benzinga"},"weMediaInfo":null,"summary":"JPMorgan's Tien-tsin Huang favors Visa over Mastercard citing stronger U.S. volumes, pricing upside, and stable spending trends.","collect":0,"end_time":0,"defaultTopTitle":"benzinga.com","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4585":"ETF&股票定投概念","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE0005OL40V9.USD":"JANUS HENDERSON BALANCED \"A6M\" (USD) INC","LU0267386448.USD":"FIDELITY FIRST ALL COUNTRY WORLD \"A\" (USD) INC","LU0994945656.USD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (USD) INC 2","LU0353189680.USD":"富国美国全盘成长基金Cl A Acc","LU1823568750.SGD":"Fidelity Global Technology A-ACC SGD","BK4106":"数据处理与外包服务","LU1934455277.USD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"AD\" (USD) INC","LU1720051017.SGD":"Allianz Global Artificial Intelligence AT Acc H2-SGD","LU0210533765.USD":"JPM GLOBAL GROWTH \"A\" (USD) ACC","LU1868836914.USD":"CT (LUX) I AMERICAN \"3\" (USD) ACC","LU1914381329.SGD":"Allianz Best Styles Global Equity Cl ET Acc H2-SGD","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU2506952170.USD":"BNP PARIBAS SUSTAINABLE GLOBAL LOW VOL EQUITY \"CRH\" (USDHDG) INC","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999002232.USD":"Allianz Global High Payout USD","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","IE00B3S45H60.SGD":"Neuberger Berman US Multicap Opportunities A Acc SGD-H","LU0061475181.USD":"THREADNEEDLE (LUX) AMERICAN \"AU\" (USD) ACC","LU0345774631.USD":"NINETY ONE GSF AMERICAN FRANCHISE \"A\" (USD) INC","LU1267930730.SGD":"富兰克林美国机遇基金AS Acc SGD (CPF)","LU0096362180.USD":"CT (LUX) I GLOBAL FOCUS \"DU\" (USD)","LU1868837136.USD":"CT (LUX) I AMERICAN \"8\" (USD) ACC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU1244550221.USD":"FRANKLIN GLOBAL MULTI-ASSET  INCOME \"A\" (USDHEDGED) INC (M)","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","SG9999002224.SGD":"Allianz Global High Payout SGD","LU0149725797.USD":"汇丰美国股市经济规模基金","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0094547139.USD":"abrdn SICAV I - GLOBAL SUSTAINABLE EQUITY FUND \"A\" (USD) ACC","LU1868836591.USD":"CT (LUX) I AMERICAN \"1U\"(USD) ACC","LU1934455863.HKD":"AB SICAV I LOW VOLATILITY TOTAL RETURN EQUITY PORT \"A\" (HKD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","V":"Visa","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","SG9999014906.USD":"大华全球优质成长基金Acc USD","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","IE00B1XK9C88.USD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A\" (USD) ACC","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU1162221912.USD":"FRANKLIN INCOME \"A\" (USD) ACC","IE00B4JS1V06.HKD":"JANUS HENDERSON BALANCED \"A2\" (HKD) ACC","LU1032466523.USD":"高盛全球多资产收益组合Acc","LU1043141396.HKD":"NINETY ONE GSF GLOBAL FRANCHISE \"A\" (HKD) ACC","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU1629891620.HKD":"ALLIANZ INCOME AND GROWTH \"AMG2\" (H2-HKD) INC","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","SGXZ51526630.SGD":"大华环球创新基金A Acc SGD","MA":"万事达"},"translate_title":"摩根大通分析师更喜欢Visa而不是万事达卡：原因如下","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"V":1.5,"MA":1.5},"content_text":"JPMorgan analyst Tien-tsin Huang expressed views on the upcoming earnings of major payment card services providers Visa Inc. (NYSE:V) and Mastercard (NYSE:MA).\nThe analyst notes that both companies described spending trends as stable through August, with domestic issuer volumes up 120 bps in the third quarter of 2025.\nHowever, the analyst says that early October Chase Card data suggest some moderation.\nAlso Read: Mastercard Expands Into AI Powered Payments Ahead Of Holiday Season\nHuang expects both companies to deliver third-quarter revenue at or slightly above guidance/consensus estimates, based on solid volumes, pricing actions, and favorable exchange rates.\nThe company expects to report fourth-quarter earnings results on October 28. The analyst rated the stock Overweight with a price forecast of $430.\nBased on Chase card data and U.S. issuer trends, the analyst expects quarterly domestic volume growth to be slightly above consensus.\nThe analyst raised the estimates to reflect stronger intra-quarter volume trends and a slightly favorable foreign exchange rate.\nThey project organic revenue growth to be modestly higher, with reported revenue lifted due to currency tailwinds.\nHuang raised FY26 and FY27 adjusted EPS estimates slightly, as higher expected operating expenses offset part of the revenue upside.\nFor FY26, Huang expects the company to provide an outlook for high single- to low double-digit revenue growth (foreign exchange-neutral) and at least low double-digit EPS growth.\nThe company plans to report third-quarter earnings results on October 30. JPMorgan rates the stock Overweight with a price forecast of $685.\nThe analyst expects revenue slightly above consensus and adjusted EPS in line with expectations, though U.S. volume growth may come in about 2 points below consensus. \nCapital One's debit migration, representing over $100 billion in volume, could weigh on domestic debit growth in the first half of 2026. The analyst notes that updates could add 10–20 basis points to Q3–Q4 results and lift FY26 revenue by ~1 percentage point and EPS by ~30 basis points. \nOverall, Visa is favored heading into FY26 due to stronger U.S. volume trends and potential revenue upside from pricing and tokenization outside the U.S.\nPrice Action: Visa shares are down 1.83% at $339.38, while MA shares are down 1.26% at $555.72 as of the last check on Thursday.\nRead Next:\nImage: Shutterstock","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}