PayPal Holdings ( (PYPL) ) has been popular among investors this week. Here is a recap of the key news on this stock.
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PayPal Holdings is back in the spotlight as a Pearl Gray analyst labels the stock a “convexity play,” arguing that, after an 80% slide over five years, much of the bad news is already priced in. Despite lawsuits, CEO turnover, and negative sentiment, the analyst sees limited downside from here and expects a bullish reversal, supported by improving fundamentals and fresh leadership at the top.
Operationally, PayPal Holdings reported FX‑neutral total payment volume up 6%, revenue up 4%, transaction margin up 6%, and non‑GAAP EPS up 14% in fiscal 2025, signaling resilient core performance. Takeover rumors add further upside optionality, with Stripe and Amazon floated as potential bidders, even though a buyout is not the base case.
At the same time, PayPal Holdings is leaning on product innovation to reignite growth, launching Venmo’s first international peer‑to‑peer service and integrating it into PayPal’s global network. The rollout, which offers fee‑free cross‑border transfers through August 24, 2026 and has already lifted the stock about 3%, taps Venmo’s 200 million users and builds on its 20% Q4 revenue growth.
The company is also expanding its PYUSD stablecoin to 70 countries to support near‑instant global settlements, aiming to challenge incumbents like Wise and Western Union in cross‑border payments. Still, Wall Street remains cautious, with PayPal Holdings rated a Hold by most analysts following a weak February 2026 earnings report and slowing branded checkout growth, leaving investors to weigh ambitious expansion against ongoing legal and competitive headwinds.