PYPL Earnings Predictions — 2026-07-28

Ticker Report or Guide KPI Prediction Answer Confidence
PYPL Report Non-GAAP EPS (Q2 2026) BEAT pred ~$1.46 vs. cons $1.417 MEDIUM
PYPL Report Branded Checkout TPV Growth FX-neutral (Q2 2026) BEAT pred ~+1.5% vs. cons ~+0.6% MEDIUM
PYPL Report Transaction Margin $ ex-interest (Q2 2026) BEAT pred ~$3.80B vs. cons $3.741B MEDIUM
PYPL Guide Non-GAAP EPS (Q3 2026) LOWER guide ~$1.55-$1.65 vs. cons $1.713 MEDIUM
PYPL Guide Non-GAAP EPS (FY 2026) UNCHANGED reiterate ~$5.85 midpoint vs. cons $5.792 HIGH
PYPL Guide Revenue (Q3 2026) LOWER guide ~$8.3-$8.5B vs. cons $8.472B MEDIUM
PYPL Return Day-1 residual (stock − beta × S&P 500) -3.0% MEDIUM
PYPL Return 5-day cumulative residual -4.5% (FOLLOW-THROUGH) FOLLOW-THROUGH - sell-side cuts Q3 estimates on guide miss; M&A floor limits but does not reverse the fade MEDIUM