Q1 Earnings Beat Triggers Sell-Off: PayPal delivered stronger-than-expected Q1 results, with revenue reaching $8.35 billion against estimates of $8.05 billion and EPS of $1.34 topping $1.27 forecasts. Yet shares plunged over 8% as investors fixated on softer Q2 guidance projecting EPS at $1.27 below consensus.
Cost-Cutting Measures in Focus: The company unveiled plans to accelerate AI adoption aiming for $1.5 billion in savings, alongside a potential 20% workforce reduction. Social media buzz centers on a three-segment reorganization that could pave the way for a Venmo spin-off, amid ongoing margin pressures.
Value Debate Amid Buybacks: Robust buyback programs and double-digit free cash flow yields have some viewing current levels as compelling, echoing earlier bets by prominent investors. However, persistent concerns over growth quality and competition temper enthusiasm in the discussions.
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 19 times in the past 6 months. Of those trades, 0 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:
- SUZAN KEREERE (President, Global Markets) has made 0 purchases and 7 sales selling 55,290 shares for an estimated $2,431,450.
- FRANK KELLER (Pres., Checkout Sol. & PayPal) has made 0 purchases and 6 sales selling 43,791 shares for an estimated $2,037,390.
- AARON WEBSTER (EVP, Global Chief Risk Officer) has made 0 purchases and 3 sales selling 9,282 shares for an estimated $615,309.
- CHRIS NATALI (SVP, Chief Accounting Officer) has made 0 purchases and 3 sales selling 4,758 shares for an estimated $214,006.
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.
PayPal Revenue
PayPal had revenues of $8.4B in Q1 2026. This is an increase of 7.21% 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 10 times in the past 6 months. Of those trades, 5 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.
- REPRESENTATIVE GILBERT RAY CISNEROS, JR. purchased up to $15,000 on 03/13.
- REPRESENTATIVE BYRON DONALDS has traded it 4 times. They made 2 purchases worth up to $30,000 on 03/13 and 2 sales worth up to $30,000 on 02/10.
- SENATOR ANGUS S. KING JR. sold up to $15,000 on 02/13.
- 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. You can access data on congressional stock trades through the Quiver Quantitative API.
PayPal Hedge Fund Activity
We have seen 663 institutional investors add shares of PayPal stock to their portfolio, and 1,108 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
- SG AMERICAS SECURITIES, LLC added 3,875,688 shares (+355.1%) to their portfolio in Q1 2026, for an estimated $173,747,093
- NORGES BANK added 3,868,532 shares (+31.2%) to their portfolio in Q4 2025, for an estimated $225,844,898
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.
PayPal Analyst Ratings
Wall Street analysts have issued reports on $PYPL in the last several months. We have seen 0 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
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 19 analysts offer price targets for $PYPL in the last 6 months, with a median target of $48.0.
Here are some recent targets:
- Matthew Coad from Truist Securities set a target price of $45.0 on 04/24/2026
- Andrew Bauch from BMO Capital set a target price of $52.0 on 04/22/2026
- Jason Kupferberg from B of A Securities set a target price of $55.0 on 04/21/2026
- Dan Dolev from Mizuho set a target price of $50.0 on 04/16/2026
- Bryan Keane from Citigroup set a target price of $48.0 on 04/08/2026
- 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
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.
