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PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?
Trefis90d agobearish
PayPal Stock Drops Despite Strong Results. Is This a Buying Opportunity?

Paypal (NASDAQ: PYPL) came into Q1 2026 as a company in the middle of a reset and still managed to beat across the board. Revenue landed at $8.35 billion versus expectations of $8.05 billion. Adjusted EPS came in at $1.34, comfortably ahead of the $1.27 estimate. Total payment volume hit $464 billion, up 11% year over year, the highest in its history. And yet, the stock fell almost 9% before the market even opened.

PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?
24/7 Wall St.92d agobearish
PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

PayPal Holdings (NASDAQ:PYPL) shares are tumbling roughly 10% in early trading Tuesday morning to about $45.50, after the company reported a Q1 2026 earnings beat alongside a soft Q2 outlook. The stock closed Monday at $50.39 before the report. The slide extends an already painful run. PYPL stock entered the earnings report down 13% year ... PayPal Tumbles 10% Despite Q1 Earnings Beat: Is the Venmo Spin-off Enough to Save the Stock?

How Investors Are Reacting To Affirm Holdings (AFRM) Earnings Optimism, Valuation Tension, And Insider Selling
Simply Wall St.92d agobearish
How Investors Are Reacting To Affirm Holdings (AFRM) Earnings Optimism, Valuation Tension, And Insider Selling

In recent weeks, Affirm Holdings has drawn attention as investors look ahead to its early May 2026 earnings release, where analysts project substantial year-over-year improvements in earnings and revenue while the company attends several high-profile investor conferences in early June. This combination of earnings optimism, a valuation sitting above some fair-value estimates, and recent insider selling is sharpening the market’s focus on how much growth is already reflected in...