Added to YB: 2026-02-09
Pitch date: 2026-02-05
PYPL [neutral]
PayPal Holdings, Inc.
+53.14%
current return
Author Info
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Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$48.9B
Pitch Price
$40.00
Price Target
N/A
Dividend
0.98%
EV/EBITDA
7.85
P/E
10.78
EV/Sales
1.52
Sector
Financial Services
Category
turnaround
Show full summary:
PayPal: The OpenAI Connection
PYPL (update - 3% position): Falling stock in 40s, CEO fired mid-transition, flat growth/revenue. Agentic e-commerce pivot promising given 25yr fraud detection moat vs AI-driven threats. Potential acquisition target for OpenAI, Google, Apple or PE at discount. Better opps exist but holding small position for takeover play.
Read full article (4 min)