Back to top

Image: Bigstock

Does Visa's AWS Move Signal a New Standard for Secure AI Transactions?

Read MoreHide Full Article

Key Takeaways

  • V teams up with AWS to bring Visa Intelligent Commerce to AWS Marketplace for secure AI-driven transactions.
  • Blueprints on Amazon Bedrock AgentCore aims to help developers build intelligent, real-time workflows.
  • Partners like Expedia Group and Intuit join early as interest grows in autonomous, agentic commerce models.

Visa Inc. (V - Free Report) is making a significant move into the rapidly growing world of agentic commerce by partnering with Amazon Web Services (AWS) to make AI-driven autonomous transactions more secure, scalable and developer-friendly. At the heart of this collaboration is Visa Intelligent Commerce, which will be available in the AWS marketplace. This platform provides businesses and developers with direct access to essential tools like authentication, agentic tokenization, data personalization and user-intent capabilities.

V and AWS also plan to release blueprints on the public Amazon Bedrock AgentCore repository. These blueprints are designed to help developers, solution architects, independent software vendors and fintech builders to create intelligent workflows for various industries, including retail, travel and upcoming B2B and payment network agnostic use cases. These blueprints integrate with V’s MCP server and APIs, enabling secure, tokenized, real-time transactions and forming a unified infrastructure for scalable agentic commerce.

By integrating V’s payment system into AWS’ advanced development framework, the companies aim to streamline the creation of autonomous, real-time commerce applications. The early participation of partners like Expedia Group, Intuit, Eurostars Hotel Company and lastminute.com indicates a growing interest in these AI-driven transaction models.

V’s partnership with AWS has the potential to transform secure AI transactions, possibly setting a new standard for the era of agentic commerce. By integrating payment security into automated workflows, the company isn’t just empowering AI agents to operate on behalf of users; it’s building a solid foundation for a scalable, reliable and standardized approach to the future of digital commerce.

How Are Competitors Faring?

Some of V’s competitors in the fintech space include Mastercard Incorporated (MA - Free Report) and Affirm Holdings, Inc. (AFRM - Free Report) .

Mastercard is advancing its AI commerce strategy with Mastercard Agent Pay. This innovative protocol is designed to enable secure, intelligent and trustworthy transactions between AI agents and merchants. Mastercard’s payment network net revenues increased 13% year over year in the first nine months of 2025.

Affirm is deepening its role in the world of AI-driven commerce by supporting Google’s Agent Payments Protocol. This partnership allows Affirm’s BNPL services to integrate with AI agents, creating secure, transparent and smooth payment experiences across digital platforms and smart shopping environments.

Visa’s Price Performance, Valuation & Estimates

Over the past year, shares of Visa have jumped 5.8% against the 11.9% fall of the industry.

Zacks Investment Research
Image Source: Zacks Investment Research

From a valuation standpoint, V trades at a forward price-to-earnings ratio of 25.22, above the industry average of 20.37. V carries a Value Score of C.

Zacks Investment Research
Image Source: Zacks Investment Research

The Zacks Consensus Estimate for Visa’s fiscal 2026 earnings implies an 11.7% jump from the year-ago period.

Zacks Investment Research
Image Source: Zacks Investment Research

Visa stock currently carries a Zacks Rank #3 (Hold). You can see the complete list of today’s Zacks #1 Rank (Strong Buy) stocks here.


See More Zacks Research for These Tickers


Normally $25 each - click below to receive one report FREE:


Mastercard Incorporated (MA) - free report >>

Visa Inc. (V) - free report >>

Affirm Holdings, Inc. (AFRM) - free report >>

Published in