Analyst Initiation: Loop Capital launched coverage on PayPal with a Hold rating and $46 price target, underscoring execution risks, margin squeezes, and stagnant EPS growth. Social media buzz reflects wariness over market share erosion in payments, yet some view the setup as intriguing amid fintech shifts. Stablecoin transfer volumes eclipsing PayPal's yearly totals fuel competitive threat narratives.
Valuation Spotlight: Shares hover near $44, mirroring 2017 levels despite quarterly revenue swelling to $8.7 billion from $3 billion back then. Discussions spotlight an 8.25 P/E ratio and robust 5.41 EPS, branding it a value stock shunned by growth chasers. Observers debate if stabilized branded checkout could spark multiple re-rating.
Technical Momentum: Traders discern bullish patterns poised for breakouts past $45.50 toward $48 or beyond $60 on volume surge. Earnings anticipation stirs optimism for cash flow leverage in a reassessed sector. Overall sentiment tilts cautiously bullish.
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 23 times in the past 6 months. Of those trades, 0 have been purchases and 23 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by insiders over the last 6 months:
- SUZAN KEREERE (President, Global Markets) has made 0 purchases and 10 sales selling 72,790 shares for an estimated $3,640,007.
- FRANK KELLER (EVP, GM, Large Ent & Mer Plat.) has made 0 purchases and 4 sales selling 33,059 shares for an estimated $1,501,185.
- AARON WEBSTER (EVP, Global Chief Risk Officer) has made 0 purchases and 3 sales selling 9,282 shares for an estimated $615,309.
- DIEGO SCOTTI (EVP, GM Consumer Group) has made 0 purchases and 3 sales selling 3,838 shares for an estimated $264,702.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 4,795 shares for an estimated $242,865.
To track insider transactions, check out Quiver Quantitative's insider trading dashboard.
PayPal Revenue
PayPal had revenues of $8.7B in Q4 2025. This is an increase of 3.71% from the same period in the prior year.
You can track PYPL financials on Quiver Quantitative's PYPL stock page.
PayPal Congressional Stock Trading
Members of Congress have traded $PYPL stock 7 times in the past 6 months. Of those trades, 2 have been purchases and 5 have been sales.
Here’s a breakdown of recent trading of $PYPL stock by members of Congress over the last 6 months:
- REPRESENTATIVE MARK ALFORD sold up to $15,000 on 03/16.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- REPRESENTATIVE BYRON DONALDS has traded it 2 times. They made 0 purchases and 2 sales worth up to $30,000 on 02/10.
- SENATOR JOHN BOOZMAN has traded it 2 times. They made 2 purchases worth up to $30,000 on 01/29, 11/21 and 0 sales.
- REPRESENTATIVE NANCY PELOSI sold up to $500,000 on 12/30.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PayPal Hedge Fund Activity
We have seen 634 institutional investors add shares of PayPal stock to their portfolio, and 1,045 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- UBS AM, A DISTINCT BUSINESS UNIT OF UBS ASSET MANAGEMENT AMERICAS LLC removed 21,928,221 shares (-77.8%) from their portfolio in Q4 2025, for an estimated $1,280,169,541
- CLEARBRIDGE INVESTMENTS, LLC removed 6,151,361 shares (-67.1%) from their portfolio in Q4 2025, for an estimated $359,116,455
- VANGUARD GROUP INC added 5,534,462 shares (+6.5%) to their portfolio in Q4 2025, for an estimated $323,101,891
- AMUNDI removed 4,279,591 shares (-50.4%) from their portfolio in Q4 2025, for an estimated $249,842,522
- WORLDQUANT MILLENNIUM ADVISORS LLC added 4,233,649 shares (+1720.9%) to their portfolio in Q4 2025, for an estimated $247,160,428
- NORGES BANK added 3,868,532 shares (+31.2%) to their portfolio in Q4 2025, for an estimated $225,844,898
- COATUE MANAGEMENT LLC removed 3,540,479 shares (-67.6%) from their portfolio in Q4 2025, for an estimated $206,693,164
To track hedge funds' stock portfolios, check out Quiver Quantitative's institutional holdings dashboard.
PayPal Analyst Ratings
Wall Street analysts have issued reports on $PYPL in the last several months. We have seen 4 firms issue buy ratings on the stock, and 1 firms issue sell ratings.
Here are some recent analyst ratings:
- Morgan Stanley issued a "Underweight" rating on 12/18/2025
- Keefe, Bruyette & Woods issued a "Outperform" rating on 10/29/2025
- Argus Research issued a "Buy" rating on 10/29/2025
- Canaccord Genuity issued a "Buy" rating on 10/29/2025
- RBC Capital issued a "Outperform" rating on 10/28/2025
To track analyst ratings and price targets for PayPal, check out Quiver Quantitative's $PYPL forecast page.
PayPal Price Targets
Multiple analysts have issued price targets for $PYPL recently. We have seen 22 analysts offer price targets for $PYPL in the last 6 months, with a median target of $56.5.
Here are some recent targets:
- Dominick Gabriele from Loop Capital set a target price of $46.0 on 03/31/2026
- Andrew Cheng from KGI Securities set a target price of $55.0 on 03/02/2026
- Matthew Coad from Truist Securities set a target price of $39.0 on 02/10/2026
- Ramsey El-Assal from Cantor Fitzgerald set a target price of $42.0 on 02/09/2026
- Paul Golding from Macquarie set a target price of $58.0 on 02/04/2026
- Bryan Keane from Citigroup set a target price of $42.0 on 02/04/2026
- Will Nance from Goldman Sachs set a target price of $41.0 on 02/04/2026
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.
