Posts on PYPL

Latest ideas and analyses related to PayPal Holdings Inc. Common Stock

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PYPL , GOOGL , AFRM , Payments , Fintech

+12 pts



3Q22 Acceptance Tracker: PayPal, Google Pay, and Klarna Gaining Ground

By mooreideas on Oct. 4, 2022, 8:49 a.m.
Tagged topics: analyst checks , BNPL

Views: 6, Votes: 3, Responses: 0, Attachments: 1
PYPL

+12 pts



Framing the Pay with Venmo on Amazon opportunity, expected to launch in Q4; PYPL operating leverage could shine

By junkfoodlover on Sept. 26, 2022, 6:33 p.m.
Tagged topics: positive catalyst

Views: 6, Votes: 3, Responses: 0, Attachments: 1
PYPL

+39 pts



CTO Meeting Takeaways: Checkout Is King

By Thomasidea on Sept. 19, 2022, 10:28 a.m.
Tagged topics: technology

Views: 14, Votes: 4, Responses: 0, Attachments: 1
PYPL

+17 pts



Upgrading to Outperform; Everything You Want to Own in this Tape

By realjoe on Sept. 14, 2022, 6:27 p.m.
Tagged topics: analyst upgrade

Views: 12, Votes: 2, Responses: 0, Attachments: 1
PYPL

+32 pts



$PYPL Transaction & Credit Losses: Updated Bottom-Up Build Post 10-Q Disclosures

By josiebe on Aug. 10, 2022, 5:06 p.m.
Tagged topics: earnings results

Views: 23, Votes: 2, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL 2Q22 review: Solid operating results with improved outlook on cost savings and buybacks

By ethonomics on Aug. 4, 2022, 3:03 p.m.
Tagged topics: earnings results

Views: 19, Votes: 3, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL Elliott heling refocus

By puckerman17 on Aug. 3, 2022, 12:01 p.m.
Tagged topics: earnings results

Views: 21, Votes: 4, Responses: 0, Attachments: 1
PYPL

+36 pts



$PYPL Share Gains & EComm Normalization Cast a Better Light

By realmomobags on Aug. 3, 2022, 5:31 a.m.
Tagged topics: earnings results

Views: 20, Votes: 3, Responses: 0, Attachments: 1
PYPL

+33 pts



$PYPL eCommerce Growth Recovery Matters Most

By mooreideas on July 29, 2022, 10:48 a.m.
Tagged topics: earnings results

Views: 12, Votes: 1, Responses: 0, Attachments: 1
V , MA , JKHY , PYPL , SOFI , SQ , FIS , GPN

+38 pts



Less Magnitude Risk of Nominal Spending Slowdown in High Inflationary Periods

By labjordan on July 25, 2022, 3:45 p.m.
Tagged topics: earnings preview

Views: 31, Votes: 6, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL Share Gain Continues, But Need Ecomm to Normalize

By mooreideas on July 21, 2022, 3:30 p.m.
Tagged topics: analyst checks

Views: 21, Votes: 4, Responses: 0, Attachments: 1
PYPL , FISV , MA , V , NVEI

+33 pts



Cutting Estimates Primarily For FX As Stocks Are In Holding Pattern

By realjoe on July 20, 2022, 5:34 p.m.
Tagged topics: analyst lowers estimates

Views: 21, Votes: 2, Responses: 0, Attachments: 1
PYPL

+37 pts



$PYPL OVAS Deep Dive; Sizing the Revenue Buckets and Tailwind From Rising Rates

By puckerman17 on July 13, 2022, 11:51 a.m.
Tagged topics: deep dive

Views: 28, Votes: 4, Responses: 0, Attachments: 1
ATVI , GOOGL , AMZN , AAPL , BR , CDW , GIB , CSCO , GLW , DELL , EBAY , EA , EFX , FDS , FIS , FISV , GPN , HPE , HPQ , IBM , MSFT , MCO , MSI , ORCL , PYPL , CRM , NOW , SPGI , VRSK , VMW

+36 pts



A summary of credit analyst recommendations in the Technology (ex-Semiconductors) sector

By realjoe on July 6, 2022, 10:39 a.m.
Tagged topics: credit research

Views: 22, Votes: 3, Responses: 0, Attachments: 1
PYPL

+37 pts



$PYPL watching KPIs to hit updated guidance

By cassie on June 2, 2022, 5:05 p.m.
Tagged topics: analyst checks

Views: 27, Votes: 4, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL Macro/eCommerce Headwinds; Trimming Estimates

By mooreideas on June 2, 2022, 12:22 p.m.
Tagged topics: analyst lowers estimates

Views: 24, Votes: 4, Responses: 0, Attachments: 1
PYPL , GDOT , WEX , FLT , SQ , GPN , FIS

+36 pts



Fintech - a slowdown in VC funding could alleviate competitive pressure in payments

By mooreideas on May 31, 2022, 12:41 p.m.
Tagged topics: new competition , fintech

Views: 129, Votes: 4, Responses: 0, Attachments: 1
PYPL

+34 pts



$PYPL - checks indicate e-commerce trends continue to soften in May, analysts see risks to 2H estimates

By josiebe on May 25, 2022, 12:50 p.m.
Tagged topics: risk to estimates

Views: 131, Votes: 2, Responses: 0, Attachments: 1
PYPL

+32 pts



$PYPL International Revenue Tracks GB Internet Sales Benchmark

By phenphen on May 18, 2022, 10:50 p.m.
Tagged topics: analyst checks

Views: 9, Votes: 1, Responses: 0, Attachments: 1
PYPL

+35 pts



$PYPL Conference Takeaways

By mooreideas on May 17, 2022, 5:01 p.m.
Tagged topics: management commentary

Views: 25, Votes: 2, Responses: 0, Attachments: 1