Earnings Plunge: PayPal shares tumbled 20% in a single session after Q4 2025 results missed expectations, hitting nine-year lows. Social media erupted with frustration over profit shortfalls and a subdued 2026 outlook clouded by checkout segment weakness. The departure of the CEO amplified fears of prolonged stagnation.
Value Hunt: Amid the selloff, investors spotlight undervaluation at around 10 times forward earnings with billions in free cash flow. Aggressive buybacks shrinking shares by 19% draw praise as a shareholder-friendly move. Some see recent acquisitions like Cymbio positioning the firm for AI-driven commerce revival.
Oversold Signals: Technical indicators scream oversold, with RSI at bear market lows not seen since 2022. Calls grow for new leadership to demonstrate skin in the game by purchasing shares. Even congressional interest emerges as a senator adds to holdings, fueling turnaround speculation.
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 14 times in the past 6 months. Of those trades, 0 have been purchases and 14 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 5 sales selling 21,662 shares for an estimated $1,457,614.
- 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 2 sales selling 2,587 shares for an estimated $144,101.
- FRANK KELLER (EVP, GM, Large Ent & Mer Plat.) sold 3,478 shares for an estimated $139,815
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 5 times in the past 6 months. Of those trades, 2 have been purchases and 3 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 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.
- REPRESENTATIVE VAL T. HOYLE sold up to $15,000 on 09/23.
- REPRESENTATIVE LISA C. MCCLAIN sold up to $15,000 on 09/11.
To track congressional stock trading, check out Quiver Quantitative's congressional trading dashboard.
PayPal Hedge Fund Activity
We have seen 658 institutional investors add shares of PayPal stock to their portfolio, and 1,214 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
- Argus Research issued a "Buy" rating on 10/29/2025
- Canaccord Genuity issued a "Buy" rating on 10/29/2025
- Keefe, Bruyette & Woods issued a "Outperform" 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 20 analysts offer price targets for $PYPL in the last 6 months, with a median target of $59.5.
Here are some recent targets:
- 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
- James Faucette from Morgan Stanley set a target price of $34.0 on 02/04/2026
- Adam Frisch from Evercore ISI Group set a target price of $40.0 on 02/04/2026
- 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.
