PayPal (PYPL) and SoFi Technologies (SOFI) have shown a "tale of two different performances" when it comes to their stock prices, says Noah Hamman. He points to PayPal's struggles in recent months but notes its earnings Tuesday and a partnership with OpenAI as positive catalysts ahead.
PayPal Holdings, Inc. (NASDAQ:PYPL ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Steven Winoker - Chief Investor Relations Officer James Chriss - President, CEO & Director Jamie Miller - Executive VP and Chief Financial & Operating Officer Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Harshita Rawat - Sanford C. Bernstein & Co., LLC.
PayPal's Q3 results reflect a year-over-year rise in revenues, TPV and transaction margin dollars. However, a fall in payment transactions remains a concern.
PayPal shares soared Tuesday (Oct. 28) in the wake of news that the company is integrating its wallet into OpenAI's ChatGPT. Beyond that headline-grabbing news, PayPal's third-quarter earnings results, released before the market opened, revealed some puts and takes.
PayPal shares shot higher Tuesday after the company announced a partnership with ChatGPT operator OpenAI and released strong third-quarter results.
Major U.S. equities indexes climbed to fresh intraday highs Tuesday in the wake of strong corporate earnings and as the Federal Reserve's two-day meeting kicked off. The Dow Jones Industrial Average, Nasdaq, and S&P 500 all set fresh records for a third straight session.
PayPal Holdings Inc (NASDAQ:PYPL, ETR:2PP) shares powered nearly 11% higher in early trading on Tuesday after the company announced an agreement with OpenAI that will allow ChatGPT users to buy products using PayPal's payment platform. Beginning next year, PayPal users can purchase items through the AI platform, and its merchants can sell on ChatGPT, with their inventory listed there.
While the top- and bottom-line numbers for Paypal (PYPL) give a sense of how the business performed in the quarter ended September 2025, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.
The fintech sector is buzzing today, after two heavyweights stepped into the earnings confessional.
PayPal beat earnings and revenue, raised guidance, and launched its first-ever quarterly dividend.
Paypal (PYPL) came out with quarterly earnings of $1.34 per share, beating the Zacks Consensus Estimate of $1.19 per share. This compares to earnings of $1.2 per share a year ago.
PayPal is also instituting its first dividend, boosting its full-year forecast and partnering with OpenAI.