Polymarket
Will Stripe acquire any part of Paypal in 2026?
Will Stripe acquire any part of Paypal in 2026?
52.0%Volume 56.86K
PayPal Holdings, Inc.
PYPL · NASDAQ
Analyst ratings
hold · 21 ratings
| Date | Firm | Action | Rating | Price target |
|---|---|---|---|---|
| July 16, 2026 | Barclays | Upgrades | Equal-Weight | $55.00 |
| July 16, 2026 | Canaccord Genuity | Maintains | Hold | $55.00 |
| July 15, 2026 | Macquarie | Maintains | Neutral | $50.00 |
| July 9, 2026 | Goldman Sachs | Maintains | Sell | $48.00 |
| June 30, 2026 | Piper Sandler | Maintains | Neutral | $42.00 |
| May 20, 2026 | Canaccord Genuity | Maintains | Hold | $42.00 |
| May 12, 2026 | Truist Securities | Maintains | Sell | $44.00 |
| May 7, 2026 | Macquarie | Downgrades | Neutral | $50.00 |
| May 6, 2026 | UBS | Maintains | Neutral | $48.00 |
| May 6, 2026 | RBC Capital | Reiterates | Outperform | $59.00 |
| April 24, 2026 | Truist Securities | Maintains | Sell | $45.00 |
| April 21, 2026 | B of A Securities | Maintains | Neutral | $55.00 |
| April 16, 2026 | Mizuho | Downgrades | Neutral | $50.00 |
| April 8, 2026 | Citigroup | Maintains | Neutral | $48.00 |
| February 10, 2026 | Truist Securities | Maintains | Sell | $39.00 |
| February 9, 2026 | Cantor Fitzgerald | Maintains | Neutral | $42.00 |
| February 4, 2026 | Macquarie | Maintains | Outperform | $58.00 |
| February 4, 2026 | Morgan Stanley | Maintains | Underweight | $34.00 |
| February 4, 2026 | Goldman Sachs | Maintains | Sell | $41.00 |
| February 4, 2026 | Citigroup | Maintains | Neutral | $42.00 |
| February 4, 2026 | JP Morgan | Maintains | Neutral | $46.00 |
| February 4, 2026 | Wells Fargo | Maintains | Equal-Weight | $48.00 |
| February 4, 2026 | Evercore ISI Group | Maintains | In-Line | $40.00 |
| February 4, 2026 | Canaccord Genuity | Downgrades | Hold | $42.00 |
| February 3, 2026 | Macquarie | Maintains | Outperform | $100.00 |
| January 14, 2026 | Piper Sandler | Maintains | Neutral | $74.00 |
| January 13, 2026 | Daiwa Capital | Downgrades | Neutral | $61.00 |
| January 8, 2026 | Susquehanna | Maintains | Positive | $90.00 |
| January 5, 2026 | Citigroup | Maintains | Neutral | $60.00 |
| December 22, 2025 | Mizuho | Maintains | Outperform | $75.00 |
| December 18, 2025 | Morgan Stanley | Downgrades | Underweight | $51.00 |
| December 12, 2025 | Baird | Downgrades | Neutral | $66.00 |
| December 11, 2025 | B of A Securities | Downgrades | Neutral | $68.00 |
| December 9, 2025 | Wells Fargo | Maintains | Equal-Weight | $67.00 |
| December 8, 2025 | Evercore ISI Group | Maintains | In-Line | $65.00 |
| December 4, 2025 | JP Morgan | Downgrades | Neutral | $70.00 |
| November 4, 2025 | Truist Securities | Maintains | Sell | $66.00 |
| October 29, 2025 | Canaccord Genuity | Maintains | Buy | $100.00 |
| October 29, 2025 | Argus Research | Maintains | Buy | $87.00 |
| October 29, 2025 | Keefe, Bruyette & Woods | Maintains | Outperform | $90.00 |
| October 29, 2025 | UBS | Maintains | Neutral | $80.00 |
| October 28, 2025 | RBC Capital | Maintains | Outperform | $91.00 |
| October 13, 2025 | Goldman Sachs | Downgrades | Sell | $70.00 |
Prediction markets
Live event probabilities associated with this company or market.
Polymarket
Will Stripe acquire Paypal in 2026?
Will Stripe acquire Paypal in 2026?
30.1%Volume 64.08K
Polymarket
Which companies will be acquired before 2027?
iRobot
100.0%Volume 18.07M
Stripe and Advent takeover bid valuation: Lifeline or undervalued asset?
Bull case
The reported $53 billion ($60.50/share) takeover bid from Stripe and Advent represents a credible premium and a potential 'lifeline' for PayPal, with BTIG noting it could support a long-term turnaround away from public market pressures and drive meaningful near-term upside for shareholders.
Bear case
The $60.50-per-share bid is widely seen as too low, with William Blair suggesting buyers could raise it to $70 and retail investors overwhelmingly valuing PYPL above $100. Regulatory risks and valuation disagreements mean the deal is far from certain to close at any price.
CEO Lores's $1.5 billion cost restructuring plan: Credible turnaround or investor doubt?
Bull case
PayPal's $1.5 billion cost program is expected to materially improve free cash flow by 2027, with TIKR's mid-case model projecting FCF jumps of over 100% year-over-year in early 2027 quarters as the plan shifts from announcement to run rate, supporting a path to $74 by 2030.
Bear case
Despite Q1 2026 earnings beating estimates with $8.35 billion in revenue and $1.34 EPS, shares fell 7.7% as investors remain deeply skeptical of new CEO Enrique Lores's restructuring plan. The market's reaction signals that Wall Street is unconvinced the cost cuts will translate into sustainable growth.
Stablecoin and digital payments ecosystem expansion: Growth catalyst or mature platform re-rating?
Bull case
PayPal's participation in Open USD — a new US dollar-backed stablecoin consortium alongside Visa and Mastercard — with revenue sharing and governance rights, represents a credible new product layer that could reinvigorate monetization and expand PayPal's role in global digital money movement.
Bear case
Piper Sandler cut its price target to $42 with a Neutral rating, explicitly flagging slowing network volume growth and mounting pressure on digital payments monetization. The firm argues the hyper-growth story is over and PYPL should now be valued as a mature platform where incremental gains are hard-won.