
News and disclosures filtered by period, publisher, and event group.
Select a headline to open the full news page in the app.
Paypal (PYPL) reported earnings 30 days ago. What's next for the stock?

PayPal Holdings, Inc. (PYPL) Presents at 2026 Evercore Global TMT Conference Transcript

Affirm leans on U.S. retail partnerships and strong cash flow, while Klarna expands globally with nearly a million merchants but posts ongoing net losses.

Paypal (PYPL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

I'm upgrading PayPal Holdings (PYPL) back to 'Buy' due to excessive market pessimism and undervaluation. PYPL's Q1 results showed strong revenue and TPV growth, but margins and take rates remain pressured. New CEO Enrique Lores is restructuring operations, targeting $1.5 billion in run-rate savings via AI-driven efficiencies.

PayPal NASDAQ: PYPL President and CEO Enrique Lores outlined a broad operational and technology reset for the payments company at Bernstein's 46th Annual Strategic Decisions Conference, saying the company has substantial opportunities to simplify its structure, modernize its technology platform and reinvest savings into growth.

In May 2025, a shopper split a $180 online order into four payments and thought nothing of it. It was the fifth Affirm purchase that quarter.

From Google co-founder Brin spending $66m to fight a billionaire tax to Google and Meta funding a joint Super Pac, Silicon Valley is engaged in an existential fight for its political power at home

INTU's AI-driven ecosystem and TurboTax Live fuel growth, while PYPL's Venmo expansion and comprehensive payments and commerce solutions intensify the fintech battle.

Everyone loves a good rebound stock, especially investors who've hung around long enough to benefit from a big bounce-back share price.

The credit card leaders will be fine, but the digital payments leader could be in trouble.

Starting in March 2026, Enrique Lores started his new role as PayPal's President and CEO. He was quick in announcing new rationalization efforts targeting $1.5 billion in annual run-rate savings. Management reiterated its previous guidance released last February, with adjusted free cash flows and share repurchases both expected at around $6.0 billion in 2026. Based on PYPL's current market capitalization of $39.0 billion, this represents a ~15% free cash flow yield, which is the highest in my coverage universe at the moment.

PYPL targets $1.5B in savings through AI, automation and restructuring as it streamlines operations to boost growth and profitability.

PayPal Holdings, Inc. (PYPL) Presents at Bernstein 42nd Annual Strategic Decisions Conference Transcript

PayPal (PYPL, Financials) users in the U.S. can now make purchases across China through WeChat Pay's QR-code merchant network, giving foreign visitors an easier

U.S. PayPal users traveling in China will soon be able to complete payments at tens of millions of Weixin Pay merchants across China by scanning QR codes.

U.S. PayPal users can now make purchases across China using WeChat Pay's QR-code merchant network, Tencent Financial Technology said on Wednesday, adding the service will be rolled out to PayPal users in other markets in phases.

SoFi Technologies (NASDAQ: SOFI | SOFI Price Prediction) has dominated retail trading feeds all year on the strength of a 30% revenue growth guide, a stablecoin launch, and a CEO who keeps buying his own stock.

New feature, powered by payments infrastructure from PayPal, gives travelers flexibility while helping independent travel companies compete with larger booking platforms ROME, May 26, 2026 /PRNewswire/ -- The Tour Guy, one of Europe's largest and most trusted tour operators and destination marketplaces, today announced the launch of its new "Reserve Now, Pay Later" feature – enabled by PayPal (NYSE: PYPL) – giving travelers the ability to secure high-demand tours in advance without being charged until closer to their travel date. The launch reflects a growing shift in how consumers plan and pay for travel — prioritizing flexibility, convenience, and trust — while also signaling how mid-sized travel companies are leveraging modern payments infrastructure to offer capabilities traditionally associated with larger booking platforms.

Palantir Technologies (NASDAQ: PLTR) is the stock every retail dashboard, every AI thinkpiece, and every wallstreetbets thread cannot stop talking about, and at $136.88 a share with a market cap above $328 billion, the crowd has good reason to be excited about its 70% Q4 revenue growth. The valuation, however, leaves no room for error. The... Forget Palantir Technologies: This Cash-Flow Fintech Pioneer Under $30 Is a Considerably Better Buy

PayPal shaped the industry by being the first major online wallet to market. This mature business, however, has few barriers to entry.

AXP's resilient premium spending, strong earnings growth and expanding lifestyle ecosystem give it an edge over PYPL in digital payments.

PayPal's stock has crumbled over the past five years. Visa faces regulatory headwinds, but it's still growing at an impressive rate.

Paypal (PYPL) has been one of the stocks most watched by Zacks.com users lately. So, it is worth exploring what lies ahead for the stock.

Now accessible to millions of PayPal consumers and merchants, PayPal USD helps provide stable purchasing power and enable lower-cost global commerce Now accessible to millions of PayPal consumers and merchants, PayPal USD helps provide stable purchasing power and enable lower-cost global commerce

Big Short investor Michael Burry is aggressively reallocating capital toward beaten-down stocks, warning the artificial intelligence (AI) boom increasingly resembles the dot-com era. According to him, a remarkable 87% of venture funding now targets AI, creating what he dubs an “asset bubble – plain and simple”.

The iShares Bitcoin Trust ETF (NASDAQ:IBIT | IBIT Price Prediction) and the Fidelity Crypto Industry and Digital Payments ETF (NASDAQ:FDIG) offer fundamentally different exposures.

PayPal Holdings, Inc. remains deeply undervalued, trading at just 8.5x earnings and 7.8x free cash flow despite solid growth metrics. Q1/26 results showed 7.2% revenue growth, 11.2% TPV growth, and management reaffirmed full-year guidance with at least $6B in adjusted free cash flow. New CEO Enrique Lores is restructuring PYPL into three focused business lines, targeting $1.5B+ in cost savings and tapping $860B+ in TAM opportunities.

Our top-performing stocks this quarter were Samsung Electronics, Shell and Lam Research. Our worst contributors were IQVIA, American Express and Heidelberg. We exited our investments in Everest Group and PayPal during the quarter.

Card issuers and payment networks are now experimenting with new payment initiatives involving stablecoins. Top banks and financial institutions are looking for ways to leverage stablecoins for efficiencies and cost savings.

For years, merchant services centered on moving money from cardholder to business. The current earnings season gives proof that business has become far broader, encompassing everything from payments to back-office efficiency.

The management team is struggling to reinvigorate growth.

PYPL trades at a steep discount to peers as Venmo growth, AI-commerce initiatives and global expansion support its recovery path.

Regrettably, it's time to downgrade PayPal Holdings, Inc. as structural growth challenges persist despite a new CEO and cost-cutting initiatives. Q2 guidance signals the worst isn't over, with revenue and transaction margin growth stuck in low single digits. I didn't discern enough conviction from management and slow progress on platform integration to dampen prospects for a near-term turnaround.

PayPal said Wednesday (March 13) that it is partnering with Anthropic to offer a free online course called AI Fluency for Small Business and that its platform integrates with Anthropic's newly announced Claude for Small Business Plugin. The new online course offers practical advice from artificial intelligence (AI) fluency researchers and small business owners on using AI safely and effectively.

The Financial Transaction Services industry is gaining on the rise of contactless payments, innovations like BNPL and growing cross-border payments. Companies like V, MA, PYPL, FISV and GPN are well-positioned to thrive on the back of these favorable trends.

Americans are still swiping, tapping, and clicking through record consumption. Total personal consumption expenditures hit $21.86 trillion in March 2026, up from $20.68 trillion a year earlier, and financial services spending climbed to $1,82 trillion.

Venmo has always been a privacy dumpster fire. Finally, it's changing privacy settings so new users' transactions will be set to be seen by "friends only.

Shares of PayPal Holdings (NASDAQ:PYPL | PYPL Price Prediction) picked up another cautious analyst signal on Tuesday, as Truist lowered its price target to $44 from $45 while maintaining a Sell rating.

PayPal remains a Strong Buy, trading at a deep discount with a robust double-digit buyback and dividend yield and significant turnaround potential under new leadership. The new CEO is driving structural cost savings, business unit reorganization, and strategic flexibility, including a rumored Venmo sale and increased M&A optionality. PYPL's strong balance sheet, $9B+ in liquidity, and aggressive buybacks underpin a theoretical combined dividend + buyback yield of over 16%, supporting shareholder value creation despite macro headwinds.

PayPal Holdings's Venmo has rebuilt its app from the ground up as it continues expanding the app to become a more comprehensive commerce and financial services ecosystem.

XYZ launches Square for Drive-Thru, helping QSRs boost order accuracy, speed service and simplify operations.

The case is part of the Trump administration's campaign against corporate DEI initiatives.

SAN JOSE, Calif., May 12, 2026 /PRNewswire/ -- In recognition of Small Business Month, PayPal today announced a new global goal to support 25 million people and small businesses with the resources, skills, and training they need to thrive in the digital economy.

PayPal Holdings offers compelling value through operational efficiencies, robust free cash flow, and aggressive share repurchases at a deeply discounted valuation. Management targets at least $1.5 billion in gross run-rate savings via organizational simplification, AI adoption, and cost reductions over the next two to three years. Despite margin pressure from Braintree's lower-margin unbranded processing, disciplined SG&A and optimization of labor-heavy functions present the largest efficiency opportunities.

Zacks.com users have recently been watching Paypal (PYPL) quite a bit. Thus, it is worth knowing the facts that could determine the stock's prospects.

Venmo is rolling out a significant redesign over the coming months that aims to make the app more useful, social, and easier to navigate. This is the peer-to-peer payments app's biggest refresh since 2021.

PayPal expects $6 billion in FY26 free cash flow while targeting $1.5 billion in organizational and AI-driven cost reductions. Q1 revenue increased 7% YoY to $8.35 billion, while Venmo and BNPL volumes continued strong double-digit expansion. Cash reserves reached $13.5 billion against $11.6 billion in debt, supporting restructuring, AI upgrades, buybacks, and platform modernization initiatives.

PayPal remains pressured by execution risks tied to the turnaround, but Q1 results and cost-cutting reinforce confidence in a profitable growth comeback that supports sustained FCF accretion and shareholder returns. Branded Checkout shows early signs of stabilization, with management guiding for flat full-year transaction margin dollars despite near-term headwinds. Venmo's accelerating monetization and new reporting structure also represents an additional upside optionality, given better unit economics and a potential separation.

PayPal (PYPL) remains a Buy with a reiterated $70 price target, despite operational challenges and a transition year ahead. Q1 results showed revenue up 7% to $8.4B and double-beat EPS, but margin pressure and Branded Checkout weakness persist. Strategic reorganization targets cost savings and renewed focus on Branded Checkout and Venmo, with $1.5B in cost cuts planned over three years.

PayPal (NASDAQ:PYPL | PYPL Price Prediction) stock picked up a fresh analyst downgrade this morning, with Macquarie analyst Paul Golding cutting PYPL to Neutral from Outperform and lowering his price target to $50 from $58, citing a soft Q2 2026 outlook and a cost-saving plan that's heavily back-end loaded.

Top insights from the latest market news from Thursday, May 7, from The Motley Fool analysts on Team Rule Breakers and Team Hidden Gems.

Pre-Market Stock Futures: Futures are trading modestly higher after a blowout midweek rally spurred by reports that a peace agreement with Iran could be forthcoming soon and by incredible technology earnings and forecasts that destroyed Wall Street estimates. All of the major indices were once again printing new highs as investors cheered the potential for... Here Are Thursday's Top Wall Street Analyst Research Calls: Alcoa, Chiron Real Estate, Clear Secure, Fortinet, Fresh Pet, Kennametal, Oracle, PayPal, United Therapeutics, and More

PayPal is experiencing strong, robust business momentum, with double-digit total payment volume growth and Venmo-related momentum. PYPL exceeded consensus estimates for both earnings and revenue, improved free cash flow margins, and confirmed its FY 2026 FCF and stock buyback forecast. PayPal's Q2 non-GAAP EPS outlook disappointed, which drove a market overreaction on Tuesday.

The digital payments giant beat first-quarter expectations -- but the market wasn't impressed.

PayPal Holdings, Inc. remains out of favor despite a strong earnings beat and resilient segment growth, with the stock trading at a low P/E of 7–8. PYPL's "branded checkout" segment stayed slightly positive, defying negative growth expectations, while other business lines continued to expand. The broader payments sector is under pressure, but PYPL has fared better than some peers, even after a speculative pre-earnings run-up.

PayPal Holdings, Inc. remains a Strong Buy, with conviction supported by a total shareholder yield now exceeding 15% and robust buyback activity. Recent leadership change brings renewed confidence, with new CEO Enrique Lores prioritizing operational streamlining and $1.5 billion in targeted cost savings over 2–3 years. Q1 results show 7.1% revenue growth, resilient user metrics, and growing value-added services, including significant loan origination expansion.

PayPal Holdings, Inc. (NASDAQ:PYPL) shares are trading lower on Wednesday as investors weighed concerns over slowing core growth and a lack of stronger turnaround signals despite the company's recent earnings beat.

British competition regulators have launched an investigation into PayPal, Mastercard and Visa. The investigation is to determine whether the three companies engaged in “anti-competitive conduct linked to the funding and usage of PayPal's digital wallet,” the Financial Conduct Authority (FCA) said in a Wednesday (May 6) press release.

PayPal shares fell after profit declined and the company warned adjusted earnings would drop, even as revenue and payment volume increased.
