PYPL PayPal Holdings, Inc.
BULLISH
Impact: 1/10
ANALYST-UPGRADE
28 firms acted on PYPL: Loop Capital, KGI Securities, Citizens, Canaccord Genuity, Cantor Fitzgerald, Daiwa Capital, Morgan Stanley, Baird, B of A Securities, JP Morgan, Citigroup, Wells Fargo, Goldman Sachs, Wolfe Research, Seaport Global, Truist Securities, Compass Point, Seaport Global, Evercore ISI Group, Wolfe Research, B of A Securities, Phillip Securities, Bernstein, Daiwa Capital, Argus Research, Bernstein, William Blair, Susquehanna
Final — all horizons settled through T+60d ⚠ clustered
PYPL ▲ +1.02% at T+60d
LONG call ✓ call won +1.02% · α vs SPY -6.08% · entry $73.87 → $74.62
Currently $41.46 · -43.87% from $73.87 entry
T+1d
-1.25%
call -1.25% · α -0.83%
$72.95
settled 11mo ago
T+5d
+1.29%
call +1.29% · α +0.65%
$74.82
settled 11mo ago
T+20d
-9.19%
call -9.19% · α -10.95%
$67.08
settled 10mo ago
T+60d
+1.02%
call +1.02% · α -6.08%
$74.62
settled 8mo ago
Price Chart
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Executive Summary
28 firms acted on PYPL: Loop Capital, KGI Securities, Citizens, Canaccord Genuity, Cantor Fitzgerald, Daiwa Capital, Morgan Stanley, Baird, B of A Securities, JP Morgan, Citigroup, Wells Fargo, Goldman Sachs, Wolfe Research, Seaport Global, Truist Securities, Compass Point, Seaport Global, Evercore ISI Group, Wolfe Research, B of A Securities, Phillip Securities, Bernstein, Daiwa Capital, Argus Research, Bernstein, William Blair, Susquehanna
Impact Score
Base Score
1/7
LLM Adjustment
+0
Final Score
1/10
Consensus & Targets
Buy / Strong Buy
15 (29%)
Hold
33
Sell / Strong Sell
4
Total Analysts
34
Mean PT
$52.53
Median PT
$48.00
High PT
$147.39
Low PT
$32.00
Current Price
$44.75
Implied Upside
+17.4%
Recent Analyst Activity
| Date | Firm | Action | Rating | Price Target |
|---|---|---|---|---|
| 2026-05-20 | Canaccord Genuity | maintain | Hold | $42.00 |
| 2026-05-12 | Truist Securities | maintain | Sell | $44.00 |
| 2026-05-07 | Macquarie | downgrade | Neutral | $50.00 |
| 2026-05-06 | UBS | maintain | Neutral | $48.00 |
| 2026-05-06 | RBC Capital | reiterate | Outperform | $59.00 |
| 2026-05-05 | Needham | reiterate | Hold | — |
| 2026-04-24 | Truist Securities | maintain | Sell | $45.00 |
| 2026-04-22 | BMO Capital | initiate | Market Perform | $52.00 |
| 2026-04-21 | Cantor Fitzgerald | maintain | Neutral | $54.00 |
| 2026-04-21 | B of A Securities | maintain | Neutral | $55.00 |
Firm Track Record — Seaport Global
Seaport Global accuracy: 51% on 239 calls | avg return: 1.5%
Industry benchmark: mean 51% ± 11%. Top tier: ≥61% (mean + 1σ). Based on 15 firms with ≥5 scored calls.
| Firm | Accuracy | Calls | Avg Return | vs Average |
|---|---|---|---|---|
| Monness, Crespi, Hardt | 100% | 3/3 | 19.5% | top tier |
| Goldman Sachs | 100% | 4/4 | 4.2% | top tier |
| JP Morgan | 100% | 3/3 | 2.8% | top tier |
| BMO Capital | 80% | 4/5 | 10.6% | top tier |
| Susquehanna | 80% | 4/5 | 9.7% | top tier |
| B of A Securities | 67% | 2/3 | -9.6% | top tier |
| Baird | 67% | 4/6 | -0.3% | top tier |
| Canaccord Genuity | 60% | 3/5 | 3% | above average |
| Barclays | 60% | 3/5 | 3% | above average |
| UBS | 60% | 3/5 | 3.2% | above average |
Earnings Estimates
Next earnings: Jul 27, 2026
| Period | EPS Est. | EPS Range | Revenue | Revisions (7d) |
|---|---|---|---|---|
| 0y | $5.30 | $5.17 — $5.53 | $34.3B | ↑1 ↓0 |
| 0q | $1.29 | $1.25 — $1.49 | $8.5B | ↑1 ↓0 |
| +1y | $5.78 | $5.27 — $6.57 | $35.8B | ↑1 ↓0 |
| +1q | $1.33 | $1.25 — $1.48 | $8.6B | ↑1 ↓0 |
Cross-Platform Signals
Insider Trades (90d)
0 buys / 5 sells
Congressional
Mark Alford (republican) — sell $1,001 - $15,000
Congressional
Byron Donalds (republican) — buy $1,001 - $15,000
Congressional
Byron Donalds (republican) — buy $1,001 - $15,000
Institutional
NORGES BANK — new
Institutional
SOUND SHORE MANAGEMENT INC /CT/ — exit (-100%)
Institutional
Fund 1 Investments, LLC — exit (-100%)
Documents Analyzed
Report based on filing metadata.
11 reports for PYPL
100%
Hit rate
best @ T+20▲ +10.67%
Filters
Rows
| Type | Now | ||||
|---|---|---|---|---|---|
|
Jun 6, 2026
3d ago
|
ANALYST-DOWNGRADE
| $46.20 $44.93 | ▲ +2.75% | ▲ +5.04% | $41.46 (+10.25%) |
|
May 31, 2026
9d ago
|
ANALYST-UPGRADE
| $73.87 $74.82 | ▲ +1.29% | ▲ +0.65% | $41.46 (−43.87%) |
|
May 22, 2026
18d ago
|
ANALYST-UPGRADE
| $51.20 $50.93 | ▼ −0.53% | ▼ −0.58% | $41.46 (−19.02%) |
|
May 16, 2026
24d ago
|
ANALYST-DOWNGRADE
| $49.80 $49.76 | ▲ +0.08% | ▲ +1.06% | $41.46 (+16.74%) |
|
May 8, 2026
4w ago
|
DEFA14A
| $45.06 $44.37 | ▼ −1.53% | ▼ −1.45% | $41.46 (−7.98%) |
|
May 7, 2026
4w ago
|
ANALYST-DOWNGRADE
| $46.20 $45.23 | ▼ −2.09% | ▼ −3.60% | $41.46 (−10.25%) |
|
May 1, 2026
5w ago
|
ANALYST-UPGRADE
| $73.87 $74.82 | ▲ +1.29% | ▲ +0.65% | $41.46 (−43.87%) |
|
Apr 29, 2026
6w ago
|
Insider Cluster
| $50.93 $46.49 | ▼ −8.71% | ▼ −11.82% | $41.46 (−18.59%) |
|
Apr 22, 2026
6w ago
|
ANALYST-UPGRADE
| $51.20 $49.37 | ▼ −3.57% | ▼ −3.62% | $41.46 (−19.02%) |
|
Apr 7, 2026
9w ago
|
DEFA14A
| $45.84 $49.56 | ▲ +8.12% | ▲ +4.60% | $41.46 (−9.55%) |
Showing 10 of 11
US Market Status
Market Closed — Opens Thu (10h 11m)
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