PayPal Holdings Inc (PYPL)
PayPal: Now Is The Time To Go All-In
PayPal delivered weak Q4 2025 results, missing expectations on revenue and earnings. Despite high free cash flow and profitability, PYPL shares fell 20% on weak FY 2026 guidance and a CEO transition. PYPL trades at a compelling 6.5X forward P/E, offering massive value versus peers and supporting a bullish contrarian stance post-selloff.
PayPal Just Posted Its Worst Quarter Yet, But Now It May Be At Rock Bottom (Rating Upgrade)
PayPal just delivered another weak quarter, with branded checkout once again dragging down growth and missing consensus expectations. Management plans heavier growth investments that will pressure 2026 transaction margin dollars, after previously failing to translate similar spending into stronger fundamentals. The incoming CEO, Enrique Lores, has a mediocre track record at HP in delivering outsized shareholder value. So his appointment does not yet inspire confidence in a PayPal turnaround.
PayPal replaces CEO Alex Chriss with HP's Enrique Lores
PayPal is replacing CEO Alex Chriss with Enrique Lores, saying that the pace of change and execution at the company has not met board expectations over the past two years.
PayPal's former president slams the company, says it's lost its 'mojo' and 'ability to compete'
PayPal's former president slammed the company for repeating mistakes and losing its "mojo." David Marcus said on X that PayPal was repeating leadership mistakes that had cost the company its edge.
PayPal: I Didn't Like Q4, I Like The Risk-Reward
PayPal Holdings, Inc. delivered a disappointing Q4, with revenue and EPS both missing expectations and a notably weak 2026 outlook. Despite operational challenges and a CEO transition, PYPL stock now trades near distressed valuations, offering a 15% free cash flow yield. I maintain a Buy rating, viewing the risk/reward as asymmetric, but remain cautious given competitive pressures and execution risk.
PayPal: Expensive At Any Price
PayPal continues to stagnate, with market share losses and failed reinvention efforts despite new leadership. Q4 results show modest 8% TPV growth but stagnant active accounts and disappointing branded checkout performance. PYPL's valuation appears unjustified given margin pressures, competitive threats, and lack of compelling growth catalysts.
Once As High $360 Billion PayPal's Market Value Has Slipped To $40 Billion, Below Former Parent, eBay
PayPal is now worth less than eBay.
PayPal Earnings: Time To Abandon This Sinking Ship
PayPal Holdings, Inc. stock is dropping Tuesday after earnings. PYPL growth is faltering, and future prospects look grim. Is PYPL stock a value trap or value play? You decide.
PayPal Shares Fall as Q4 Earnings & Revenues Miss Estimates
PYPL shares slide ~18% after Q4 EPS and revenues miss estimates, with weaker transactions per account despite TPV growth.
PayPal Holdings, Inc. (PYPL) Q4 2025 Earnings Call Transcript
PayPal Holdings, Inc. (PYPL) Q4 2025 Earnings Call Transcript
PayPal Shares Sink Amid Online Branded Checkout Headwinds
PayPal finds itself in a transition year, as 2026 signals a reworking of strategy while growth cools, with deceleration in its online branded checkout franchise. The company reported its fourth-quarter and full-year 2025 earnings results Tuesday (Feb. 3) alongside a shakeup at the top.
PayPal Tanks After Earnings Miss: Could Elon Musk's X Be the Lifeline?
PayPal ( NASDAQ:PYPL ) shares are falling 18% in morning trading today after the company reported fourth-quarter earnings that missed expectations.
