Gorgeous run, and then a huge collapse. Got way ahead of intrinsic value. Recently broke support, potential to fall to $52-53. Value down there would be pretty good. He's nervous. Getting cheap, and should bounce nicely.

(A Top Pick Apr 29/22, Down 32%)

33 of 38 analysts have increased their outlook so stay with it.. It trades at 10X and he sees it growing at 13 1/2%. Yes there is increasing competition from Apple, Afterpay and Affirm.


Google and Apple are nibbling at its lunch. Losing market share into the pandemic, but did OK during. Losing its early-mover advantage. Better ideas out there.


Does not own shares in the company (owns Visa).
Transition to digital payments slowing.
Lots of competition in business.
Recent fall of shares very hard on investors.
Better to look elsewhere. 


Trades at a low 13x PE 2024, reiterated full-year guidance, and have maintained their market share. Hold but be patient.


The PE has plunged from 60x to 15x. Activist Elliott Mgt. is cutting costs and optimizing their existing base. Is a secular shift to digital payments.


A bit of an aggressive call, given pressure on tech stocks. Positioned very well as a digital enterprise. On a lot more platforms. Benefits from global expansion of digital payments. Trading under 20x forward earnings, good balance sheet, generating free cashflow. Activist firm is coming down hard on costs. Always execution risk, but a lot is baked in. No dividend.

(Analysts’ price target is $98.46)

They beat revenues last week by 7% and announced share buybacks. You're likely to buy this lower, but he would hold off here.


They just reported a slight topline miss, but beat EPS and guided higher. Definitely hold on.

Trevor Rose’s Insights - Trevor’s most-liked answers from 5i Research.

Revenue matched estimates and EPS was about 3% better ($1.24 vs $1.198).
PayPal is in the early stages of optimizing operating performance, with a margin turnaround in 3Q22 likely to lead improvement of about 125 bps in 2023.
This will be aided by slower non-transaction expense growth, which is on track to normalize to pre-pandemic levels.
Revenue growth could be faster than the mid-single-digit growth assumed in cost planning by management.
Cross-border volumes, after being impacted severely by the pandemic, could surprise on the upside, depending on the economy.
The strong growth in Braintree volumes, launch of a commerce platform (PCPP) for unbranded checkouts for small and medium businesses, conversion of existing customers to monthly active app users, and opportunities in offline payments should provide a long runway for revenue growth.
The worst is likely over for the stock, and it now looks attractively priced at 16X earnings.
The balance sheet remains very strong and cash flow generation is very solid ($6.2B last year, with $5.5B in free cash flow). 
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This has been one of his worst investments - the growth has not materialized. He prefers Visa or MasterCard. At $82 it has an attractive valuation and is still profitable.


It reports Thursday. There's so much competition now, and Paypal margins are shrinking. They laid off 2,000 or 7% of staff earlier this week to cut costs. You don't do if you feel good about your earnings. BTW, the fastest part of Apple Services includes payments; who needs PayPal when Apple payments are built into your phone?

An early adopter of fintech. But now the sector's gotten competitive. So many ways to pay with your phone. Traditional banks have almost caught up in certain aspects. Cheap at 16x earnings, but moat's been eroded.
It was punished last year, but the activist investor is good by focusing on cutting costs. Also, Venmo is a juggernaut.
It is 17X earnings, profitable, has 10% growth and has a deal with Apple. However some U.S. banks want to develop their own version of PayPal. It is an attractive valuation so he is looking into it.
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PayPal Holdings Inc.(PYPL-Q) Rating

Ranking : 5 out of 5

Bullish - Buy Signals / Votes : 13

Neutral - Hold Signals / Votes : 7

Bearish - Sell Signals / Votes : 12

Total Signals / Votes : 32

Stockchase rating for PayPal Holdings Inc. is calculated according to the stock experts' signals. A high score means experts mostly recommend to buy the stock while a low score means experts mostly recommend to sell the stock.

PayPal Holdings Inc.(PYPL-Q) Frequently Asked Questions

What is PayPal Holdings Inc. stock symbol?

PayPal Holdings Inc. is a American stock, trading under the symbol PYPL-Q on the NASDAQ (PYPL). It is usually referred to as NASDAQ:PYPL or PYPL-Q

Is PayPal Holdings Inc. a buy or a sell?

In the last year, 32 stock analysts published opinions about PYPL-Q. 13 analysts recommended to BUY the stock. 12 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for PayPal Holdings Inc..

Is PayPal Holdings Inc. a good investment or a top pick?

PayPal Holdings Inc. was recommended as a Top Pick by on . Read the latest stock experts ratings for PayPal Holdings Inc..

Why is PayPal Holdings Inc. stock dropping?

Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.

Is PayPal Holdings Inc. worth watching?

32 stock analysts on Stockchase covered PayPal Holdings Inc. In the last year. It is a trending stock that is worth watching.

What is PayPal Holdings Inc. stock price?

On 2023-06-09, PayPal Holdings Inc. (PYPL-Q) stock closed at a price of $63.49.