(Bloomberg) — A report that large multinational merchants are exploring ways to bypass traditional credit-card fees presents investors with an opportunity to buy shares of Mastercard Inc. and Visa Inc., according to Wall Street analysts.

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Shares of Mastercard shed as much as 6.2% Friday, while Visa lost more than 7.1% — the worst one-day drop in about two months for both stocks. Shares of other payment companies such as American Express Co., PayPal Holdings Inc. and Capital One Financial Corp. also slipped in intraday trading.

The sector is being weighed down by a Wall Street Journal report citing unidentified people that Walmart Inc. and Amazon.com Inc. are among companies that have recently discussed issuing their own stablecoins in the US. In addition to large merchants, other multinational giants like airline operators and Expedia Group, Inc. have also considered issuing their own crypto tokens to bypass credit card issuers like Visa and Mastercard. Stablecoins are usually pegged to a currency like the US dollar so the tokens can be used for payments.

Though the news erased more than $60 billion in market value from Visa and Mastercard combined, analysts said now is a good time to snap up the stocks at a discount.

“We encourage investors to accumulate shares of Visa and Mastercard on weakness,” Andrew Jeffrey of William Blair wrote in a note, reiterating outperform ratings on both companies.

Jeffrey said stablecoins are still not very suitable for business-to-consumer commerce, “even as merchants view them as a potential means of lowering card acceptance costs.”

Consumers are accustomed to using credit and debit cards, habits that won’t soon change, he said, adding that a lack of stablecoin standards can also limit its use. Bloomberg Intelligence’s Diksha Gera said that Friday’s share declines reflect fears that stablecoins could erode volume share and margin, but it’s a premature worry.

“Visa and Mastercard have proactively integrated stablecoin capabilities, while lingering trust and regulatory hurdles, along with a prolonged adoption curve by consumers, might impede widespread adoption,” Gera wrote in a note.

BMO Capital Markets analyst Rufus Hone agrees that broad-based stablecoin adoption within consumer payments is an unlikely outcome, but said even if the tokens are adopted, Visa and Mastercard are poised to benefit.