What’s Next For Fortinet Stock?
Fortinet (FTNT) reported strong financial results for fiscal year 2025, with revenue up 14% to $6.80 billion and billings climbing 16% to $7.55 billion. The cybersecurity firm demonstrated robust profitability with a 37% non-GAAP operating margin and $2.21 billion in free cash flow, driven by strong demand for its solutions and a growing pipeline of recurring revenue from services. Looking ahead to 2026, Fortinet anticipates continued expansion, fueled by increasing enterprise deals, growth in unified SASE and AI-linked security solutions, and its strong cash position.
NASDAQ: PYPL: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against PayPal Holdings, Inc.
Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) on behalf of investors who purchased common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal made materially false statements regarding its revenue outlook and growth, particularly concerning its Branded Checkout offerings. Investors have until April 20, 2026, to seek lead plaintiff status, following a significant stock drop after PayPal announced a leadership change and missed earnings estimates on February 3, 2026.
NASDAQ: PYPL: Kessler Topaz Meltzer & Check, LLP Announces the Filing of a Securities Fraud Class Action Lawsuit Against PayPal Holdings, Inc.
Kessler Topaz Meltzer & Check, LLP has filed a securities fraud class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) on behalf of investors who purchased common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal made materially false statements regarding its revenue outlook and growth, leading to a significant stock drop after a leadership change and missed earnings estimates on February 3, 2026. Investors have until April 20, 2026, to seek lead plaintiff status.
PayPal Is Back Near IPO-Era Prices—Value Setup or Value Trap?
PayPal's stock (PYPL) has fallen to near its IPO-era prices, trading just above $40, and its P/E ratio has collapsed to a historic low of 7.67. This presents a potential contrarian opportunity due to its durable profitability, deep market embedment, and extremely oversold technical indicators, despite concerns about slowing growth and competitive pressures. With a leadership transition underway, a strategic reset could shift sentiment and unlock significant upside, according to some analysts who maintain Buy ratings.
Deadline Alert: PayPal Holdings, Inc. (PYPL) Shareholders Who Lost Money Urged To Contact Glancy Prongay Wolke & Rotter LLP About Securities Fraud Lawsuit
Glancy Prongay Wolke & Rotter LLP is urging PayPal Holdings, Inc. (PYPL) shareholders who suffered losses between February 25, 2025, and February 2, 2026, to contact them regarding a securities fraud lawsuit. The lawsuit alleges that PayPal made misleading statements and failed to disclose issues with its business execution, particularly in branded checkout, leading to a significant stock price drop after a leadership change and disappointing earnings report. Investors have until April 20, 2026, to file a lead plaintiff motion.
Amplify ETFs for stablecoins, tokenization go live for trading
Amplify has launched two new exchange-traded funds (ETFs), the Amplify Stablecoin Technology ETF (STBQ) and the Amplify Tokenization Technology ETF (TKNQ), on the NYSE Arca exchange. These ETFs invest in companies involved in stablecoins and tokenization, reflecting growing interest and regulatory developments in these areas of digital finance. The move aims to capitalize on regulatory clarity and institutional confidence in stablecoin and tokenization technologies.
Portnoy Law Firm Announces Class Action on Behalf of PayPal Holdings, Inc. Investors
The Portnoy Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression of reliable revenue outlook and growth, while minimizing risks, leading to a significant stock drop after disappointing Q4 2025 financial results and the withdrawal of 2027 financial targets. Investors have until April 20, 2026, to file a lead plaintiff motion.
Portnoy Law Firm Announces Class Action on Behalf of PayPal Holdings, Inc. Investors
The Portnoy Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression regarding its revenue outlook and growth projections, minimizing risks and that its 2027 financial targets were unrealistic. This action comes after PayPal disclosed disappointing Q4 2025 earnings and withdrew its 2027 financial targets, leading to a significant drop in its stock price.
Y.D. More Investments Ltd Decreases Stock Holdings in Nayax Ltd. $NYAX
Y.D. More Investments Ltd reduced its stake in Nayax Ltd. by 30.5% in the third quarter, selling 357,596 shares and retaining 813,331 shares valued at approximately $38.9 million. Despite this, Nayax remains its 10th-largest position. Other institutional investors, such as Vanguard Group Inc., significantly increased their holdings, with institutional ownership of Nayax now standing at 34.87%. Nayax recently missed quarterly earnings and revenue estimates, and analysts currently have a "Hold" rating on the stock with a consensus target price of $49.00.
The Digital Transformation of a Legacy Giant: A Deep Dive into Western Union (NYSE: WU)
Western Union (NYSE: WU) has successfully transformed from a traditional money transfer company into a diversified digital banking ecosystem, leveraging its physical network with modern fintech solutions. Following its "Evolve 2025" strategy and launching "Beyond 2028," the company has diversified its business model, including its WU+ digital wallet and a stablecoin on the Solana blockchain. Despite facing competitive pressures and risks, analysts are cautiously optimistic about its future, noting its strong dividend yield and strategic acquisitions like Intermex.
Paychex stock hits 52-week low at 91.63 USD
Paychex Inc. (PAYX) has reached a 52-week low of $91.63, with its stock down 36% over the past year. Despite this, InvestingPro analysis suggests the stock may be undervalued and in oversold territory, making it a potential candidate for their Most Undervalued list. The company recently reported strong Q2 fiscal 2026 earnings, increased its borrowing capacity, authorized a new $1 billion share repurchase program, and maintained a consistent dividend payout.
INVESTOR DEADLINE: PayPal Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit
Robbins Geller Rudman & Dowd LLP has announced a class action lawsuit against PayPal Holdings, Inc. Investors who purchased PayPal common stock between February 25, 2025, and February 2, 2026, and suffered substantial losses, have until April 20, 2026, to seek appointment as lead plaintiff. The lawsuit alleges that PayPal created a false impression of its projected revenue and growth, minimizing risks, and that its optimistic 2027 targets were unachievable, leading to a significant stock drop after recent disappointing earnings and a withdrawal of future targets.
PayPal Holdings, Inc. $PYPL Shares Purchased by Jupiter Asset Management Ltd.
Jupiter Asset Management Ltd. significantly increased its stake in PayPal Holdings, Inc. during the third quarter, purchasing an additional 576,228 shares. This institutional accumulation comes despite recent insider selling, a CEO transition, and multiple class-action lawsuits against PayPal. Analysts have also lowered price targets for PayPal, which is currently trading near its 52-week low, after the company missed its Q4 EPS estimates.
David Rolfe Trims Apple: Wedgewood’s 2026 Tech Valuation Strategy
David Rolfe’s Wedgewood Partners has reduced its Apple Inc. position by 14.36%, cutting nearly 24,000 shares, as part of a strategic rebalancing amidst a challenging valuation environment in early 2026. This move, which Rolfe termed "Annus Horribilis," reflects a disciplined "contrarian growth" strategy and a shift towards other AI beneficiaries, even as Apple remains a top holding for Wedgewood and other institutions. Despite Apple's large market capitalization, its stock is experiencing a downturn, partly due to concerns about its position in generative AI innovations compared to competitors.
PayPal Holdings, Inc. Sued for Securities Law Violations - Contact the DJS Law Group to Discuss Your Rights - PYPL
PayPal Holdings, Inc. is facing a class action lawsuit for alleged securities law violations, specifically concerning misleading statements about the growth potential of its Branded Checkout segment. The DJS Law Group is encouraging shareholders who purchased shares between February 25, 2025, and February 2, 2026, and suffered losses, to contact them to discuss their rights and potential lead plaintiff appointments. The lawsuit claims PayPal misrepresented its growth prospects due to underlying issues within its sales organization.
PYPL Investors Have Opportunity to Lead PayPal Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) for alleged securities fraud. Investors who purchased PayPal securities between February 25, 2025, and February 2, 2026, are encouraged to contact the firm to participate, as the company is accused of making false and misleading statements about the growth potential of its Branded Checkout business. The complaint states that PayPal's statements regarding customer adoption were "too optimistic" and its salesforce was not capable of achieving the alleged growth.
ENPH Investors Have Opportunity to Lead Enphase Energy, Inc. Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm is reminding investors of a class action lawsuit against Enphase Energy, Inc. (NASDAQ: ENPH) for alleged violations of securities laws. The lawsuit claims Enphase made false and misleading statements regarding its ability to manage channel inventory and the negative impact of the termination of the Residential Clean Energy Credit. Investors who purchased securities between April 22, 2025, and October 28, 2025, are encouraged to contact the firm before April 20, 2026, to discuss their rights.
PAYPAL HOLDINGS, INC. (PYPL) SHAREHOLDER ALERT Bernstein
Bernstein Liebhard LLP has issued a shareholder alert for PayPal Holdings, Inc. (PYPL) investors, reminding them of an upcoming deadline in a securities fraud class action lawsuit. The lawsuit alleges that PayPal and its senior officers made misrepresentations regarding the company's 2027 financial targets and the growth of its core branded checkout segment. Investors who purchased PayPal stock between February 25, 2025, and February 2, 2026, and lost money are encouraged to contact the firm to discuss their legal options, with a lead plaintiff deadline of April 20, 2026.
INVESTOR ALERT: Pomerantz Law Firm Reminds Investors with Losses on their Investment in PayPal Holdings, Inc. of Class Action Lawsuit and Upcoming Deadlines - PYPL
Pomerantz LLP has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) following disappointing Q4 and full fiscal year 2025 earnings, the departure of CEO Alex Chriss, and the withdrawal of 2027 financial targets. Investors who purchased PayPal securities during the Class Period are encouraged to seek lead plaintiff appointment by April 20, 2026. The lawsuit alleges securities fraud or other unlawful business practices by PayPal and its officers/directors.
ROSEN, A LEADING INVESTOR RIGHTS LAW FIRM, Encourages PayPal Holdings, Inc. Investors to Secure ...
Rosen Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal provided investors with materially false and misleading statements regarding its financial targets and growth potential for its "Branded Checkout" segment, concealing adverse facts about the salesforce's ability to capitalize on perceived growth. Investors are encouraged to join the class action by April 20, 2026, to potentially recover damages.
Class Action Lawsuit Filed Against PayPal Holdings, Inc.
Rosen Law Firm has filed a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal provided overly optimistic financial targets while concealing inadequacies in its salesforce, which misled investors and caused financial losses. The law firm operates on a contingency fee basis, inviting affected investors to apply as lead plaintiffs by April 20, 2026.
3 Reasons to Avoid ZION and 1 Stock to Buy Instead
This article suggests investors avoid Zions Bancorporation (ZION) despite its recent stock price increase, citing three main reasons: soft demand indicated by slow net interest income growth, weak loan book profitability due to a low net interest margin, and despite growing tangible book value per share. The author recommends exploring other superior investment opportunities instead of ZION.
Shareholders that lost money on PayPal Holdings, Inc.(PYPL)
Levi & Korsinsky, LLP is notifying investors in PayPal Holdings, Inc. (PYPL) about a class action lawsuit for alleged securities fraud between February 25, 2025, and February 2, 2026. The lawsuit claims PayPal made misleading statements about its financial targets and growth potential for its Branded Checkout segment, despite the salesforce not being equipped to execute said growth. This led to a significant stock price decline on February 3, 2026, after disappointing Q4 2025 results and withdrawn 2027 financial targets.
Shareholders that lost money on PayPal Holdings, Inc.(PYPL) should contact Levi & Korsinsky ...
Levi & Korsinsky, LLP has filed a class action securities lawsuit against PayPal Holdings, Inc. on behalf of investors who suffered losses between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal provided misleading financial information and concealed adverse facts regarding its growth potential and salesforce effectiveness. This led to a significant stock price drop following disappointing Q4 2025 results and withdrawn financial targets.
Cantor Fitzgerald reiterates Sabre stock neutral on AI progress
Cantor Fitzgerald reiterated a Neutral rating on Sabre Corporation (NASDAQ:SABR) stock with a $2.00 price target after the company's Q4 earnings report. Despite beating revenue and EBITDA estimates and outlining an AI strategy, Cantor Fitzgerald remains on the sidelines, awaiting a clearer path to sustained business re-acceleration. Sabre's stock has declined significantly over the past year, though the company projects mid-single-digit growth for the upcoming quarter and full year.
PYPL INVESTOR ALERT: Bronstein, Gewirtz and Grossman, LLC Announces that PayPal Holdings, Inc. Investors with Substantial Losses Have Opportunity to Lead Class Action Lawsuit!
Bronstein, Gewirtz and Grossman, LLC has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ:PYPL) on behalf of investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal made false and misleading statements about its revenue outlook, growth strategy, and financial targets, failing to disclose risks and unrealistic goals. Investors with substantial losses during this period have the opportunity to lead the class action lawsuit and are encouraged to contact the firm.
SABR Q4 Deep Dive: AI Partnerships and Distribution Gains Shape Outlook
Sabre (SABR) reported strong Q4 CY2025 results, exceeding revenue expectations and showing an 80% beat on non-GAAP loss per share. The company's positive trajectory is attributed to gains in travel distribution share, expansion of its multi-source content platform, and growth in hotel distribution and payments. Sabre is also making significant strides in agentic AI initiatives and strategic partnerships, which are expected to drive future revenue streams and solidify its competitive position in the travel technology sector.
PayPal Holdings, Inc. Sued for Securities Law Violations - Contact The Gross Law Firm Before April 20, 2026 to Discuss Your Rights - PYPL – Company Announcement - FT.com
The Gross Law Firm has issued a notice to shareholders of PayPal Holdings, Inc. (NASDAQ: PYPL) inviting them to contact the firm regarding potential lead plaintiff appointment in a class action lawsuit. The lawsuit alleges that PayPal provided investors with materially false and misleading statements concerning its financial targets and growth potential for its Branded Checkout segment. This announcement follows a significant stock price drop after PayPal revealed disappointing Q4 and full fiscal year 2025 earnings, withdrew 2027 financial targets, and announced a CEO transition.
PayPal Holdings, Inc. Sued for Securities Law Violations - Contact The Gross Law Firm Before April 20, 2026 to Discuss Your Rights - PYPL
The Gross Law Firm has issued a notice to shareholders of PayPal Holdings, Inc. (PYPL) regarding a class-action lawsuit alleging securities law violations. The lawsuit claims that PayPal provided misleading financial targets and concealed issues with its salesforce's ability to execute growth strategies. Following disappointing Q4 and full fiscal year 2025 results, a CEO transition, and the withdrawal of 2027 financial targets, PayPal's stock price dropped significantly. Shareholders who purchased shares between February 25, 2025, and February 2, 2026, are encouraged to contact the firm by April 20, 2026, to discuss lead plaintiff appointment.
PayPal's Growth Reset Makes Sense - A Contrarian Gift After Meltdown (NASDAQ:PYPL)
PayPal experienced a significant sell-off due to stagnant online branded checkout growth, disappointing Q4 '25 results, and a conservative FY 2026 guidance, alongside management changes. Despite these challenges, its Venmo and Buy Now Pay Later (BNPL) segments show strong double-digit growth. The author maintains a contrarian buy rating for PYPL, citing its deeply discounted forward P/E of 7.54x and ongoing share repurchases, suggesting a strong potential for capital appreciation if growth recovers and market sentiment improves.
Down More Than 45%, Is PayPal Stock a Buy Now?
PayPal (PYPL) stock has seen a significant decline of over 45% from its 52-week high, with a 29% drop year-to-date, due to challenges in its branded checkout, macroeconomic headwinds, and increased competition. Despite revenue and EPS growth in 2025, the outlook for 2026 is tempered by ongoing investments and operational issues. While Venmo, enterprise payments, and BNPL show strength, Wall Street's consensus rating on PYPL remains a "Hold", suggesting a balanced risk-reward profile for the stock.
Sabre Corporation (NASDAQ:SABR) Q4 2025 Earnings Call Transcript
Sabre Corporation (NASDAQ: SABR) held its Q4 2025 earnings call, reporting strong performance despite a challenging year, with normalized adjusted EBITDA up 10% and significant debt reduction. The company emphasized its strategic shift to an AI-native technology leader, launching Agentic APIs and proprietary AI solutions, and detailing partnerships with PayPal, MindTrip, and Virgin Australia to drive future growth in conversational commerce and travel. They also provided 2026 guidance, expecting mid-single-digit revenue growth and positive free cash flow in 2027, maintaining focus on innovation and balance sheet deleveraging.
PAYPAL HOLDINGS, INC. (PYPL) SHAREHOLDER ALERT Bernstein
Bernstein Liebhard LLP has issued a shareholder alert for PayPal Holdings, Inc. (NASDAQ: PYPL) investors regarding an upcoming deadline for a securities fraud class action lawsuit. The lawsuit alleges that PayPal made misrepresentations about its financial targets for 2027 and the growth of its core branded checkout segment. Investors who purchased shares between February 25, 2025, and February 2, 2026, and lost money are encouraged to contact the firm by the April 20, 2026, lead plaintiff deadline.
CenterBook Partners LP Acquires Shares of 66,054 PayPal Holdings, Inc. $PYPL
CenterBook Partners LP has acquired 66,054 shares of PayPal Holdings, Inc. (NASDAQ:PYPL) for approximately $4.43 million in the third quarter. Other institutional investors have also modified their holdings, while company insiders like CAO Chris Natali and EVP Frank Keller have sold shares. PayPal's stock performance and recent dividend announcement, along with mixed analyst sentiments, are also discussed in the article.
PayPal Holdings, Inc. Sued for Securities Law Violations - Contact The Gross Law Firm Before April 20, 2026 to Discuss Your Rights - PYPL
The Gross Law Firm has issued a notice to shareholders of PayPal Holdings, Inc. (NASDAQ: PYPL) regarding a class action lawsuit for alleged securities law violations. The lawsuit alleges that PayPal made false and misleading statements regarding its financial targets and salesforce capabilities, leading to a significant stock price drop after disappointing Q4 2025 earnings and a CEO transition. Shareholders who purchased PYPL shares between February 25, 2025, and February 2, 2026, are encouraged to contact the firm before the lead plaintiff deadline of April 20, 2026.
PYPL Investors Have Opportunity to Lead PayPal Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) for alleged securities fraud, covering investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit claims PayPal made false statements about its Branded Checkout business growth and customer adoption. Investors who suffered losses are encouraged to contact the firm by April 20, 2026, to potentially lead the lawsuit.
PYPL Investors Have Opportunity to Lead PayPal Holdings, Inc. Securities Fraud Lawsuit
The Rosen Law Firm is announcing a class action lawsuit on behalf of investors who purchased PayPal Holdings, Inc. (PYPL) common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal made false and misleading statements regarding its financial targets and its salesforce's ability to achieve growth. Investors have until April 20, 2026, to move the Court to serve as lead plaintiff in this securities fraud lawsuit.
INVESTOR ALERT: Securities Class Action Filed Against PayPal Holdings, Inc. – Investors Encouraged to Contact Kirby McInerney LLP
Kirby McInerney LLP has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ:PYPL) on behalf of investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression of reliable revenue outlook and growth, minimizing risks, and that their optimistic growth plan fell short. Investors who suffered losses are encouraged to contact the firm to request lead plaintiff appointment by April 20, 2026.
INVESTOR ALERT: Securities Class Action Filed Against PayPal Holdings, Inc. – Investors Encouraged to Contact Kirby McInerney LLP
Kirby McInerney LLP has filed a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased securities between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression of reliable revenue outlook and growth, and minimized risks, leading to a significant stock price decline after disappointing Q4 2025 results and the withdrawal of 2027 financial targets. Investors who suffered losses are encouraged to contact the firm by April 20, 2026, to request lead plaintiff appointment.
PYPL Investors Have Opportunity to Lead PayPal Holdings, Inc. Securities Fraud Lawsuit with the Schall Law Firm
The Schall Law Firm has announced a class action lawsuit against PayPal Holdings, Inc. (NASDAQ: PYPL) for alleged securities fraud violations between February 25, 2025, and February 2, 2026. Investors who suffered losses during this period are encouraged to contact the firm before April 20, 2026, to discuss their rights and participate in the lawsuit. The complaint alleges PayPal made misleading statements about its Branded Checkout business growth capabilities and customer adoption rates.
PYPL Stockholder Alert: Shareholder Rights Law Firm Robbins LLP Reminds Investors of the Class Action Lawsuit Against PayPal Holdings, Inc.
Robbins LLP is reminding investors of a class action lawsuit filed against PayPal Holdings, Inc. (PYPL). The lawsuit alleges that PayPal misled investors regarding its projected revenue growth and downplayed risks, particularly concerning its Branded Checkout offerings. Following disappointing Q4 2025 and full-year financial results and news of a CEO change, PayPal's stock price dropped by over 20% in one day.
PAYPAL LAWSUIT ALERT: Bragar Eagel & Squire, P.C. Announces
Bragar Eagel & Squire, P.C. has filed a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression of reliable revenue outlook and growth, while minimizing risks, and that its 2027 financial targets were unachievable. This announcement follows PayPal's Q4 2025 financial results, which showed disappointing earnings, withdrawal of 2027 targets, and a more than 20% drop in stock price.
PAYPAL LAWSUIT ALERT: Bragar Eagel & Squire, P.C. Announces
Bragar Eagel & Squire, P.C. has filed a class action lawsuit against PayPal Holdings, Inc. on behalf of investors who purchased common stock between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal created a false impression regarding its revenue outlook and growth, and minimized risks, leading to a significant stock drop. Investors have until April 20, 2026, to apply to be lead plaintiff.
Rosen Law Firm Urges PayPal Holdings, Inc. (NASDAQ: PYPL) Stockholders with Large Losses to Contact the Firm for Information About Their Rights
Rosen Law Firm has announced a class action lawsuit on behalf of purchasers of PayPal Holdings, Inc. (NASDAQ: PYPL) common stock who suffered losses between February 25, 2025, and February 2, 2026. The lawsuit alleges that PayPal misled investors regarding its financial targets and the salesforce's ability to execute growth initiatives. Shareholders with large losses are urged to contact the firm to learn about their rights and the process of serving as lead plaintiff by April 20, 2026.
PayPal (PYPL) is Facing Stiff Competition From Apple, Believes Jim Cramer
Jim Cramer believes PayPal (PYPL) is facing severe competition from Apple Pay, which he considers a superior product that has "obliterated" PayPal. This comes as PayPal's shares have significantly declined over the past year and year-to-date, with analysts like Truist and RBC Capital lowering price targets due to sluggish volume growth and take rate compression. Cramer suggests PayPal needs to change its shareholder base and develop new offerings to stop the bleeding against Apple's strong payment solution.
Truist Lowers PayPal (PYPL) Estimates Due to Slower Volume, Take Rate Compression
Truist has lowered its price target for PayPal (PYPL) to $39 from $58, maintaining a Sell rating, due to slower volume growth and take rate compression. This follows similar actions by RBC Capital and Susquehanna, with concerns raised about the pace of Branded Checkout's TPV growth and a material reduction in FY 2026 guidance. Analysts also highlighted disappointment in the slowdown of branded checkout growth in Q4 2025.
PayPal CEO Exit Coincides With Weakest Quarterly Performance in Years; Investors Question Timing of Leadership Announcement
Levi & Korsinsky, LLP is investigating PayPal Holdings, Inc. following its announcement of disappointing fourth-quarter results and the departure of CEO Dan Schulman, with Enrique Lores named as his successor. The timing of this leadership change, alongside the weakest guidance in recent memory, has raised questions among market observers. PayPal's shares declined significantly after the news, having already been under pressure from a recent downgrade.
Here’s Why Gator Capital Sold PayPal (PYPL)
Gator Capital Management, in its Q4 2025 investor letter, reported strong returns for its funds, outperforming both the S&P 500 and the S&P 1500 Financials Index. The letter highlighted their decision to sell PayPal (PYPL) in Q4 2025 due to continued business challenges discussed by management at investor conferences. Despite PayPal's revenue growth in FY 2025, Gator Capital believes other AI stocks offer more promising returns in a shorter timeframe.
Here's Why Gator Capital Sold PayPal (PYPL)
Gator Capital Management sold its position in PayPal Holdings, Inc. (PYPL) during Q4 2025, after management discussions indicated continued business challenges. Despite PayPal's revenue growth, the investment firm decided to step aside and monitor future earnings reports. This decision aligns with observations from Carillon Eagle Small Cap Growth Fund, which also exited its PayPal position due to performance issues.
PayPal (PYPL) is Facing Stiff Competition From Apple, Believes Jim Cramer
Jim Cramer believes that PayPal (PYPL) is facing significant competition from Apple Pay, which he considers a superior product. This competition, combined with other factors like slower volume growth and take rate compression, has contributed to a substantial decline in PayPal's stock price over the past year. Analysts from Truist and RBC Capital have lowered price targets for PYPL, citing concerns about sluggish payment volume growth and its impact on future financials.
