Core Insights - PayPal Holdings, Inc. is under investigation for potential securities claims due to a significant discrepancy between its prior outlook and actual fourth quarter 2025 results [1] Group 1: Analyst Expectations and Company Communications - On January 28, 2026, Rothschild & Co Redburn downgraded PayPal's price target from $70 to $50, followed by Morgan Stanley on January 29, 2026, citing slower checkout growth [2] - Analysts had projected mid-single-digit revenue growth and higher earnings per share just one day before the earnings announcement on February 2, 2026 [2] Group 2: Actual Financial Results - PayPal's actual revenue for the fourth quarter 2025 was $8.68 billion, missing the estimate of $8.80 billion by $120 million, representing a 1.4% shortfall [3] - Adjusted earnings per share were reported at $1.23, falling short of the consensus range of $1.30 to $1.33 by 5.4% to 7.5% [3] - The company's forward guidance for 2026 indicated a decline in transaction margin dollars and an adjusted earnings per share range reflecting a low single-digit decline to a slight positive gain, significantly below market expectations [3] Group 3: Management Communication and Market Reaction - During the third quarter 2025 earnings call on October 28, 2025, management did not signal any forthcoming dramatic revisions to the company's outlook [4] - Following the earnings miss on February 3, 2026, PayPal shares dropped 19-20% to approximately $42, marking a new 52-week low, with a reported increase in short interest as traders anticipated further declines [5]

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PayPal Holdings, Inc. (NASDAQ:PYPL) shares are down during premarket trading on Tuesday following the announcement of a leadership change within the company. The stock’s decline comes as the company appointed Enrique Lores as its new President and CEO, effective Mar. 1. The Board of Directors expressed confidence that Lores will lead PayPal into its next chapter, but uncertainty often accompanies such changes. Enrique Lores Appointed as PayPal CEO Lores, who has been on PayPal’s Board for nearly five yea ...

Core Viewpoint - PayPal Holdings, Inc. is under investigation for potential violations of federal securities laws following a surprise leadership change and disappointing earnings report, which led to a significant drop in stock price [1][2]. Group 1: Leadership Change - On February 3, 2026, PayPal announced the replacement of CEO Alex Chriss, citing that the pace of change and execution did not meet the Board's expectations [1]. - The company acknowledged that its execution, particularly in branded checkout, has not been satisfactory [1]. Group 2: Financial Performance - PayPal's fourth quarter and full year 2025 earnings report revealed that the company missed consensus estimates for both revenue and profit [1]. - Following the announcement of the leadership change and earnings report, PayPal's stock price fell over 20% during intraday trading on February 3, 2026 [2].

Core Viewpoint - PayPal Holdings, Inc. experienced a significant drop in share price, falling over 20% after its earnings report, leading to a potential buying opportunity due to high trading volume and oversold conditions [1][4]. Trading Volume - The trading volume for PayPal reached a record high of 141 million shares in a single day, compared to a typical daily volume of about 20 million shares [1]. Seller Capitulation - The high volume may indicate seller capitulation, where frustrated sellers decide to sell regardless of price, potentially setting the stage for a price increase as buyers may find it difficult to locate sellers [2][3]. Oversold Conditions - PayPal is currently in an extremely oversold position, which could attract buyers and lead to a price increase as trading strategies often anticipate a reversal or upward movement in such conditions [4].

LOS ANGELES--(BUSINESS WIRE)--Glancy Prongay Wolke & Rotter LLP, a leading national shareholder rights law firm, today announced that it has commenced an investigation on behalf of PayPal Holdings, Inc. ("PayPal†or the "Company†) (NASDAQ: PYPL) investors concerning the Company's possible violations of the federal securities laws. IF YOU ARE AN INVESTOR WHO LOST MONEY ON PAYPAL HOLDINGS, INC. (PYPL), CLICK HERE TO INQUIRE ABOUT POTENTIALLY PURSUING CLAIMS TO RECOVER YOUR LOSS. What Happened. ...

PayPal has reported a net income of $1.44bn in the fourth quarter (Q4) of 2025, up 28% from $1.12bn in the same period of 2024. Total Payment Volume for the quarter reached $475.1bn, representing 9% growth on a reported basis. Payment transactions in the quarter stood at 6.8 billion, an increase of 2% year‑on‑year, while active accounts edged up 1.1% to 439 million. The US payments firm’s operating income rose to $1.51bn in Q4 2025 from $1.44bn a year earlier. Net revenue for the quarter increased to ...

PayPal Holdings Inc. (NASDAQ:PYPL) is one of the best large cap stocks to buy under $50. On February 3, Compass Point upgraded PayPal to Neutral from Sell with a price target of $51, which was brought down from $55. At the same time, TD Cowen lowered its price target for PayPal Holdings Inc. (NASDAQ:PYPL) from $65 to $48 with a Hold rating. The firm pointed to disappointing Q4 2025 exit rates and a weak 2026 outlook, characterized by sluggish performance in branded online checkout and high investment cost ...

Core Insights - PayPal's decline is attributed to a strategic choice for safety over innovation during a transformative period in the payments industry [1] - The company's branded checkout growth has stagnated at just 1%, indicating a failure to adapt to competitive pressures [2] Strategic Missteps - The focus on optimizing total payment volume rather than leveraging unique product offerings was a critical error [2] - After the eBay spinoff, leadership transitioned from product-focused individuals to financial engineers, which led to a cultural shift prioritizing short-term predictability over long-term platform risk [3] Missed Opportunities - Acquisitions like Honey and Xoom did not provide strategic leverage and failed to enhance the critical checkout experience [4] - The current leadership change raises questions about whether the board will realign incentives to transform PayPal into the network it was intended to be [4]

PayPal Holdings ( PYPL ) has had better days, to say the least. The transactions and payments processing company is facing competitive pressures across its operating segments, and its just-released results put a stamp to those pressures. Adding to the woes is a leadershipAnalyst’s Disclosure: I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own op ...