StreetInsider.com News Articles

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Webster Aaron

Thu, 16 Jul 2026 16:51:00 -0400

si-local-file:///var/storage/secattach/20260716/26780357.html

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Webster Aaron

Thu, 16 Jul 2026 16:51:00 -0400

si-local-file:///var/storage/secattach/20260716/26780357.html

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Natali Chris

Thu, 16 Jul 2026 16:42:00 -0400

si-local-file:///var/storage/secattach/20260716/26780209.html

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Natali Chris

Thu, 16 Jul 2026 16:42:00 -0400

si-local-file:///var/storage/secattach/20260716/26780209.html

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Keller Frank

Thu, 16 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260716/26780170.html

Form 4 PayPal Holdings, Inc. For: Jul 15 Filed by: Keller Frank

Thu, 16 Jul 2026 16:38:00 -0400

si-local-file:///var/storage/secattach/20260716/26780170.html

Clear Street starts payments coverage, favors Visa and Mastercard over XYZ, PYPL

Thu, 16 Jul 2026 13:33:54 -0400

Investing.com -- Clear Street launched coverage of the payments sector on Thursday, initiating Buy ratings on Visa and Mastercard while starting Block and PayPal at Hold.

Analyst Owen Lau initiated coverage of Visa with a Buy rating and a $403 price target, based on a 27x P/E multiple applied to its fiscal 2027 EPS estimate of $14.95.

The firm called Visa "one of the highest-quality compounders" in its coverage, citing adjusted operating margins exceeding 67% and conversion of roughly half of net revenue into free cash flow.

Lau noted valuation has come down over the past two years due to AI,

Clear Street starts payments coverage, favors Visa and Mastercard over XYZ, PYPL

Thu, 16 Jul 2026 13:33:54 -0400

Investing.com -- Clear Street launched coverage of the payments sector on Thursday, initiating Buy ratings on Visa and Mastercard while starting Block and PayPal at Hold.

Analyst Owen Lau initiated coverage of Visa with a Buy rating and a $403 price target, based on a 27x P/E multiple applied to its fiscal 2027 EPS estimate of $14.95.

The firm called Visa "one of the highest-quality compounders" in its coverage, citing adjusted operating margins exceeding 67% and conversion of roughly half of net revenue into free cash flow.

Lau noted valuation has come down over the past two years due to AI,

Clear Street starts payments coverage, favors Visa and Mastercard over XYZ, PYPL

Thu, 16 Jul 2026 13:33:54 -0400

Investing.com -- Clear Street launched coverage of the payments sector on Thursday, initiating Buy ratings on Visa and Mastercard while starting Block and PayPal at Hold.

Analyst Owen Lau initiated coverage of Visa with a Buy rating and a $403 price target, based on a 27x P/E multiple applied to its fiscal 2027 EPS estimate of $14.95.

The firm called Visa "one of the highest-quality compounders" in its coverage, citing adjusted operating margins exceeding 67% and conversion of roughly half of net revenue into free cash flow.

Lau noted valuation has come down over the past two years due to AI,

Barclays Upgrades PayPal (PYPL) to Equalweight

Thu, 16 Jul 2026 12:47:41 -0400

Barclays analyst Ramsey El-Assal upgraded PayPal (NASDAQ: PYPL) from Underweight to Equalweight with a price target of $55.00 (from $42.00).

For an analyst ratings summary and ratings history on PayPal click here. For more ratings news on PayPal click here.

Shares of PayPal closed at $55.52 yesterday.

Barclays Upgrades PayPal (PYPL) to Equalweight

Thu, 16 Jul 2026 12:47:41 -0400

Barclays analyst Ramsey El-Assal upgraded PayPal (NASDAQ: PYPL) from Underweight to Equalweight with a price target of $55.00 (from $42.00).

For an analyst ratings summary and ratings history on PayPal click here. For more ratings news on PayPal click here.

Shares of PayPal closed at $55.52 yesterday.

Cantor sees potential for higher PayPal offer as analysis suggests $70/share value

Thu, 16 Jul 2026 11:39:45 -0400

Investing.com -- In a note to clients on Thursday, Cantor Fitzgerald published a sum-of-the-parts analysis suggesting a potential PayPal acquisition offer could be raised to approximately $70 per share, above the reported $60.50 per share bid.

Cantor referenced recent media reports from CNBC indicating a consortium of bidders, including Stripe, Block and Advent International, is teaming together to purchase PayPal for approximately $53 billion, or $60.50 per share.

While the firm said it does not have independent confirmation of the details, it assessed the key question of whether the “proposed amount is enough to get a deal done?"

Cantor sees potential for higher PayPal offer as analysis suggests $70/share value

Thu, 16 Jul 2026 11:39:45 -0400

While the firm said it does not have independent confirmation of the details, it assessed the key question of whether the “proposed amount is enough to get a deal done?"

PayPal (PYPL) Reiterated at Neutral by Cantor Fitzgerald Amid Bids from Consortium

Thu, 16 Jul 2026 07:17:16 -0400

Cantor Fitzgerald analyst Ramsey El-Assal reiterated a Neutral rating and $54.00 price target on PayPal (NASDAQ: PYPL).

The analyst commented, "Is the bid enough to get a deal done? Recent media reports (CNBC) indicate a consortium of bidders (Stripe [private], XYZ [OW], and Advent International [private]) is teaming together in an attempt to purchase PYPL for an offer price of ~$53B/$60.50 per share. While we do not have independent confirmation of any of these details, a key question becomes: is this proposed amount enough to get a deal done? Our report tries to answer this question with a sum-of-the-parts (SOTP) analysis

PayPal (PYPL) PT Raised to $55 at Canaccord

Thu, 16 Jul 2026 06:36:56 -0400

(Updated - July 16, 2026 6:36 AM EDT)

Canaccord analyst Joseph Vafi raised the price target on PayPal (NASDAQ: PYPL) to $55.00 (from $42.00) while maintaining a Hold rating.

The analyst commented: "With the appointment of a new CEO just last quarter, it seems like the PayPal board is more focused right now on operational improvement versus strategic
alternatives. At the same time, core eCommerce payments has rapidly matured while the company has yet to successfully pivot into higher growth segments of the broader consumer finance market. Thus, from here, any organic re acceleration to the PayPal P&L is likely a multi-year

PayPal (PYPL) PT Raised to $55 at Canaccord

Thu, 16 Jul 2026 06:36:56 -0400

(Updated - July 16, 2026 6:36 AM EDT)

Canaccord analyst Joseph Vafi raised the price target on PayPal (NASDAQ: PYPL) to $55.00 (from $42.00) while maintaining a Hold rating.

Clear Street Starts PayPal (PYPL) at Hold

Thu, 16 Jul 2026 06:07:33 -0400

Clear Street analyst Owen Lau initiates coverage on PayPal (NASDAQ: PYPL) with a Hold rating and a price target of $61.00.

The analyst comments "We are initiating coverage of PayPal Holdings (PYPL, NASDAQ) with a HOLD rating and a $61 (10.5x P/E multiple on our 2027E estimate of $5.80) 12-month price target. PayPal finds itself at strategic crossroads, and investors are looking for greater clarity on the success of the latest reorganization before underwriting. We believe PYPL has hidden value obscured by a complex organizational structure. The new CEO appointment and restructuring give PayPal another chance to unlock it, but the

Clear Street Starts PayPal (PYPL) at Hold

Thu, 16 Jul 2026 06:07:33 -0400

Clear Street analyst Owen Lau initiates coverage on PayPal (NASDAQ: PYPL) with a Hold rating and a price target of $61.00.

Clear Street Starts PayPal (PYPL) at Hold

Thu, 16 Jul 2026 06:07:33 -0400

Clear Street analyst Owen Lau initiates coverage on PayPal (NASDAQ: PYPL) with a Hold rating and a price target of $61.00.

Macquarie on PayPal (PYPL) rumors: 'could see Block providing additional benefits through its growing AI/ software capabilities'

Wed, 15 Jul 2026 14:45:06 -0400

Macquarie analyst Paul Golding reiterated a Neutral rating and $50.00 price target on PayPal (NASDAQ: PYPL).

The analyst comments "Financing and regulatory benefits. Notably, the consortium structure being discussed could make the deal easier to finance and secure regulatory approval for, as a full Stripe-PayPal merger would combine two of the largest payments platforms in the world processing over ~$3.7T in annual payment volume combined, according to Reuters. • Stripe and Advent consortium operational benefits. We discussed some of the potential merits in our view of a Stripe takeout of PayPal when news first broke in February of discussions. Bringing in

Macquarie on PayPal (PYPL) rumors: 'could see Block providing additional benefits through its growing AI/ software capabilities'

Wed, 15 Jul 2026 14:45:06 -0400

Macquarie analyst Paul Golding reiterated a Neutral rating and $50.00 price target on PayPal (NASDAQ: PYPL).

Macquarie on PayPal (PYPL) rumors: 'could see Block providing additional benefits through its growing AI/ software capabilities'

Wed, 15 Jul 2026 14:45:06 -0400

Macquarie analyst Paul Golding reiterated a Neutral rating and $50.00 price target on PayPal (NASDAQ: PYPL).

Macquarie on PayPal (PYPL) rumors: 'could see Block providing additional benefits through its growing AI/ software capabilities'

Wed, 15 Jul 2026 14:45:06 -0400

Macquarie analyst Paul Golding reiterated a Neutral rating and $50.00 price target on PayPal (NASDAQ: PYPL).

Wolfe Research comments on PayPal (PYPL) rumors

Wed, 15 Jul 2026 10:25:54 -0400

Wolfe Research comments on PayPal (NASDAQ: PYPL) rumors.

The analyst comments "News: Overnight, Reuters reported that Stripe and Advent have made a joint offer to acquire PYPL for $60.50/share (see article here). The article notes the offer was submitted earlier this month and is backed by ~$50bn in committed financing from banks. Stripe and Advent would jointly own PYPL under the proposal and each hold an equal stake (as opposed to breaking up the company), according to the article. Interestingly, CNBC has separately suggested that Block may also be contributing to this buying group and the combined group would maintain this

BTIG: 'we think PYPL's Board will seriously consider accepting the offer'

Wed, 15 Jul 2026 09:27:16 -0400

BTIG: 'we think PYPL's Board will seriously consider accepting the offer'.

The analyst comments "Late last night Reuters reported that Stripe (Private) and a private equity firm have made a 50/50 joint offer to acquire PayPal for $60.50/share ($53bn total value). Our views on the deal from the Stripe and PYPL perspective are below. Given the significant state of uncertainty around PYPL right now (management changes specifically), we think PYPL's Board will seriously consider accepting the offer which values the company at a ~12% FCF yield. Why a Deal Makes Sense for Stripe: ■ Stripe gains a scaled consumer-facing product (Venmo/PayPal)