PayPal (PYPL) News Today

PayPal Holdings, Inc. (NASDAQ:PYPL) stock moved on a mix of analyst actions, earnings reactions and strategic commentary. Here are the key drivers:

• Positive Sentiment: Seeking Alpha highlights strong fundamentals, aggressive buybacks and an undervalued valuation, calling PYPL a “long-term buy.” PayPal: Strong Fundamentals, Aggressive Buybacks, Highly Undervalued - A Long-Term Buy
• Positive Sentiment: Zacks lists PayPal among “4 Crypto-Centric Stocks to Buy Before Bitcoin Resumes Its Rally,” noting its exposure to digital payments growth. 4 Crypto-Centric Stocks to Buy Before Bitcoin Resumes Its Rally
• Positive Sentiment: MSN reports that PayPal’s turnaround is gaining steam, with analysts asking if the stock has become a buy again. PayPal’s Comeback Is Gaining Steam: Is the Stock a Buy Again?
• Positive Sentiment: Yahoo Finance notes PayPal smashed Wall Street estimates in a surprise earnings win, driving optimism on revenue and margin beats. PayPal smashes Wall Street estimates in surprise earnings win
• Positive Sentiment: Seaport Research Partners raised Q3 2026 EPS estimates to $1.43 (from $1.40) and maintains a Hold rating, reflecting improved outlook. Seaport Res Ptn Has Positive Outlook for PayPal Q3 Earnings
• Positive Sentiment: William Blair boosted its Q4 2025 EPS estimate to $1.40 (from $1.37), signaling confidence in late-year performance. William Blair Has Positive Forecast for PayPal Q4 Earnings
• Positive Sentiment: Macquarie reiterated its Outperform rating on PYPL, backing the stock’s long-term upside potential. Macquarie Reiterates "Outperform" Rating for PayPal (NASDAQ:PYPL)
• Neutral Sentiment: Seeking Alpha argues the Q2 cash-flow correction may be overdone, but warns that upside momentum could be “lumpy” despite solid turnaround progress. PayPal: Cash-Flow Correction Overly Done, Upward Momentum Likely Lumpy
• Negative Sentiment: MarketBeat notes PYPL shares dipped 1.9% amid investor questions on what’s next, sparking “time to sell?” talk. PayPal (NASDAQ:PYPL) Stock Price Down 1.9% - What's Next?
• Negative Sentiment: The Motley Fool reports shares sank despite an upbeat outlook, reflecting ongoing skepticism of the turnaround story. PayPal Shares Sink Despite Upbeat Outlook. Is Wall Street Missing the Turnaround?
• Negative Sentiment: American Banking News flags a 1.1% decline after an analyst cut, underscoring sensitivity to downgrades. PayPal (NASDAQ:PYPL) Shares Down 1.1% After Analyst Downgrade
• Negative Sentiment: American Banking News also reports William Blair trimmed its EPS outlook, feeding downward pressure. William Blair Analysts Cut Earnings Estimates for PayPal
• Negative Sentiment: Zacks notes PYPL plunged 10% post-Q2 earnings despite strong beats, highlighting volatility around expectations. PYPL Stock Falls 10% Post Q2 Earnings: Should You Buy, Hold or Fold?
• Negative Sentiment: Yahoo reports shares slipped after profit and branded-checkout volumes fell short of analyst expectations. PayPal Stock Drops as Profit, Branded Checkout Volumes Growth Come Up Short