PayPal Holdings Inc (PYPL)
PayPal's Quiet Comeback Gains Momentum
Branded checkout TPV grew 5% YoY FX-neutral, with 60% of U.S. traffic on the upgraded checkout experience. Venmo TPV rose 12%, revenue exceeded 20% growth, and debit card monthly active users surged 40% in Q2 2025. PSP (Braintree) TPV increased 2% FX-neutral as low-margin volumes were deprioritized to protect profitability and improve transaction margins.
PayPal: Watching Contrarians Buying The Dip Is Painful
Stalling revenue growth, now dragging in low single digits after years of double-digit gains, is, in my view, the main factor keeping PayPal's stock under pressure. Other contributing factors include a recent drop in operating and free cash flows, although there is a caveat here. I believe the $6–7 billion free cash flow target will survive only if the $1.2 billion working capital spike that we've seen over the past six months unwinds.
PYPL or MA: Which Is the Better Value Stock Right Now?
Investors interested in Financial Transaction Services stocks are likely familiar with Paypal (PYPL) and MasterCard (MA). But which of these two stocks is more attractive to value investors?
Google Pay's Ben Volk to Join PayPal as GM Consumer
Former Amazon and Google Pay executive Ben Volk is headed to PayPal. “I'm thrilled to announce that I'm joining PayPal as the SVP & GM of PayPal Consumer, focusing on how we show up and deliver value for the millions of people who use PayPal every day,” Volk wrote in a Tuesday (Aug.
PayPal Holdings, Inc. (PYPL) Is a Trending Stock: Facts to Know Before Betting on It
Paypal (PYPL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
PayPal: Operating Profit Growth, High Margins, Low P/E
PayPal beat Q2 sales and profit expectations, showing strong operating and transaction margin growth and raising its 2025 profit guidance by 50%. The company's account base continues to expand, with 438 million users, reflecting renewed growth and improved customer quality. PayPal trades at a steep discount to fintech peers, with a forward P/E of 11.6x, despite robust profitability and margin expansion.
Wall Street Still Doesn't Get PayPal And That's A Big Opportunity
PayPal remains deeply undervalued, trading at low valuation multiples despite solid growth and strong fundamentals, making it a compelling long-term investment opportunity. Recent Q2 results beat estimates and guidance was raised, but the market overreacted to short-term metrics like declining free cash flow and slower account growth. Buybacks are accelerating, reducing share count and boosting EPS, while initiatives like Buy Now, Pay Later and PayPal World offer significant future growth potential.
PayPal: One Of My Largest Contrarian Ideas; Needs To Become A Dividend Machine
PayPal remains highly profitable and is growing revenue, defying the market's negative narrative and recent share price declines. The company is deeply undervalued, trading at a significant discount to peers, despite strong free cash flow and double-digit EPS growth projections. Buybacks have failed to create shareholder value; I strongly advocate for a substantial dividend program to attract new investors and income-focused ETFs.
PayPal: Strong Fundamentals, Aggressive Buybacks, Highly Undervalued - A Long-Term Buy
PayPal (NASDAQ:PYPL) has posted a solid Q2 2025 with revenue and EPS better than expected. Full-year guidance reaffirmed. Temporary weakness in free cash flow is explained by working capital timing. Continued aggressive share repurchases, Venmo and Braintree growth, and the pursuit of crypto initiatives suggest a strong long-term outlook for the company.
PayPal: Cash-Flow Correction Overly Done, Upward Momentum Likely Lumpy
PYPL's ongoing turnaround has been met with much skepticism, as observed in the steep sell-off after the lumpy FQ2'25 cash flow performance, despite the reiterated FY2025 guidance. This is especially since the new management has already delivered double-beat FQ2'25 performance while raising the FY2025 top/ bottom-line guidance. PYPL has also reported richer Transaction and adj operating margins, while driving new active account growths for six consecutive quarters.
PYPL Stock Falls 10% Post Q2 Earnings: Should You Buy, Hold or Fold?
PayPal stock plunges 10% despite strong Q2 results and raised guidance, highlighting tension between progress and expectations.
PayPal: Why Buy The Post-Earnings Dip?
PayPal Holdings, Inc.'s post-earnings 9% selloff is an overreaction, in my opinion, offering a compelling entry point. Strong Q2 results with raised guidance, robust value-added services growth, and continued share buybacks support my bullish outlook despite modest top-line growth. AI-driven agentic shopping is a key long-term catalyst, positioning PayPal ahead of peers in enabling frictionless, automated transactions across platforms.
