PayPal (NASDAQ:PYPL) Stock Price Expected to Rise, Cantor Fitzgerald Analyst Says

PayPal (NASDAQ:PYPL) had its price target upped by equities research analysts at Cantor Fitzgerald from $42.00 to $54.00 in a note issued to investors on Tuesday,MarketScreener reports. The firm presently has a “neutral” rating on the credit services provider’s stock. Cantor Fitzgerald’s price objective suggests a potential upside of 14.54% from the stock’s current price.

PYPL has been the topic of a number of other research reports. Susquehanna decreased their target price on shares of PayPal from $90.00 to $63.00 and set a “positive” rating on the stock in a research report on Wednesday, February 4th. Truist Financial upped their price objective on PayPal from $39.00 to $45.00 and gave the company a “sell” rating in a research note on Friday, April 24th. Monness Crespi & Hardt lowered shares of PayPal from a “buy” rating to a “neutral” rating in a report on Monday, January 5th. Loop Capital began coverage on PayPal in a research note on Tuesday, March 31st. They issued a “hold” rating and a $46.00 target price on the stock. Finally, Raymond James Financial reissued a “market perform” rating on shares of PayPal in a research note on Monday, February 23rd. Eight analysts have rated the stock with a Buy rating, thirty-two have issued a Hold rating and five have given a Sell rating to the stock. Based on data from MarketBeat.com, the company presently has an average rating of “Hold” and a consensus price target of $56.53.

PayPal Stock Up 1.4%

PYPL stock opened at $47.15 on Tuesday. The company has a debt-to-equity ratio of 0.49, a quick ratio of 1.29 and a current ratio of 1.29. The company has a fifty day moving average of $46.73 and a 200-day moving average of $54.28. PayPal has a one year low of $38.46 and a one year high of $79.50. The stock has a market capitalization of $42.41 billion, a PE ratio of 8.71, a price-to-earnings-growth ratio of 1.45 and a beta of 1.39.

PayPal (NASDAQ:PYPL) last released its quarterly earnings data on Tuesday, May 5th. The credit services provider reported $1.34 EPS for the quarter, topping analysts’ consensus estimates of $1.27 by $0.07. The firm had revenue of $8.35 billion for the quarter, compared to the consensus estimate of $8.05 billion. PayPal had a net margin of 15.77% and a return on equity of 25.42%. The firm’s revenue was up 7.2% on a year-over-year basis. During the same quarter in the previous year, the firm earned $1.33 earnings per share. As a group, analysts expect that PayPal will post 5.31 EPS for the current year.

Insider Transactions at PayPal

In other PayPal news, EVP Frank Keller sold 29,581 shares of the business’s stock in a transaction on Tuesday, March 3rd. The stock was sold at an average price of $46.02, for a total value of $1,361,317.62. Following the transaction, the executive vice president owned 51,567 shares of the company’s stock, valued at approximately $2,373,113.34. The trade was a 36.45% decrease in their ownership of the stock. The transaction was disclosed in a document filed with the Securities & Exchange Commission, which can be accessed through this hyperlink. Also, insider Suzan Kereere sold 37,613 shares of the company’s stock in a transaction that occurred on Wednesday, February 18th. The stock was sold at an average price of $41.49, for a total transaction of $1,560,563.37. Following the transaction, the insider owned 30,983 shares in the company, valued at $1,285,484.67. The trade was a 54.83% decrease in their ownership of the stock. The disclosure for this sale is available in the SEC filing. In the last ninety days, insiders sold 99,677 shares of company stock valued at $4,433,834. Corporate insiders own 0.63% of the company’s stock.

Hedge Funds Weigh In On PayPal

Hedge funds have recently added to or reduced their stakes in the stock. Vanguard Group Inc. lifted its stake in PayPal by 6.5% in the 4th quarter. Vanguard Group Inc. now owns 90,376,927 shares of the credit services provider’s stock valued at $5,276,205,000 after acquiring an additional 5,534,462 shares in the last quarter. Capital Research Global Investors grew its position in shares of PayPal by 2.3% during the 3rd quarter. Capital Research Global Investors now owns 27,953,803 shares of the credit services provider’s stock worth $1,874,637,000 after purchasing an additional 636,441 shares in the last quarter. Norges Bank acquired a new stake in shares of PayPal in the fourth quarter valued at approximately $949,758,000. Invesco Ltd. boosted its stake in shares of PayPal by 9.7% in the fourth quarter. Invesco Ltd. now owns 12,215,792 shares of the credit services provider’s stock valued at $713,158,000 after buying an additional 1,083,843 shares during the period. Finally, Dimensional Fund Advisors LP grew its position in PayPal by 7.7% during the fourth quarter. Dimensional Fund Advisors LP now owns 8,803,241 shares of the credit services provider’s stock worth $513,966,000 after buying an additional 625,705 shares in the last quarter. Institutional investors and hedge funds own 68.32% of the company’s stock.

Key PayPal News

Here are the key news stories impacting PayPal this week:

• Positive Sentiment: Q1 beat on core metrics: PayPal reported higher-than-expected revenue and EPS, with TPV growth and revenue up year-over-year, showing platform momentum despite margin pressure. PayPal Reports First Quarter 2026 Results
• Positive Sentiment: Management is pushing an AI-led transformation and a reorganization into three business units (payments, ads/commerce, merchant connectivity) and launching commerce-focused AI products — moves that could restore growth if execution succeeds. PayPal says it’s ‘becoming a technology company again.’ That means AI.
• Positive Sentiment: Cost-cutting plan: PayPal targets at least $1.5B in savings over 2–3 years to offset margin pressure — a meaningful tempo for improving profitability if achieved. PayPal Q1 2026 net income drops 14% amid cost-savings push
• Neutral Sentiment: International opportunity: Industry reports note improving cross?border payment rails (e.g., Nigeria) and local partnerships that could expand PayPal’s addressable market, but these are longer?term tailwinds. Nigeria Cards and Payments Market Report 2026
• Neutral Sentiment: Dividend: PayPal announced a small quarterly dividend (annualized yield ~1.2%), a signal of capital return but not a major catalyst for growth investors.
• Negative Sentiment: Weak near-term outlook: Management flagged a significant near-term EPS decline (company expects lower non?GAAP profit), and investors punished the stock despite the beat — a primary driver of the sell-off. PayPal shares fall as it signals profit decline ahead
• Negative Sentiment: User engagement and growth concerns plus restructuring/labor actions (layoffs reported) raise execution risk; several firms reiterated Sell/negative views, amplifying downside pressure. PayPal User Growth Stalls, Stock Plummets
• Negative Sentiment: Market volatility: unusually large options trades and analyst skepticism are increasing short-term volatility and limiting a quick rebound. Analysts Reiterated Sell Ratings Despite Q1 Beat

PayPal Company Profile

PayPal Holdings, Inc operates a global digital payments platform that enables consumers and merchants to send and receive payments online, on mobile devices and at the point of sale. The company provides a broad set of payment solutions, including a digital wallet, merchant payment processing, checkout services, invoicing and fraud-management tools. PayPal’s platform is designed to support e-commerce, in-person retail and person-to-person transfers, targeting both individual consumers and businesses of varying sizes.

Key products and services in PayPal’s portfolio include the PayPal wallet and checkout ecosystem, the Venmo peer-to-peer mobile app, Braintree’s developer-focused payment gateway, Xoom for international money transfers, and PayPal Credit and buy-now-pay-later options.