Earnings And Financial PerformanceAnalyst highlights potential upside to PayPal's gross profit and earnings per share projections for 2026, with a bull case scenario suggesting even higher numbers.
New Management And Growth InitiativesNew management has established a track record of conservatism, and the preliminary ’25 TP outlook is only baking in material contribution from growth initiatives with a strong line of sight.
Stablecoin StrategyThe launch of PYUSD stablecoin is seen as a significant step in enhancing PayPal's exposure to the evolving global financial infrastructure.