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Visa just posted a fifteenfold jump on a new payment rail while its core business hits records, but the real question is whether stablecoins strengthen its network grip or quietly erode the economics that justify trading near all-time highs.
AFRM's new AI model uses 14 years of data to expand credit approvals, boost completed purchases and improve early loan performance.
Venmo's expanded NIL campaign targets college audiences as PYPL pushes the platform beyond P2P payments and builds higher-value engagement.
PayPal (PYPL) has gained 27% over the past three months while the S&P 500 returned 0.7%. Over the trailing twelve months, the stock is still down 18.7%, so the whole gain is recent. A gain that recent still needs an operating reason to hold, and management points to what PayPal lends, not to the checkout button.
Coinbase Global (COIN) stock has gained about 18% over the past month, and it is still down about 44% over the past year. At about $175 a share, the market pays 7.3 times sales against 3.2 for the S&P 500, more than double the market's price for revenue that is shrinking. The question is whether what Coinbase is building is worth more than what it is losing.
Enrique Lores is rejecting multi-billion-dollar takeover bids to chart PayPal's independent future.
Investors need to be aware of the headwinds the stock faces.
PayPal expands into tuition, BNPL and merchant payments, giving the company more ways to reach customers and grow.
PayPal CEO Enrique Lores won't be selling the payments icon for a dime.
The digital payments provider faces formidable challenges.
PayPal Shares Jump as Stripe Takeover Rumors Reignite
PayPal (PYPL) trades at 9.8 times earnings while the S&P 500 trades at 23.2. The profitability underneath is ordinary: an 18.4% operating margin against 18.5% for the market. The discount is not about whether the company makes money. It is about what each dollar it moves is worth.
Bank of America dropped a fresh price target on Affirm just as yields began to ease, and the combination sent buy-now-pay-later stocks racing ahead of a sleepy broad market. Whether the rally holds depends on a credit question Levchin himself flagged on live television.
On August 28, 2026, Advent International and Stripe ended their roughly $53 billion pursuit of PayPal Holdings, Inc. (NASDAQ:PYPL) after failing to agree on a purchase price. After the pullback, the stock fell about 13% to a $53.6 close, wiping out much of the rally. What’s left is uncomfortable math. The board has turned down […]
The “Big Short” investor says he is redeploying capital from Veeva into “spring-loaded positions” while waiting for PayPal to fall further before adding.
Affirm (AFRM) continues to widen its lead over peers in the buy now, pay later space, RBC Capital Ma
Stripe and Advent have walked away from a massive takeover pursuit.
Stripe and Advent International just walked away from a potential $50 billion PayPal takeover, and the BNPL challengers are celebrating loudly. Here is what the Friday moves actually signal about who wins and who is still exposed.
A collapsed $50 billion buyout sent shockwaves through the buy-now-pay-later sector Friday morning, splitting two of digital payments' biggest names into opposite directions while the broader financials market barely flinched.
Investing.com -- U.S. stock futures slipped slightly Friday morning as investors sifted through a wave of corporate earnings while awaiting remarks from Federal Reserve Chairman Kevin Warsh.
Buy now, pay later company Affirm (NASDAQ:AFRM) beat Wall Street’s revenue expectations in Q2 CY2026, with sales up 33% year on year to $1.17 billion. On top of that, next quarter’s revenue guidance ($1.21 billion at the midpoint) was surprisingly good and 3.6% above what analysts were expecting. Its GAAP profit of $4.62 per share was significantly above analysts’ consensus estimates.
The stablecoin trade is escaping the crypto exchanges and hunting for new targets in fintech, and not every fintech name is getting pulled along for the ride. Which ones are catching the bid and why tells a sharper story than the headline moves suggest.
Mobile payments are gaining momentum as digital wallets, instant payments and embedded finance reshape global commerce. RELY, PAY, DLO and MQ could be among the biggest beneficiaries.
Financial technology firms’ SoFi Technologies, Inc. (NASDAQ:SOFI) and PayPal Holdings, Inc. (NASDAQ:PYPL)’s shares have diverged in performance in 2026. SOFI is down by 31% year-to-date while PYPL is up by 5.9%. PayPal Holdings, Inc. (NASDAQ:PYPL)’s stock has gained primarily on the back of takeover news, but Cramer has remained unconvinced. In his previous remarks about […]
The past six months have been a windfall for PayPal’s shareholders. The company’s stock price has jumped 41.2%, hitting $62.21 per share. This was partly thanks to its solid quarterly results, and the run-up might have investors contemplating their next move.
Robinhood and Bakkt fell in the very session Coinbase surged, which points the cause at Washington rather than at the price of bitcoin.
Great Hill Capital founder Tom Hayes believes Berkshire Hathaway Inc. will fail to beat the S&P 500 over the next decade, declaring the conglomerate’s era of market outperformance is “done.” Instead, the contrarian investor is placing high-conviction turnaround bets on...
PayPal stock rose on Friday after a report said that the payments company is in negotiations to sell itself to Stripe and private-equity firm Advent International, with the potential buyers discussing a higher price than their previous offer. Stripe and Advent offered $60.50 a share for PayPal in a July deal that would value the fintech company at around $53 billion, but PayPal considered the bid too low, the Wall Street Journal reported on Friday, citing people familiar with the matter. PayPal declined to comment.
PayPal Holdings is in talks to sell itself to a group that includes Stripe and the private-equity firm Advent International, according to people familiar with the matter. Stripe and Advent in July proposed paying $60.50 a share for PayPal, a price PayPal viewed as insufficient, some of the people said.
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