
PayPal (PYPL) Stock Forecast & Price Target
PayPal (PYPL) Analyst Ratings
Bulls say
PayPal Holdings demonstrated a solid performance with a notable year-over-year increase in active accounts, reaching 439 million, buoyed by the growth in Venmo accounts. The company reported a 4% increase in net revenue, alongside a 9% year-over-year growth in total payment volume (TPV), which significantly surpassed estimates, indicating robust transaction activity. Additionally, the growth in revenue from value-added services and the ongoing expansion of Venmo, which saw a 20% revenue increase to $1.7 billion, underscores the potential for continued positive momentum within PayPal's diversified offerings.
Bears say
PayPal Holdings is projecting a slight decline in transaction margin dollars and non-GAAP EPS for FY26, contrasting with consensus expectations for modest growth. The company's operating margins fell short of estimates due to increased sales and marketing expenses aimed at spurring growth, alongside a shift towards lower take rate business lines. Additionally, for Q1, PayPal anticipates low single-digit revenue growth and declines in both transaction margin dollars and EPS, further indicating challenges in maintaining profitability and growth momentum.
This aggregate rating is based on analysts' research of PayPal and is not a guaranteed prediction by Public.com or investment advice.
PayPal (PYPL) Analyst Forecast & Price Prediction
Start investing in PayPal (PYPL)
Order type
Buy in
Order amount
Est. shares
0 shares