Core Insights - PayPal Holdings, Inc. (NASDAQ:PYPL) is currently among the stocks with the lowest forward PE ratios, with a 19% drop in share price since the third-quarter 2025 earnings report [1] - The company anticipates a decrease in growth for fiscal year 2026, with operational expenses expected to rise at the same rate as trade margin dollars, which are projected to increase by 4% in FY26, down from 6% in FY25 [3] - Adjusted EPS growth is expected to be 8% in FY26, a decline from 15% in FY25 [3] Investment Outlook - BTIG has reaffirmed a Neutral rating on PayPal, noting that while investments in buy-now-pay-later services and agentic commerce are appropriate, a noticeable return on investment is not expected until at least FY27 [4] - The company operates a technology platform for digital payments globally, offering services under various brands including PayPal, Credit, Braintree, Venmo, Xoom, and Zettle [5]

This story was originally published on Payments Dive. To receive daily news and insights, subscribe to our free daily Payments Dive newsletter. Companies like Stripe and Affirm Holdings, which have applied for federal and state banking charters in recent months, are looking for greater control and greater flexibility, in addition to cost savings, according to analysts and consultants who follow the payments industry.  Other companies pursuing state and federal charters include PayPal, Revolut, Fiserv and ...

PayPal Holdings, Inc. (NASDAQ:PYPL) will release earnings for its fourth quarter before the opening bell on Tuesday, Feb. 3.Analysts expect the San Jose, California-based company to report quarterly earnings of $1.29 per share. That's up from $1.19 per share in the year-ago period. The consensus estimate for PayPal's quarterly revenue is $8.78 billion (it reported $8.37 billion last year), according to Benzinga Pro.The company has beaten analyst estimates for revenue in eight of the last 10 quarters, includ ...

Core Viewpoint - PayPal Holdings, Inc. is set to release its fourth-quarter earnings on February 3, with expectations of increased earnings per share and revenue compared to the previous year [1]. Financial Performance - Analysts predict PayPal will report quarterly earnings of $1.29 per share, an increase from $1.19 per share in the same quarter last year [1]. - The consensus estimate for PayPal's quarterly revenue is $8.78 billion, up from $8.37 billion reported in the previous year [1]. Analyst Expectations - PayPal has exceeded analyst revenue estimates in eight of the last ten quarters, including the last two consecutive quarters [2]. - The company's stock closed at $52.33, reflecting a decline of 0.7% on the previous trading day [2].

US stock futures rose on Tuesday as earnings rolled in, with Palantir's (PLTR) outlook fueling faith in AI demand and precious metals jumping to continue their wild ride. Contracts on the tech-heavy Nasdaq 100 (NQ=F) moved up 0.6%, while those on the S&P 500 (ES=F) edged up 0.3%. Dow Jones Industrial Average futures (YM=F) crept into the green after the blue-chip benchmark led gains on Monday with a 500-point advance. The S&P 500 (^GSPC) is eyeing a fresh record after Palantir's (PLTR) surprisingly stro ...

Group 1 - The "Brain-Computer Interface Developers Conference" in Tianjin is a key event to watch for the day [1] - The Reserve Bank of Australia will announce its policy interest rate at 11:30 AM [1] - RBA Governor Philip Lowe will hold a monetary policy press conference at 12:30 PM [1] Group 2 - The preliminary Consumer Price Index (CPI) for January in France will be released at 3:45 PM [1] - Major U.S. companies including Merck, Pfizer, and PayPal are set to report their earnings before the market opens [1] - Richmond Fed President Barkin will discuss the U.S. economy at 9:00 PM [1] Group 3 - The Wall Street Journal's Invest Live event will feature Federal Reserve officials, timing to be determined [1] - Federal Reserve Governor Bowman is scheduled to speak at 10:40 PM [1] - After market close, AMD and other companies like Advanced Micro Devices, Chipotle Mexican Grill, Electronic Arts, and Take-Two Interactive Software will release their earnings reports [1]

Key Takeaways PYPL will report Q4 results on Feb. 3, with consensus calling for revenue and EPS growth Y/Y.PYPL's Q4 performance is expected to benefit from higher TPV and expanding merchant usage.Competitive pressure, FX exposure and softer branded checkout business may weigh on PayPal's growth.PayPal (PYPL) is set to report its fourth-quarter 2025 results on Feb. 3, before the opening bell.PayPal expected currency-neutral revenue growth in the mid-single digits for the to-be-reported quarter. Non-GAAP ear ...

Core Viewpoint - PayPal (PYPL) is expected to report strong Q4 earnings, which could act as a bullish catalyst leading to a significant rebound in share price [1]. Group 1: Company Analysis - The upcoming Q4 earnings report for PayPal is anticipated to be a strong positive indicator for the company's stock performance [1]. - The analysis indicates that the market sentiment around PayPal may shift positively following the earnings release, suggesting potential for a sharp increase in share price [1]. Group 2: Analyst Background - The author has a background in IT and has been involved in the U.S. stock market for seven years, managing a family portfolio [1]. - The experience gained from fundamental analysis of public companies has led to increased confidence in investment decisions [1]. - The author aims to provide clear and accessible insights for investors of all experience levels, leveraging a diverse understanding of various sectors [1].

Last week we saw a plethora of important earnings results and increased market volatility. This wee should be another busy one with a lot of important companies due to report. This week we have Amazon (AMZN), Palantir (PLTR), Advanced Micro Devices (AMD), Alphabet (GOOGL), PayPal (PYPL), Pfizer (PFE), Uber Technologies (UBER), Disney (DIS) and Merck (MRK) all reporting in what shapes as a busy and pivotal week for stocks. Before a company reports earnings, implied volatility is usually high because the m ...

Core Viewpoint - PayPal Holdings Inc. is considered one of the most undervalued large-cap stocks currently, with analysts expressing mixed ratings and price targets reflecting cautious optimism for future growth despite competitive pressures [1][2]. Group 1: Analyst Ratings and Price Targets - Cantor Fitzgerald analyst Ramsey El-Assal initiated coverage of PayPal with a Neutral rating and a price target of $60, highlighting recent strategic initiatives that have improved the company's growth engine across its Branded, PSP, and Venmo units [1]. - Truist analyst Matthew Coad lowered the price target for PayPal from $66 to $58 while maintaining a Sell rating, anticipating solid Q4 earnings but cautioning about challenging year-over-year comparisons that may limit volume-related performance [2]. Group 2: Market Position and Future Outlook - PayPal operates a technology platform facilitating digital payments for merchants and consumers globally, leveraging a two-sided network that connects these two groups at scale [3]. - Despite long-term optimism for the FinTech sector through 2026, there are concerns that some management teams may provide conservative guidance for 2026 to reset market expectations [3].