| Date | Action | Conf | Host / episode | Summary | 7d | 30d | 90d |
|---|---|---|---|---|---|---|---|
| 2026-09-25 | WATCH | MEDIUM | Rob Black Show The Bond Market In September |
Black includes Visa among companies he has accumulated on large pullbacks as examples of businesses worth monitoring for valuation opportunities. [audio] | — | — | — |
| 2026-09-22 | MENTIONED | LOW | Rob Black Show Afternoon podcast 9-22-26 |
Visa's work on AI-powered payments was cited in the debate over who gets paid when agents become middlemen. [audio] | +1.1% | — | — |
| 2026-09-14 | WATCH | LOW | Rob Black Show Major Shakeup In Artificial Intelligence Amid Safety Concerns |
Visa was included among durable blue-chip companies to monitor for a pullback. [audio] | -1.4% | — | — |
| 2026-09-11 | WATCH | MEDIUM | Rob Black Show Big Story Rate Hike Odds Surged |
Visa was included on the host's long-term list of blue-chip companies to monitor for a better entry price. [audio] | -0.6% | — | — |
| 2026-09-10 | WATCH | MEDIUM | Rob Black Show Stocks Dropped After Oil Prices Topped A Hundred A Barrel |
Rob puts Visa on his growth-stock shopping list because it benefits from continued consumer spending across restaurants, online commerce and travel. [audio] | +0.7% | — | — |
| 2026-09-08 | BUY | MEDIUM | Rob Black Show Stocks Drop As Oil Prices Climb |
Rob frames Visa as the toll booth for stablecoins, with 160+ stablecoin-linked card programs in hypergrowth and the stock up only 7% this year, so investors are not paying a crypto valuation. [audio] | +1.9% | — | — |
| 2026-09-04 | BUY | HIGH | Rob Black Show Afternoon podcast 9-4-26 |
One of the four names he singled out with "I like American Express, Visa, MasterCard, and Delta," as credit cards increasingly sell access rather than payments. [audio] | -1.2% | — | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-31-26 |
Pulls in $129 million a day in transactions and revenue. [audio] | -1.1% | -5.1% | — |
| 2026-08-31 | MENTIONED | LOW | Rob Black Show Stocks Fall After Strikes On Iran |
Cited in the revenue-per-day rundown at $129 million a day, part of Rob's point that revenue leaders have been massive winners. [audio] | -1.1% | -5.1% | — |
| 2026-08-25 | BUY | HIGH | Rob Black Show Afternoon podcast 8-25-26 |
Hit a record high and Rob owns it for 10-plus years, arguing you have to buy the 20% drawdowns because inflation lifts a take-rate business and U.S. payment volumes grew 10% last quarter. [audio] | -3.0% | -4.2% | — |
| 2026-08-24 | BUY | MEDIUM | Rob Black Show Afternoon podcast 8-24-26 |
Crypto never disrupted Visa — its network, bank and merchant relationships and decades of infrastructure turned the supposed disruptor into another source of growth. [audio] | -0.8% | -5.5% | — |
| 2026-08-21 | MENTIONED | LOW | Rob Black Show Afternoon podcast 8-21-26 |
Cited as an owner of the underlying payment rails that Apple does not control. [audio] | +2.8% | -0.7% | — |
| 2026-08-13 | WATCH | MEDIUM | Rob Black Show More Encouraging Inflation Data |
Bill Ackman disclosed a new Visa long among six new positions. [audio] | +0.1% | +1.4% | — |
| 2026-08-11 | MENTIONED | LOW | Rob Black Show Oil Prices Stabilize |
Used as the analogy for Robinhood's fee model: Visa doesn't own the banks, it owns the rails. [audio] | +0.4% | +1.2% | — |
| 2026-08-10 | MENTIONED | LOW | Rob Black Show Iran Makes Demands |
Used as the analogy for Robinhood's potential transaction-fee model: Visa doesn't own the banks, it owns the rails. [audio] | -0.5% | +1.9% | — |
| 2026-08-03 | BUY | HIGH | Rob Black Show Afternoon podcast 8-3-26 |
Visa is spending $2.4 billion to acquire fraud detection firm BioCatch, and Rob said he owns shares as a long-term patient investor. [audio] | -1.2% | +3.7% | — |
| 2026-07-30 | BUY | LOW | Rob Black Show Semiconductors Help Drive Gains |
Host mentions willingness to buy Visa on the dip. [audio] | +1.1% | +4.4% | — |
| 2026-07-28 | BUY | HIGH | Rob Black Show Afternoon podcast 7-28-26 |
Visa beat earnings and revenue expectations; host likes Visa for long-term investors and would buy even at current highs. [audio] | +0.8% | +3.8% | — |
| 2026-07-28 | BUY | MEDIUM | Rob Black Show Dow Rises But Semiconductors Slide |
Visa is named as an early AI adopter for fraud detection and productivity gains; also discussed in context of workforce cuts. [audio] | +0.8% | +3.8% | — |
| 2026-07-27 | BUY | HIGH | Rob Black Show Markets Meander As Oil Falls |
Visa upgraded to buy from hold at Erste Group. [audio] | +0.9% | +6.1% | — |
| 2026-07-21 | MENTIONED | LOW | Rob Black Show Stocks Boosted By Chipmakers |
Host mentions giving a speech to Visa and discusses their 401k plan participants staying in cash. [audio] | +3.0% | +3.0% | — |
| 2026-07-16 | BUY | HIGH | Rob Black Show Chip Stocks Weighing On The Market |
Visa launched a stablecoin platform, initiated at ClearStreet with a $403 price target, and host says he owns it for the long term. [audio] | -3.7% | -0.1% | — |
| 2026-07-13 | MENTIONED | LOW | Rob Black Show Oil Gains After Trump Reimposes Blockade |
Visa is cited as a company with pricing power. [audio] | +0.8% | +0.7% | — |
| 2026-07-10 | BUY | HIGH | Rob Black Show Rules For Financial Freedom |
Host repeatedly praises Visa's business model, pricing power, and brand strength, recommending it as a top long-term investment. [audio] | +2.8% | +3.9% | — |
| 2026-07-09 | MENTIONED | MEDIUM | Rob Black Show Afternoon podcast 7-9-26 |
Visa discussed in context of pricing power and regulatory scrutiny. [audio] | +4.9% | +4.1% | — |
| 2026-07-07 | BUY | HIGH | Rob Black Show The Rules of Wall Street |
Host mentions owning Visa, discusses its role in the global payments market, and lists Visa among companies with large total addressable markets. [audio] | +1.1% | +5.2% | — |
| 2026-07-03 | BUY | HIGH | Rob Black Show This Fourth Of July Celebrate Financial Independence |
Host says 'One of the stocks that I own is Visa. They're one of the greatest businesses ever built. Ticker symbol V.' and discusses Visa's strong business model and long-term returns. [audio] | -3.6% | +1.1% | — |
| 2026-07-01 | MENTIONED | LOW | Rob Black Show Markets Start Second Half of Year After Blockbuster First Half |
Visa joins an open standard to launch OpenUSD, a stable coin initiative. [audio] | -1.0% | +4.3% | +4.4% |
| 2026-06-26 | MENTIONED | LOW | Rob Black Show Big Picture Digging On This Week |
Mentions Visa as an example of a company with a brand moat. [audio] | +7.7% | +5.8% | +9.6% |
| 2026-06-18 | MENTIONED | MEDIUM | Rob Black Show Thinking About AI Stocks |
Visa mentioned as an example of network effects creating a moat. [audio] | +1.0% | +9.6% | +13.6% |
| 2026-06-15 | MENTIONED | LOW | Rob Black Show Iran Peace Deal Lifting The Markets |
Visa is mentioned as sponsor of Halftime Report. [audio] | +0.9% | +9.7% | +14.6% |
| 2026-05-19 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-19-26 |
Host lists Visa as one of the top 10 stocks today. [audio] | -1.0% | -0.8% | +9.0% |
| 2026-05-18 | SELL | MEDIUM | Rob Black Show Big Week With Nvidia Earnings |
The host mentioned that Berkshire Hathaway exited positions in Visa. [audio] | -1.1% | -0.7% | +9.7% |
| 2026-05-13 | MENTIONED | LOW | Rob Black Show Mixed Markets As Inflation Jumps |
Visa is mentioned in the context of CEO Ryan McNary. [audio] | +3.3% | +0.6% | +13.5% |
| 2026-05-12 | MENTIONED | MEDIUM | Rob Black Show Stocks Move After High Inflation Reading |
Analysts note that more credit card spending could be positive for companies like Visa. [audio] | +1.1% | -2.3% | +10.7% |
| 2026-05-11 | MENTIONED | LOW | Rob Black Show Fresh Record Bolstered By Key Tech Stocks |
Listed as one of the executives invited by President Trump to China. [audio] | +2.9% | -0.1% | +12.2% |
| 2026-05-07 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-7-26 |
Host mentions Visa executives are coming to China with President Trump. [audio] | +0.6% | +0.9% | +14.9% |
| 2026-05-06 | WATCH | MEDIUM | Rob Black Show Earnings Jump |
Grouped with Apple as a stock that tends not to do well when the AI trade performs strongly. [audio] | +0.7% | +1.7% | +16.2% |
| 2026-05-04 | MENTIONED | LOW | Rob Black Show Afternoon podcast 5-4-26 |
Host notes Visa was up 1.8% year-to-date. [audio] | -0.9% | -4.2% | +12.2% |
| 2026-04-29 | BUY | HIGH | Rob Black Show Oil Prices Continue Their Rally |
Strong revenue growth, new $20 billion buyback, and strategic moves in value-added services and blockchain. [audio] | -4.8% | -2.3% | +9.7% |
| 2026-04-28 | BUY | HIGH | Rob Black Show Afternoon podcast 4-28-26 |
The host mentions that this is a stock they own and likes, though they caution it may not be right for everyone. [audio] | +4.1% | +5.3% | +17.5% |
| 2026-04-24 | MENTIONED | LOW | Rob Black Show Afternoon podcast 4-23-26 |
Visa was mentioned as being preferred over American Express by the host. [audio] | +6.0% | +6.5% | +13.9% |