Seeking Alpha
02 Jun 2026, 11:35 UTC · 2h ago
PayPal's Reset Could Finally Reward Patient Buyers (Rating Upgrade)
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Seeking Alpha
02 Jun 2026, 11:35 UTC · 2h ago
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Story key points
3 claims · impact-rated
PayPal is implementing a restructuring plan to achieve $1.5 billion in run-rate savings through AI-driven efficiencies. — Significant cost reduction targets typically lead to margin expansion and higher earnings per share.
+0.60PayPal's Q1 results demonstrated strong growth in revenue and Total Payment Volume (TPV). — Strong top-line and volume growth signal continued market share and platform utility.
+0.40PayPal's margins and take rates continue to experience pressure. — Compression in take rates suggests pricing pressure or a shift toward lower-margin product mixes.
-0.30Ticker attribution
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The analyst upgraded the stock to 'Buy' citing undervaluation, strong revenue growth, and AI-driven cost savings.
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