PYPL

PayPal Holdings, Inc. (PYPL) | Rumor.io

PayPal Holdings

PYPL

Attention (50-day avg)0.18%

Attention rank (50-day avg)#66

Bullish sentiment (50-day avg)48%

Price to earnings ratio10.3

Market capitalization46.8B

Earnings per share5.29

Dividend yield (TTM)1.03%

Revenue (annual)33.2B

Net income (annual)5.2B

Social

What share of all stock conversation is about PYPL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% +0.05	0.11% -0.02	0.16% +0.01	0.48% +0.28

Sep 29

PayPal's valuation is around 9.8x trailing earnings, with a 14% trailing FCF yield, making it a potentially cheap cash machine, but also a margin trap.
Fundamentals are expected to drive PayPal's price, with a fair value estimated at $80 to $100 per share.
PayPal is currently trading in a wide range, with a failed attempt to hold Friday's close, and a bear flag forming with a breakdown level at $51.81.

Generated by AI

Sentiment

Of the messages about PYPL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	39.88% -8.93	68.32% -18.66	86.67% +54.5	48.38% -40.99
Bearish	60.12% +8.93	31.68% +18.66	13.33% -54.5	51.62% +40.99

Bullish· Sep 29

PayPal's earnings growth and cash flow fundamentals are expected to drive the stock price to $80-$100.
Institutional investors, including Citadel Advisors and Anchor Investment Management, have increased their positions in PayPal, indicating confidence in the company's future.
Revenue growth, particularly from contracts in AI and the YeeZo deal, is expected to propel PayPal's stock price to new highs.

Bearish· Sep 25

The PayPal board's decisions are not representative of shareholder interests, and an activist investor is needed to bring about change.
The company's stock price has not grown with the company, and its current value is lower than its 2017 price, suggesting poor management.
The stock's momentum is fading, and a deep correction is possible if it fails to regain momentum, with indicators suggesting a potential ABC correction.

Generated by AI

Topics

Of the messages about PYPL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	11.87%	34.83%	27.36%
Technical Analysis	62.1%	13.28%	15.19%	1.73%
Announcements	2.42%	35.28%	3.11%	3.37%
Macro	35.48%	23.21%	29.97%	41.73%
Controversies	0%	4.83%	0.24%	0.29%
Earnings	0%	11.54%	16.67%	25.52%

Earnings· Jul 30

PayPal's Q2 2026 results show a 5% increase in net revenues to $8.68B, but a 12% drop in net income to $1.10B.
Net income dropped due to lower-margin unbranded processing and rising transaction fees squeezing margins, despite a 10% expansion in TPV to $486.4B.
PayPal's EPS beat expectations, coming in at $1.38, an 8% increase from the estimated $1.28.

Analysts· Jul 29

Analysts remain sidelined on PayPal's fundamentals, citing slowing international growth, but raises price target on M&A possibility, higher EPS, and peer multiples.
Goldman Sachs, Barclays, Citi, Mizuho, Wells Fargo, and Baird analysts revise their price targets for PayPal, with some increasing their targets significantly.
Analysts at Susquehanna, RBC Capital, and Morgan Stanley raise their price targets for PayPal, with Susquehanna increasing its target to $67 from $63, and RBC Capital increasing its target to $65 from $59.

Announcements· Sep 25

PayPal Holdings Inc. is reportedly attracting fresh takeover interest from an unnamed West Coast technology company evaluating an all-stock acquisition, reviving M&A speculation around the fintech group.
A new West Coast tech suitor is reportedly evaluating an all-stock takeover of PayPal, reigniting M&A speculation, with PayPal's shares rising 1.2% after the report.
PayPal's board is said to want an all-cash deal, and the company has received a couple of interested buyers after partnering with Meta Platforms to enable PayPal payments through Meta's Muse personal AI agent.

Controversies· Aug 28

PayPal's stock price plummeted over 12% after a consortium of Advent and Stripe reportedly dropped their pursuit of acquiring the company for $53 billion.
The consortium's initial offer was rejected by PayPal's board as being too low, with the company expecting a higher proposal that never materialized.
As a result of the dropped acquisition bid, PayPal's market capitalization lost approximately $6 billion, with the company's stock price continuing to trade lower.

Macro· Aug 28

PayPal's stock price crashed 12-13% after Stripe and Advent abandoned their $50-53 billion takeover bid, valuing the company at a fraction of its estimated $360 billion valuation.
The consortium's bid of $60.50 per share was deemed inadequate by PayPal's board, and Mizuho lowered its price target on PayPal to $51 from $60, citing challenges to the company's fundamentals.
The collapse of the deal has shifted the market's attention back to PayPal's fundamentals, with analysts and investors questioning whether the company's growth prospects justify its current valuation.

Technical Analysis· Aug 28

$PYPL has experienced a nearly 12% gap down, and the author is looking to add to their position near the psychological level of $50.
The author believes $PYLL has a healthy correction, down directly to the $52 support area, and is inside FIBs, with potential targets at $64 and $79.
The 50-day MA is moving in a way that could indicate a bear trap, and the author believes this is a good time for reversal stop hunts.

Generated by AI

Community

Of the messages about PYPL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	89.14%	52.93%	59.13%	53.4%
Newcomers	10.86%	47.07%	40.87%	46.6%

Regulars· Sep 29

A buyer is offering a tender at a valuation of $10 trillion, suggesting a desired price of $10,000 per share for PayPal stock.
Some market participants believe that PayPal's fundamentals will drive the price to a fair value of $80 to $100, despite current market noise.
A notable investor is holding onto their shares, even doubling up on their position 10 times, suggesting confidence in the stock's potential for a new yearly high.

Newcomers· Sep 29

The newcomer investors are primarily concerned about PayPal's (PYPL) valuation, with one post suggesting it's a "cheap cash machine" due to its low P/E ratio.
Another newcomer is worried about the company's future, citing increased competition from fintech companies and a low trailing FCF yield.
The investors are also discussing the possibility of a buyout, with one post suggesting that Meta (META) could acquire PayPal, and another speculating about the target price for the stock.

Generated by AI

PayPal Holdings (NasdaqGS: PYPL) is now integrated with IPQualityScore within platforms such as Alloy, Shopify, and Stripe. The IPQS connection feeds fraud intelligence and digital risk signals directly into PayPal transaction and account workflows for participating merchants. The expanded integration is expected to affect customer onboarding checks, security event handling, and fraud detection rules used across the PayPal ecosystem. The new IPQS link into PayPal workflows tells only part of...

2h agoYahoo Finance

PayPal: Deteriorating Margins Negate Renewed Growth Opportunities -Macro/Takeover Noise

PayPal has delivered the renewed growth opportunities through BNPL and Venmo offerings combined with the near-term noise. Learn why PYPL stock is a hold.

1d agoSeeking Alpha

The Zacks Analyst Blog Highlights SoFi Technologies, PayPal and Block

SOFI's stablecoin rollout adds a live payments use case as strong core growth contrasts with a valuation premium to PYPL and XYZ.

1d agoYahoo Finance

Paypal (PYPL) Falls More Steeply Than Broader Market: What Investors Need to Know

The latest trading day saw Paypal (PYPL) settling at $54.3, representing a -1.34% change from its previous close.

1d agoYahoo Finance

What is PayPal’s (PYPL) Economic Moat, and is it Widening or Narrowing?

PayPal Holdings, Inc. (NASDAQ:PYPL) trades at roughly nine times earnings, a multiple the market normally reserves for businesses it expects to shrink. The shares closed Friday at $55.04 after gaining 4.64%, leaving them about a fifth lower than a year ago. That price is itself a verdict on PayPal’s moat. The question worth asking is […]

1d agoYahoo Finance

UBS reiterates PayPal stock rating at neutral, $61 target

1d agoInvesting.com

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Investors talking about PYPL also mention

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1	Mastercard Inc. Class A Common StockMA	0.04%new
2	Visa Inc. Class A Common StockV	0.04%+0.04
3	Affirm Holdings, Inc.AFRM	0%-0.03
4	Pinterest, Inc. Class APINS	0%0
5	Adobe IncADBE	0.09%+0.02
6	Block, Inc.SQ	0%0
7	Alibaba Group Holding Ltd. ADRBABA	0.14%+0.11
8	Roku, Inc. Class A Common StockROKU	0%new
9	Shopify Inc.SHOP	0.02%-0.14
10	SoFi Technologies, Inc.SOFI	3.03%+2.03

PayPal Holdings, Inc.

Financial Services
Credit Services

PayPal Holdings, Inc. is a financial technology company that provides a digital payments platform for consumers and merchants worldwide. PayPal Holdings, Inc. enables online and in-person payments, money transfers, and fund withdrawals through linked bank accounts, card networks, stored balances, and other payment sources. Its ecosystem includes well-known services such as PayPal, PayPal Credit, Braintree, Venmo, Xoom, Hyperwallet, Honey, and Paidy, supporting a wide range of use cases from checkout and peer-to-peer transfers to merchant processing and cross-border payments. The company serves individual users, small businesses, large enterprises, and platform partners across e-commerce, mobile commerce, and retail environments. Headquartered in San Jose, California, PayPal Holdings, Inc. plays a central role in digital commerce by helping businesses and consumers move money securely and efficiently across multiple channels.

Website

Location

2211 North First Street

San Jose, CA, 95131

United States

Social

What share of all stock conversation is about PYPL?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Attention	0.08% +0.05	0.11% -0.02	0.16% +0.01	0.48% +0.28

Sep 29

PayPal's valuation is around 9.8x trailing earnings, with a 14% trailing FCF yield, making it a potentially cheap cash machine, but also a margin trap.
Fundamentals are expected to drive PayPal's price, with a fair value estimated at $80 to $100 per share.
PayPal is currently trading in a wide range, with a failed attempt to hold Friday's close, and a bear flag forming with a breakdown level at $51.81.

Generated by AI

Sentiment

Of the messages about PYPL that take a side, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Bullish	39.88% -8.93	68.32% -18.66	86.67% +54.5	48.38% -40.99
Bearish	60.12% +8.93	31.68% +18.66	13.33% -54.5	51.62% +40.99

Bullish· Sep 29

PayPal's earnings growth and cash flow fundamentals are expected to drive the stock price to $80-$100.
Institutional investors, including Citadel Advisors and Anchor Investment Management, have increased their positions in PayPal, indicating confidence in the company's future.
Revenue growth, particularly from contracts in AI and the YeeZo deal, is expected to propel PayPal's stock price to new highs.

Bearish· Sep 25

The PayPal board's decisions are not representative of shareholder interests, and an activist investor is needed to bring about change.
The company's stock price has not grown with the company, and its current value is lower than its 2017 price, suggesting poor management.
The stock's momentum is fading, and a deep correction is possible if it fails to regain momentum, with indicators suggesting a potential ABC correction.

Generated by AI

Topics

Of the messages about PYPL that carry a topic, what share is each?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y
Analysts	0%	11.87%	34.83%	27.36%
Technical Analysis	62.1%	13.28%	15.19%	1.73%
Announcements	2.42%	35.28%	3.11%	3.37%
Macro	35.48%	23.21%	29.97%	41.73%
Controversies	0%	4.83%	0.24%	0.29%
Earnings	0%	11.54%	16.67%	25.52%

Earnings· Jul 30

PayPal's Q2 2026 results show a 5% increase in net revenues to $8.68B, but a 12% drop in net income to $1.10B.
Net income dropped due to lower-margin unbranded processing and rising transaction fees squeezing margins, despite a 10% expansion in TPV to $486.4B.
PayPal's EPS beat expectations, coming in at $1.38, an 8% increase from the estimated $1.28.

Analysts· Jul 29

Analysts remain sidelined on PayPal's fundamentals, citing slowing international growth, but raises price target on M&A possibility, higher EPS, and peer multiples.
Goldman Sachs, Barclays, Citi, Mizuho, Wells Fargo, and Baird analysts revise their price targets for PayPal, with some increasing their targets significantly.
Analysts at Susquehanna, RBC Capital, and Morgan Stanley raise their price targets for PayPal, with Susquehanna increasing its target to $67 from $63, and RBC Capital increasing its target to $65 from $59.

Announcements· Sep 25

PayPal Holdings Inc. is reportedly attracting fresh takeover interest from an unnamed West Coast technology company evaluating an all-stock acquisition, reviving M&A speculation around the fintech group.
A new West Coast tech suitor is reportedly evaluating an all-stock takeover of PayPal, reigniting M&A speculation, with PayPal's shares rising 1.2% after the report.
PayPal's board is said to want an all-cash deal, and the company has received a couple of interested buyers after partnering with Meta Platforms to enable PayPal payments through Meta's Muse personal AI agent.

Controversies· Aug 28

PayPal's stock price plummeted over 12% after a consortium of Advent and Stripe reportedly dropped their pursuit of acquiring the company for $53 billion.
The consortium's initial offer was rejected by PayPal's board as being too low, with the company expecting a higher proposal that never materialized.
As a result of the dropped acquisition bid, PayPal's market capitalization lost approximately $6 billion, with the company's stock price continuing to trade lower.

Macro· Aug 28

PayPal's stock price crashed 12-13% after Stripe and Advent abandoned their $50-53 billion takeover bid, valuing the company at a fraction of its estimated $360 billion valuation.
The consortium's bid of $60.50 per share was deemed inadequate by PayPal's board, and Mizuho lowered its price target on PayPal to $51 from $60, citing challenges to the company's fundamentals.
The collapse of the deal has shifted the market's attention back to PayPal's fundamentals, with analysts and investors questioning whether the company's growth prospects justify its current valuation.

Technical Analysis· Aug 28

$PYPL has experienced a nearly 12% gap down, and the author is looking to add to their position near the psychological level of $50.
The author believes $PYLL has a healthy correction, down directly to the $52 support area, and is inside FIBs, with potential targets at $64 and $79.
The 50-day MA is moving in a way that could indicate a bear trap, and the author believes this is a good time for reversal stop hunts.

Generated by AI

Community

Of the messages about PYPL, what share comes from each group?

	1 Day1D	1 Week1W	1 Month1M	1 Year1Y	50-Day MAclick to plot	200-Day MAclick to plot
Regulars	89.14%	52.93%	59.13%	53.4%
Newcomers	10.86%	47.07%	40.87%	46.6%

Regulars· Sep 29

A buyer is offering a tender at a valuation of $10 trillion, suggesting a desired price of $10,000 per share for PayPal stock.
Some market participants believe that PayPal's fundamentals will drive the price to a fair value of $80 to $100, despite current market noise.
A notable investor is holding onto their shares, even doubling up on their position 10 times, suggesting confidence in the stock's potential for a new yearly high.

Newcomers· Sep 29

The newcomer investors are primarily concerned about PayPal's (PYPL) valuation, with one post suggesting it's a "cheap cash machine" due to its low P/E ratio.
Another newcomer is worried about the company's future, citing increased competition from fintech companies and a low trailing FCF yield.
The investors are also discussing the possibility of a buyout, with one post suggesting that Meta (META) could acquire PayPal, and another speculating about the target price for the stock.

Generated by AI

PayPal Holdings

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 25

Earnings· Jul 30

Analysts· Jul 29

Announcements· Sep 25

Controversies· Aug 28

Macro· Aug 28

Technical Analysis· Aug 28

Regulars· Sep 29

Newcomers· Sep 29

Why Is PayPal Holdings (PYPL) Tightening Fraud Controls Across Its Payments Network?

PayPal: Deteriorating Margins Negate Renewed Growth Opportunities -Macro/Takeover Noise

The Zacks Analyst Blog Highlights SoFi Technologies, PayPal and Block

Paypal (PYPL) Falls More Steeply Than Broader Market: What Investors Need to Know

What is PayPal’s (PYPL) Economic Moat, and is it Widening or Narrowing?

UBS reiterates PayPal stock rating at neutral, $61 target

Also Discussed

PayPal Holdings, Inc.

Company Information

Location

Why Is PayPal Holdings (PYPL) Tightening Fraud Controls Across Its Payments Network?

PayPal: Deteriorating Margins Negate Renewed Growth Opportunities -Macro/Takeover Noise

The Zacks Analyst Blog Highlights SoFi Technologies, PayPal and Block

Paypal (PYPL) Falls More Steeply Than Broader Market: What Investors Need to Know

What is PayPal’s (PYPL) Economic Moat, and is it Widening or Narrowing?

UBS reiterates PayPal stock rating at neutral, $61 target

Also Discussed

Social

Sep 29

Bullish· Sep 29

Bearish· Sep 25

Earnings· Jul 30

Analysts· Jul 29

Announcements· Sep 25

Controversies· Aug 28

Macro· Aug 28

Technical Analysis· Aug 28

Regulars· Sep 29

Newcomers· Sep 29