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# PayPal Just Posted Its Worst Quarter Yet, But Now It May Be At Rock Bottom (Archive)
- URL: https://www.huntingalphas.com/paypal-just-posted-its-worst-quarter-yet-but-now-it-may-be-at-rock-bottom-archive-copy/
- Published: 2026-02-04T14:32:00.000Z
- Updated: 2026-02-28T20:07:43.000Z
- Description: PayPal’s capitulation sell-off and trough valuation may finally mark a durable bottom.
- Author: Vish (Hunting Alphas)
- Tags: 5-Minute Pitches, #noindex, Archive, #sa-origin, PYPL, Financials

*This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.*

## Elevator Pitch

- PayPal just delivered another weak quarter, with branded checkout once again dragging down growth and missing consensus expectations.
- Management plans heavier growth investments that will pressure 2026 transaction margin dollars, after previously failing to translate similar spending into stronger fundamentals.
- The incoming CEO, Enrique Lores, has a mediocre track record at HP in delivering outsized shareholder value. So his appointment does not yet inspire confidence in a PayPal turnaround.
- PayPal now trades at a steep discount vs. its payments peers on forward earnings, near multi-year trough valuation levels.
- The post-earnings 20% sell-off on very high volume resembles a capitulation move that often coincides with long-term bottoms in a stock.

Read the full article [here](https://seekingalpha.com/article/4865689-paypal-just-posted-its-worst-quarter-yet-but-now-it-may-be-at-rock-bottom-rating-upgrade?ref=huntingalphas.com).

#### Disclosures and Disclaimers

**Past performance ≠ future results. Not investment advice. See* [**full Disclaimer*](https://www.huntingalphas.com/disclaimer/)**.*