"The broader market has surged to record highs in 2025, with the S&P 500 up about 14% year-to-date. Yet this rising tide has left many boats high and dry. A chunk of stocks sits underwater for the year or lag the indexes by double digits, echoing the wide divergences from the late-1990s tech bubble when growth darlings overshadowed steady earners."
"Net income reached $20.1 billion for the year, supporting $12 billion in buybacks, though regulatory probes into fees added overhang. Long-term, Visa's prospects shine. As a duopoly player with ( MastercardNYSE:MA), it benefits from the shift to digital payments, with global transaction volumes projected to rise 10% annually through 2030. Analysts forecast 12% revenue growth in fiscal 2026, fueled by emerging markets, fintech tie-ups like stablecoin pilots, and value-added services up 25% in"
The market hit record highs in 2025 with the S&P 500 up roughly 14% year-to-date, while many individual stocks lag or remain underwater. Three quality companies — Visa, Axon Enterprise, and Booking Holdings — trail the index by 10–20 percentage points despite durable moats and long-term growth tailwinds. Visa returned 4.6% YTD, reported fiscal 2025 revenue of $40 billion and adjusted EPS of $11.47, saw payments volume and processed transactions grow, and generated $20.1 billion in net income alongside $12 billion in buybacks. Economic uncertainty, sector rotation, earnings hiccups, and regulatory probes are pressuring valuations despite favorable secular trends such as digital payments and fintech partnerships.
Read at 24/7 Wall St.
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