PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

You bought puts.  It's always puts.  Or calls on shit cos like ADBE, PYPL, or etc.  What was it?

even PYPL :D

Full porting into PYPL on this news

Entered PYPL after the ride down. Cash flows? Move towards advertising network for vendors? Fair value? Hello? Sentiment is bad, and the move was unreasonably violent. It's nowhere near dying unlike people claim based on the price action alone. Bought OTM calls at a huge discount.

What will be the result of applying these wisdoms into buying PYPL right now?

PYPL all in refin mortgage leveraged and kids colleges funds

I have been buying PYPL options for years
None printed

I've been researching this off and on for the past few days. I'm extremely tempted to toss some capital at PYPL. Massively profitable, compressed valuation, massive buybacks, tokenization of assets structure preparation in play - PYUSD, transition to rapid checkouts with fastlane, etc. If paypal finds a way to somehow remain relevant to the end user it's game-on again. The only thing holding me back on investing atm is that I'm not sure how they plan on regaining traction with the end user... particularly young users who default to applepay, etc. how is PayPal going to target the next generation of spenders and capitalize on their habits? As soon as I know that, I'll invest. Right now i'm tempted but not quite at the pull the trigger level...

When you look at Klarna valuation vs PYPL it is crazy, tho thos new guy will need fresh ideas

cant u believe it, EBAY and PYPL now worth the same

>. With multiple Nobel laureates, landmark academic papers (including the original transformers paper)
A lot of Google's most talented researchers were either laid off to free up cash for stock buybacks, or left voluntarily. They aren't the innovator they once were.
>Impeccable balance sheet
They are increasingly relying on debt in order to fund necessary capex to stay relevant in their industry. While their balance sheet is not alarming yet, it is far from impeccable
>highest net income of any company,
For now they do, but is unlikely to be true 5 years from now due to the massive competitive pressures they face.
Buying GOOG now is like buying PYPL in 2021. In both cases, you have a business that is facing significant competitive pressures, trading near all time highs, but on paper looks like it is still maintaining solid growth.

"It's not PYPL"
Lol bud both are value plays. Current bag holder on both however I would argue that based on valuation PYPL is actually the safer play at the current valuation, trading at a 7-8PE. Even if the company only grows 3-6% moving forward, if it re-rates to a more normalized 15 PE, the stock could be triple the share price 1-2 years from now.
But I do like PINS too. No debt and double digit growth is enticing. Big SBD, however it's basically cancelled out by the share buybacks.
Both PYPL and PINS are solid risk/reward bets at these levels

Probably almost anything but software stocks in particular have seen major damage and some of the MAG7 like AMZN and MSFT are a lot safer. FWIW I do think PYPL is probably near a bottom and I'm still holding it but every time I say that it goes lower.

Lots of emotional reasons not to invest in PYPL - you won’t find a lot of positive remarks on Reddit that’s for sure - almost feels like a concerted effort to bring them down - fundamentally tho I think folks would be fools NOT to start a position - don’t bet the farm but I think there is a decent upside over the next year

PYPL the new meme stock

The last 5-6 years in the market has been "escalator up" (price to narrative, "growth stocks only go up", people eventually become complacent and go 100% risk on, the continued questions of "what's the next 10x?") followed by periods of "elevator down" (price to earnings becomes the focus again in a hurry, crowded growth stocks get puked as people 100% risk-on have no choice but to de-risk, people run to "rent" value while waiting to run back to growth.) Elevator down periods are met, again and again, with another "escalator up" to the point where it's expected.
You can make all manner of value arguments about a lot of things - look at the incessant PYPL posts on here over the last 3 years - but we're still in a period where if it doesn't have some story to sell, nobody cares and/or it has to be way cheaper than before to finally get to a point of interest/some degree of floor.
The market has turned much more casino-y as people try to reach for more and more risk to keep up and as long as there are things working spectacularly well, selling people on PYPL as "it's cheap" and "there's a buyback" (note: no fundamental thesis about the business itself) has gotten no takers for a few years now. Do you have a situation with ADBE 2-3 years from now where people have continually tried to call the bottom but haven't been shaken out because it's been a gradual erosion a la PYPL over the last 2-3 years rather than a rapid decline?
Will we eventually get an "elevator down" period that isn't met with another escalator up? Yes, but timing that has proven to be not the greatest of ideas and if that looks like a dot com-style bust, people have to think through the implications of that as what comes after that will likely require a different playbook.
"Michael Burry (love or hate) "
I don't care either way but I just think the reality of the market post covid is that people have to be flexible in their thinking and adapt to a changing market. If people try to invest in the market that they want it to be or think should be rather than trying to navigate the market that *is*, often times that causes issues. I'm very much of the view that people should invest in the manner that works for them and there is no one way to invest, but if you are wrong, re-assess within a short time frame. Don't be like Hussman and be bearish post 2008 and then months and years pass and eventually your fund has gone from 6.6B in AUM to $300M. Or Berkowitz and his saga with Sears that lasted over a decade and ended with Fairholme holding the bag into bankruptcy.
Being wrong is okay, you will be wrong in investing - it's a continual learning experience. Stubborn and wrong is something to be avoided.

PYPL will comeback. They have to reinvent themselves just like IBM, GE and Cisco did. It will take awhile and gradually the negative sentiment will fade. Value investors and long holders will do quite well on the turnaround.

Not until it becomes actually humiliating to hold. Right now there are still way too many bullish comments on PYPL. Same with DUOL. Need actual capitulation first.

PYPL is in value trap risk territory

I understand that the level of competition is a downside. I also understand that PYPL has been strongly bearish since 2021. However, there is a lot of potential here. Here is a quick summary:

Revenue increasing YOY ✔
Gross profit increasing YOY ✔
Net profit increasing YOY ✔
Health acid-test ratio ✔
The company has plenty of cash and is not drowning in debt. It pays a regular dividend and has a global customer base.
Despite the good financials, the current CEO is stepping down as the company 'is not where it needs to be'. The new CEO, Enrique Lores, takes office on 1 March, 2026. New CEO's are a gamble. They can drive stock prices lower, but they can also turn things around.
The concern with buying PayPal is that it's a value trap, i.e. it seems like a bargain, but the company has no growth potential. It becomes stagnant, or its financials even start declining. I get it. But, is it worth $40 per share? I think so. Prices are back to where they started in 2015.
From a technical view, buying PayPal at any level since 2021 would have resulted in significant losses. The stock has fallen another 50% since the summer of 2025! So, I'm hesitant.
I'm cautious, for good reasons, but interested to see where the price goes from here. I'm interested to see if $40 is a bottom or just another level which breaks and the price moves lower.