| PYPL |
Report |
Online branded-checkout TPV growth (FX-neutral) |
MISS |
pred ~0.8% vs. cons 1.2% |
MEDIUM |
| PYPL |
Report |
Transaction-margin dollars |
IN-LINE |
pred ~$3.75B vs. cons $3.73B |
MEDIUM |
| PYPL |
Report |
Adjusted EPS |
BEAT |
pred ~$1.31 vs. cons $1.28 |
MEDIUM |
| PYPL |
Guide |
Adjusted EPS |
LOWER |
guide ~$5.28 vs. cons $5.32 (FY2026) |
MEDIUM |
| PYPL |
Guide |
Online branded-checkout TPV growth (FX-neutral) |
LOWER |
guide ~1.0% vs. cons 1.5% (FY2026) |
MEDIUM |
| PYPL |
Guide |
Adjusted free cash flow |
UNCHANGED |
guide ~$6.0B vs. cons $6.0B (FY2026) |
HIGH |
| PYPL |
Guide |
Gross annualized cost savings |
UNCHANGED |
guide ≥$1.5B vs. cons $1.5B (2026–2028) |
HIGH |
| PYPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-3.2% |
— |
LOW |
| PYPL |
Return |
5-day cumulative residual |
-4.8% (FOLLOW-THROUGH) |
A modest Q2 EPS beat is outweighed by branded-checkout weakness and FY2026 EPS guidance below ~$5.32 consensus, pulling second-half and 2027 estimates lower; limited takeover visibility allows part of the ~$8.72 pre-bid-to-current premium to unwind, though the reported $60.50 offer constrains downside. |
LOW |