Deal Collapse Impact: PayPal shares tumbled sharply after reports surfaced that acquisition talks with Stripe and Advent International had fallen through. Social media chatter focused intently on the abrupt end to what had been a potential $53 billion transaction.
Valuation Debate: Investors highlighted the company's record-low multiples and robust free cash flow generation as reasons for renewed interest despite the setback. Discussions emphasized how management’s rejection of the offer signaled confidence in standalone value creation.
Fundamentals Outlook: Market participants noted improving operational metrics amid competitive pressures from newer payment platforms. Overall tone reflected a blend of caution and opportunistic views on the stock’s positioning.
Note: This discussion summary was generated from an AI condensation of post data.
PayPal Insider Trading Activity
PayPal insiders have traded $PYPL stock on the open market 20 times in the past 6 months. Of those trades, 1 have been purchases and 19 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by insiders over the last 6 months:
- FRANK KELLER (Pres., Checkout Sol. & PayPal) has made 0 purchases and 7 sales selling 45,657 shares for an estimated $2,136,298.
- SUZAN KEREERE (President, Global Markets) has made 0 purchases and 8 sales selling 25,218 shares for an estimated $1,204,230.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 4 sales selling 5,434 shares for an estimated $266,114.
- JAMIE S MILLER (Chief Fin & Op Officer) purchased 6,129 shares for an estimated $254,537
To track insider transactions, check out Quiver Quantitative's insider trading dashboard. You can access data on insider stock transactions through the Quiver Quantitative API insider transaction endpoint.
PayPal Revenue
PayPal had revenues of $8.7B in Q2 2026. This is an increase of 4.75% from the same period in the prior year.
You can track PYPL financials on Quiver Quantitative's PYPL stock page.
You can access data on PYPL stock through the Quiver Quantitative API.
PayPal Congressional Stock Trading
Members of Congress have traded $PYPL stock 7 times in the past 6 months. Of those trades, 5 have been purchases and 2 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- SENATOR JOHN BOOZMAN purchased up to $15,000 on 07/30.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. has traded it 2 times. They made 1 purchase worth up to $15,000 on 03/13 and 1 sale worth up to $15,000 on 05/15.
- SENATOR ALAN ARMSTRONG purchased up to $15,000 on 03/27.
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 2 purchases worth up to $30,000 on 03/13 and 0 sales.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard. You can access data on congressional stock trades through the Quiver Quantitative API Congress trades endpoint.
PayPal Hedge Fund Activity
We have seen 515 institutional investors add shares of PayPal stock to their portfolio, and 1,225 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- INVESCO LTD. added 20,655,326 shares (+161.5%) to their portfolio in Q2 2026, for an estimated $891,896,976
- AMUNDI added 9,590,488 shares (+227.6%) to their portfolio in Q1 2026, for an estimated $429,941,577
- ARTISAN PARTNERS LIMITED PARTNERSHIP removed 7,520,682 shares (-100.0%) from their portfolio in Q1 2026, for an estimated $337,152,174
- SIXTH STREET PARTNERS MANAGEMENT COMPANY, L.P. added 6,687,140 shares (+inf%) to their portfolio in Q2 2026, for an estimated $288,750,705
- LOOMIS SAYLES & CO L P removed 6,075,350 shares (-96.0%) from their portfolio in Q2 2026, for an estimated $262,333,613
- NORGES BANK removed 4,889,541 shares (-30.1%) from their portfolio in Q2 2026, for an estimated $211,130,380
- CANADA PENSION PLAN INVESTMENT BOARD added 4,341,847 shares (+693.6%) to their portfolio in Q2 2026, for an estimated $187,480,953
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard. You can access data on hedge funds moves and 13F filings through the Quiver Quantitative API 13F endpoint.
PayPal Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 13 analysts offer price targets for $PYPL in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Will Nance from Goldman Sachs set a target price of $48.0 on 07/09/2026
- Ramsey El-Assal from Barclays set a target price of $42.0 on 07/08/2026
- Bill Carcache from Piper Sandler set a target price of $42.0 on 06/30/2026
- Joseph Vafi from Canaccord Genuity set a target price of $42.0 on 05/20/2026
- Matthew Coad from Truist Securities set a target price of $44.0 on 05/12/2026
- Paul Golding from Macquarie set a target price of $50.0 on 05/07/2026
- Daniel R. Perlin from RBC Capital set a target price of $59.0 on 05/06/2026
This article is not financial advice. See Quiver Quantitative's disclaimers for more information. Note that there may be inaccuracies due to mistakes in ticker-mapping, and other anomalies.
