| PYPL |
Report |
Non-GAAP EPS |
BEAT |
pred ~$1.30 vs. cons $1.28 |
MEDIUM |
| PYPL |
Report |
Revenue |
IN-LINE |
pred ~$8.60B vs. cons $8.64B |
MEDIUM |
| PYPL |
Report |
FX-neutral online branded-checkout TPV growth |
MISS |
pred ~1.0% vs. cons 2.0% |
MEDIUM |
| PYPL |
Guide |
FY26 non-GAAP EPS |
LOWER |
guide ~$5.24 vs. cons $5.30 (FY26) |
MEDIUM |
| PYPL |
Guide |
FY26 transaction-margin dollars ex-interest growth |
LOWER |
guide ~-1.0% vs. cons 0.0% (FY26) |
MEDIUM |
| PYPL |
Guide |
FY26 FX-neutral online branded-checkout TPV growth |
LOWER |
guide ~1.0% vs. cons 2.0% (FY26) |
MEDIUM |
| PYPL |
Guide |
FY26 adjusted free cash flow |
UNCHANGED |
guide ~$6.0B vs. cons $6.1B (FY26) |
MEDIUM |
| PYPL |
Return |
Day-1 residual (stock − beta × S&P 500) |
-2.5% |
— |
MEDIUM |
| PYPL |
Return |
5-day cumulative residual |
-4.0% (FOLLOW-THROUGH) |
A modest EPS beat of ~$1.30 versus $1.28 is outweighed by FY26 EPS guide of ~$5.24 versus $5.30 consensus and branded-checkout growth of ~1.0% versus 2.0%; those out-period cuts should drive negative revisions despite M&A support. |
MEDIUM |