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 ( NASDAQ:PYPL ) shares are falling 18% in morning trading today after the company reported fourth-quarter earnings that missed expectations.
PayPal shares tumbled Tuesday after the payments provider's fourth-quarter results and outlook came in short of Wall Street analysts' estimates. The company also named a new CEO.
PayPal Holdings Inc (NASDAQ:PYPL) stock is gapping to nine-year lows, last seen down 18.2% to trade at $42.82.
PayPal (NASDAQ: PYPL) suffered a sharp decline of above 18% on Tuesday, February 3, falling from $52 to $42 following disappointing fourth-quarter results and issuing weak guidance for the year ahead.
The headline numbers for Paypal (PYPL) give insight into how the company performed in the quarter ended December 2025, but it may be worthwhile to compare some of its key metrics to Wall Street estimates and the year-ago actuals.
PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) stock fell sharply after the payments company reported fourth-quarter results that missed Wall Street expectations, overshadowing otherwise steady full-year growth and ongoing platform diversification efforts. Shares were down 18% at about $43 in early trading.
Chriss joined PayPal in 2024, as some analysts pointed to the company's growing competition with Apple, Google, Zelle, Stripe and more online payment options. Mizuho analysts wrote at the time that PayPal's market share loss to Apple Pay appeared to be “increasingly challenging” for the company, citing data that e-commerce was shifting away from PayPal.
Paypal (PYPL) came out with quarterly earnings of $1.23 per share, missing the Zacks Consensus Estimate of $1.29 per share. This compares to earnings of $1.19 per share a year ago.
PayPal sprang a surprise on investors Tuesday morning (Feb. 3), unveiling a CEO change during the company's fourth-quarter earnings call. PayPal said it has named Enrique Lores to lead the next phase of its strategy, replacing Alex Chriss as the board presses for faster execution in a more crowded payments market.
PayPal said on Tuesday it is hiring HP's Enrique Lores as its CEO and President, replacing current chief executive, Alex Chriss. Lores, who has been the chair of PayPal's board since July 2024, will also take up the role of president.
PayPal Holdings ( NASDAQ:PYPL ) just did something nearly unheard of in Silicon Valley: it poached a sitting CEO from another public company.