Seaport Global Securities analysts upgraded Visa (NYSE:V) from Neutral to Buy, setting a price target of $359, which reflects Visa's favorable positioning for 2025, particularly in the U.S. market, and its potential to outperform consensus estimates for revenue and earnings this year.

Visa’s strong U.S. exposure aligns well with anticipated economic trends, offering a key advantage over competitors like Mastercard, which has greater reliance on international markets. While Mastercard remains a solid story, its valuation appears more balanced at current levels, with less upside potential in 2025 compared to Visa.

An additional boost for Visa is expected from its upcoming Investor Day, which could serve as a significant catalyst, reinforcing the company’s growth trajectory and strategic priorities. According to the analysts, the combination of a well-aligned market focus, operational strength, and near-term catalysts positions Visa as a compelling investment choice for 2025.