(PYPL) News Today

Stripe and Advent International made a $53 billion offer to buy PayPal, but it was rejected. PayPal's new CEO has only been on the job for five full months, marking the early stages of its turnaround plan.

Visa, Mastercard, PayPal, Fidelity and WEX have been highlighted in this Industry Outlook article.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Tyler Crowe, Matt Frankel, and Lou Whiteman discuss:

PayPal Holdings remains deeply undervalued, with intrinsic value estimates far above recent acquisition offers and current trading multiples. Q2/26 results showed 4.8% revenue growth and robust free cash flow, despite modest margin and EPS declines; buybacks drove nearly 10% bottom-line growth. Management plans $6 billion in buybacks for 2026, leveraging a solid balance sheet with minimal net debt and strong liquidity.

Cross-border payment growth and strategic expansion support the industry players, but rising technology costs and consumer spending pressures continue to weigh on margins. Companies like V, MA, PYPL, FIS and WEX are likely to navigate industry challenges.

PayPal has likely hit its long-term bottom, with recent M&A interest and improving metrics signaling a highly credible turnaround. Branded checkout growth remains tepid, but Venmo, Braintree, and buy now, pay later channels show double-digit TPV growth, validating early recovery momentum. Management's near-term $1.5B cost savings plan and expanding financial services provide crucial margins growth levers; free cash flow is projected to rise from $6B to $6.6B in two years.

PayPal Holdings, Inc. beat Q2 2026 revenue and EPS consensus, reporting $8.68B revenue and $1.38 non-GAAP EPS, and more importantly, upped its guidance for the year 2026. When assessing PayPal's progress, key metrics disclosed to investors are a far more useful indicator than traditional financial statements. Assessing PayPal's performance on key metrics, I believe the company is gaining momentum in its strategy to revitalize its checkout, monetize Venmo and return Braintree to profitable growth.

The disposition involved 1,337 shares with a total transaction value of ~$77,680 as of the July 29, 2026 transaction date. The sale reduced the insider's direct equity position by 38%, leaving a remaining stake of 2,216 shares.

PayPal remains a Strong Buy, with substantial re-rating potential driven by robust cash flow and undervaluation versus intrinsic value. Q2 results were strong: TPV was up ~10% to $486.45B, FCF was up 157% YoY, and guidance was raised for non-GAAP EPS and transaction margin dollars. PYPL's balance sheet is solid, supporting $6B in 2026 buybacks and potential transformative M&A alongside its strong FCF, even as macro headwinds and competition persist.

July's top leveraged ETFs delivered triple-digit gains as SpaceX, PayPal and Chinese tech drove outsized moves amid volatile markets.

American Express is naturally resistant to economic downturns. PayPal could have a harder time bouncing back from a recession.

PayPal Holdings Inc. (NASDAQ:PYPL) shares are trading marginally higher on Monday as traders weigh a recent second-quarter beat and raised full-year outlook against a risk-on tape. Here's what investors need to know.

PayPal's (PYPL -0.76%) management team said they are open to a sale.

PayPal Holdings Inc. (NASDAQ:PYPL) shares are trading marginally lower on Friday as investors digest turnaround momentum says commentary following a second-quarter beat and raised full-year outlook.

The S&P 500 is on pace to log its worst July performance since 2014. These are the best and the worst performing stocks in the index for the month.

Visa (NYSE:V | V Price Prediction) and PayPal (NASDAQ:PYPL) both reported on July 28, 2026, and the split screen is striking.

After turning down an acquisition offer, PayPal remains undervalued. The company continues to grow its revenue and generate a boatload of free cash flow.

PYPL outlines a transformation plan as branded checkout stabilizes, Venmo expands and the company raises its full-year earnings guidance.

PayPal Holdings Inc. (NASDAQ:PYPL) on Tuesday reported upbeat second-quarter results.

PayPal delivered strong Q2 results, with 5% Y/Y revenue growth and robust free cash flow, supporting a 'Strong Buy' rating. PYPL's total payment volume rose 10% year-over-year, aided by Venmo expansion. Shares remain deeply undervalued at 9.8x forward earnings, despite a $53B takeover bid from Stripe and Advent International, which could potentially get raised.

PYPL's Q2 revenues and earnings beat estimates as Venmo and Braintree drive payment growth. Higher investments weighed on margins, while the company raises its 2026 outlook.

XYZ and PYPL take different fintech paths, with Square and Cash App powering Block, while Venmo's growth and cost savings drive PayPal's strategy.

Shares of PayPal Holdings Inc(NASDAQ:PYPL) are up 4.7% to trade at $58.72, pacing for a third win out of the past four.

Shares of the State Street Financial Select Sector SPDR ETF (XLF) touched a fresh all-time high Tuesday. That gain is part of a broader shift in the market.

PayPal Holdings shares rose about 4.5% on Tuesday after the payments company reported better-than-expected second-quarter results, raised its full-year earnings guidance, and highlighted early progress in its turnaround strategy under CEO Enrique Lores. The fintech company reported adjusted earnings of $1.38 per share for the second quarter, ahead of Wall Street expectations of $1.28.

PayPal Holdings, Inc. (PYPL) Q2 2026 Earnings Call Transcript

PayPal Holdings, Inc. rejected Stripe's ~$60/share buyout, signaling belief in greater long-term value creation. Q2 results showed solid turnaround progress: U.S. TPV up 14%, Venmo sustained double-digit growth, but take-rate and margins under pressure. Management targets solid cost savings and $1.5B longer-term, leveraging service optimization and AI for efficiency.

PayPal Holdings, Inc. rejected Stripe's $53B takeover, seeking a valuation closer to $70 per share. PYPL's Q2 results showed 10% TPV growth, $0.10 EPS beat, and raised guidance, validating the board's decision. Venmo and Braintree are accelerating, AI-driven cost savings are materializing, and revenue-to-cash conversion remains strong.

PayPal's turnaround hinges on a digital rebuild that includes stabilizing the checkout button consumers know today while preparing for a commerce environment in which artificial intelligence agents, digital identity and financial services could change what that button needs to do.

PayPal stock has been surging recently after media outlets reported on acquisition rumors earlier this month. The stock has struggled since the pandemic, due to increasing competition, among other factors.

PayPal is seemingly still open to Stripe's $53.4 billion takeover bid, just not at the price the latter had offered.

PayPal Holdings Inc (NASDAQ:PYPL, XETRA:2PP) shares rose almost 4% after the company reported second quarter 2026 results that exceeded Wall Street expectations and raised its full-year non-GAAP guidance. The payments company reported adjusted earnings of $1.38 per share on revenue of $8.68 billion for the quarter ended June 30, compared with analyst estimates of $1.28 per share and $8.47 billion in revenue.

While the top- and bottom-line numbers for Paypal (PYPL) give a sense of how the business performed in the quarter ended June 2026, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Royal Caribbean (RCL) lowered its revenue guidance for the year but posted a quarterly earnings beat. Diane King Hall notes the downside price action and discusses the direction Royal Caribbean needs to sail toward now.

PayPal NASDAQ: PYPL reported second-quarter results that exceeded its expectations, citing growth in Venmo, credit products and Braintree, while raising full-year guidance for transaction margin dollars and non-GAAP earnings per share.

PayPal reported second-quarter earnings that beat expectations on the top and bottom line. Total payment volume grew 10%, and the company raised its full-year guidance.

Paypal (PYPL) came out with quarterly earnings of $1.38 per share, beating the Zacks Consensus Estimate of $1.28 per share. This compares to earnings of $1.4 per share a year ago.

PayPal stock rose amid a Q2 earnings and revenue beat as investors awaited management commentary on takeover speculation.

PayPal is showing progress on some metrics as a standalone company, but Wall Street is preoccupied with its deal prospects following recent news.

PayPal bumped up its profitability guidance and reported revenue growth in the company's first earnings release since receiving a takeover offer from rival fintech Stripe and buyout firm Advent International.

PayPal doubled down on its turnaround plan on Tuesday, raising its 2026 profit forecast and outlining cost-saving steps, as ​it looks to convince investors that it is worth more than the $53 billion takeover offer that analysts described as "low-ball".

PayPal stock cratered earlier this year. Now, the fintech seeks to prove that its ‘strategic reorganization' is yielding results.

SAN JOSE, Calif., July 28, 2026 /PRNewswire/ -- PayPal Holdings, Inc. (NASDAQ: PYPL) today announced its second quarter 2026 results for the period ended June 30, 2026.

PayPal Holdings, Inc. (NASDAQ:PYPL) will release its second quarter earnings report before the opening bell on Tuesday, July 28.

In this video, Motley Fool contributors Jason Hall and Jeff Santoro talk about the latest acquisition news around PayPal (PYPL +0.39%), what they think will happen, and whether the shares are still a buy even with the rumors flying around

PayPal stock is gearing up for one of its most important earnings releases yet, as investors await the company's response to the recent buyout offer from Stripe and Advent International. PYPL was trading at $56, well above its year-to-date low of $40.

PayPal's board reportedly views the $60.50-per-share offer from Stripe and Advent International as inadequate. Shares sit about 7% under the offer, near where they settled when the bid became public.

In this episode of Motley Fool Hidden Gems Investing, Motley Fool contributors Travis Hoium, Lou Whiteman, and Rachel Warren discuss:

PYPL heads into Q2 earnings with TPV growth and platform expansion in focus but faces margin pressure, competition and macroeconomic uncertainty.

Despite being the world's first digital currency, Bitcoin has never lived up to its promise as a form of payment for everyday purchases. According to venture capitalist Tim Draper, Bitcoin could hit $250,000 if it becomes an everyday form of payment.