Is Visa (V) an Overlooked Opportunity?

Montaka Global Investments , an investment management company, released its second-quarter 2026 investor letter. A copy of the update is available to download here . Montaka manages a concentrated portfolio of high–conviction, long-term, competitively advantaged businesses bought when prices are attractive. While it delivered positive returns in the June quarter, its 12-month performance was largely negative due to declines in the March quarter amid the 'SaaSpocalypse', yet the underlying businesses performed well. Montaka's strategy focuses on owning businesses that grow earnings in large markets, which struggled against short-term bottleneck trades that gained popularity. However, Montaka aims for long-term excess returns above market indices, anticipating that current mispricing will eventually correct. In addition, please check the Strategy's top five holdings to know its best picks in 2026.

In its Q2 2026 investor letter, Montaka Global Investments highlighted Visa Inc. (NYSE: V ). Visa Inc. (NYSE:V) is a multinational financial services company known for its payment technology network that offers credit, debit, and prepaid card products and other services. On July 22, 2026, Visa Inc. (NYSE:V) closed at $353.42 per share. One-month return of Visa Inc. (NYSE:V) was 5.95%, and its shares lost 1.07% over the past 52 weeks. Visa Inc. (NYSE:V) has a market capitalization of $665.89 billion.

Montaka Global Investments stated the following regarding Visa Inc. (NYSE:V) in its Q2 2026 investor update:

"On the other side of the market are some of the world's highest quality businesses which have been overlooked during the semiconductor–mania.

Take Visa Inc. (NYSE:V) and Mastercard, for example. Both are extraordinarily advantaged businesses and have consistently grown annual revenues at double–digit percentage rates for many years. And in our view, strong growth will likely continue – driven by new value–added services attached to their payment networks (related to stablecoins, agentic commerce, fraud detection, and other data services) which are growing at even faster rates.

Yet, on Montaka's analysis, the current stock prices of Visa and Mastercard are pricing in future revenue growth of only around 4% per annum – well below what we expect to materialise. This represents a great investment opportunity, in our view."

Visa Inc. (NYSE:V) ranks 9th on our list of 40 Most Popular Stocks Among Hedge Funds Heading Into 2026 . According to our database, 181 hedge fund portfolios held Visa Inc. (NYSE:V) at the end of the first quarter, compared to 184 in the previous quarter. In the second quarter of fiscal 2026, Visa Inc.'s (NYSE:V) net revenue grew 17% year-over-year to $11.2 billion and EPS increased 20%. While we acknowledge the potential of Visa Inc. (NYSE:V) as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock .

In another article , we covered Visa Inc. (NYSE:V) and shared Dodge and Cox Stock Fund's views on the company. In addition, please check out our hedge fund investor letters Q2 2026 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey .

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