UBS analyst Timothy Chiodo lowered the firm’s price target on PayPal (PYPL) to $44 from $65 and keeps a Neutral rating on the shares. PayPal appointed a new President and CEO and acknowledged recent execution missteps, particularly in Branded Checkout, while outlining renewed investments in presentment, habituation, and conversion that are expected to pressure take rates and gross profit into 2026, the analyst tells investors in a research note. Shares appear balanced by competitive and execution risks versus supportive free cash flow and the company’s two-sided network, leaving the risk/reward neutral at current levels, UBS says.
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