martin-dm/E+ via Getty Images Investment Thesis I believe PayPal’s (NASDAQ:PYPL) conservative reset of expectations for this quarter (via the guidance they gave last quarter) sets the company up for a strong buy despite recent underwhelming quarters. The fintech’s upcoming earnings announcement has set expectations at a consensus EPS estimate at $1.22, up 4.31% YoY. Revenue…
JasonDoiy The following segment was excerpted from this fund letter. PayPal (NASDAQ:PYPL) PayPal has been a long-standing holding for Wedgewood, since 2015. After taking some of our gains around the company’s COVID-19-fueled peak in 2021, we have been adding to the stock slowly over the past two years, taking it back to a significant position…
Michael Vi/iStock Editorial via Getty Images PayPal Holdings, Inc. (NASDAQ:PYPL) investors have endured another roller coaster ride over the past two months, following PayPal’s relatively weak guidance at its fourth-quarter earnings call in early February 2024. As a reminder, I upgraded my thesis on PYPL to a Buy pre-earnings, as I assessed that buying accumulation…
bizoo_n My Thesis I believe the recent shift in PayPal Holdings, Inc.‘s (NASDAQ:PYPL) management has been a real game changer. Against the backdrop of continued product expansion, underestimated market expectations for future earnings, and favorable valuations, PYPL stock remains one of the most obvious large-cap”Buy” ideas right now. My Reasoning In January 2024, I initiated…
Justin Sullivan In my opinion, one of the best and most interesting companies on the market today is payment processing giant PayPal (NASDAQ:PYPL). Due to some growth-related issues, the company has had a rather difficult time from a share return perspective in recent years. Over the past 12 months, the stock is down 12.3%. And…
Justin Sullivan I am a PayPal (NASDAQ:PYPL) bull who believes their Meta Platforms (META) moment will occur, but I am an unhappy shareholder. After PYPL’s Q4 earnings, I posted a tweet where I expressed my dissatisfaction directly to Alex Chriss (PayPal CEO). After going back and rereading the Q4 2023 conference call transcript (can be…
SOPA Images/LightRocket via Getty Images Introduction Being a PayPal Holdings, Inc. (NASDAQ:PYPL) investor has been particularly frustrating. Since its peak in July 2021, the stock is down 80%. Furthermore, the stock has been bleeding slowly over the last twelve months, making lower lows and lower highs. As investors try to look past PayPal’s dismal years,…
NurPhoto/NurPhoto via Getty Images PayPal Holdings, Inc. (NASDAQ:PYPL) continues to be a huge disappointment for investors. Following earnings last week, the stock declined as much as 11.5% the next trading day and although it recovered a bit on Friday, the stock is once again close to the multi-year lows of $50. Right now, PayPal is…
Sean Anthony Eddy Thesis Summary PayPal (NASDAQ:PYPL) is making headlines as the company has announced a new CEO, Alex Chriss. Markets have so far received this news well, with the stock up over 10% in the weeks following the announcement. Chriss has promised to deliver innovation to the company with hopes of reversing the trend…
Erikona Investment Thesis There have been numerous articles published on Seeking Alpha analyzing PayPal (NASDAQ:PYPL). Most discussions appropriately touched on PYPL’s share buyback program, their collaboration with KKR to sell buy-now-pay-later (BNPL) debt, the sale of Happy Returns, the new management team, opportunities with Braintree’s unbranded checkout solutions, and PYPL’s leadership position globally. While these…
Editor’s note: Seeking Alpha is proud to welcome Emir Mulahalilovic as a new contributor. It’s easy to become a Seeking Alpha contributor and earn money for your best investment ideas. Active contributors also get free access to SA Premium. Click here to find out more » Justin Sullivan PayPal (NASDAQ:NASDAQ:PYPL) is a company that operates…
Iona Studio/iStock via Getty Images PayPal Holdings (NASDAQ:PYPL) is one of the largest companies in the global digital payments market. Thesis Despite a challenging year for PayPal bulls in 2022, its share price was able to break through a resistance line dating back to August of the previous year, marking a positive shift in Wall…
Justin Sullivan Investors in PayPal Holdings, Inc. (NASDAQ:PYPL) are likely assessing whether the worst in its price decline could be over since my previous update in October (pre-earnings). I argued that while PYPL is expected to “stage a momentary reversal given oversold conditions,” there’s still much for PYPL buyers to prove to untether it from…
Userba011d64_201 Introduction Because I create my own investing strategies and techniques rather than adopting or mimicking the strategies of other investors I always like to begin my articles by reviewing the performance of any past coverage of a stock I have shared so readers have at least some performance data to reference. For many years…
Justin Sullivan The hatred runs deep I previously wrote about another fin-tech, a strong buy, clobbered 80% down – Block Inc. (SQ). I also noted that I have started to buy PayPal Holdings Inc. (NASDAQ:PYPL), similarly down nearly 80%, this stock has some fundamental advantages and disadvantages to the Block Inc. pick. Block is growing…
sefa ozel We previously covered PayPal Holdings (NASDAQ:PYPL) in August 2023, discussing Mr. Market’s overreaction then as the stock sold off attributed to its declining active accounts. We had continued to rate the stock as a Buy at that time, due to the improved upside potential, early signs of e-commerce recovery, and exemplary growth in…
Anderson Coelho/E+ via Getty Images Investment Thesis In early October, I shared my bullish perspective on PayPal (NASDAQ:PYPL), deeming it a Buy. Following the recent Earning Reports, my conviction has only strengthened. The latest earnings call held no significant surprises, with earnings slightly surpassing consensus expectations. These results align with our Discounted Cash Flow growth…
SIphotography/iStock via Getty Images Investment Thesis PayPal (NASDAQ:PYPL) recently released a meek and lackluster earnings report. And yet, this has led to my recommendation to buy the stock. Why, you ask? In my experience, global brands occasionally undergo a price drop, making them appealing at around 10x EPS. Looking ahead to the next twelve months,…
chameleonseye PayPal Holdings, Inc. (NASDAQ:PYPL) is set to report Q3 earnings on Wednesday, November 1st, after the market close. Consensus quarterly earnings according to Seeking Alpha are expected to be around $1.23/share with revenues growing 8% YoY to $7.4 billion. On an annualized basis, PayPal trades at a forward price-to-earnings ratio of 10x, which is…
chameleonseye PayPal stock (NASDAQ:PYPL) continues to trend lower, with shares now down more than 80% from 2021 highs. In 2023 alone, shares lost close to 30% in value, while the S&P 500 (SP500) is up more than 10%. Seeking Alpha It is no understatement to say that PayPal shareholders are suffering. And those investors, myself…
Justin Sullivan During the pandemic, PayPal Holdings (NASDAQ:PYPL) was riding high, with its stock trading around $300 in 2021. However, times have changed and the stock price has plummeted to a six-year low, losing 35.11% value over the last year. Recent years have been unkind to PayPal due to the end of its 19-year partnership…
Sean Gallup Investment Thesis While PayPal’s (NASDAQ:PYPL) stock has recently hit a six-year low at $53.94 per share, the anticipation of a remarkable threefold increase in the projected EPS to $4.95 for the coming year paints a compelling growth story. Despite this growth potential, the stock price hasn’t seen a corresponding uptick, raising questions about…
chameleonseye PayPal Holdings, Inc.’s (NASDAQ:PYPL) recent financial performance showcased impressive momentum with a rise in net revenues and notable improvements in GAAP and non-GAAP operating income. The company observed growth in its Total Payment Volume (TPV) and transaction count, pointing to a bolstered transactional base. Active account numbers also slightly increased, emphasizing the company’s prominence…
hapabapa Focused on the Fundamentals In a recent Management Meeting, PayPal (NASDAQ:PYPL) executives went into details on some key business initiatives that they are rolling out. I want to highlight a few of these as they look promising for future earnings growth. Before I get started on this, I want to provide some helpful background…
Justin Sullivan We rate PayPal (NASDAQ:PYPL) as a hold as, in our view, the company does not have a clear catalyst for the short term or middle term, making the long term even more uncertain; we think that an underweight would be a more exact rating. The stock price has dropped more than 80% from…
chameleonseye By Valuentum Analysts It’s hard for us to really pin down what has gone wrong with PayPal (NASDAQ:PYPL) and the financial technology “fintech” space, more generally, during the past 12-18 months. After all, we viewed many in the fintech space similar to the likes of Visa (V) and Mastercard (MA), both of which are…
Justin Sullivan PayPal Holdings (NASDAQ:PYPL) had a significant drop since peaking around $300 in 2021. The stock had a large run-up during the COVID-related online buying frenzy that occurred in 2020 and into 2021. However, the stock took a big hit after purchasing conditions returned to normal. The stock appears to be recovering from the…
Justin Sullivan Introduction: Taking a macro perspective, the market is finding it difficult to generate growth. For the S&P 500 during the second quarter of 2023 (with over 480 firms already reported), companies posted modest annual revenue growth (only +0.8%) and earnings fell by (-8.5%). We like to differentiate between cyclical and secular growth and…
TadejZupancic We’re downgrading PayPal Holdings, Inc. (NASDAQ:PYPL) to a hold this quarter; while we think macro weakness has been priced into the stock for the most part, we don’t see PayPal outperforming in the near-term due to current macro dynamics. We think the two metrics that’ll drive the stock’s outperformance would be an increase in…