PayPal Holdings Inc (NASDAQ:PYPL) stock is gapping to nine-year lows, last seen down 18.2% to trade at $42.82. Should this price action hold, it will be the stock's second largest single-day percentage drop on record, the first being a 24.6% post-earnings loss on February 2, 2022. Pacing for its eighth-straight drop, the equity is now down 51.7% year over year.The company's disappointing fourth-quarter results are weighing on the shares today, with profits of $1.23 per share and revenue of $8.68 billion bot ...

"All told, given the disappointing results/guidance and unexpected management change, we're not surprised to see shares down materially," JPMorganChase said in a research note. "The results add fuel to the bear thesis that PayPal will struggle to maintain share in the market.""The results and guidance are much weaker than what were already low buy-side expectations," Jeffries analyst said in a research note, adding PayPal's outlook implies no improvement in branded checkout performance.The reported earnings ...

Market Overview - The three major U.S. stock indices opened mixed on February 3, with the Nasdaq up 0.36%, the Dow Jones up 0.22%, and the S&P 500 up 0.20% [1]. Index Performance - Dow Jones Industrial Average is at 49,515.08, up by 107.42 points, representing a 0.22% increase [2]. - Nasdaq Index stands at 23,676.02, up by 83.91 points, reflecting a 0.36% rise [2]. - S&P 500 is at 6,990.31, increasing by 13.87 points, which is a 0.20% gain [2]. Sector Performance - Mining stocks surged, with Coeur Mining rising over 8% and Pan American Silver increasing more than 6% [2]. - Storage sector showed strength, with Western Digital up over 4% and SanDisk up over 5% [3]. - Technology stocks mostly rose, with Intel increasing over 4% and Google rising more than 1% [4]. Chinese Stocks - The Nasdaq Golden Dragon China Index fell by 0.40%, with notable declines in stocks such as Bilibili, Alibaba, and NetEase, each down over 2%, and Baidu and JD down over 1%. However, Xpeng Motors rose over 2% [4]. Notable Declines - PayPal experienced a significant drop, falling over 18% [5].

存储概念持续走强，西部数据涨超4%，闪迪涨超5%。Palantir大涨超11%，公司Q4业绩大超预期。 PayPal大跌超18%，公司Q4业绩不及预期。 公司消息 【PayPal第四季度净营收87亿美元，同比增长4%】 2月3日，PayPal公布第四季度财报显示，净营收87亿美元，同比增长4%，GAAP净利润14.37亿美元， 同比增长28%，GAAP每股收益1.53美元，同比增长38%。2025年全年总营收332亿美元，同比增长4%， GAAP净利润52.33亿美元，同比增长26%，GAAP每股收益5.41美元，同比增长35%。 PayPal美股盘前大跌逾17%。 【辉瑞第四季度营收175.6亿美元】 辉瑞2月3日公布第四季度财报显示，营收175.6亿美元，调整后每股收益0.66美元。辉瑞仍然预测2026全 年营收595亿美元至625亿美元，调整后每股收益2.80美元至3.00美元。 凤凰网财经讯 2月3日，美股三大指数开盘涨跌不一，纳指涨0.34%，道指跌0.05%，标普500指数涨 0.15%。 【百事公司第四季度净营收293.4亿美元，同比增长5.6%】 百事公司2月3日公布第四季度财报显示，净营收2 ...

每经AI快讯，2月3日，美股三大指数开盘涨跌不一，纳指涨0.34%，道指跌0.05%，标普500指数涨 0.15%。存储概念持续走强，西部数据涨超4%，闪迪涨超5%。Palantir大涨超11%，公司Q4业绩大超预 期。PayPal大跌超18%，公司Q4业绩不及预期。 ...

（文章来源：每日经济新闻） 每经AI快讯，2月3日，Paypal跌幅扩大至19%，创自2022年2月以来最大盘中跌幅。 ...

分组1 - Paypal reported quarterly earnings of $1.23 per share, missing the Zacks Consensus Estimate of $1.29 per share, representing an earnings surprise of -4.36% [1] - The company posted revenues of $8.68 billion for the quarter, missing the Zacks Consensus Estimate by 1.07%, compared to year-ago revenues of $8.37 billion [2] - Over the last four quarters, Paypal has surpassed consensus EPS estimates three times and topped consensus revenue estimates two times [2] 分组2 - The stock has lost about 10.4% since the beginning of the year, while the S&P 500 has gained 1.9% [3] - The current consensus EPS estimate for the coming quarter is $1.39 on $8.28 billion in revenues, and for the current fiscal year, it is $5.75 on $34.98 billion in revenues [7] - The Zacks Industry Rank for Financial Transaction Services is currently in the bottom 33% of over 250 Zacks industries, indicating potential underperformance compared to the top 50% [8]

Core Insights - PayPal announced a CEO change, appointing Enrique Lores as the new president and CEO effective March 1, replacing Alex Chriss to accelerate execution in a competitive payments market [2][5] - The board appointed David W. Dorman as the independent board chair, indicating a need for improved pace of change and execution within the company [3] Leadership Transition - Enrique Lores has been on PayPal's board for nearly five years and previously served as president and CEO of HP, where he focused on diversifying services and enhancing operational efficiency [2][4] - Jamie Miller, the Chief Financial and Operating Officer, will act as interim CEO until Lores takes over [2] Strategic Initiatives - PayPal is focusing on new growth engines, including the launch of a Transaction Graph Insights & Measurement program to help brands measure campaign effectiveness using verified purchase data [5] - The company plans to acquire Cymbio to enhance agentic commerce tools, making merchant catalogs more discoverable on AI platforms [6] - PayPal expanded its partnership with Deutsche Bank to improve merchant settlement and related services across regions [6] - In September, PayPal sold approximately $7 billion in buy now, pay later loans to Blue Owl Capital to maintain a light balance sheet [6]

Core Insights - PayPal announced a CEO change, appointing Enrique Lores as the new president and CEO effective March 1, replacing Alex Chriss to accelerate execution in a competitive payments market [3][4] - The board appointed David W. Dorman as independent board chair, following a review that indicated progress but insufficient pace of change [4] Leadership Transition - Enrique Lores has been on PayPal's board for nearly five years and served as board chair since July 2024, bringing experience from his tenure as president and CEO of HP [3][5] - Jamie Miller, the Chief Financial and Operating Officer, will act as interim CEO until Lores takes over [3] Strategic Direction - The leadership change is aimed at guiding PayPal through its next phase of transformation, with a focus on new growth engines and partnerships [6] - Recent initiatives include the launch of a Transaction Graph Insights & Measurement program to help brands measure campaigns using verified purchase data [6] Acquisitions and Partnerships - PayPal plans to acquire Cymbio to enhance agentic commerce tools, making merchant catalogs more discoverable on AI platforms [7] - The company expanded its partnership with Deutsche Bank to improve merchant settlement and related services across regions [7] - In September, PayPal sold approximately $7 billion in buy now, pay later loans to Blue Owl Capital to maintain a light balance sheet [7]

智通财经APP获悉，周二，PayPal(PYPL.US)盘前暴跌超17%，料开盘股价势创近年新低，现报42.99美 元。消息面上，Paypal Q4营收86.8亿美元，同比增长4%，低于预期的88.01亿美元;调整后每股收益1.23 美元，同比增长3%，低于预期的1.28美元;同时PayPal任命惠普的Enrique Lores为新任CEO。 PayPal首席财务官表示，业绩结果尚未达到我们的预期或期望。零售商户组合面临压力，尤其是在低收 入和中等收入消费者群体中，需要采取更多措施来赢得关键商户的青睐，特别是在高销量购物期间。 ...