PayPal Stock Rises on Report of Takeover Interest. What Wall Street Is Saying. - Barron'sSkip to Main ContentThis copy is for your personal, non-commercial use only. Distribution and use of this material are governed by our Subscriber Agreement and by copyright law. For non-personal use or to order multiple copies, please contact Dow Jones Reprints at 1-800-843-0008 or visit www.djreprints.com.# PayPal Stock Rises on Report of Takeover Interest. What Wall Street Is Saying.By [Nate Wolf]ShareResize---Reprint ...

PayPal attracts takeover interest after stock slide, Bloomberg News reports | ReutersSkip to main content[Exclusive news, data and analytics for financial market professionalsLearn more aboutRefinitiv]A smartphone with the PayPal logo is placed on a laptop in this illustration taken on July 14, 2021. REUTERS/Dado Ruvic/Illustration [Purchase Licensing Rights, opens new tab]Feb 23 (Reuters) - PayPal [(PYPL.O), opens new tab] is attracting takeover interest from potential buyers after a stock slide wiped out ...

Core Viewpoint - A class action lawsuit has been filed against PayPal Holdings, Inc. on behalf of investors who acquired its securities during the specified class period from February 25, 2025, to February 2, 2026 [1] Summary by Relevant Sections - The lawsuit is initiated by the law firm Kirby McInerney LLP, indicating potential legal challenges for PayPal [1] - Investors who suffered losses on their PayPal investments are given a deadline of April 20, 2026, to request lead plaintiff appointment [1]

Core Insights - PayPal Holdings, Inc. is under investigation for potential violations of federal securities laws following a significant earnings miss and subsequent stock price decline [1][5]. Analyst Expectations and Company Communications - On January 28, 2026, Rothschild & Co Redburn downgraded PayPal's price target from $70 to $50, which was followed by Morgan Stanley's similar reduction to $50 on January 29, citing slower checkout growth [2]. - Analysts had anticipated mid-single-digit revenue growth and higher earnings per share just before the earnings announcement on February 2, 2026 [2]. Earnings Results and Guidance - Actual results disclosed on February 3, 2026, showed revenue of $8.68 billion, falling short by $120 million (approximately 1.4%) from the $8.80 billion estimate [3]. - Adjusted earnings per share of $1.23 missed the consensus range of $1.30 to $1.33 by 5.4% to 7.5% [3]. - The company's forward guidance indicated a decline in 2026 transaction margin dollars and an adjusted earnings per share range projecting a low single-digit decline to a slight positive gain, significantly below market expectations [3]. Management Communication - During the third quarter 2025 earnings call on October 28, 2025, management did not indicate any forthcoming dramatic revisions to the company's outlook, raising questions about the information available to them prior to the earnings miss [4]. Stock Performance - Following the earnings announcement on February 3, 2026, PayPal shares dropped 19-20%, reaching approximately $42 and establishing a new 52-week low, with a reported increase in short interest as traders anticipated further declines [5].

Core Viewpoint - The article reflects on the author's previous rating of PayPal Holdings, Inc. (PYPL) as a "Strong Buy" and acknowledges the challenges in admitting a misjudgment regarding the company's performance [1]. Group 1: Company Analysis - The analysis emphasizes the importance of investing in high-quality companies that can outperform the market over the long term due to their competitive advantages and defensibility [1]. - The focus is primarily on European and North American companies, without restrictions on market capitalization, allowing for a diverse range of investment opportunities from large-cap to small-cap companies [1]. Group 2: Academic Background - The author holds a Master's Degree in Sociology with a focus on organizational and economic sociology, as well as a Bachelor's Degree in Sociology and History, which informs their analytical approach [1].

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 (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].

Group 1 - The core viewpoint is that PayPal's fundamentals have strengthened in 2025, yet its stock price has declined by approximately 30% since a bullish call made in late 2024 [1] - The analyst emphasizes a strong background in IT and experience in managing a family portfolio for seven years, which has led to a deep understanding of risk and reward in investment decisions [1] - The analyst aims to provide clear and accessible insights for investors of all experience levels, focusing on technology stocks while also exploring diverse sectors for promising investment opportunities [1] Group 2 - The analyst holds a beneficial long position in PayPal shares through various financial instruments [2] - The article reflects the analyst's personal opinions and is not influenced by any compensation from external sources [2] - There is no business relationship between the analyst and any company mentioned in the article [2]

Core Insights - The analysis emphasizes that Wall Street does not fully understand the business model of PayPal Holdings Inc. (PYPL), suggesting a potential mispricing in the market [1] - The focus is on identifying high-quality companies with competitive advantages and defensibility, indicating a long-term investment strategy [1] Company Analysis - PayPal is positioned as a high-quality company that can outperform the market over the long run due to its economic moat [1] - The analysis covers companies across various market capitalizations, specifically in European and North American markets [1] Analyst Background - The analyst has a Master's Degree in Sociology with a focus on organizational and economic sociology, providing a unique perspective on market dynamics [1]

Core Insights - PayPal Holdings, Inc. (NASDAQ:PYPL) is considered one of the most undervalued stocks on NASDAQ currently [1] - The company introduced PayPal links, allowing users to transfer and receive money via customized, one-time links across various messaging apps [1] - PayPal plans to integrate cryptocurrency into its peer-to-peer payment system, enabling U.S. users to send cryptocurrencies like Bitcoin and Ethereum to digital wallets [2] Financial Performance - Venmo experienced its largest increase in total payment volume in three years, with peer-to-peer and other consumer payments rising 10% year-over-year in Q2 [3] - PayPal operates a technology platform that facilitates digital payments for merchants and customers globally, under various brands including PayPal, Venmo, and Braintree [3]