2026-10-15 Product Bull
Glance and PayPal Partner on AI-Powered Shopping and Checkout Integration reaches tens of millions of US consumers, expanding agentic commerce use cases
D1 +1.9% · since -0.8%
2026-10-15 Analyst Bear
BofA Reiterates Underperform on PayPal, PT $53 Analyst sees Braintree subsidy unwind potentially weakening Branded adoption
D1 +1.9% · since -0.8%
18 earlier events › 2026-09-03 → 09-29 Company
PayPal Restructuring Draws Analyst Attention Amid Deep Value and Turnover Talk Multiple outlets and analysts discuss PayPal's valuation discount, Venmo growth, cost cuts, and new CEO's turnaround strategy
D1 +3.9% · +5d -5.5%
› 8 waves of this story2026-09-03 Part of multi-year turnaround plan announced earlier; India impact confirmed at 220, denying 600 rumor.2026-09-03 Company denies 600-person rumor, confirms 220 affected; restructuring may pressure near-term earnings2026-09-09 Multiple outlets track restructuring; analysts cite cost savings and operational overhaul supporting turnaround2026-09-09 CEO Lores details operational restructuring and consumer focus expansion2026-09-11 Payment gateway market outlook and expansion into tuition, BNPL, merchant payments.2026-09-18 Venmo expands NIL, PayPal Debit Card tops Javelin, restructuring continues2026-09-24 Wells Fargo maintains Hold but raises PT to $61, reflecting recognition of restructuring progress2026-09-29 Multiple outlets and analysts discuss PayPal's valuation discount, Venmo growth, cost cuts, and new CEO's turnaround strategy2026-09-24 Product Bull
Meta Muse Adds PayPal Partnership, Expanding Payment Integration Muse partnership with PayPal extends to shopping and transactions, strengthening PayPal's role in AI agent payments
D1 +0.2% · +5d +0.9%
› 2 waves of this story2026-09-24 Muse's rapid adoption and multi-platform e-commerce deals position PayPal as a key payments partner2026-09-24 Muse partnership with PayPal extends to shopping and transactions, strengthening PayPal's role in AI agent payments2026-09-23 Company Bull
PayPal Partners with Meta, Muse AI Agent Integrated for Payments Meta's Muse AI agent enables shopping and checkout across PayPal merchants, expanding payment use cases
D1 -0.7% · +5d +0.0%
2026-09-18 Product Bull
PayPal Debit Card Earns Best-in-Class in Javelin 2026 Scorecard Independent recognition may boost product competitiveness and user engagement
D1 -1.0% · +5d +5.0%
2026-09-18 Other Bull
Affirm AI Upgrade Bolsters Underwriting, Potential Indirect Benefit to PayPal Ecosystem Partner's improved underwriting may support PayPal's installment business growth
D1 -1.0% · +5d +5.0%
2026-09-17 Capital Bear
PayPal Exec and Institutional Selling Weighs on Stock CRO sells shares, Corient cuts stake by 53.3%, market watches insider activity
D1 +0.4% · +5d -0.6%
2026-09-12 → 09-13 Company
PayPal CEO Advances Standalone Plan After Buyout Stalls New CEO charts independent course after $50B+ sale collapsed this summer
D1 +0.6% · +5d -2.6%
› 2 waves of this story2026-09-12 Stripe-Advent acquisition talks break down; CEO to pursue independent turnaround.2026-09-13 New CEO charts independent course after $50B+ sale collapsed this summer2026-09-09 Product Bull
PayPal Launches Developer Platform Tied to PYUSD Stablecoin Partnership with M0 and MoonPay enables businesses to build financial products on PayPal's stablecoin
D1 -1.9% · +5d +1.0%
2026-07-15 → 09-06 Capital Bear
PayPal Buyout Rumors Fade, Options Activity Persists Two previously interested acquirers abandoned plans, extinguishing buyout hopes amid elevated options volume
D1 +17.2% · +5d +0.0%
› 20 waves of this story2026-07-15 Multiple outlets confirm offer at $60.50/share; stock surges premarket2026-07-15 Multiple outlets confirm $60.50/share offer; PayPal jumps 15-17% premarket.2026-07-17 Board believes offer undervalues company and faces regulatory and financing hurdles, potentially opening negotiations.2026-07-17 Board sees $60.50/share as undervaluing long-term potential, may open negotiations2026-07-18 Podcasts and hedge fund commentary follow the bid; exec sale is separate2026-07-20 Multiple outlets confirm bid, debate valuation and CEO's options2026-07-21 Institutions cut stakes; All-In podcast calls $60 offer just opening bid; Stripe-related comments suggest higher fair value.2026-07-22 Multiple outlets and analysts discuss the $53B offer, which PayPal rejected; market watches for next steps2026-07-22 Analysts see $65-70 bid likely rejected, $73+ may be accepted2026-07-24 Truist lifts PYPL to Hold from Sell, citing acquisition interest shifting risk/reward, though fundamentals remain uncertain.2026-07-25 Stock trades ~7% below offer, market doubts deal completion2026-07-28 CEO declined to comment on reported Stripe-Advent acquisition interest during earnings call; deal prospects remain in focus2026-08-01 BofA raises stake by 67.9%, adding to management's openness to a sale2026-08-15 WSJ: talks continue, price may rise; management previously open to a sale2026-08-15 WSJ reports continued talks after July's $60.50/share offer, which PayPal deemed too low2026-08-20 Multiple outlets and analyst reports indicate renewed talks with Stripe/Advent, with expectations of an improved offer2026-08-29 Market repricing a potential $53B deal, PYPL shares slump2026-08-30 Bidders walk away after board rejects $60.50/share offer; stock falls ~12-13%2026-09-01 Mizuho cuts PT to $51, market focuses on fundamental challenges after failed buyout2026-09-06 Two previously interested acquirers abandoned plans, extinguishing buyout hopes amid elevated options volume2026-07-27 → 08-21 Earnings
PayPal Agentic Payments Strategy Advances, AI Reshapes Commerce Agentic payments integrate AI and identity tech, expanding payment use cases
D1 -0.1% · +5d +3.2%
› 9 waves of this story2026-07-27 Multiple sources confirm PayPal's earnings date, market watches results2026-07-28 Beat and raised profit outlook; Stripe bid overhang remains2026-07-28 Q2 adj EPS $1.38 beat, revenue $8.68B beat, TPV $486.5B beat; FY adj EPS guide raised to ~$5.382026-07-29 Earnings call focuses on checkout stability, Venmo expansion, and raised FY EPS guidance2026-07-31 Shares pause as investors digest turnaround momentum after beat and raised outlook2026-07-28 Q2 net revenue $8.682B, non-GAAP EPS $1.38, raised FY non-GAAP EPS and revenue guidance2026-08-15 Revenue beat, guidance raised; but high-margin branded checkout underperforms2026-08-18 Multiple sources cite TPV/Venmo growth amid checkout softness2026-08-21 Agentic payments integrate AI and identity tech, expanding payment use cases2026-08-19 Product Bull
PayPal, Venmo Expand to Tuition Payments via 3 Campus Commerce Integrations Adds everyday payment options to a major life expense for students and families
D1 +1.4% · +5d +0.9%
2026-07-31 Company Bull
PayPal Management Open to a Sale Comments align with Stripe-Advent acquisition speculation
D1 -0.8% · +5d +3.3%
2026-07-28 Earnings
Earnings report 第二季度营收同比增长5%，交易保证金美元增长1%，不含客户余额利息则增长3%
D1 +4.0% · +5d +0.4%
2026-07-28 8-K filing
8-K: Item 2.02, Item 9.01 D1 +4.0% · +5d +0.4%
2026-07-24 Analyst Bull
Truist Securities upgrades to Hold D1 +0.3% · +5d +1.9%
2026-07-22 → 07-23 Capital
Multiple Institutions Adjust PayPal Holdings in Q1 Koyfin chart shows PayPal retired ~27% of shares since 2018 while price down 24%
D1 -0.6% · +5d +5.1%
› 3 waves of this story2026-07-22 Dimensional raised stake 4.3%; Amova cut 69.1%; Baader Bank cut 73.8%2026-07-22 Institutional Q1 holdings adjustment details show long-term investor confidence in PayPal2026-07-23 Koyfin chart shows PayPal retired ~27% of shares since 2018 while price down 24%2026-07-16 Analyst Bull
Barclays upgrades to Equal Weight D1 +2.2% · +5d -1.3%
2026-07-08 Analyst Bear
Barclays downgrades to Underweight D1 -2.5% · +5d +24.7%
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