The stock is trading at $497 after a -13% decline since the beginning of the year, and management is repurchasing shares at an unprecedented rate ($4 billion repurchased in Q1 plus an additional $1.7 billion during the first month of Q2!)



What is the reason for the decline?
The CCCA (Credit Card Competition Act) was reintroduced on January 13, 2026, supported by Trump. The law requires major banks to enable at least two networks on each credit card to break the monopoly of Visa & Mastercard.

Q1 2026 figures:
- Revenue: $8.4 billion (+16% annually, +12% in a neutral currency)
- Adjusted earnings per share: $4.6 (beating expectations of around $4.41)
- 2026 guidance: revenue growth of approximately 12-13%

What do you think of the stock?
#StockTradingChallengeUpTo17000U $XAUUSD $XTIUSD $XAGUSD50
MA1.11%
XAUUSD-1.59%
XTIUSD-14%
XAGUSD50-1.45%
View Original
This page may contain third-party content, which is provided for information purposes only (not representations/warranties) and should not be considered as an endorsement of its views by Gate, nor as financial or professional advice. See Disclaimer for details.
  • Reward
  • Comment
  • Repost
  • Share
Comment
Add a comment
Add a comment
No comments
  • Pinned