Added to YB: 2026-05-11
Pitch date: 2026-05-08
PYPL [bullish]
PayPal Holdings, Inc.
+16.88%
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
$46.0B
Pitch Price
$44.94
Price Target
138.00 (+161%)
Dividend
1.04%
EV/EBITDA
7.40
P/E
10.13
EV/Sales
1.43
Sector
Financial Services
Category
turnaround
PayPal (PYPL) Q1 2026 Earnings | Beat & Maintain
PYPL (added to position): Q1 TPV $464B (+11% YoY, 4th consecutive quarter accelerating), Venmo +34%, BNPL +23%, debit/tap-to-pay +60%. Record $33.73B TTM revenue, $6.8B adj FCF (+25% YoY). Repurchased $1.5B shares (-8.9% since Q1 2025). New CEO Enrique Lores restructuring into 3 segments, targeting $1.5B cost savings over 2-3 years. Q2 guide weak vs tough comps but FY26 guidance maintained despite oil/consumer softness. Price target $138 by 1H 2028.
Read full article (5 min)