PayPalPYPL
PYPL
About: PayPal was spun off from eBay in 2015 and provides electronic payment solutions to merchants and consumers, with a focus on online transactions. The company had 426 million active accounts at the end of 2023. The company also owns Venmo, a person-to-person payment platform.
Employees: 24,400
0
Funds holding %
of 7,139 funds
0
Analysts bullish %
of 12 analysts
Fund manager confidence
Based on 2024 Q4 regulatory filings by fund managers ($100M+ AUM)
101% more first-time investments, than exits
New positions opened: 243 | Existing positions closed: 121
24% more call options, than puts
Call options by funds: $5.16B | Put options by funds: $4.17B
13% more capital invested
Capital invested by funds: $55.1B [Q3] → $62.4B (+$7.3B) [Q4]
2.19% more ownership
Funds ownership: 70.14% [Q3] → 72.34% (+2.19%) [Q4]
2% more funds holding
Funds holding: 1,844 [Q3] → 1,879 (+35) [Q4]
4% less funds holding in top 10
Funds holding in top 10: 50 [Q3] → 48 (-2) [Q4]
13% less repeat investments, than reductions
Existing positions increased: 650 | Existing positions reduced: 745
Research analyst outlook
12 Wall Street Analysts provided 1 year price targets over the past 3 months
Low target
$79
5%
upside
Avg. target
$99
32%
upside
High target
$117
56%
upside
12 analyst ratings
9 positive
75%
3 neutral
25%
0 negative
0%
Macquarie Paul Golding 65% 1-year accuracy 31 / 48 met price target | 56%upside $117 | Outperform Maintained | 10 Feb 2025 |
Baird Colin Sebastian 80% 1-year accuracy 32 / 40 met price target | 27%upside $95 | Outperform Maintained | 5 Feb 2025 |
Citigroup Ashwin Shirvaikar 76% 1-year accuracy 26 / 34 met price target | 31%upside $98 | Buy Maintained | 5 Feb 2025 |
Morgan Stanley James Faucette 75% 1-year accuracy 21 / 28 met price target | 5%upside $79 | Equal-Weight Maintained | 5 Feb 2025 |
Piper Sandler Arvind Ramnani 77% 1-year accuracy 49 / 64 met price target | 24%upside $93 | Neutral Maintained | 24 Jan 2025 |
Financial journalist opinion
Based on 94 articles about PYPL published over the past 30 days
Positive
Zacks Investment Research
22 hours ago
Is Most-Watched Stock PayPal Holdings, Inc. (PYPL) Worth Betting on Now?
Paypal (PYPL) has received quite a bit of attention from Zacks.com users lately. Therefore, it is wise to be aware of the facts that can impact the stock's prospects.
Negative
The Motley Fool
1 day ago
Should You Buy PayPal While It's Below $80?
The 2020s have been quite an up-and-down period for PayPal (PYPL -0.93%). After all, it was a star stock during the pandemic, but it slumped a bit when U.S. consumers started to emerge from their stay-at-home isolation.
Positive
MarketBeat
1 day ago
Ray Dalio's Bridgewater Loaded Up on These Stocks in Q4 2024
Bridgewater Associates, founded by famed investor Ray Dalio, loaded up on shares of some big-name stocks in Q4. Bridgewater Associates recently released its Form 13F.
Neutral
The Motley Fool
2 days ago
Motley Fool Canada Analyst Gives Investors the Perspective From the North
In this podcast, Motley Fool analyst Jim Gillies and host Ricky Mulvey discuss:
Positive
Seeking Alpha
3 days ago
PayPal: A Turnaround Story With Promising Returns
After more than a year with the new CEO in charge, PayPal's future looks brighter. Commerce, a strategy shift, and numerous new initiatives are shaping the company. Key areas of focus will likely be crucial to the successful transformation and Venmo has a special place in the company's game plan. PayPal's competitive moat is not fully utilized. The payment and commerce ecosystems offer a wide range of growth opportunities.
Neutral
Seeking Alpha
3 days ago
PayPal Q4: Sellers Will Regret Betting Against Double Compounding
PayPal's Q4 earnings showed strong financials, but were met with a sharp price correction. The price pullback presents a buying opportunity due to organic growth potential and also aggressive share buybacks under cheap P/E ratios. This combination creates a double-compounding mechanism.
Positive
PYMNTS
3 days ago
AI Startups: PayPal Ventures, Citi Invest in Corporate Treasury AI Startup
PayPal Ventures and Citi Ventures are investing in Finmo, a startup that uses AI and other technologies to develop what it describes as a next-generation treasury operating system. PayPal Ventures and Quona Capital led the Series A round of $18.5 million, which was oversubscribed.
Positive
Zacks Investment Research
4 days ago
Can an Expanding Clientele Push PayPal Shares Higher in 2025?
PYPL's cheap valuation, strong portfolio and expanding clientele make the stock attractive.
Positive
Seeking Alpha
5 days ago
PayPal: A Share Cannibal With Accelerating Momentum (Rating Upgrade)
PayPal's strategic shift under Alex Chriss focuses on profitable growth by enhancing core strengths, increasing user engagement, and accelerating innovation velocity. Q4 earnings showed mixed results with revenue and EPS beats, but higher OpEx led to market disappointment; while strategic initiatives aim for long-term outperformance. Key initiatives include enhancing checkout experiences, expanding debit and credit offerings, and boosting SMB merchant onboarding to drive user habituation and profitable growth.
Positive
Seeking Alpha
5 days ago
Why I'm Still Bullish Despite PayPal's Challenges
PayPal remains deeply undervalued, trading at ~15x forward earnings, driven by a 60% YoY surge in free cash flow and a $15B buyback. TPV grew 10% YoY to ~$1.7T, while revenue increased 7% YoY to $32B in CY24. Unbranded processing (Braintree) grew to 36% of TPV, while Branded Checkout fell to 28%, impacting margins and profitability.
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