PYPL Stock Recent News

PayPal (PYPL 2.81%) reported increased active user numbers in the most recently completed quarter.

PayPal (PYPL 2.81%) has had a tough start to 2025, with its shares down more than 20%. However, the company recently turned in solid Q1 results and issued upbeat guidance while laying out its growth strategy for this year.

In the increasingly crowded market for peer-to-peer payments, Venmo is showing momentum while Cash App has hit a rough patch. CNBC's MacKenzie Sigalos explains.

Earnings season is in full swing. While the barrage of information can be overwhelming, the fresh financial updates that executive teams provide can give investors a much-needed glimpse into how certain businesses are performing.

PayPal's Q1 2025 results exceeded analyst expectations with non-GAAP EPS of $1.33, marking its 5th consecutive quarter of profitable growth. The company saw a 7% increase in transaction margin dollars and reduced operating expenses, driving earnings growth. PYPL's transformation into a commerce platform aims to enhance profitability, offering diverse payment options and personalized experiences for consumers and merchants.

Earnings reports this week from PayPal and Block showed diverging paths for the companies' peer-to-peer payment offerings. Revenue in PayPal's Venmo business rose 20%, outpacing 10% growth in total payment volume, as PayPal added new card users and pushed deeper into checkout.

Anthropic announced a set of integrations on Thursday that allow its Claude AI service to take actions on a user's behalf. Until now, Claude has been able to use available information to answer user queries.

There is a great deal of uncertainty surrounding tariff policy, interest rates, consumer confidence, and just the economy in general. And this has created some excellent opportunities for patient long-term investors to add fantastic businesses to their portfolio at attractive prices.

PayPal is trading near a FWD PEG ratio of 1 when looking at 2026 earnings expectations. PayPal trades below long-term growth rates in earnings, revenue, and free cash flow. Q1 earnings showed amazing growth in margin expansion and profitability, but revenue growth being only 1% is still the one black eye.

The market reaction to PayPal's Q1 2025 earnings was quite mixed, and this shows that the market is still undecided about the company's future. At the same time, the earnings release contained some important positives and, in my view, was yet another step in the right direction. The company's capital allocation is also working in favor of long-term investors and is one more reason to retain my Buy rating on the stock amidst the falling consumer confidence.