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PayPal (PYPL) has an average rating of hold and mean price target of $50.15, according to analysts polled by FactSet.Price: $46.80, Change: $+0.32, Percent Change: +0.69%
PayPal Holdings (PYPL) has an average rating of Hold and mean price target of $50.15, according to analysts polled by FactSet.
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:We lower our target price by $7 to $53, applying a forward P/E of 9.2x our 2027 EPS view vs. PYPL's three-year historical forward P/E average of 12.2x and the peer average of 8.3x. We keep our 2026 EPS estimate at $5.43 and decrease 2027's to $5.78 from $5.95. New CEO Lores introduced a much-needed strategic framework in his first quarter, reorganizing the company into three distinct business units to improve focus and accountability. The plan is underpinned by a major cost-saving initiative of at least $1.5B and a renewed emphasis on modernizing the tech stack with AI. We view this as a necessary foundational reset, with management finally acknowledging past issues and laying out a clear, albeit challenging, path forward. This cautious outlook was underscored by weak Q2 guidance, even as the company reiterated its full-year targets. While core branded checkout growth remains tepid, we are encouraged that other areas like Venmo and PSP continue to show strength, providing a buffer during this transition.
Financial stocks advanced in late Tuesday afternoon trading with the NYSE Financial Index rising 0.6% and the State Street Financial Select Sector SPDR ETF (XLF) adding 0.2%.The Philadelphia Housing Index gained 2.1%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) increased 0.3%.Bitcoin (BTC-USD) rose 2.1% to $81,532, and the yield for 10-year US Treasuries shed 3 basis points to 4.416%.In economic news, two surveys painted a mixed picture of the US services sector in April, with Institute for Supply Management data showing a deceleration in growth and an S&P Global (SPGI) report indicating a return to expansion.The US trade deficit grew in March as imports outpaced record-high exports, government data showed. The goods and services deficit widened 4.4% sequentially to $60.31 billion on a seasonally adjusted basis. The consensus was for a deficit of $61 billion in a Bloomberg survey.In sector news, the US Securities and Exchange Commission proposed rule and form amendments that would permit public companies to file semiannual reports in lieu of quarterly reports.In corporate news, Citigroup (C) plans to introduce new medium-term profitability targets at its investor day on Thursday, Reuters reported, citing an interview with CEO Jane Fraser. Citi shares rose 2.1%.PayPal (PYPL) plans to target at least $1.5 billion in cost cuts over the next few years, while the company maintained its full-year earnings outlook. The shares slumped 8%.Coinbase (COIN) is reducing its global workforce by 14%, citing the need to cut costs amid market volatility and the ways AI has optimized its operations. The shares fell 2.8%.Bullish (BLSH) shares jumped 11%. The company agreed to acquire transfer agent Equiniti for $4.2 billion in stock from private-equity firm Siris.
Financial stocks were mixed in Tuesday afternoon trading with the NYSE Financial Index rising 0.3% and the State Street Financial Select Sector SPDR ETF (XLF) falling 0.2%.The Philadelphia Housing Index gained 1.9%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) increased 0.1%.Bitcoin (BTC-USD) rose 1.7% to $81,234, and the yield for 10-year US Treasuries shed 3.2 basis points to 4.41%.In sector news, the US Securities and Exchange Commission on Tuesday said it proposed rule and form amendments that would permit public companies to file semiannual reports in lieu of quarterly reports to meet their reporting obligations.Amazon-backed (AMZN) Anthropic said it introduced 10 new artificial intelligence agents to support banks, asset managers, and insurers in executing the most time-consuming processes in financial services. These AI agents can draft pitch decks for client meetings, review financial statements, evaluate KYC files, and help with accounting, the company said.In corporate news, PayPal (PYPL) plans to target at least $1.5 billion in cost cuts over the next few years, while the company maintained its full-year earnings outlook. The shares slumped 9.5%.Coinbase (COIN) is reducing its global workforce by 14%, citing the need to cut costs amid market volatility and how AI has optimized its operations. Its shares fell 3.7%.Bullish (BLSH) shares jumped past 11%. The company on Tuesday agreed to acquire transfer agent Equiniti from private equity firm Siris in an all-stock deal worth about $4.2 billion.
Financial stocks were mixed in Tuesday afternoon trading with the NYSE Financial Index rising 0.3% and the State Street Financial Select Sector SPDR ETF (XLF) falling 0.2%.The Philadelphia Housing Index gained 1.9%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) increased 0.1%.Bitcoin (BTC-USD) rose 1.7% to $81,234, and the yield for 10-year US Treasuries shed 3.2 basis points to 4.41%.In corporate news, PayPal (PYPL) plans to target at least $1.5 billion in cost cuts over the next few years, while the company maintained its full-year earnings outlook. The shares slumped 9.1%.
All three major US stock indexes were up in late-morning trading Tuesday, as oil prices slid despite new attacks in the Strait of Hormuz.In company news, PayPal (PYPL) reported Q1 non-GAAP earnings Tuesday of $1.34 per diluted share, up from $1.33 a year earlier and above the FactSet consensus estimate of $1.27. Net Q1 revenue was $8.35 billion, up from $7.79 billion a year ago and above the FactSet consensus of $8.05 billion. For Q2, the company said it expects to post a roughly 9% decline in non-GAAP EPS from $1.40 a year earlier to about $1.27. Analysts polled by FactSet expect $1.34. Additionally, PayPal is planning to cut around 20% of its workforce over the next two to three years, Bloomberg reported Tuesday, citing a person familiar with the matter. PayPal shares were down 8.1% around midday.Palantir Technologies (PLTR) reported Q1 adjusted earnings late Monday of $0.33 per diluted share, up from $0.13 a year earlier and above the FactSet consensus of $0.28. First-quarter revenue was $1.63 billion, up from $883.9 million a year ago and above the FactSet consensus of $1.54 billion. For Q2, Palantir said it expects revenue of $1.797 billion to $1.801 billion, above the FactSet consensus of $1.68 billion. For full-year 2026, the company said it expects revenue of $7.65 billion to $7.66 billion, above the FactSet consensus of $7.24 billion. Palantir shares were down 6.3%.Alphabet (GOOG, GOOGL) will raise at least 9 billion euros ($10.5 billion) from its biggest ever euro-denominated bond sale, Bloomberg reported Tuesday, citing a person familiar with the matter. Separately, Alphabet's Google DeepMind, Microsoft (MSFT) and xAI signed new agreements with the Center for AI Standards and Innovation to assess AI security issues before they are released, CAISI said Tuesday. Alphabet's Class C shares were up 1.4%, while its Class A shares were up 1.5%. Microsoft shares were down 0.8%.Apple (AAPL) has held early talks with Intel (INTC) and Samsung Electronics on producing key device processors in the US, Bloomberg reported Tuesday, citing people familiar with the matter. Apple shares were up 1.1%, and Intel shares were up 13.8%.Shopify (SHOP) reported a Q1 loss Tuesday of $0.45 per diluted share, narrowing from a loss of $0.53 a year earlier. Analysts surveyed by FactSet expected earnings of $0.24. First-quarter revenue was $3.17 billion, up from $2.36 billion a year ago and above the FactSet consensus of $3.11 billion. Shopify shares were down 11%.Pfizer (PFE) reported Q1 adjusted earnings Tuesday of $0.75 per diluted share, down from $0.92 a year earlier but above the FactSet consensus of $0.72. First-quarter revenue was $14.45 billion, up from $13.72 billion a year ago and above the FactSet consensus of $13.84 billion. The company reaffirmed its full-year 2026 EPS and revenue guidance ranges of $2.80 to $3.00 and $59.5 billion to $62.5 billion, respectively. Analysts polled by FactSet expect $2.96 and $61.38 billion, respectively. Pfizer shares were down 0.7%.Price: $46.33, Change: $-4.06, Percent Change: -8.06%
PayPal (PYPL) said it was targeting at least $1.5 billion in cost cuts over the next few years, while the payments company maintained its full-year earnings outlook.Last week, PayPal said it would reorganize into three businesses to streamline its operations. Those units are checkout solutions and PayPal, consumer financial services and Venmo, and payment services and crypto."We are realigning the organization to sharpen strategic focus, eliminate duplications, and remove layers," Chief Financial Officer Jamie Miller said during an earnings call on Tuesday, according to a FactSet transcript. "In parallel, we will be accelerating efforts to deploy (artificial intelligence) and automation across our operations and technology platform."These initiatives, combined, will drive at least $1.5 billion in gross savings over the next two to three years, Chief Executive Enrique Lores told analysts."Looking ahead, we expect to deploy these cost savings to reinvest in growth and respond to business headwinds, improving our overall financial profile over time," Miller said. "During 2026 and into 2027, we will be transitioning teams, establishing new ways of working and building systems and processes to run the business."PayPal continues to expect its 2026 non-GAAP earnings to be down low-single digits to "slightly positive," compared to last years' $5.31 tally. The FactSet-polled consensus is for $5.31.The stock plunged 8.7% intraday Tuesday, and is down 21% since the start of the year.For the ongoing quarter, the company expects non-GAAP EPS to decline by a high-single digit, or approximately 9%, from $1.40 a year earlier. Analysts are looking for $1.34.The company's non-GAAP earnings increased to $1.34 in the first quarter from $1.33 a year earlier, compared with Wall Street's $1.27 view. Net revenue improved 7% to $8.35 billion, ahead of the Street's view for $8.05 billion.Price: $46.06, Change: $-4.33, Percent Change: -8.59%
PayPal (PYPL) has an average rating of Hold and mean price target of $50.37, according to analysts polled by FactSet.Price: $45.93, Change: $-4.46, Percent Change: -8.85%
CFRA, an independent research provider, has providedwith the following research alert. Analysts at CFRA have summarized their opinion as follows:PYPL delivered mixed Q1 2026 results with adjusted EPS of $1.34 vs. $1.33 prior year, beating consensus by $0.07 on revenue of $8.4B (+7% Y/Y), which beat by $300M. However, profitability metrics deteriorated with operating margins contracting 182-229 bps amid competitive pressures. We think the meaningful TPV acceleration to $464B (+11% Y/Y vs. +9% in Q4) indicates improving transaction momentum despite ongoing user engagement challenges. Management reiterated full-year guidance, suggesting a cautious outlook under CEO Enrique Lores' leadership. User metrics remained problematic with active accounts growing just 1% to 439M and transactions per account declining 1% to 58.7, highlighting persistent engagement challenges. We believe the strong cash generation of $1.7B in adjusted FCF enabled $1.5B in share repurchases and a $0.14 quarterly dividend, demonstrating management's confidence in durable cash flows despite execution risks in the competitive digital payments landscape.
Financial stocks were mostly higher pre-bell Tuesday, with the State Street Financial Select Sector SPDR ETF (XLF) gaining by 0.5%.The Direxion Daily Financial Bull 3X Shares (FAS) rose by 1%, and its bearish counterpart Direxion Daily Financial Bear 3X Shares (FAZ) was 1.2% lower.PayPal (PYPL) shares were down more than 10% before the opening bell after the company said it expects to post a roughly 9% decline in Q2 non-GAAP EPS.HSBC (HSBC) stock was down more than 4% after the company reported lower-than-expected Q1 earnings.Banco Santander (SAN) shares were up more than 1% pre-bell after falling 3.1% at the prior close. The bank and Uber Technologies (UBER) said they have agreed to launch a scalable financing platform of up to 1 billion euros ($1.17 billion) to support fleet operators across Europe.
US equity futures were trending higher on Tuesday as traders await a fresh batch of corporate earnings and monitor developments in the Middle East.The S&P 500 and the Dow Jones Industrial Average rose 0.3% each in premarket activity, while the Nasdaq added 0.6%. The indexes finished the previous trading session lower.Shopify (SHOP), Pfizer (PFE), Duke Energy (DUK), KKR (KKR), Ferrari (RACE), American Electric Power (AEP), Transdigm (TDG), PayPal (PYPL) and Rockwell Automation (ROK) report their latest financial results before the bell, among others.Advanced Micro Devices (AMD), Arista Networks (ANET) and Strategy (MSTR) are expected to announce their earnings after the markets close.Shares of Palantir Technologies (PLTR) fell 3.3% pre-bell even though the software maker raised its full-year revenue outlook and reported first-quarter results above Wall Street's expectations. Pinterest (PINS) jumped 17% as the image-sharing platform company recorded better-than-expected first-quarter results.Investors were watching developments in the Middle East closely after a day of heightened tensions in the Strait of Hormuz. The US military destroyed six Iranian boats on Monday in the strait after Tehran attacked US Navy ships and commercial vessels, CNN reported, citing Admiral Brad Cooper, the head of the US Central Command. A senior Iranian military official reportedly disputed that claim.Iran fired missiles and drones at the United Arab Emirates, the UAE's Defense Ministry said in a post on X.President Donald Trump told Fox News on Monday that Iran will be "blown off the face of the Earth" if they attack US vessels that support his initiative to escort commercial ships through the Strait of Hormuz.West Texas Intermediate crude oil declined 2.2% to $104.09 a barrel before the opening bell, while Brent decreased 1.4% to $112.79."Absent a reopening of the strait within the next several weeks, the global oil market, in our view, is likely to enter a period of explicit demand rationing within the current quarter," Wells Fargo Investment Institute Chief Investment Officer Darrell Cronk said Monday.Tuesday's economic calendar has the international trade in goods and services report for March at 8:30 am ET, followed by the purchasing managers' index composite final report from S&P Global (SPGI) for April at 9:45 am.New home sales reports for February and March are expected to be out at 10 am, along with the Institute for Supply Management's services index for the previous month. The Job Openings and Labor Turnover Survey for March also posts at 10 am.Federal Reserve Vice Chair for Supervision Michelle Bowman is slated to speak at 10 am, while Fed Governor Michael Barr speaks at 12:30 pm.New York Fed President John Williams said Monday that the Middle East conflict could keep inflation elevated for some time.Treasury yields were down in premarket action, with the two-year rate retreating 2.8 basis points to 3.93% and the 10-year rate off 2.2 basis points to 4.42%.Gold inclined 0.7% to $4,563 per troy ounce, while bitcoin advanced 1% to $80,756.
Upcoming results of several key payment-focused and financial technology companies are likely to either meet or exceed expectations, though firms are seen having a cautious outlook on the consumer amid war-driven inflationary pressures, RBC Capital Markets said in a note e-mailed Monday.PayPal (PYPL), Fiserv (FISV), Shift4 Payments (FOUR), Affirm (AFRM), Block (XYZ), Corpay (CPAY), Global Payments (GPN), Fidelity National Information Services (FIS), Jack Henry & Associates (JKHY), Rocket (RKT), Toast (TOST), and NCR Voyix (VYX) are among the companies scheduled to report their latest quarterly financial results this week."We believe that the payments group will deliver in-line to better-than-expected results, except for (Shift4), which we believe will be impacted by seasonally weaker and Middle East-impacted Global Blue; PayPal, and (NCR)," RBC analyst Daniel Perlin said in a note to clients. "While we expect higher tax returns to benefit spending trends this quarter, we expect management teams to have a cautious outlook on the consumer on the basis of higher fuel prices and a general inflationary environment impacting discretionary spending."High recurring revenue and a strong demand backdrop likely insulate Jack Henry and Fidelity National from broader economic volatility, according to the brokerage. "The macro is not in the driver seat for them, and we expect management teams to continue reinforcing their view that the cores have a data and compliance moat from (artificial intelligence) disruption," Perlin said.Recently, Visa's (V) latest quarterly results showed payments volume growth in the US, while Mastercard (MA) saw purchase volume growth in that market, according to RBC. This indicates that restaurant and retail has likely "held up," though cross-border and travel continue to be areas of caution, Perlin said.PayPal's branded checkout performance in the first quarter will likely be pressured due to exposure to the Middle East conflict and pullback from low-income consumers. However, the investors will be focused on the company's potential future strategic direction instead of just the quarterly results, according to the note.RBC expects Global Payments to face "modest" headwinds in the first half of 2026 due to its exposure to Middle Eastern airlines and the ongoing conflict in the region. Despite having minimal Middle East ties, inflation and small- and medium-business exposure could challenge Fiserv in the near term.Affirm is seeing robust consumer demand despite high fuel costs, RBC said. "Affirm's potential Middle East exposure is more of a knock-on effect associated with higher oil prices crowding out overall consumer spending, and with (Affirm's) tilt toward lower-end consumers, it's probable to assume some potential weakness in that cohort."Block's Cash App Borrow offering is likely to see strong demand amid consumer pressure, according to the brokerage. "As for (the first quarter), intra-quarter conversations suggest overall volume trends in both Cash App and Seller appear to be holding up, with additional levers benefiting (the second quarter)," Perlin said.Energy prices have surged as the US-Israel war with Iran curtailed shipments through the crucial Strait of Hormuz. The conflict paused following a recent ceasefire between Washington and Tehran, but a framework for a permanent truce is yet to be reached. The war started at the end of February.Price: $50.52, Change: $+0.08, Percent Change: +0.16%
Frank Keller, President, Checkout Solutions & PayPal, on April 29, 2026, sold 10,732 shares in Paypal Holdings (PYPL) for $536,205. Following the Form 4 filing with the SEC, Keller has control over a total of 41,567 common shares of the company, with 41,567 shares held directly.SEC Filing:https://www.sec.gov/Archives/edgar/data/1633917/000200641626000005/xslF345X05/edgardoc.xml
Financial stocks were mixed in late Wednesday afternoon trading, with the NYSE Financial Index decreasing 0.2% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.1%.The Philadelphia Housing Index was falling 1.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was down 0.9%.Bitcoin (BTC-USD) was declining 1.4% to $75,268.8, and the yield for 10-year US Treasuries rose 6.2 basis points to 4.42%.In economic news, the Federal Open Market Committee maintained its federal funds rate target at 3.50% to 3.75%, as expected, but four officials dissented, its statement Wednesday afternoon showed.Federal Reserve Chair Jerome Powell said Wednesday at a press conference that he will remain on the Federal Reserve board for a period of time after his term as chair ends on May 15, noting the recent attacks on the Fed and saying that "the things that have happened really in the last three months I think left me no choice but to stay until I see them through at least that long."In corporate news, Blackstone (BX) is planning to integrate its growth business into a new West Coast-based unit that will focus on its AI portfolio and high-growth tech bets, Bloomberg reported, citing an internal company note. Blackstone shares were down 1.6%.PayPal (PYPL) Chief Executive Enrique Lores told managers this week that he is reorganizing the company to make Venmo its own standalone segment within PayPal, CNBC reported. PayPal shares rose 2.6%.Robinhood (HOOD) shares fell past 13% after it reported Q1 earnings and revenue that missed analysts' expectations.Visa (V) shares jumped more than 8% after it lifted its full-year growth outlook and reported better-than-expected fiscal Q2 results.
Financial stocks were mixed in late Wednesday afternoon trading, with the NYSE Financial Index decreasing 0.2% and the State Street Financial Select Sector SPDR ETF (XLF) up 0.1%.The Philadelphia Housing Index was falling 1.5%, and the State Street Real Estate Select Sector SPDR ETF (XLRE) was down 0.9%.Bitcoin (BTC-USD) was declining 1.4% to $75,268.8, and the yield for 10-year US Treasuries rose 6.2 basis points to 4.42%.In corporate news, PayPal (PYPL) Chief Executive Enrique Lores told managers this week that he is reorganizing the company to make Venmo its own standalone segment within PayPal, CNBC reported. PayPal shares rose 2.6%.
PayPal Holdings (PYPL) Chief Executive Enrique Lores told managers this week that his reorganizing the company to make Venmo its own standalone segment within PayPal, CNBC reported Wednesday, citing people with knowledge of the changes.Separating Venmo will make it easier to track its progress or potentially to sell to another company, the report said, citing the people. PayPal is looking to add a digital banking executive to run the new Venmo segment, CNBC said citing the people.PayPal didn't immediately reply to a request for comment from.(Market Chatter news is derived from conversations with market professionals globally. This information is believed to be from reliable sources but may include rumor and speculation. Accuracy is not guaranteed.)Price: $50.38, Change: $+0.73, Percent Change: +1.48%
PayPal to Make Venmo a Standalone Business, CNBC Reports
PayPal (PYPL) said Monday it launched PayPal Ads ID, a new advertising identity solution designed to improve targeting and measurement across digital advertising platforms.The system builds deterministic identity signals from verified PayPal and Venmo accounts, using commerce data to help advertisers better identify and reach users across devices and channels, the company said.PayPal said Ads ID links ad exposure to transaction data to improve targeting and attribution.Shares of PayPal were down 1.6% in Monday trading.Price: $49.64, Change: $-0.84, Percent Change: -1.66%
US equity futures were edging higher pre-bell Thursday as optimism for an end to the Middle East conflict continues to grow, with a second round of talks and a ceasefire extension on the horizon.Dow Jones Industrial Average futures were 0.2% higher, S&P 500 futures were up 0.1%, and Nasdaq futures were 0.2% lower.Israel's security cabinet met on Wednesday to discuss a potential ceasefire in Lebanon that could remove a key hurdle in securing a broader peace agreement.A series of solid earnings so far this week has also allayed concerns about the economy. Taiwan Semiconductor Manufacturing (TSM) and Charles Schwab (SCHW) posted higher Q1 earnings and net revenue. Netflix (NFLX) is due to report after market close.Oil prices were higher, with front-month global benchmark North Sea Brent crude up 1.3% at $96.16 per barrel and US West Texas Intermediate crude up 0.7% at $91.93 per barrel.Initial jobless claims dropped to 207,000 in the week ended April 11 from 218,000 in the previous week, compared with expectations for a decrease to 213,000 in a survey of analysts compiled by Bloomberg.The March industrial production report, due at 9:15 am ET, is forecast to show a 0.1% increase following a 0.2% gain in the prior month.In other world markets, Japan's Nikkei closed 2.4% higher, Hong Kong's Hang Seng ended 1.7% higher, and China's Shanghai Composite finished 0.7% higher. Meanwhile, the UK's FTSE 100 was up 0.7%, and Germany's DAX index was 0.6% higher in Europe's early afternoon session.In equities, Charles Schwab (SCHW) stock was 2% lower after the company posted Q1 net revenue below analyst estimates. Paypal (PYPL) shares were down 1.7% after Mizuho downgraded the company's stock to neutral from outperform.On the winning side, Alibaba (BABA) stock was 3.3% higher after the company launched a new AI model that creates 3D environments and interactive videos, according to a Bloomberg report. TotalEnergies (TTE) shares were up 3.5% after the company said its Q1 exploration and production results are expected to rise significantly, supported by higher oil prices and contributions from new projects. Adobe (ADBE) stock was 2.7% higher after the company launched its new artificial intelligence tool, Firefly AI Assistant.
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