PayPal Holdings Inc (PYPL)
PayPal: Sell Now To Avoid Growth Challenges In 2025
Despite mild positive beats in Q4 results, I have a pessimistic outlook on PayPal due to poor revenue quality via stagnant active account growth and falling transactions per active account. I expect revenue growth challenges to persist in FY25, driven by Braintree renegotiations that would lead to further volume declines in transactions per active account. On the positive side, the Company's credit risk metrics have improved, and the stock trades at a 27% discount to peers on a 1-yr fwd PE basis.
Final Trade: SNAP, PYPL, SPYV, MRK
The final trades of the day with CNBC's Melissa Lee and the Fast Money traders.
PayPal shares plunge 12% despite earnings beat as growth slows in card processing
CNBC's MacKenzie Sigalos joins 'Closing Bell' to discuss PayPal's share drop on weak payment volume.
PayPal Transaction Margins and Payment Volume Drive Growth, Eyes 2025 Growth With Strong TMD Ahead of Investor Day: Analyst
JP Morgan analyst Tien-tsin Huang maintained an Overweight rating on PayPal Holdings, Inc PYPL.
PYPL Q4 Earnings Top Estimates, Shares Fall on Margin Contraction
PayPal's fourth-quarter 2024 results benefit from strong payment volume amid challenging macroeconomic conditions.
PayPal Shares Slide as Transaction Growth Per Active Account Slows
PayPal's fourth-quarter earnings results showed slowing growth along several metrics, as well as continued traction in the company's branded checkout initiatives. Total payment volumes were up 7% year on year to $437.8 billion, which was lower than the 9% annual growth logged in the third quarter, according to a Tuesday (Feb. 4) earnings presentation.
PayPal Q4: Progress, but Concerns Linger
Here's our initial take on PayPal's (PYPL -10.07%) fourth-quarter results.
PayPal Stock Falls Despite Earnings Beat, Strong Outlook
The payments stock is suffering Tuesday under the weight of high expectations. Here's what you need to know.
PayPal Stock Gaps Lower Despite Earnings Beat
PayPal Holdings Inc (NASDAQ:PYPL) stock is down 9.9% to trade at $80.61 at last check, brushing off a top- and bottom-line beat for the fourth quarter due to contracting margins.
PayPal Stock Tumbles on Lower-Than-Expected Adjusted Earnings
Shares of PayPal slumped Tuesday as the payment platform's adjusted earnings missed estimates for the final quarter of 2024.
PayPal Holdings, Inc. (PYPL) Q4 2024 Earnings Call Transcript
PayPal Holdings, Inc. (NASDAQ:PYPL ) Q4 2024 Earnings Conference Call February 4, 2025 8:00 AM ET Company Participants Steve Winoker - Chief Investor Relations Officer Alex Chriss - President & CEO Jamie Miller - EVP & CFO Conference Call Participants Andrew Schmidt - Citi Ramsey El-Assal - Barclays Jason Kupferberg - Bank of America Tien-Tsin Huang - JP Morgan Darrin Peller - Wolfe Research Timothy Chiodo - UBS Sanjay Sakhrani - KBW Colin Sebastian - Baird Harshita Rawat - Bernstein Trevor Williams - Jefferies Operator Good morning and welcome to PayPal's Fourth Quarter and Full Year 2024 Earnings Conference Call. My name is Sarah and I will be your conference operator today.
PayPal Earnings: Solid Free Cash Flow, But Not Enough (Downgrade)
PayPal Holdings, Inc.'s growth prospects are lackluster, and I can't justify paying 12x forward free cash flow for the stock. Despite a strong balance sheet and $7 billion in projected 2025 free cash flow, the crowded fintech space limits PayPal's appeal. The fintech market is highly competitive, making it hard for PayPal to regain market share and stand out.
