PayPal outperforms estimates, raises 2026 outlook, and CEO signals openness to M&A if a deal creates superior value versus executing the ongoing transformation strategy.
The board has not yet formally responded to the proposal.
The unsolicited bid values the payments giant at a 28% premium.
Despite the bearish call, analyst consensus sits near $53 with a Hold rating.
PayPal beat Q1 estimates on revenue and profit, but Q2 outlook is weak with expected EPS drop as costs rise; full year mixed.
PayPal splits Venmo into own unit to boost clarity and value; restructures company, cuts complexity, shares rise on news.
