Added to YB: 2026-02-20
Pitch date: 2026-02-17
PYPL [bullish]
PayPal Holdings, Inc.
+51.18%
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
$40.51
Price Target
80.00 (+31%)
Dividend
0.98%
EV/EBITDA
7.85
P/E
10.78
EV/Sales
1.52
Sector
Financial Services
Category
turnaround
Top Picks 2026: A Map of Opportunities in Transformational Markets | PayPal Holdings, Inc. (PYPL) — Reinvention in the Conversational Commerce Era
PYPL: Transforming into eCommerce platform & agentic commerce infrastructure via AI Branded Checkout partnerships (OpenAI, Google, Perplexity). $300M restructuring + cloud migration driving opex savings & margin expansion. Buybacks alone = 50% EPS growth potential over 3-5yrs. Down 20.4% today to $55.51. Price target $80 (~31% upside). Hold w/ reduced conviction post-CEO change & execution concerns.
Read full article (2 min)