PayPal Holdings Inc (PYPL)
Tariffs Calm Down, PayPal Heats Up - Initiating With A Buy
PayPal should cross into the $80s range now that tariffs are out of the picture, but fear of them coming back still looms. I think concerns over the economy, plus PayPal's checkout rebranding, should make the platform stickier for users to go with the "buy now, pay later" option. I also think that PayPal tapping into the "agentic" commerce business should boost its transaction volume.
PayPal Q1: A Nice Fit To Buffett 10x Pretax Rule
PayPal Holdings stock reported strong financials for its fiscal Q1 2025 and described multiple growth drivers. Key growth drivers include a new checkout experience, Venmo expansion, AI integration, scaling omni mode, etc. However, PYPL stock trades at only 10.8x pretax earnings based on EPS guidance, very close to the threshold in Buffett's 10x pretax rule.
PayPal: Strong Investment Setup
PayPal shares have dropped from $90 to $70 in 2025, creating a buying opportunity for a profitable Fintech. The Fintech also beat earnings estimates for Q1'25 and remained widely profitable on an operating income basis. Despite market fears, PayPal's operating income grew 16% Y/Y in Q1'25, driven by Venmo's growth and cost-cutting measures, making it an interesting Fintech play.
PayPal: The Cheapest It Has Ever Been
PayPal's Active Accounts reached an all-time high. Transaction Margin reached a 2-year high. Operating Profit reached an all-time high.
PayPal: Margins Are Improving, Strong Buy (Upgrade)
PayPal Holdings is a solid fintech investment with potential for growth, driven by increasing active accounts and improving transaction margins. The company reported $1.33 per share in non-GAAP profits for 1Q25, exceeding estimates, and reaffirmed its profit forecast for 2025. Positive trends in operating and transaction margins, coupled with a low valuation compared to peers, support a bullish outlook for PayPal.
Is Trending Stock PayPal Holdings, Inc. (PYPL) a Buy Now?
Zacks.com users have recently been watching Paypal (PYPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.
Here's How the Coinbase-PayPal Stablecoin Deal Could Rock Crypto
Coinbase (COIN 1.77%) and PayPal (PYPL 2.81%) have teamed up to make the payment giant's stablecoin, PayPal USD (PYUSD -0.00%), easier to buy and use. Coinbase is one of the leading U.S. crypto exchanges, and PayPal is a major player in e-commerce and online payments.
Should You Buy PayPal Stock Right Now?
PayPal (PYPL 2.81%) reported increased active user numbers in the most recently completed quarter.
Does PayPal Stock Look Poised for a Turnaround?
PayPal (PYPL 2.81%) has had a tough start to 2025, with its shares down more than 20%. However, the company recently turned in solid Q1 results and issued upbeat guidance while laying out its growth strategy for this year.
Down 24% in 2025, Should You Buy This Cheap Stock and Hold for the Long Term?
Earnings season is in full swing. While the barrage of information can be overwhelming, the fresh financial updates that executive teams provide can give investors a much-needed glimpse into how certain businesses are performing.
PayPal: Earnings Are Mixed, Stock Is Still Very Cheap
PayPal is trading near a FWD PEG ratio of 1 when looking at 2026 earnings expectations. PayPal trades below long-term growth rates in earnings, revenue, and free cash flow. Q1 earnings showed amazing growth in margin expansion and profitability, but revenue growth being only 1% is still the one black eye.
PayPal Q1 Earnings: The Market Is Missing The Forest For The Trees
The market reaction to PayPal's Q1 2025 earnings was quite mixed, and this shows that the market is still undecided about the company's future. At the same time, the earnings release contained some important positives and, in my view, was yet another step in the right direction. The company's capital allocation is also working in favor of long-term investors and is one more reason to retain my Buy rating on the stock amidst the falling consumer confidence.
