Recent announcements on PayPal Holdings (PYPL) have been decussated with a blend of optimism and pessimism. JPMorgan downgraded PYPL's stock due to a sluggish turnaround under the new CEO, resulting in a decline in stock price. Concerns over PayPal's slowing branded checkout growth has further led to a price slump. However, there are arguments suggesting an overreaction to PayPal's gloom, anticipating a 2026 comeback.
The company's shift towards AI-native checkout and Agentic Commerce has stirred the investment narrative. Amid price depressions, PayPal's stock is considered cheap and undervalued, potentially presenting a buying opportunity. Clear Street LLC and Cresset Asset Management have notably increased their PYPL stakes, whereas Amundi and Schroder Investment Management have reduced their positions.
A predilection has been noted towards PYPL as a promising e-commerce AI stock post OpenAI deal, although concerns linger regarding the growth of the branded checkout. Finally, PayPal's partnership with Liverpool FC has received attention, along with the launch of their Ads Manager for Small Businesses which is expected to spark new revenue growth.
Paypal Holdings PYPL News Analytics from Mon, 14 Jul 2025 07:00:00 GMT to Sat, 06 Dec 2025 14:00:00 GMT - Rating 4 - Innovation -2 - Information 6 - Rumor 2
