A Mizuho analyst was impressed by PayPal's performance on several closely watched metrics, including transaction margin dollars, which measures the profitability of payment volume.
PayPal (PYPL -1.73%) is scheduled to report quarterly financial results that could affect shareholders.
Retail sales growth data in PayPal Holdings, Inc.'s key markets (U.S., UK, and Germany) suggests a top-line revenue beat scenario for the upcoming Q1 FY25 earnings release. There are risks of guidance misses for Q2 and beyond due to a potential recession and weakening consumer sentiment. Some analysts have started to downgrade their estimates for FY25. Updates on PayPal's one platform integration and new branded checkout experience rollout across global markets are key focus points in the Q1 earnings call.
As PayPal kicks off fintech earnings this week, investors are anxious to hear about trends in consumer spending. Following PayPal's earnings announcement on Tuesday, Block reports on Thursday, with Affirm scheduled to report results next Monday.
Few Wall Street money managers have the ability to command the attention of professional and everyday investors quite like the aptly dubbed "Oracle of Omaha," Warren Buffett. Since Buffett took over as CEO of Berkshire Hathaway (BRK.A -0.33%) (BRK.B -0.11%) in the mid-1960s, he's overseen a cumulative return in his company's Class A shares (BRK.A) of 6,441,524%, as of the closing bell on April 24.
PYPL stock is benefiting from a strong portfolio, rich partner base and expanding features amid a challenging macroeconomic environment.
PayPal is undergoing a major transformation to become a comprehensive commerce infrastructure, leveraging AI, crypto, and streamlined transaction layers to boost growth and engagement. Adyen focuses on deepening relevance within existing relationships, showcasing strong operational leverage, and maintaining high margins through intelligent payment routing and enterprise-grade infrastructure. PayPal's valuation reflects execution risks and competitive pressures, while Adyen's premium valuation underscores its consistent growth, operational clarity, and scalability.
PayPal's Investor Day revealed a strong growth outlook, with management targeting a long-term growth rate of +20% and emphasizing profitable growth and free cash flow. PayPal has expanded its customer base to include over 6,000 large enterprises and 20 million small-to-midsize businesses, processing 7.7 million daily transactions. The company is focusing on disciplined capital allocation, reducing operating expenses, share buybacks, and monetizing Venmo to drive higher growth and smarter wallet solutions.
Beyond analysts' top -and-bottom-line estimates for Paypal (PYPL), evaluate projections for some of its key metrics to gain a better insight into how the business might have performed for the quarter ended March 2025.
PYPL's cheap valuation, strong portfolio, and expanding clientele make the stock attractive over the long term amid intensifying competition.
Shares of PayPal Holdings, Inc. (NASDAQ: PYPL) lost -12.91% over the past month, compounding its year-to-date loss to -28.23%, which has outpaced the Nasdaq Composite's loss of more than -15% over the same time.
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.