PayPal Holdings, Inc.
No SEC Form 4 filings for $PYPL in the last 30 days.
See all $PYPL insider activity →PayPal (PYPL) reported Q2 revenue of $8.68B, up 4.8%, with growth in Venmo and P2P payments. Management aims for $1.5B in cost savings over 2-3 years. Analysts highlight potential buyout speculation and share repurchases as upside catalysts.
Affirm (AFRM) fell 10% to $69.99, Klarna (KLAR) dropped 3% to $13.01, and PayPal (PYPL) declined 0.4% to $55.95 after a hotter-than-expected inflation report lifted Treasury yields. Affirm's stock was hit hardest due to its funding model tied to market rates, while Klarna and PayPal showed smaller declines. Affirm reported Q3 FY2026 revenue of $1.04B, up 32.6% YoY, but faces margin pressure from rising rates.
Mastercard (MA) increased patent publications by 2.2%, with a focus on AI, open banking, and quantum-related technologies. Visa (V) saw an 18.4% decline in patent publications. Capital One (COF) and JPMorgan Chase (JPM) contributed significantly to the overall 14.1% drop in patent publications among the group. Mastercard's patents emphasize agentic payments, while Visa's remain focused on transaction authorization and security.
Over the past 7 days, AlphAI's AI scored 10 news stories mentioning PYPL (PayPal Holdings, Inc.). Coverage has skewed bearish: 2 bullish, 4 neutral, and 4 bearish.
Recent PYPL coverage spans earnings, financial news and technology.
Analyst view suggests upside potential if cost cuts materialize.
PayPal’s revenue model is less exposed to funding costs, so the immediate impact is minimal.
Could be a modest positive innovation signal for PayPal’s agentic payments roadmap, but it remains patent-publication intent.
PayPal could see pressure if consumers remain reluctant to adopt secure login methods.
The article frames a near-term earnings test around a lower branded-checkout growth bar and a shift in how PayPal measures value from high-value accounts.
AlphAI scores every news story that mentions PYPL with an AI model for sentiment and relevance, and aggregates insider trades from PayPal Holdings, Inc.'s SEC EDGAR Form 4 filings. Figures refresh continuously.
PayPal (PYPL) reported Q2 revenue of $8.68B, up 4.8%, with growth in Venmo and P2P payments. Management aims for $1.5B in cost savings over 2-3 years. Analysts highlight potential buyout speculation and share repurchases as upside catalysts.
2 min readAffirm (AFRM) fell 10% to $69.99, Klarna (KLAR) dropped 3% to $13.01, and PayPal (PYPL) declined 0.4% to $55.95 after a hotter-than-expected inflation report lifted Treasury yields. Affirm's stock was hit hardest due to its funding model tied to market rates, while Klarna and PayPal showed smaller declines. Affirm reported Q3 FY2026 revenue of $1.04B, up 32.6% YoY, but faces margin pressure from rising rates.
3 min readMastercard (MA) increased patent publications by 2.2%, with a focus on AI, open banking, and quantum-related technologies. Visa (V) saw an 18.4% decline in patent publications. Capital One (COF) and JPMorgan Chase (JPM) contributed significantly to the overall 14.1% drop in patent publications among the group. Mastercard's patents emphasize agentic payments, while Visa's remain focused on transaction authorization and security.
7 min readA Dashlane report shows low passkey adoption on major platforms. Amazon had 17% passkey logins, eBay 8%, PayPal 18%, and Google 28%. Dashlane's chief product officer urges retailers to promote passkeys for security, especially during holiday shopping. The report follows a recent cyber-attack on ASOS.
2 min readPayPal (PYPL) stock rose 6.7% in October 2026, closing at $56.05. Barclays reduced its target, and CEO Enrique Lores lowered expectations for branded checkout growth. Q3 earnings, due October 27, will test if the stock's rise is justified. PayPal expects flat EPS for the year, with Q3 EPS projected at $1.30-$1.33. The company is shifting focus to high-value customers and new integrations, including Muse from Meta (META).
7 min readResearcher Jeremiah Fowler found 13.7 million exposed records linked to Amazon, AT&T, PayPal, and other companies, including email addresses, passwords, and bank details. The database, tied to AI company Vibetech, contained credentials from past breaches, posing risks like credential stuffing and phishing. Fowler reported the exposure, which was then restricted.
6 min readGoldman Sachs lowered its price target for PayPal from $50 to $49. The adjustment was made on October 13, 2026, during pre-market trading. PayPal's stock was trading at $56.05, up 0.94% from the previous close.
1 min readSimilarweb's report finds that Cash App has overtaken PayPal in total users when combining web and app data, with 18 million new users in the past year. Chime, Klarna, and SoFi also saw significant growth. The report highlights the importance of tracking both web and app engagement for a complete picture of the financial services market.
2 min readBarclays and Wells Fargo both maintained a Hold rating on PayPal (PYPL) with a $56.00 price target. PayPal reported Q2 revenue of $8.68B and net profit of $1.1B, down from $1.26B last year.
1 min readOppenheimer expects PayPal's Q3 revenue to be $8.68B, slightly below the $8.72B consensus, due to a lower transaction take rate. Despite this, non-GAAP EPS is expected to meet estimates at $1.31. The focus for fintechs is shifting from spending volume to revenue retention per transaction.
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