Visa Inc. (NYSE: V) beats the adjusted Q3 FY2026 EPS consensus of approximately $3.22 per share (reporting July 28, 2026)
Hit
✦ AI-generated prediction
Published on 14. July 2026
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Predicted for 28. July 2026
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Based on: Historical Cycle
Visa reports after market close on July 28. Analyst EPS consensus is ~$3.22 (+8.1% YoY vs. $2.98 in Q3 FY2025). Visa has beaten EPS consensus in 17+ of the last 20 quarters — a structural outperformer. Payment volumes remain globally robust; the Hormuz crisis primarily affects energy, not card transactions. Travel and consumer spending are resilient. No existing Cassandra prediction covers Visa.
Data basis for this prediction
- Yahoo Finance / TipRanks: Visa Q3 FY2026 EPS-Konsens ca. 3,22 USD; Earnings Date 28. Juli 2026 (verifiziert)
- MarketBeat: 'Visa (V) Earnings Date and Reports 2026' – Q3 Berichtstermin 28. Juli 2026
- SEC EDGAR: VISA INC. – Form 8-K FY2026 Q2 Earnings Release (Basis für Beat-Historik)
Note: This is an AI-generated statistical forecast for entertainment and information purposes. It does not constitute investment advice or a recommendation to buy or sell any financial instrument.
Verdict: Hit
Visa meldete am 28. Juli 2026 für Q3 FY2026 ein bereinigtes EPS von 3,32 USD – deutlich über dem Konsens von ca. 3,22–3,23 USD (Earnings Surprise von +2,79 %). Der Umsatz stieg um 14 % YoY auf 11,63 Mrd. USD und übertraf ebenfalls die Schätzungen. Das Zahlungsvolumen überschritt erstmals 4 Billionen USD pro Quartal. Die Vorhersage trat klar ein. Quellen: Yahoo Finance (https://finance.yahoo.com/markets/stocks/articles/visa-v-surpasses-q3-earnings-212006653.html), Markets Today/X (https://x.com/marketsday/status/2082275144538767871), Alphastreet (https://news.alphastreet.com/visa-releases-q3-2026-financial-results/).
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The DAX closed at 25,562 points on September 9, 2026. A gain of +1.7% is required by month-end. Headwinds: ECB rate hike to 2.50% (September 10), 53% FOMC hike probability (September 16), persistently high oil prices (~$101/barrel Brent) weigh on energy-intensive DAX heavyweights. Tailwinds: strong SAP cloud growth expected, robust US demand, EUR/USD at 1.1644 benefits exporters. Implied 30-day volatility (VDAX): ~16%, corresponding to a σ range of roughly ±5.5% by month-end — the 26,000 level falls within the central distribution.
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✦ AI
Polymarket shows a 53% probability for a 25 basis point hike as of September 10, 2026. US Core CPI August 2026 (release September 11) is expected by market consensus to be above 3.0% YoY. The ECB raised its deposit rate by 25 bps to 2.50% on September 10, 2026 – an inflation-fighting signal that provides cover for the Fed. Against a hike: a mild slowdown in US industrial output. CME FedWatch also shows ~53% probability for a hike.
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✦ AI
Bitcoin at $78,136 (September 9, 2026). Kalshi markets assign ~83% probability of BTC touching $100,000 at any point in 2026. Polymarket gives BTC 68% odds to close above $90,000 by year-end. A year-end close above $100,000 (not just a touch) is more demanding: median year-end contract estimates imply ~$81,000. Arguments for >$100k close: historical Q4 seasonality (+49% in Q4 2024, +56% in Q4 2023), ETF inflows, institutional demand. Headwinds: active Fed hiking cycle (~3.75% current funds rate), 10yr yield at 4.86%.