PYPL
PayPal Holdings, Inc. Common Stock
stock NASDAQ

PYPL still doing PYPL things

... I think PYPL will definitely end up being acquired.. and likely by Stripe.. possibly around the $80 range. But regardless of what ends up happening, the rumor alone should be sufficient to squeeze the recent short position that opened around $57..

There is going to be hundreds of billions of dollars spent on this this year. Build a hundred data centers, you build a hundred facilities where everything in it is going to have an upgrade cycle or need replacing. Spending begets spending. Eventually capex will start to come down but I think even then will remain elevated vs history. Mega cap tech names are now going to be some degree of asset heavy companies.
This sub has continually tried to call the top for a while now. I remember in 2023 when people were saying on here to invest in PYPL instead of NVDA because NVDA was up a lot and PYPL was cheap. There has been more attempts at top calling on here than idea generation as people have largely kept piling into mega cap tech rather than where mega cap tech is spending and then complaining why mega cap tech is underperforming.
When mega cap tech companies come out with earnings and more than one had capex that was 40-50B above estimates, I don't know why people would be looking for the exit in the near-term. You talk about fundamentals - there are stories where companies absolutely can't meet demand.
Eventually this will end - I have no idea when but it's not when estimates have capex for a company like Google at $120B and they come out with $175-185B (vs about $90B the year before.)

Thank god I managed to get out from PYPL - I risked it by doubling down to minimise the loss - lost 2k - NEVER Fucking again buying dieing companies

The rug got pulled on PYPL

I think we all can guess what is going to happen to PYPL price if a deal doesn't happen. Not sure PYPL will agree to a deal however.

All these PYPL bagholders coming out from under their rocks talking about "they knew it". You got lucky, congrats, take the win and spare me your "thesis" 

PYPL a good swing?

How did you pull the trigger to buy PYPL in 2021 as a value investor?

Companies possibly interested in buying PYPL..
Confirmed interest: Stripe
Analyst / media speculation: JPMorgan Chase, American Express, Revolut, private equity firms (Apollo, KKR), Walmart 

Personally, I dont see this as a clean upgrade story yet, more like headline risk management talk.
From what ive seen, reddit has been talking about PYPL a lot this week and the mood is still cautious, not fully bullish.
I probaly think people need to separate the strategic rationale from the payment business execution, because isnt every strategic deal a free rerating.
If valuation doesnt re-rate for harder-to-prove synergies, this actaully still has a long way to go before the setup looks obvious.

I yolo'd 3 stocks hard when techs bottomed: MSTR, PLTR and PYPL.
PYPL had the best fundamentals of the 3 when I filled a 140 avg bag.

I've seen too many buyout rumors in media over the last 2 years that ended up being entirely false/ not coming to fruition to believe it. I feel like it's sometimes used as a ploy to provide exit liquidity to a big fish lol.
Blue horseshoe loves PYPL

WBD was trading at under $8 a share for a while, and is now selling for $30 a share to Netflix.
For PYPL, I think a buyout at $70-80 per share is very feasible if there is enough competition between bidders:
- That would be about about 12-14x their annual cash flows.
- I think Paypal would offer extra additional value to the right buyer that can offer additional synergies.
- Buyouts almost always involve a significant premium over market price to encourage shareholders to approve the deal. A $70-80 buyout would not have been possible months ago, but now that the stock fell to $40, I think most shareholders would happily approve a buyout above $70

Congrats to those who bought PYPL is 40

$PYPL on takeover rumors.
Stripe to make an offer. Likely $65-$80 per share.
Stock should be trading at $60 regardless at this point.
Stripe was just valued at $150B +
Given PayPal’s size, pristine balance sheet plus healthy cash flows, the stock should be trading at $100B valuation at a minimum.
It’s currently at $40B.
As Muzio said, HUGELY undervalued.
Great buy!

Yea let’s get back to losing money on PYPL and ADBE, tired of all the money printing plays that are being pushed here lately

That's normal wallstreet behaviour, their SaaS model is "short as a service". Venmo alone would be worth more than PYPL if it was a hyped up standalone app with 90M users...

That's just insane that a company such as Stripe which just reported $1b annual run rate, could buy PYPL which does north of $30b/year in revenue. I have no skin in the game, but it almost seems some power players are holding PYPL down to steal it cheap. PYPL growth trajectory hasn't been consistent, but deserving of single digit P/E (even after recent runup) is a bit harsh.

PYPL bulls praying this is an acquisition, bears praying it’s just vibes