Visa's Overlooked Opportunity: 4% Growth Expectation in the Shadow of Chip Crisis

Montaka Global Investments' Q2 2026 investor letter highlighted Visa (NYSE: V) as 'one of the world's highest-quality businesses overlooked during the semiconductor-mania.' The company, which has consistently grown annual revenues at double-digit rates for 20 years, is poised for continued growth driven by value-added services like stablecoins, agentic commerce, fraud detection, and data services attached to its payment network. Montaka criticized Visa's stock price for pricing in only a 4% annual revenue growth expectation, calling it 'a significant opportunity' in its current valuation. The stock closed at $353.42 per share on July 22, 2026, with a one-month return of 5.95% and a 52-week return of -1.07%. Ranked 9th on Montaka's list of 40 most-watched stocks, Visa reported a 17% YoY net revenue growth and a 20% EPS increase in Q2 2026.

Visa's ability to sustain 17% annual revenue growth amid the chip crisis highlights the need for a more optimistic outlook on its stock price potential.