Earnings: PayPal Holdings FY25 Q2
Posted inEarnings Update

Earnings: PayPal Holdings FY25 Q2

PayPal Holdings (NASDAQ:PYPL) posted better-than-expected revenue and EPS for Q2, giving management the confidence to raise full-year guidance. For the full year, transaction margin dollars are now expected between $15.35…
Posted inMarket Commentary

Retrospective: Week of 5/19-5/23

Macro Events & News Markets opened the week surprisingly resilient, weathering the Moody’s U.S. credit downgrade shared last Friday with only a slight decline compared to the sharp sell-offs following…
Posted inEarnings Update

Earnings: PayPal Holdings FY25 Q1

PayPal Holdings (NASDAQ:PYPL) delivered respectable FY25 Q1 results—beating EPS estimates but falling slightly short on revenue. Encouragingly, margins continue to improve, with transaction margin holding steady and operating margin inching…
Posted inMarket Commentary

The Week Ahead: Week of 3/17-3/21

The trade war remains a dominant force driving market sentiment, with its near-daily shifts and escalations creating ongoing uncertainty. This instability clouds the long-term economic outlook, adding to concerns about…
Posted inEarnings Update

Earnings: PayPal Holdings FY24 Q4

PayPal Holdings (NASDAQ:PYPL) delivered lackluster FY24 Q4 results—beating expectations but revealing unexpected softness that challenges its growth story. While not terrible, low single-digit growth and a mid-to-high teens EBIT margin…
Posted inMarket Commentary

The Week Ahead: Week of 1/20-1/24

This week brings another holiday-shortened trading schedule, with markets closed on Monday in observance of Dr. Martin Luther King, Jr.'s birthday. Monday also marks the inauguration of President Donald Trump,…
Posted inMarket Commentary

Retrospective: Week of 1/13-1/17

Macro Events & News The softer PPI at 0.2% and in-line CPI at 2.9% helped ease fears of a renewed inflation surge, raising hopes for earlier-than-expected rate cuts. This relief…
Posted inResearch Reports

Equity Profile: PayPal

IntroductionCore BusinessCompetitive PositioningManagementFinancialsRisksTLDRAll Your Base Are Belong To Us Introduction PayPal Holdings, Inc. (NASDAQ:PYPL) operates a global online payment system that supports digital payments, money transfers, and financial technology solutions.…