PYPL Analyst Ratings

Truist reiterated Sell on PYPL with a slashed $39 target (down from $58) on Feb 10, deepening the bearish tone. HSBC and Canaccord both downgraded to Hold on Feb 4, while Goldman sits at Sell ($70). Consensus is Underperform with a $61 average target — sentiment souring on payments competition.

ANALYST RATINGS
Underperform$61
PYPL
Sell$39
Reiterated
2026-02-10
Neutral$51
Upgrade
2026-02-04
Hold$47
Downgrade
2026-02-04
Hold$42
Downgrade
2026-02-04
Sell$50
Downgrade
2026-01-28
Reiterated
2026-02-10
Truist
RatingSell
From—
Target$39
From$58
Upgrade
2026-02-04
Compass Point
RatingNeutral
FromSell
Target$51
From—
Downgrade
2026-02-04
HSBC Securities
RatingHold
FromBuy
Target$47
From—
Downgrade
2026-02-04
Canaccord Genuity
RatingHold
FromBuy
Target$42
From—
Downgrade
2026-01-28
Rothschild & Co Redburn
RatingSell
FromNeutral
Target$50
From—
Initiated
2026-01-27
Cantor Fitzgerald
RatingNeutral
From—
Target$60
From—
Downgrade
2026-01-13
Daiwa Securities
RatingNeutral
FromOutperform
Target$61
From—
Downgrade
2025-12-18
Morgan Stanley
RatingUnderweight
FromEqual-Weight
Target$51
From—
Downgrade
2025-12-12
Robert W. Baird
RatingNeutral
FromOutperform
Target$66
From—
Downgrade
2025-12-11
BofA Securities
RatingNeutral
FromBuy
Target$68
From$93
Downgrade
2025-12-04
JP Morgan
RatingNeutral
FromOverweight
Target$70
From—
Initiated
2025-10-23
Citigroup
RatingNeutral
From—
Target$78
From—
Initiated
2025-10-22
Wells Fargo
RatingEqual Weight
From—
Target$74
From—
Downgrade
2025-10-13
Goldman
RatingSell
FromNeutral
Target$70
From—
Resumed
2025-07-17
Deutsche Bank
RatingHold
From—
Target$75
From—
Resumed
2025-06-24
Piper Sandler
RatingNeutral
From—
Target$74
From—