PayPal Holdings Inc (PYPL)
Analysts Say PayPal Stock Slump Makes It Takeover Target
PayPal Holdings has met with banks at a time when it is seeing unsolicited interest from would-be buyers, Bloomberg reported Monday (Feb. 23), citing unnamed sources. The company is drawing takeover interest after its shares slid about 46% over the past year, according to the report.
PayPal's Growth Story Is Dead: Here Is My 2026 Reality Check (Downgrade)
PayPal faces a broken growth story, CEO turnover, and reset guidance, yet trades at an undemanding 8x forward earnings. Despite weak branded checkout volumes and withdrawn long-term targets, PYPL maintains a net cash balance sheet and robust GAAP margins. Management expects transaction margin and non-GAAP EPS declines in 2025, but aggressive share repurchases and unbranded business recovery offer some stability.
PayPal Working Capital Security Lapse Exposes Data of 100 Users
PayPal notified about 100 customers of PayPal Working Capital (PPWC) that their personally identifiable information (PII) was exposed to unauthorized individuals over a five-month period due to an error in its PPWC loan application. The company identified the error on Dec. 12 and learned that the PII was exposed from July 1 to Dec.
PayPal attracts unsolicited takeover interest: who might be mystery buyer?
PayPal Holdings (NASDAQ: PYPL) is pushing meaningfully higher on Monday following reports that it has attracted unsolicited takeover interest. According to Bloomberg, at least one large rival is considering buying the digital payments pioneer as a whole.
PayPal Holdings, Inc. (PYPL) is Attracting Investor Attention: Here is What You Should Know
Recently, Zacks.com users have been paying close attention to Paypal (PYPL). This makes it worthwhile to examine what the stock has in store.
PayPal's Q4 Shock: Collapse Narrative Vs. Earnings Reality
PayPal Holdings presents a classic contrarian opportunity with shares trading at 7-8x forward earnings after a series of negative developments. Recent headwinds include a sharp branded checkout slowdown, lowered near-term guidance, and withdrawal of long-term targets, yet operational metrics show stability. Take rates have remained sequentially stable in 2025 despite a YoY decline, suggesting that further material downside is difficult to justify.
PayPal Is Back Near IPO-Era Prices—Value Setup or Value Trap?
Having fallen steadily since the summer of 2021, former tech darling PayPal Holdings Inc NASDAQ: PYPL is once again testing fresh lows. The stock now trades just above $40, roughly where it debuted publicly more than a decade ago.
PayPal's Growth Reset Makes Sense - A Contrarian Gift After Meltdown
PayPal suffers from the stagnant online branded checkout growth and the seemingly eroding mind/market share at a time of high-volume shopping period in Q4 '25. These have been well balanced by Venmo/BNPL segments delivering double-digit TPV/revenue growth and the PSP segment seemingly returning to growth. Otherwise, the underwhelming FY 2026 guidance, sudden management changes, and broader fintech sector pessimism contributed to the steep meltdown post-FQ4'25 earnings call.
PayPal Is Mispriced And The Market Is Overlooking The Fundamentals
PayPal Holdings is deeply undervalued, trading at 2017 levels despite robust revenue and free cash flow growth. PYPL's fundamentals remain strong: expanding revenue, healthy margins, and significant buybacks, with analyst projections for EPS and revenue growth through 2028. PYPL's aggressive buybacks and potential cost reductions could drive EPS higher and exceed the concensus estimates.
PayPal: Despite Uncertainty, Stock Remains A Buy
PayPal remains a Buy at a reduced $70 price target, reflecting increased uncertainty after CEO turnover and disappointing FY25 results and guidance. Branded Checkout faces intensified competition and decelerating growth, but Venmo, PSP, Omni, and BNPL segments are diversifying growth. PYPL trades at historically low valuations—P/E of 7.5 and P/FCF of ~6—implying deep undervaluation and a margin of safety exceeding 30%.
PYPL's Transaction Revenues: Will it Pave the Way or Hinder Growth?
PayPal's Q4 transaction revenues rise 3% to $7.82B, but a lower transaction take rate and a flat 2026 TM$ outlook cloud its growth trajectory.
U.S. politician makes super suspicious PayPal stock trade
With PayPal (NASDAQ: PYPL) stock plunging more than 30% in 2026, a United States senator placed a notable bet on the fintech giant.
