Payment processing firm Stripe Inc. is considering an acquisition of all or parts of PayPal Holdings Inc., according to people familiar with the matter.Processing ContentStripe, which is closely held and is among the industry's most valuable companies, has expressed preliminary interest in a potential acquisition of the digital payments pioneer or its assets, the people said, asking not to be identified because the matter is private.  The deliberations are early and there's no certainty they'll lead to a t ...

PayPal Investigation Focuses on Key Performance Metric Disclosures Amid 17% Stock Decline [Accessibility Statement] Skip NavigationNEW YORK, Feb. 25, 2026 /PRNewswire/ -- Levi & Korsinsky, LLP is investigating PayPal Holdings, Inc. (NASDAQ: PYPL) regarding potential disclosure concerns related to the company's key operating metrics and the timing of information provided to investors. [Shareholders who suffered losses may obtain information about this investigation by clicking here.]The SEC has issued guidan ...

Payments firm Stripe has touched a valuation of $159bn following a tender offer for current and former employees. The valuation rose from $106.7bn the company secured last year, according to Bloomberg. The company has signed agreements with investors to provide liquidity to current and former employees through the share sale. Most of the funding for the tender offer will come from investors including Thrive Capital, Coatue and a16z, among others. Stripe will also use a portion of its own capital to rep ...

Hong Kong-based cryptocurrency payments platform RedotPay is reportedly planning an initial public offering (IPO) in the US. The company is aiming to raise more than $1bn through the listing, Bloomberg reported, citing people familiar with the matter. The IPO could take place in New York as soon as this year, according to the report. The publication said RedotPay is working with JPMorgan Chase & Co., Goldman Sachs Group Inc. and Jefferies Financial Group Inc. on the potential offering. The company may s ...

Core Viewpoint - Worldline is selling its Indian payment activities to BillDesk for an estimated equity value of approximately €60 million, while entering a long-term technology partnership to ensure operational continuity and leverage Worldline's advanced payment software [2][3]. Group 1: Transaction Details - The enterprise value of the transaction is approximately €37 million, with an estimated equity value at closing of around €60 million [5]. - The revenue, Adjusted EBITDA, and free cash flow deconsolidation impact from this transaction are estimated at approximately €90 million, €8 million, and free cash flow neutral on a full-year basis, respectively [5]. - The transaction is expected to close in the second half of 2026, subject to customary processes and applicable laws [7]. Group 2: Strategic Implications - This sale is a significant step in Worldline's strategy to focus on core payment activities in Europe, streamline operations, and optimize resource allocation [6]. - The estimated cash proceeds from this transaction will enhance Worldline's financial profile and strategic flexibility, allowing for capital redeployment towards core activities [6]. Group 3: Commitment to India - Worldline remains committed to India as a strategic hub for talent and innovation, planning to evolve its Global Competence Centres into innovation hubs to build critical payment talent pools and drive automation and AI at scale [4].

Core Insights - Stripe's interest in acquiring PayPal has emerged, indicating a potential shift in the payments industry landscape, with both companies operating at intersecting layers of the payments economy [2][3] - The focus of a potential deal would be on achieving scale, as both companies have significant but different strengths in the payments ecosystem [4] Stripe's Performance - Stripe reported that businesses using its platform generated $1.9 trillion in total volume, reflecting a 34% increase from 2024, which is approximately 1.6% of global GDP [4] - Stripe's digital wallet, Link, is utilized by over 200 million people, showcasing its extensive reach [4] PayPal's Position - PayPal's total payments volume for the full year reached $1.79 trillion, with 439 million active accounts, indicating a reset phase amid slowing growth [5] - Venmo, a PayPal asset, surpassed 100 million active accounts and generated $1.7 billion in revenue, highlighting its consumer engagement [6] Complementary Strengths - Stripe's platform serves as merchant infrastructure, focusing on payment acceptance, fraud prevention, and financial capabilities, while PayPal excels in consumer-facing networks [6] - A merger could integrate Stripe's optimization systems with PayPal's consumer identity and funding networks, enhancing overall performance [9] Digital Wallets and Checkout Dynamics - Digital wallets are becoming essential for identity management and funding orchestration, with Stripe's ecosystem supporting over 110 million programmable wallets [8] - PayPal's wallet engagement metrics show that users who recently interacted with the app are 40% more likely to choose PayPal at checkout, emphasizing the importance of wallet engagement [9] Checkout as a Competitive Arena - Checkout mechanics are critical for merchant economics, with both Stripe and PayPal focusing on optimizing conversion rates and authentication processes [14][15] - A combined entity could leverage Stripe's infrastructure for routing and authorization while utilizing PayPal's wallet systems for consumer authentication and funding choices [16][17] Overlap and Integration - There is unavoidable overlap between Stripe and PayPal in online payments and fraud management, suggesting potential rationalization of services if a merger occurs [18] - Key assets for potential acquisition could include Venmo, enterprise payments, and branded checkout capabilities [19] Competitive Implications - A merger would reshape competitive dynamics in the FinTech sector, potentially increasing pricing pressure on independent processors and enhancing the scale of the combined platform [20] - For consumers, wallet functionality and payment choices may remain stable initially, but integration could lead to reduced friction and improved funding flexibility over time [21]

If you'd like to learn more about how to best position yourself in under valued stocks mispriced by the market to end February, consider joining Out Fox The Street .PayPal Holdings, Inc. ( PYPL ) has been crushed to start 2026 after the market was disappointed with 2026 guidance. The payments firm is so cheap now, bidders are apparently lining up to acquire parts of the company. MyStone Fox Capital is an RIA from Oklahoma. Mark Holder is a CPA with degrees in Accounting and Finance. He is also Series 65 lic ...

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Flywire (NasdaqGS:FLYW) Q4 2025 Earnings call February 24, 2026 05:00 PM ET Speaker9Good day. Thank you for standing by. Welcome to the Flywire Fourth Quarter 2025 Earnings Conference Call. At this time, all participants are in a listen-only mode. After the speaker's presentation, there will be a question-and-answer session. To ask a question during the session, you will need to press star 1 1 on your telephone. You will hear an automated message advising your hand is raised. To withdraw your question, plea ...

Marqeta (NasdaqGS:MQ) Q4 2025 Earnings call February 24, 2026 04:30 PM ET Company ParticipantsConnor Allen - VPCraig Maurer - Managing DirectorDarrin Peller - Managing DirectorMaria Graizer - Director of Investor RelationsMichael Infante - VP of Equity ResearchMike Milotich - CEOPatti Kangwankij - CFOTimothy Chiodo - Managing DirectorConference Call ParticipantsAndrew Schmidt - Fintech, Software, and Payments Equity Research AnalystSanjay Sakhrani - Managing Director and Senior AnalystOperatorLadies and gen ...