PYPL

PayPal: M&A Bids Don't Change The Weak Growth Profile (Archive)

PayPal faces stagnant organic growth as active account numbers remain flat.

PayPal Just Posted Its Worst Quarter Yet, But Now It May Be At Rock Bottom (Archive)

PayPal’s capitulation sell-off and trough valuation may finally mark a durable bottom.

PayPal's Branded Checkout Is Bleeding Market Share While Management Blames 'Macro' (Archive)

PayPal’s branded checkout is losing share while AI commerce upside remains early and uncertain.

PayPal: I Was Optimistic On A Turnaround Narrative... But The Numbers Say Not Yet (Archive)

PayPal’s fundamentals remain weak, making its higher-than-usual peer valuation look unjustified.

PayPal Q1 Preview: I Expect A Result Beat But Guidance Miss (Archive)

Turning tactically neutral as Q1 beats loom but recession risks cloud PayPal’s guidance.

PayPal: Sell Now To Avoid Growth Challenges In 2025 (Archive)

PayPal’s weak user trends and Braintree headwinds overshadow its discounted valuation and improved credit metrics, warranting a Sell rating.

PayPal: There Are Reasons To Be Optimistic, But It's Too Early To Buy (Archive)

Improving revenue quality, margins and valuation, but still awaiting clear growth acceleration.