PayPalPYPL
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Latest briefing
Mizuho maintains 'Neutral' rating on PayPal (PYPL) amid share loss concerns.
On October 2, 2026, Mizuho reiterated a 'Neutral' rating for PayPal Holdings (NASDAQ: PYPL) with a price target of $51.00. The firm expressed concerns over PayPal's branded checkout growth, noting that it has consistently trended in line with the average growth of its large e-commerce partners.
Previous briefings
PayPal's stock drops 1.38% amid analyst concerns over margin pressure
In the past 24 hours, PayPal's stock declined by 1.38%, closing at $54.28. Analysts attribute this downturn to concerns over margin compression, which is offsetting growth from products like buy-now-pay-later and Venmo. Despite a 24.52% gain over the past six months, the stock has declined 18.67% over the past year.
PayPal halts sale of venture-capital portfolio after receiving lowball offers.
PayPal has paused the planned sale of its corporate venture-capital portfolio, valued between $900 million and $1 billion, due to offers that did not meet expectations. This decision reflects a reassessment of the portfolio's strategic value and the current market's willingness to pay. The move underscores PayPal's focus on its core payments business while maintaining flexibility to invest in high-growth areas.
PayPal launches PYUSDX platform for custom stablecoins, processing over $100M in transactions.
In the past 24 hours, PayPal unveiled PYUSDX, a platform enabling businesses to create custom stablecoins backed by PYUSD. This initiative signifies PayPal's deeper integration into programmable digital dollar infrastructure. Early client activity on PYUSDX has already processed over $100 million in transactions, indicating strong commercial interest.
PayPal's stock drops 13% after Stripe-Advent consortium abandons $53B acquisition bid.
In the past 24 hours, PayPal's stock declined by approximately 13% following the withdrawal of a $53 billion acquisition bid from Stripe and Advent International. The consortium had initially offered $60.50 per share, a proposal that PayPal's board deemed inadequate. With the bid retracted, investor confidence waned, leading to a significant drop in share price.
PayPal's $53 billion acquisition by Stripe and Advent International collapses.
In the past 24 hours, Stripe and Advent International have ended their $53 billion bid to acquire PayPal, leading to a significant drop in PayPal's stock price. The termination of the acquisition deal has raised concerns about PayPal's growth prospects and market valuation.
PayPal's $53 billion acquisition bid from Stripe and Advent collapses, shares drop 12%.
In the past 24 hours, PayPal's stock experienced a significant decline following the abandonment of a $53 billion acquisition bid by Stripe and Advent International. The consortium's withdrawal led to a 12% drop in PayPal's share price, as investors reassessed the company's valuation without the acquisition premium.
PayPal's stock drops 12.7% to $53.66 after $53B acquisition bid collapses
PayPal's stock declined by 12.7% to $53.66 following the abandonment of a $53 billion acquisition bid by Stripe and Advent International. The consortium had offered $60.50 per share, but PayPal's board deemed it inadequate, leading to the withdrawal. This development has prompted investors to reassess PayPal's valuation and future prospects.
PayPal shares drop 12.7% as Stripe-Advent abandon $53 billion acquisition bid.
PayPal's stock declined by 12.7% following reports that Stripe and Advent International have ended their $53 billion acquisition pursuit. The withdrawal removes the acquisition premium, refocusing attention on PayPal's standalone performance.
PayPal shares drop 13% as Stripe and Advent end $53B acquisition bid
In the past 24 hours, PayPal's stock experienced a significant decline following reports that Stripe and Advent International have abandoned their $53 billion acquisition bid. The withdrawal of this offer has led to a sharp sell-off, with shares falling 13% in premarket trading.
Stripe and Advent International end $53 billion bid for PayPal as stock surpasses offer
Stripe and Advent International have terminated their $53 billion acquisition attempt of PayPal, as reported by Bloomberg and confirmed by Axios. This decision follows PayPal's stock closing at $61.47 per share, exceeding the $60.50 per share offered by the consortium. Additionally, Stripe's recent $8 billion commitment to acquire OpenRouter, an AI model marketplace, was conducted independently and did not influence the PayPal negotiations.
PayPal's stock price reaches $62.27 following strong Q2 earnings report.
PayPal's stock price rose to $62.27 after reporting strong Q2 earnings, with adjusted EPS of $1.38 and revenue of $8.68 billion, both exceeding analyst expectations. The company also raised its full-year guidance, contributing to positive investor sentiment.
Ally Financial Inc. acquires 94,000 PayPal shares, valued at $4.06 million.
Ally Financial Inc. has purchased 94,000 shares of PayPal Holdings, Inc. (NASDAQ: PYPL), amounting to approximately $4.06 million. This acquisition reflects ongoing institutional interest in PayPal's stock. Analysts maintain a consensus "Hold" rating for PayPal, with an average 12-month price target of $56.28.
PayPal's stock remains above $60 amid Q2 earnings beat and takeover speculation.
In the past 24 hours, PayPal's stock has maintained a price above $60, supported by a solid Q2 earnings report and ongoing takeover discussions. The company reported a 10% increase in total payment volume to $486.4 billion in Q2 2026, with revenue rising 5% to $8.68 billion. Additionally, Stripe and Advent International have proposed a $60.50 per share bid for PayPal, with negotiations for a higher offer underway.
PayPal's Q2 2026 earnings beat expectations, stock holds near $62.
In the past 24 hours, PayPal's stock has remained steady around $62 following the release of its Q2 2026 earnings report. The company reported revenue of $8.68 billion and adjusted earnings per share of $1.38, both modestly exceeding market expectations. Analysts have maintained a 'Hold' consensus rating, with an average price target below the current share price.
PayPal's Q2 2026 revenue hits $8.68 billion, stock steadies at $61.94.
PayPal reported Q2 2026 revenue of $8.68 billion, with adjusted earnings per share (EPS) of $1.38, surpassing analyst expectations. The stock closed at $61.94 on August 21, 2026, reflecting market stability. Investors are now focusing on the company's full-year EPS guidance of $5.38 and upcoming strategic initiatives.
PayPal's Venmo expands tuition payments; President Kereere sells stock
In the past 24 hours, PayPal's Venmo service has integrated with three U.S. education payment platforms, enabling students to pay tuition via Venmo. Additionally, President Suzan Kereere sold $253,722 worth of PayPal stock on August 18, 2026.
PayPal's stock drops 1.91% to $60.47 amid market-wide sell-off.
In the past 24 hours, PayPal's stock declined by 1.91%, closing at $60.47, as part of a broader market sell-off. This downturn reflects investor concerns over recent market volatility, with no specific company-related news driving the decline.
PayPal's Q2 2026 Earnings Beat Estimates; Adjusted EPS at $1.38
PayPal reported its Q2 2026 earnings, with adjusted earnings per share (EPS) of $1.38, surpassing analyst expectations of $1.28. The company also raised its full-year 2026 adjusted EPS guidance to $5.38, up from the previous outlook of $5.31. However, adjusted net income declined by 11% year-over-year, indicating mixed performance.
PayPal's Board Rejects $53 Billion Acquisition Offer from Stripe and Advent International
In the past 24 hours, PayPal's board of directors has rejected a $53 billion acquisition offer from Stripe and Advent International, deeming it insufficient. This decision has led to a significant rally in PayPal's stock price, which has surged approximately 32% over the past month. However, the company's upcoming earnings report, expected to show declining earnings and sluggish revenue growth, may temper investor enthusiasm.
Truist upgrades PayPal to 'Hold' amid Stripe's $53B acquisition bid.
In the past 24 hours, Truist Securities has upgraded PayPal's stock rating from 'Sell' to 'Hold' and raised its price target to $57, citing potential synergies from Stripe's $53 billion acquisition proposal. This development reflects growing investor interest in PayPal's strategic value amid acquisition talks.
PayPal's board rejects $53B acquisition bid; stock closes at $55.51.
In the past 24 hours, PayPal's board of directors formally rejected a $53 billion acquisition offer from Stripe and Advent International, valuing the company at approximately $60.50 per share. The stock closed at $55.51 on July 22, 2026, reflecting market skepticism about the bid's adequacy. PayPal is set to announce its Q2 2026 earnings on July 28, 2026, which may provide further insights into the company's valuation.
PayPal's Board Rejects $53B Stripe-Advent Bid, Stock Rises 2% to $56.73
In the past 24 hours, PayPal's board has privately concluded that a $53 billion takeover offer from Stripe and Advent International undervalues the company. The stock rose approximately 2% to $56.73 following this news. The board is considering the offer against its own turnaround strategy and potential rival bids.
PayPal's board rejects $53B Stripe-Advent bid, stock rises 2% to $56.73.
In the past 24 hours, PayPal's board has reportedly rejected a $53 billion takeover bid from Stripe and Advent International, considering the $60.50 per share offer as undervaluing the company. This decision has led to a 2% increase in PayPal's stock price, closing at $56.73. Investors are now awaiting PayPal's earnings report on July 28 for further insights into the company's performance.
PayPal's board rejects $53 billion acquisition bid from Stripe and Advent International.
In the past 24 hours, PayPal's board of directors has reportedly rejected a $53 billion acquisition offer from Stripe and Advent International, citing concerns that the proposed $60.50 per share undervalues the company. The board is also evaluating potential financing uncertainties, regulatory risks, and the time required to complete any transaction. Additionally, PayPal's stock experienced a slight decline of 0.4% in after-hours trading following the news.
PayPal's stock rises 17% amid $53 billion acquisition bid from Stripe and Advent.
PayPal's stock surged 17% following reports of a $53 billion acquisition offer from Stripe and Advent International, valuing the company at $60.50 per share. The proposed deal aims to combine Stripe's merchant payment platform with PayPal's extensive consumer network, potentially creating a leading online payments entity. Despite the premium, some analysts believe the offer may be too low, with expectations that negotiations could push the price closer to $70 per share. The acquisition remains uncertain, facing potential regulatory scrutiny and internal resistance from PayPal's board regarding the bid's valuation.
PayPal shares surge 15% after Stripe and Advent's $53 billion acquisition bid.
In the past 24 hours, PayPal's stock experienced a significant rally following reports that Stripe and Advent International have jointly offered to acquire the company for $60.50 per share, valuing it at over $53 billion. This bid represents a 28% premium over PayPal's previous closing price, indicating strong interest from major industry players.
PayPal's stock rises 3.6% amid European expansion and index reconstitution.
In the past 24 hours, PayPal's stock experienced a 3.6% increase, closing at $47.65. This uptick is attributed to the company's recent membership in the European Payments Council, enhancing its influence in European payment standards. Additionally, technical factors related to the Russell index reconstitution and ongoing capital returns have contributed to the positive sentiment.
PayPal's stock rises 2.5% to $46.32 amid AI browser integration
In the past 24 hours, PayPal's stock price increased by 2.5%, closing at $46.32, following the announcement of early access to Perplexity's AI-powered Comet browser for PayPal and Venmo users. This integration aims to enhance user experience by incorporating AI search capabilities within the PayPal app.
PayPal USD (PYUSD) launches natively on Polygon, enhancing global payment capabilities.
PayPal has integrated its U.S. dollar-backed stablecoin, PYUSD, directly onto the Polygon network, aiming to streamline cross-border settlements for businesses. This move simplifies global stablecoin payments by consolidating services within a single infrastructure, potentially reducing operational complexity and costs. The integration is particularly beneficial for businesses handling international payments, such as payroll providers and online marketplaces.
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