PayPal’s Strong Q1 2026 Beat Overshadowed by Cautious Q2 Warning as Cost Savings Loom
PayPal beat Q1 estimates on revenue and profit, but Q2 outlook is weak with expected EPS drop as costs rise; full year mixed.
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PayPal Makes Venmo a Standalone Unit as Buyers Circle
PayPal splits Venmo into own unit to boost clarity and value; restructures company, cuts complexity, shares rise on news.
Loop Capital Launches Coverage on Payments Stocks – Block Gets Buy Rating at $75
Full list of ratings for payments stocks including Visa, Mastercard, PayPal & more.
Payments Reboot: BofA Restarts Coverage with 5 Buys and Attractive Entry Points
BofA reinstates coverage with Buy ratings on Visa, Mastercard, Block, Affirm, Klarna — Neutral on PayPal.
PayPal Shuts Down Sale Rumors — No Talks with Stripe or Anyone Else
PayPal denies being in acquisition discussions with Stripe amid recent rumors. The company is preparing defenses against activists or takeovers after a stock drop, as new CEO Enrique Lores prepares to start.
From Pioneer to Target: PayPal Draws Stripe Acquisition Interest
Stripe is exploring buying all or parts of PayPal in early talks. This could shake up online payments, but nothing is final yet.