PayPal Holdings Inc (PYPL)
While Wall Street Sleeps, PayPal Is Rebuilding Its Growth Engine
PayPal remains a strong long-term buy, trading at historically low valuation multiples despite solid earnings and raised 2025 guidance. PayPal's growth is driven by Venmo, Buy Now Pay Later, merchant solutions, and new initiatives like PayPal World and AI partnerships. Management expects double-digit EPS growth, continues aggressive share buybacks, and introduced a modest dividend, signaling confidence in future performance.
PayPal's Q3 Earnings: Winning With Venmo And Buy Now Pay Later
PayPal reported Q3 2025 earnings, which highlight continued profitable growth of both the branded and unbranded segments. Venmo is a secularly attractive brand, with it becoming synonymous with peer-to-peer money transfers among younger consumers. BNPL is another highlight for PayPal this quarter, which I believe is poised to continue as it leverages PayPal's existing assets and scale.
PayPal Q3: Still No Inflection, Value Trap Remains
PYPL delivered a double beat in 3Q and raised its FY2025 outlook. The new partnership with OpenAI should have been a bullish catalyst, but the market reaction remained muted. Key growth metrics, including TPV, transaction margin dollars, and active customer accounts, continue to show YoY slowdown. Management's decision to raise the full-year transaction margin dollar outlook was actually driven by stronger-than-expected 3Q results, which implies a muted 4Q outlook.
Is a PayPal Turnaround on the Horizon?
PayPal's stock has dropped 75% from its all-time high. Its business is maturing but its earnings are still growing.
PYPL Shares Fall 7% Despite Impressive Earnings: Is the Stock a Buy?
PYPL posts growth in Q3 revenues, EPS and TPV, lifts 2025 outlook. However, shares slip as investors stay cautious.
Here's Why Paypal (PYPL) is a Strong Value Stock
Whether you're a value, growth, or momentum investor, finding strong stocks becomes easier with the Zacks Style Scores, a top feature of the Zacks Premium research service.
Here's Why Paypal (PYPL) is a Strong Momentum Stock
Wondering how to pick strong, market-beating stocks for your investment portfolio? Look no further than the Zacks Style Scores.
AI Meets Finance: ETFs in Spotlight as PayPal-OpenAI Seal Deal
PayPal's new role as ChatGPT's default wallet cements its AI-commerce leadership and draws ETF investors seeking fintech growth exposure.
PayPal's Q3 Report Got Too Underappreciated
PayPal Holdings delivered strong Q3 results, with revenue and EPS beating estimates, yet the market underappreciated the performance. PYPL's branded and Venmo transaction growth accelerated, transaction margins improved, and a new quarterly dividend enhances its value proposition. Recent partnerships with OpenAI and Google expand the company's total addressable market and reinforce its fintech leadership through AI and agentic commerce initiatives.
"Meeting Customers Where They Are:" PYPL & SOFI Show Fintech Adaptability
PayPal (PYPL) and SoFi Technologies (SOFI) have shown a "tale of two different performances" when it comes to their stock prices, says Noah Hamman. He points to PayPal's struggles in recent months but notes its earnings Tuesday and a partnership with OpenAI as positive catalysts ahead.
PayPal Holdings, Inc. (PYPL) Q3 2025 Earnings Call Transcript
PayPal Holdings, Inc. (NASDAQ:PYPL ) Q3 2025 Earnings Call October 28, 2025 8:00 AM EDT Company Participants Steven Winoker - Chief Investor Relations Officer James Chriss - President, CEO & Director Jamie Miller - Executive VP and Chief Financial & Operating Officer Conference Call Participants Tien-Tsin Huang - JPMorgan Chase & Co, Research Division Harshita Rawat - Sanford C. Bernstein & Co., LLC.
PYPL Shares Rise on Q3 Earnings Beat, 2025 EPS Guidance Raised
PayPal's Q3 results reflect a year-over-year rise in revenues, TPV and transaction margin dollars. However, a fall in payment transactions remains a concern.
