PayPal Holdings Inc (PYPL)
PayPal: I Won't Sell Any Shares For $60
PayPal Holdings remains deeply undervalued, with intrinsic value estimates far above recent acquisition offers and current trading multiples. Q2/26 results showed 4.8% revenue growth and robust free cash flow, despite modest margin and EPS declines; buybacks drove nearly 10% bottom-line growth. Management plans $6 billion in buybacks for 2026, leveraging a solid balance sheet with minimal net debt and strong liquidity.
PayPal: Acquisition Interest Is A Confirmation Of How Undervalued This Resilient Company Is
PayPal Holdings, Inc. beat Q2 2026 revenue and EPS consensus, reporting $8.68B revenue and $1.38 non-GAAP EPS, and more importantly, upped its guidance for the year 2026. When assessing PayPal's progress, key metrics disclosed to investors are a far more useful indicator than traditional financial statements. Assessing PayPal's performance on key metrics, I believe the company is gaining momentum in its strategy to revitalize its checkout, monetize Venmo and return Braintree to profitable growth.
PayPal: Still Deeply Undervalued, Deal Or No Deal
PayPal remains a Strong Buy, with substantial re-rating potential driven by robust cash flow and undervaluation versus intrinsic value. Q2 results were strong: TPV was up ~10% to $486.45B, FCF was up 157% YoY, and guidance was raised for non-GAAP EPS and transaction margin dollars. PYPL's balance sheet is solid, supporting $6B in 2026 buybacks and potential transformative M&A alongside its strong FCF, even as macro headwinds and competition persist.
PayPal's Q2 Earnings Call Focuses on Checkout Stability
PYPL outlines a transformation plan as branded checkout stabilizes, Venmo expands and the company raises its full-year earnings guidance.
PayPal: A Steal At Less Than 10x Earnings
PayPal delivered strong Q2 results, with 5% Y/Y revenue growth and robust free cash flow, supporting a 'Strong Buy' rating. PYPL's total payment volume rose 10% year-over-year, aided by Venmo expansion. Shares remain deeply undervalued at 9.8x forward earnings, despite a $53B takeover bid from Stripe and Advent International, which could potentially get raised.
PayPal's Q2 Earnings Beat Estimates on TPV & Revenue Growth
PYPL's Q2 revenues and earnings beat estimates as Venmo and Braintree drive payment growth. Higher investments weighed on margins, while the company raises its 2026 outlook.
Signal: PayPal Stock Could Give Back July Gains
Shares of PayPal Holdings Inc(NASDAQ:PYPL) are up 4.7% to trade at $58.72, pacing for a third win out of the past four.
PayPal stock jumps after Q2 earnings beat, outlook improves
PayPal Holdings shares rose about 4.5% on Tuesday after the payments company reported better-than-expected second-quarter results, raised its full-year earnings guidance, and highlighted early progress in its turnaround strategy under CEO Enrique Lores. The fintech company reported adjusted earnings of $1.38 per share for the second quarter, ahead of Wall Street expectations of $1.28.
PayPal Q2: There Is Upside Left
PayPal Holdings, Inc. rejected Stripe's ~$60/share buyout, signaling belief in greater long-term value creation. Q2 results showed solid turnaround progress: U.S. TPV up 14%, Venmo sustained double-digit growth, but take-rate and margins under pressure. Management targets solid cost savings and $1.5B longer-term, leveraging service optimization and AI for efficiency.
PayPal Pushes AI, Digital Identity as Checkout Grows 2%
PayPal's turnaround hinges on a digital rebuild that includes stabilizing the checkout button consumers know today while preparing for a commerce environment in which artificial intelligence agents, digital identity and financial services could change what that button needs to do.
PayPal leaves the door open to a higher takeover offer following earnings beat
PayPal is seemingly still open to Stripe's $53.4 billion takeover bid, just not at the price the latter had offered.
PayPal shares rise as earnings beat estimates and company lifts 2026 outlook
PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) shares rose almost 4% after the company reported second quarter 2026 results that exceeded Wall Street expectations and raised its full-year non-GAAP guidance. The payments company reported adjusted earnings of $1.38 per share on revenue of $8.68 billion for the quarter ended June 30, compared with analyst estimates of $1.28 per share and $8.47 billion in revenue.
