PayPal Holdings Inc (PYPL)
PayPal: An Abandoned Buyout Offer Likely To Make The Investment Case Stronger
PayPal is a Strong Buy, trading at deeply undervalued levels despite robust fundamentals and a progressing turnaround under new leadership. Reportedly abandoned Stripe-Advent buyout at $60.50/share highlights market undervaluation; current price offers significant re-rating potential as transformation advances. Macro and competitive risks persist, but current valuation more than compensates, positioning PYPL favorably for long-term investors seeking asymmetric upside.
PayPal's Easy Money Is Gone
PayPal's $60.50/share takeover opportunity disappeared, leaving management's standalone turnaround and margin recovery as the primary catalysts. Q2 TPV rose 10% to $486.45 billion, but transaction margin dollars increased just 1% to $3.9 billion. Venmo TPV grew 14%, PSP volume 13%, BNPL 26%, and Pay with Venmo surged 44% year-over-year.
PayPal: The Deal Is Off, So Let's Now Focus On What Matters
PayPal Holdings, Inc. remains undervalued after the failed $63.5B Advent/Stripe bid, offering management the chance to refocus on operational improvements. Branded checkout, while no longer a major growth engine, provides stable, reliable cash flows that can support future initiatives if managed efficiently. Braintree continues to deliver mid-teens growth and profitable momentum, with plans to unify platforms for better merchant experience and improved monetization.
PayPal Stock Tumbles on Report Advent and Stripe Are Dropping Their Takeover Bid
PayPal shares are slumping in the wake of a report from Bloomberg that Stripe and Advent have abandoned their takeover offer for the payments company.
Paypal Stock Eyes Worst Day Since February on M&A Fumble
Shares of Paypal Holding (NASDAQ:PYPL) are plunging 11.1% to trade at $54.62 following a Bloomberg report that Advent and Stripe walked away from acquisition talks after offering more than $50 billion for the company.
PayPal shares slide as Stripe and Advent abandon reported $50B+ takeover pursuit
PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) shares opened about 15% lower on Friday after Stripe and private equity firm Advent International abandoned their multi-month pursuit of the digital payments company, according to reports. The consortium, which reportedly also included Block founder Jack Dorsey, had offered $60.50 per PayPal share in mid-July, valuing the company at roughly $53 billion.
PayPal Plunges 15% After Reports That Advent, Stripe Abandon $53 Billion Bid
PayPal has struggled with slowing growth and competition from Apple Pay, Google Pay and other payment platforms. In response, the company in recent years has made changes to its management, reduced its workforce and cut costs in an attempt to revive profitability.
PayPal Sinks 15% as Stripe and Advent Abandon a $50B Buyout, Affirm Soars 13%
Two of the biggest names in digital payments are ripping in opposite directions Friday morning, with the buy-now-pay-later cluster trading on unrelated single-name catalysts rather than a common thread.
Marvell, PayPal, Elastic, Autodesk, Gap, Workday, and More Stocks That Explain Today's Market
Marvell drops after so-so earnings fail to wow investors, while PayPal slumps after a report says its takeover may be off.
PayPal's stock sinks as suitors reportedly walk away from their takeover bid
Reports of a takeover offer have propped up PayPal's stock in recent months, but now the company may have to execute a turnaround on its own.
PayPal stock reels as $53 billion buyout bid from Stripe, Advent unravels: what next?
PayPal stock suffered a sharp reversal in premarket trading after Stripe and Advent abandoned their much hyped bid to acquire the company. PYPL fell to $53, a decline of nearly 15% from its high this month.
Prediction market all but rules out a Stripe-PayPal deal as suitors walk away
Traders on Polymarket, the cryptocurrency-based prediction market, have all but abandoned bets that Stripe will buy any part of PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) this year. The contract asking whether Stripe will acquire any part of PayPal in 2026 has slumped to a 10% implied probability, down from a peak of around 70% reached during the summer.
