Added to YB: 2026-08-03
Pitch date: 2026-07-30
PYPL [neutral]
PayPal Holdings, Inc.
-5.2%
current return
Author Info
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Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$46.0B
Pitch Price
$57.00
Price Target
75.00 (+40%)
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
turnaround
PayPal Q2'26 Review: Paying Up for a Pivot
PYPL (earnings): Q2'26 mixed. Rev $8.68B (+5%), non-GAAP EPS $1.38 (-1%), op margin -248bps to 17.4% on rising non-tx opex (+9%). Branded Checkout TPV +2% FXN (share bleed), take rate falling as they buy stabilization. Venmo TPV +14%. Bull case rests on $1.5B cost savings by Q4 — show-me story. $6B buybacks masking -12.5% net income. Would exit at $75 on Stripe bid; prefers Venmo spin-off.
Read full article (5 min)