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📈 Economy · Next Month

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 · Predicted for 28. July 2026 · Based on: Historical Cycle
Probability
72%

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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S&P 500 (SPX) closes above 7,500 on Friday, 13 November 2026 (confirmed via NYSE closing price or Bloomberg by 14 November 2026, 10:00 ET)

The S&P 500 dropped 4.36% on 5 November 2026 to 7,353.73 — its steepest one-day fall since April 2025 — triggered by an AI-chip selloff that wiped out the post-midterm rally (4 November: +1.72% to 7,698.80). Closing above 7,500 by 13 November requires a +2.0% recovery over 6 trading sessions. Goldman Sachs, Morgan Stanley and JPMorgan maintain year-end targets of 7,400–8,100; S&P 500 EPS growth consensus for 2026 stands at +14% YoY. Downside risks: elevated Treasury yields, persistent AI capex uncertainty. No specific Polymarket/Kalshi market found for this level.

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US Consumer Price Index (headline CPI) for October 2026 exceeds 3.7 percent year-on-year — BLS release November 10, 2026, 8:30 AM ET (confirmed by BLS or Bloomberg by November 10, 2026, 10:00 AM ET)

The BLS releases October 2026 CPI on November 10, 2026 at 8:30 AM ET. Nowflation forecasts 3.82 percent YoY; the Cleveland Fed nowcasting model forecasts 3.74 percent — both clearly above the 3.7 percent threshold. The September 2026 prior reading was exactly 3.7 percent. Rising energy prices (Strait of Hormuz effectively closed since mid-October) and stable core inflation support a further uptick. An existing open platform prediction covers CPI >3.5%; this forecast raises the bar by 20 basis points. A miss would primarily require unexpected weakness in the energy component or food prices.

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Gold (XAU/USD Spot) closes above $4,400 per ounce on 31 December 2026 (confirmed by Bloomberg or Kitco by 1 January 2027)

Gold (XAU/USD) rose to $4,134.83 on 5 November 2026 — driven by the Democratic midterm sweep (higher fiscal spending expected) and persistent inflation pressure. Kalshi's Dec 31 settlement market shows ~32% probability for a close above $4,400 and ~43% for above $4,300. Reaching the $4,400 year-end target would require a further ~6.4% gain. Supporting factors: fiscal expansion, geopolitical risks, structurally high central bank demand; UBS forecasts $4,800, JPMorgan $6,000 at year-end. Headwind: hawkish Fed stance (Polymarket: 72.5% for a December rate hike to 4.00–4.25%). Prediction anchors on Kalshi's ~32% for >$4,400.

32%
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