Added to YB: 2026-05-11
Pitch date: 2026-05-08
PYPL [bullish]
PayPal Holdings, Inc.
-3.14%
current return
Author Info
DeepValue Capital is investing in quality turnaround companies. Sign up for the newsletter.
Company Info
PayPal Holdings, Inc. operates a technology platform that enables digital payments for merchants and consumers worldwide.
Market Cap
$37.5B
Pitch Price
$45.07
Price Target
138.00 (+216%)
Dividend
1.32%
EV/EBITDA
5.92
P/E
7.96
EV/Sales
1.18
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)