PayPal Holdings, Inc. (PYPL)

US — Financial Services Sector
Peers: SMFG  WFC  DB  TRV  HDB  TFC  PNC  LYG  MFC 

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News

Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
PYPL
Published: January 29, 2026 by: Zacks Investment Research
Sentiment: Neutral

Evaluate the expected performance of Paypal (PYPL) for the quarter ended December 2025, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

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image for news Paypal (PYPL) Q4 Earnings Preview: What You Should Know Beyond the Headline Estimates
Artisan Global Opportunities Fund Q4 2025 Portfolio Update
ARGX, BAESY, BKR, BSX, COF, COIN, INSM, LEG, LHX, LRCX, LRLCY, NFLX, ORCL, PYPL, RTX, SBUX, SGI, SNOW, TCEHY, ZTS
Published: January 29, 2026 by: Seeking Alpha
Sentiment: Neutral

Among our top contributors in Q4 were Argenx, Lam Research and Insmed. Among our biggest detractors in Q4 were Oracle, Netflix and BAE Systems. During the quarter, we initiated new positions in RTX (Raytheon), Capital One and Somnigroup. In addition to Insmed and BAE, we also added to L3Harris, a global aerospace and defense company.

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image for news Artisan Global Opportunities Fund Q4 2025 Portfolio Update
Paypal (PYPL) Earnings Expected to Grow: Should You Buy?
PYPL
Published: January 27, 2026 by: Zacks Investment Research
Sentiment: Neutral

Paypal (PYPL) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

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image for news Paypal (PYPL) Earnings Expected to Grow: Should You Buy?
Prediction: PayPal Beats Earnings On Feb 3rd and Will Hit $90 Soon
PYPL
Published: January 26, 2026 by: 24/7 Wall Street
Sentiment: Positive

Shares of PayPal (NASDAQ:PYPL) have flipped from very bearish to bullish over two weeks.

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image for news Prediction: PayPal Beats Earnings On Feb 3rd and Will Hit $90 Soon
PayPal to Expand Agentic Commerce: Will it Boost Revenue Growth?
PYPL
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

PYPL agreed to acquire Cymbio to expand agentic commerce, enabling multichannel selling across AI-driven platforms.

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image for news PayPal to Expand Agentic Commerce: Will it Boost Revenue Growth?
Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
PYPL
Published: January 23, 2026 by: Zacks Investment Research
Sentiment: Positive

Paypal (PYPL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news Investors Heavily Search PayPal Holdings, Inc. (PYPL): Here is What You Need to Know
Can PayPal's Latest AI Bet Spark a Stock Revival?
PYPL
Published: January 22, 2026 by: 24/7 Wall Street
Sentiment: Negative

PayPal ( NASDAQ:PYPL ) stock has declined 39% over the past year, reflecting investor worries about its competitive position as payment alternatives like Apple ( NASDAQ:AAPL ) Pay and Stripe proliferate.

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image for news Can PayPal's Latest AI Bet Spark a Stock Revival?
PayPal vs. Upstart: Which Fintech Stock is the Better Buy Now?
PYPL, UPST
Published: January 21, 2026 by: Zacks Investment Research
Sentiment: Positive

PYPL expands AI-driven commerce while UPST accelerates AI lending growth. Here's which fintech stock stands out now.

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image for news PayPal vs. Upstart: Which Fintech Stock is the Better Buy Now?
Payoneer vs PayPal: Which Payment Processor Wins the Stablecoin War?
PAYO, PYPL
Published: January 19, 2026 by: 24/7 Wall Street
Sentiment: Positive

Payoneer (NASDAQ: PAYO) and PayPal (NASDAQ: PYPL) just reported Q3 2025 earnings, revealing two payment processors taking wildly different paths into the stablecoin era.

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image for news Payoneer vs PayPal: Which Payment Processor Wins the Stablecoin War?
PayPal: A Dirt Cheap Nexus Of Catalysts
PYPL
Published: January 16, 2026 by: Seeking Alpha
Sentiment: Positive

PayPal (PYPL) is reiterated as a 'Strong Buy' due to compelling valuation and bullish long-term catalysts. Recent quarterly results showed accelerated revenue growth [7.3% YoY], margin expansion, and raised FY25 guidance for transaction margin and EPS. PYPL benefits from positive U.S. macro trends, expanding product ecosystem, and management's commitment to cost efficiency.

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image for news PayPal: A Dirt Cheap Nexus Of Catalysts
Could This Be A Win-Win Trade On PayPal Stock?
PYPL
Published: January 12, 2026 by: Forbes
Sentiment: Neutral

At approximately $57.66 per share, PayPal (PYPL) is trading nearly 37% lower than its 52-week peak.

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image for news Could This Be A Win-Win Trade On PayPal Stock?
PayPal's Agentic Commerce Expansion: Will it Boost Top-Line Growth?
PYPL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

PYPL deepens its push into agentic commerce with Copilot Checkout, linking AI-driven shopping, branded checkout and payments inside Microsoft's Copilot.

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image for news PayPal's Agentic Commerce Expansion: Will it Boost Top-Line Growth?
PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PYPL
Published: January 12, 2026 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Paypal (PYPL). This makes it worthwhile to examine what the stock has in store.

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image for news PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PayPal Teams With Microsoft to Power Checkout in Copilot
MSFT, PYPL
Published: January 08, 2026 by: PYMNTS
Sentiment: Positive

PayPal is working with Microsoft to support the launch of the tech giant's Copilot Checkout. This service allows shoppers to browse and pay without needing to leave Copilot, the companies said in a Thursday (Jan. 8) news release.

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image for news PayPal Teams With Microsoft to Power Checkout in Copilot
Should You Consider Buying PayPal Stock?
PYPL
Published: January 08, 2026 by: Forbes
Sentiment: Positive

We believe that PayPal (PYPL) stock has the potential to be a strong value purchase. It is presently trading at a lower than average valuation, is experiencing growth, albeit modest, and boasts robust margins in conjunction with its low valuation.

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image for news Should You Consider Buying PayPal Stock?
PayPal's Inflection Point Has Arrived In 2026
PYPL
Published: January 06, 2026 by: Seeking Alpha
Sentiment: Positive

PayPal remains a global payments leader, yet stock is ~75% below 2021 highs despite revenue +53% since 2020 and EPS up 120% on growth. Despite branded checkout stagnation and rising competition, PYPL's partnerships and AI-driven initiatives offer significant upside for 2026 and beyond. Venmo's accelerating TPV growth and margin improvements, along with BNPL presentment shifts, are expected to drive transaction volume and profitability.

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image for news PayPal's Inflection Point Has Arrived In 2026
PayPal Leverages Massive Data Trove to Challenge Advertising Giants
PYPL
Published: January 06, 2026 by: PYMNTS
Sentiment: Positive

PayPal announced in a press release Tuesday (Jan 6) the launch of its Transaction Graph Insights & Measurement program, designed to give merchants a “full-funnel” view of consumer spending habits across the internet.

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image for news PayPal Leverages Massive Data Trove to Challenge Advertising Giants
PayPal Ads Launches Transaction Graph Insights and Measurement to Improve Commerce Advertising Outcomes
PYPL
Published: January 06, 2026 by: PRNewsWire
Sentiment: Neutral

New solution gives brands cross-platform view of actual purchase behavior, not just clicks and impressions from one retailer SAN JOSE, Calif., Jan. 6, 2026 /PRNewswire/ -- PayPal today announced the launch of PayPal's Transaction Graph Insights & Measurement program, providing merchants & advertisers with a unique, cross-merchant view into real shopper behavior, campaign effectiveness, and data-driven recommendations to grow their business.

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image for news PayPal Ads Launches Transaction Graph Insights and Measurement to Improve Commerce Advertising Outcomes
PayPal: A Buy, But With A Huge Caveat (Rating Upgrade)
PYPL
Published: December 31, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal (PYPL) receives a cautious buy rating due to attractive valuation and ongoing efforts to reinvent its ecosystem despite competitive pressures. PYPL's core business faces commoditization and a deteriorating moat, but initiatives like BNPL, Venmo, and value-added services offer growth potential. Current valuation at 11x earnings and a projected 9.8% earnings yield is fair enough, not great, reflecting slower revenue growth and industry headwinds.

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image for news PayPal: A Buy, But With A Huge Caveat (Rating Upgrade)
PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
PYPL
Published: December 30, 2025 by: Zacks Investment Research
Sentiment: Positive

Paypal (PYPL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.

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image for news PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
Is Everyone Under-Estimating Paypal Stock?
PYPL
Published: December 30, 2025 by: Forbes
Sentiment: Positive

We believe PayPal (PYPL) stock may represent a good value buy. It is presently trading below its average valuation, is experiencing growth, albeit modestly, and boasts strong margins alongside its low valuation.

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image for news Is Everyone Under-Estimating Paypal Stock?
PayPal: Ultimate Gift For 2026
PYPL
Published: December 29, 2025 by: Seeking Alpha
Sentiment: Neutral

PayPal Holdings faces pressure from concerns over legacy product growth, yet trades near yearly lows around $60. The online payments company is pivoting towards crypto and agentic AI payments to drive business expansion over the long term amid legacy branded checkout headwinds. PayPal is spending upwards of $6 billion on repurchasing cheap shares in 2025 and has extra cash to initiate a $0.14 quarterly dividend.

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image for news PayPal: Ultimate Gift For 2026
PayPal Stock Trades Below Industry P/E: How to Play the Stock?
PYPL
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Neutral

PYPL trades below its industry's average P/E as earnings estimates rise, shares decline, partnerships expand and Venmo grows.

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image for news PayPal Stock Trades Below Industry P/E: How to Play the Stock?
StoneCo vs. PayPal: Which Fintech Stock Has More Upside Potential?
PYPL, STNE
Published: December 29, 2025 by: Zacks Investment Research
Sentiment: Positive

STNE's Brazil-focused model, rising MSMB adoption and strong ROE contrast with PayPal's scale as the analysis weighs which fintech offers more upside.

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image for news StoneCo vs. PayPal: Which Fintech Stock Has More Upside Potential?
Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
PYPL, V
Published: December 23, 2025 by: Zacks Investment Research
Sentiment: Positive

PYPL is betting on AI-driven commerce and platform engagement as it competes with V's scale-led payments network.

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image for news Visa vs. PayPal: Which Fintech Stock Has More Upside Today?
The PayPal Dilemma: Is It The Next AutoZone Or The Next Western Union?
AZO, PYPL, WU
Published: December 22, 2025 by: Seeking Alpha
Sentiment: Positive

Paypal (PYPL) is rated a Buy, driven by durable cash generation and disciplined capital return. PYPL's investment case hinges on modest growth and aggressive share buybacks, potentially reducing share count by up to 26.4% in three years. The cannibalization thesis relies on maintaining at least $6–7 billion in annual free cash flow and avoiding structural decline.

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image for news The PayPal Dilemma: Is It The Next AutoZone Or The Next Western Union?
PayPal (NASDAQ: PYPL) Price Prediction and Forecast 2026-2030 (January 2026)
PYPL
Published: December 22, 2025 by: 24/7 Wall Street
Sentiment: Negative

Shares of PayPal Holdings, Inc. (NASDAQ:PYPL) lost 0.50% over the past month after losing 13.35% the month prior.

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image for news PayPal (NASDAQ: PYPL) Price Prediction and Forecast 2026-2030 (January 2026)
PayPal: Well Structured To Continue Aggressive Buybacks
PYPL
Published: December 19, 2025 by: Seeking Alpha
Sentiment: Positive

PayPal is my top pick for 2026, rated Strong Buy due to expanding margins, robust buybacks, and a newly introduced dividend. PYPL trades at a deep discount to its growth, with 30% YoY EPS growth and forward P/E near 11.5x, despite strong Q3 results and raised guidance. Shareholder returns remain aggressive: $6B in annual buybacks, dividend initiation, and core free cash flow supporting continued capital allocation.

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image for news PayPal: Well Structured To Continue Aggressive Buybacks
PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PYPL
Published: December 19, 2025 by: Zacks Investment Research
Sentiment: Positive

Recently, Zacks.com users have been paying close attention to Paypal (PYPL). This makes it worthwhile to examine what the stock has in store.

Read More
image for news PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
PayPal: Is The ILC Bank Charter A Strategic Upgrade - Or A Value Trap?
PYPL
Published: December 18, 2025 by: Seeking Alpha
Sentiment: Neutral

PayPal Holdings, Inc.'s recently announced its pursuit of an industrial loan company charter to increase its alignment with emerging small and medium-sized business lending and digital payments integration opportunities. In addition to anticipated cost-savings, the ILC charter's likely to expand PYPL's TAM as well, with PayPal Bank serving as a potential gateway to additive growth and SMB monetization opportunities. Regulatory and compliance risks from the ILC charter are likely confined to PayPal Bank, limiting valuation multiple compression and preserving balance sheet flexibility.

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image for news PayPal: Is The ILC Bank Charter A Strategic Upgrade - Or A Value Trap?

About PayPal Holdings, Inc. (PYPL)

  • IPO Date 2015-07-06
  • Website https://www.paypal.com
  • Industry Financial - Credit Services
  • CEO Enrique J. Lores
  • Employees 24400

PayPal Holdings, Inc. operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It provides payment solutions under the PayPal, PayPal Credit, Braintree, Venmo, Xoom, Zettle, Hyperwallet, Honey, and Paidy names. The company's payments platform allows consumers to send and receive payments in approximately 200 markets and in approximately 100 currencies, withdraw funds to their bank accounts in 56 currencies, and hold balances in their PayPal accounts in 25 currencies. PayPal Holdings, Inc. was founded in 1998 and is headquartered in San Jose, California.