PYPL
SERVICES-BUSINESS SERVICES, NECPayPal Holdings, Inc. Common Stock
Market cap $45.96B
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Palantir Billionaire Peter Thiel Just Bought Shares of This AI Stock That’s Climbed 200,000% Since Its IPO -- And It’s His Top Position.
Peter Thiel's investment fund deployed over $418 million across eight stocks, with Amazon becoming his top position at 28% of his portfolio after purchasing 495,000 shares. Thiel also invested in several energy companies. Amazon benefits from AI as a user, developer, and seller of the technology, with its AI chips and AI products generating over $25 billion in annual run rates, while the company trades at 20x forward earnings.
The Motley Fool·1w ago
Intuit or PayPal: Which Fintech Is Built for Future Growth?
Intuit and PayPal are both investing heavily in AI and expanding their financial services ecosystems. However, Intuit appears better positioned for long-term growth with stronger revenue growth (14% YoY), broader cross-selling opportunities, and more established growth engines across QuickBooks, payments, and mid-market solutions. PayPal is undergoing a multiyear transformation focused on Venmo, BNPL, and financial services, but faces slower growth (5% YoY) and execution challenges. Both stocks carry a Zacks Rank #3 (Hold) rating.
Zacks Investment Research·1w ago
Why PayPal Stock Just Crashed
PayPal rejected a $60.50 per share acquisition offer from Stripe, Advent, and Block worth $53 billion, seeking higher compensation. After the bidders withdrew their offer, PayPal stock plummeted 12% to $54. However, the stock remains fairly valued at under 12x earnings with potential for future acquisition interest.
The Motley Fool·2w ago
Block Pushes Square Further Into Restaurants: Can Growth Accelerate?
Block's Square division is expanding its restaurant business with partnerships like Cascadia Pizza Co., OpenTable, and The Baked Bear. In Q2 2026, Square's food-and-beverage GPV grew 20% and overall gross profit increased 13% to $1.16 billion. Block reported strong profitability with $3.17 billion gross profit and expects $12.51 billion in full-year 2026 gross profit. Competitors PayPal and Adyen are also expanding their payment partnerships in the restaurant and software sectors.
Zacks Investment Research·2w ago
Why Is Paypal (PYPL) Up 5.9% Since Last Earnings Report?
PayPal reported Q2 2026 earnings of $1.38 EPS (beating estimates by 7.81%) and revenues of $8.68 billion (up 5% YoY), driven by strong TPV growth of 10% and momentum in Venmo and Braintree. However, operating margins contracted 248 basis points due to continued investment spending. Despite raising full-year guidance, estimate revisions have trended downward over the past month, resulting in a Zacks Rank #3 (Hold) rating.
Zacks Investment Research·2w ago
PayPal Grows Its Volume Every Year. Here's Why the Stock Doesn't Always Follow.
PayPal's total payment volume grew 10% year-over-year to $486 billion in Q2, but the stock remains down 81% from its 2021 peak. The company's most profitable segment, online branded checkout, has significantly underperformed with only 2% TPV growth in Q2, compared to 26% annualized growth during 2018-2021. Intense competition from Apple Pay and weak branded checkout performance are pressuring the stock despite overall business growth.
The Motley Fool·4w ago
Peter Thiel Still Owns Roughly 3% of Palantir, a Stake Worth More Than $10 Billion. Here's Why His Continued Conviction Matters for Shareholders.
Peter Thiel maintains a 3% stake in Palantir Technologies worth over $10 billion and serves as executive chairman, despite selling millions of shares since the company's 2020 IPO. His continued conviction in the data analytics company is viewed as bullish, as Thiel typically liquidates other winning investments. Palantir's revenue has grown at 30.5% CAGR from 2021-2025, with analysts projecting 57% revenue CAGR through 2028, driven by AI enterprise bootcamps, government contracts, and space economy expansion.
The Motley Fool·5w ago
PayPal Still Trades Below the $60.50 Bid Its Board Turned Down. What That Spread Says About Deal Odds.
PayPal's board rejected a $53 billion acquisition offer from Stripe and Advent International at $60.50 per share. The stock currently trades at $58.54, below the rejected bid, suggesting Wall Street is skeptical of a higher offer and betting on PayPal's standalone turnaround potential under new CEO Enrique Lores, who has shown promising early results with 8% revenue growth and a 179% surge in adjusted free cash flow in Q2.
The Motley Fool·5w ago
Which Financial Stock Would Hold Up Better in a Recession: PayPal or American Express?
American Express is better positioned to weather a recession than PayPal due to its stronger business model, affluent customer base, and natural resistance to economic downturns. While American Express benefits from higher interest rates and has a wider competitive moat, PayPal faces declining margins, slowing growth, and vulnerability to retail spending slowdowns. Analysts expect American Express to grow faster through 2028, making it the more resilient choice during economic uncertainty.
The Motley Fool·5w ago
PayPal's Board Reportedly Called $60.50 a Share Inadequate. The Stock Trades at $56.
PayPal's board has rejected a $60.50-per-share acquisition offer from Stripe and Advent International as inadequate, valuing the company above that price. The stock currently trades at $56, reflecting market skepticism about deal completion, while analyst consensus sits even lower at $53, suggesting weak underlying fundamentals with slowing user growth and modest earnings guidance.
The Motley Fool·7w ago
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 439 million active accounts at the end of 2025. The company also owns Venmo, a person-to-person payment platform.
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