The Crowd Tape

What the street is doing, not what I think

What top X accounts are doing, not what I think

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V

Visa Inc.Earnings 10/27Partly aligned
Close 401.52 (2026-10-15)28 days +8.5%1Y +16.2%28 d mentions 8

Stance mix of tracked accounts 5 accounts mentioned it · latest post counts

BullishNeutralNo stanceBearish
Bullish
2
Neutral
3
No stance
0
Bearish
0

Consensus and splits Reasons (analyst tagged) and views from the past 14 days

Bull case
  • 1Catalyst
  • 1Technicals
  • 1Valuation
  • @BrianFeroldi: @BrianFeroldi asks if Visa is a buy at $389: great business, good valuation, business score 4.2/5, valuation 4/5.
  • @bespokeinvest: @bespokeinvest notes Visa $V has been flying, another new all-time high today.
  • @IBDinvestors: (Reposted by @IBDinvestors) @Couzin_Vinny says Baird upgraded $V with a $430 price target as Visa cruises above its options call wall and dealers get squeezed. He adds that $MA is also bullish under the same condition.
Bear case
  • none

Partly aligned. No clearly opposing views so far.

Current views Each account’s latest stance and reasoning; change is vs that account’s previous call
Neutral weakened (was Bullish)
Technicals · Visa $V, Procter $PG, and Microsoft $MSFT enter today as the 3 most "overbought" Dow stocks, while 8 of 30 are oversold. $CAT 10% move lower into oversold territory over the last week.
2026-10-14 20:11 HKT Original post ↗
Neutral First call
Valuation · Long term · $V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it… Quoted analysis notes $AXP still down 15.6% YTD while $MA and $V at ATHs, trades at 16.7x forward earnings vs >26x for peers, calling it an attractive long-term opportunity as premium card business continues growing.
2026-10-14 02:45 HKT Original post ↗
Bullish First call
Valuation · Long term · @BrianFeroldi asks if Visa is a buy at $389: great business, good valuation, business score 4.2/5, valuation 4/5.
2026-10-14 00:00 HKT Original post ↗
Neutral First call
Catalyst · Medium term · @TrendSpider notes Berkshire Hathaway was among the largest purchases disclosed in the President's latest financial filing. Now $BRK.B is breaking out. Quoted post lists stocks including $BRK.B, $CTAS, $V, $MA and others bought in June.
2026-10-13 05:00 HKT Original post ↗
Bullish First call
Catalyst · Short term · (Reposted by @IBDinvestors) @Couzin_Vinny says Baird upgraded $V with a $430 price target as Visa cruises above its options call wall and dealers get squeezed. He adds that $MA is also bullish under the same condition.
2026-10-13 02:00 HKT Original post ↗
Background How the narrative evolved over time, for context on current views

By week Last 4 weeks

  • 10/10–10/16 · 8 posts · Bull 3 / Bear 0
    @bespokeinvest: Visa $V, Procter $PG, and Microsoft $MSFT enter today as the 3 most "overbought" Dow stocks, while 8 of 30 are oversold. $CAT 10% move lower into oversold territory over the last week. (Neutral)
  • 10/3–10/9 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/26–10/2 · 0 posts · Bull 0 / Bear 0
    No discussion
  • 9/19–9/25 · 0 posts · Bull 0 / Bear 0
    No discussion

Key views and how they evolved Newest first

VEarnings 10/27 Neutral weakened2026-10-14 20:11 HKTOriginal post ↗

Visa $V, Procter $PG, and Microsoft $MSFT enter today as the 3 most "overbought" Dow stocks, while 8 of 30 are oversold. $CAT 10% move lower into oversold territory over the last week.

See original

Visa $V, Procter $PG, and Microsoft $MSFT enter today as the 3 most "overbought" Dow stocks, while 8 of 30 are oversold. Check out the 10% move lower for $CAT into oversold territory over the last week.

Image 1 ↗

Reasoning: Technicals Specific

VEarnings 10/27 Neutral2026-10-14 02:45 HKTOriginal post ↗

$V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it… Quoted analysis notes $AXP still down 15.6% YTD while $MA and $V at ATHs, trades at 16.7x forward earnings vs >26x for peers, calling it an attractive long-term opportunity as premium card business continues growing.

See original

$V ATH today $MA ATH today $AXP in a Bear Market today Leave me no choice but to meme it…

Image 1 ↗

Reasoning: Valuation · Long term Specific

VEarnings 10/27 Bullish2026-10-14 00:00 HKTOriginal post ↗

@BrianFeroldi asks if Visa is a buy at $389: great business, good valuation, business score 4.2/5, valuation 4/5.

See original

Is Visa a buy at $389? Great business, good valuation. Phase 4 of 5 · Business 4.2/5 · Valuation 4/5

Image 1 ↗

Reasoning: Valuation · Long term Specific

VEarnings 10/27 Bullish2026-10-13 05:13 HKTOriginal post ↗

@bespokeinvest notes Visa $V has been flying, another new all-time high today.

See original

Visa $V has been flying, another new all-time high today.

Image 1 ↗

Reasoning: Technicals · Short term

VEarnings 10/27 Neutral2026-10-13 05:00 HKTOriginal post ↗

@TrendSpider notes Berkshire Hathaway was among the largest purchases disclosed in the President's latest financial filing. Now $BRK.B is breaking out. Quoted post lists stocks including $BRK.B, $CTAS, $V, $MA and others bought in June.

See original

Berkshire Hathaway was among the largest purchases disclosed in the President's latest financial filing. Now $BRK.B is breaking out 👀

Image 1 ↗

Reasoning: Catalyst · Medium term

VEarnings 10/27 Bullish↻ Repost of @Couzin_Vinny2026-10-13 02:00 HKTOriginal post ↗

(Reposted by @IBDinvestors) @Couzin_Vinny says Baird upgraded $V with a $430 price target as Visa cruises above its options call wall and dealers get squeezed. He adds that $MA is also bullish under the same condition.

See original

$V "Visa" upgrades from Baird to $430 #IBDpartner as it cruises above the call wall #dealers get squeezed. $MA also bullish same condition @IBDinvestors Try @MarketSurge discount https://tinyurl.com/MKT-surge

Image 1 ↗ Image 2 ↗ Image 3 ↗

Reasoning: Catalyst · Short term Specific

Fund flows or trade records mentioned in posts reflect only the account’s own claims, are marked “Per the post” and are unverified.

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