PYPL News
Latest updates and analysis for PayPal Holdings, Inc.
February 2026
PayPal: Double-Digit Buybacks Turn The Recent Crash Into An Opportunity
Post-crash analysis highlights ~15%+ buyback yield, ~7x P/FCF valuation, $6B+ expected buybacks in 2025-2026; views new CEO and cash flows as potential catalysts.
PayPal Shares Plunge Nearly 20% on CEO Exit, Disappointing 2026 Profit Forecast
Stock dropped ~19-20% post-earnings; 2026 adjusted profit guidance flat to low-single-digit decline; holiday quarter revenue/profit miss amid branded checkout pressures.
PayPal Appoints Enrique Lores as Chief Executive Officer
Board replaces CEO Alex Chriss with Enrique Lores (former HP CEO) effective March 1, 2026; CFO Jamie Miller interim CEO; cites need for faster execution.
PayPal Reports Fourth Quarter and Full Year 2025 Results
Q4 revenue $8.68B (up 4% YoY, miss estimates); adjusted EPS $1.23 (miss); full-year revenue $33.2B, non-GAAP EPS $5.31 (up 14%); Venmo revenue ~$1.7B (up ~20%).
PayPal (PYPL) Q4 2025 Earnings Call Transcript
Revenue growth 4%; Venmo strong at ~20% revenue growth; pressures in branded checkout offset by diversification; 2026 guidance reflects conservative outlook amid competition.
PayPal Is Down 23.3% After CEO Transition And Softer 2026 Outlook
Analyzes sharp stock decline post-Q4 miss and CEO change; highlights Q4 net income $1.44B (up 28%), but weak guidance; discusses valuation compression and turnaround potential.
PayPal: Double-Digit Buybacks Turn The Recent Crash Into An Opportunity
Bullish take: deep undervaluation (~7x forward FCF), aggressive share repurchases; incoming CEO Lores (proven at HP) could drive innovation; contrasts headwinds with long-term payments moat.