PayPay Corporation $PAYP reported a strong start to fiscal 2027, with revenue rising $675.0 million, up 69.8% year over year, and gross profit climbing to $495.3 million, up 120.7%. Operating profit also improved sharply to $183.6 million, reflecting solid top-line momentum and better operating leverage.
Results came in ahead of expectations, as revenue topped the $619.5 million estimate and diluted EPS of $0.17 beat the $0.14 forecast. Cost of sales rose modestly to $179.7 million, while diluted EPS increased 41.7% from a year earlier.
On the bottom line, net income attributable to common shareholders was $113.3 million, though that was down sharply from the prior year. Cash and cash equivalents stood at $3.0 billion, and total liabilities were $31.0 billion. Shares were up 1.2% since the market close.
- Revenue: $675.0 million, up 69.8% year over year
- Gross profit: $495.3 million, up 120.7%
- Operating profit: $183.6 million, up 65.4%
- Diluted EPS: $0.17, above estimates
- Cash and cash equivalents: $3.0 billion
Note: This financials data is sourced from a third-party provider and has not been independently verified by Quiver.
PayPay Corporation Hedge Fund Activity
We have seen 42 institutional investors add shares of PayPay Corporation stock to their portfolio, and 2 decrease their positions in their most recent quarter.
Here are some of the largest recent moves:
- BLACKROCK, INC. added 3,799,999 shares (+inf%) to their portfolio in Q1 2026, for an estimated $81,091,978
- ALPHABET INC. added 3,125,000 shares (+inf%) to their portfolio in Q1 2026, for an estimated $66,687,500
- MILLENNIUM MANAGEMENT LLC added 3,075,264 shares (+inf%) to their portfolio in Q1 2026, for an estimated $65,626,133
- UBS GROUP AG added 2,626,397 shares (+inf%) to their portfolio in Q1 2026, for an estimated $56,047,311
- HOLOCENE ADVISORS, LP added 1,781,290 shares (+inf%) to their portfolio in Q1 2026, for an estimated $38,012,728
- MARSHALL WACE, LLP added 1,534,303 shares (+inf%) to their portfolio in Q1 2026, for an estimated $32,742,026
- MY.ALPHA MANAGEMENT HK ADVISORS LTD added 1,521,400 shares (+inf%) to their portfolio in Q1 2026, for an estimated $32,466,676
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.
PayPay Corporation Price Targets
Multiple analysts have issued price targets for $PAYP recently. We have seen 9 analysts offer price targets for $PAYP in the last 6 months, with a median target of $26.0.
Here are some recent targets:
- Makoto Kuroda from Goldman Sachs set a target price of $29.0 on 04/07/2026
- Mia Nagasaka from Morgan Stanley set a target price of $24.0 on 04/06/2026
- Dan Dolev from Mizuho set a target price of $26.0 on 04/06/2026
- Mark Palmer from Benchmark set a target price of $31.0 on 04/06/2026
- Yoshitaka Nagao from B of A Securities set a target price of $26.0 on 04/06/2026
- Nate Svensson from Deutsche Bank set a target price of $20.0 on 04/06/2026
- Bryan Keane from Citigroup set a target price of $23.0 on 04/06/2026
