PayPal Stock News

Investors have been extremely willing to pay for PayPal (PYPL -0.49%) stock over the past few trading days. They were cheered by the announcement of not one, but two initiatives that, if managed well, will sharpen the company's competitive edge.

PayPal (PYPL) stock demonstrates stronger revenue growth during crucial periods, higher profitability, and a generally lower valuation compared to Block (XYZ) stock, implying that investing in PYPL might be a more advantageous choice.

PayPal (NASDAQ: PYPL) stock demonstrates stronger revenue growth during crucial periods, higher profitability, and a generally lower valuation compared to Block (NYSE: XYZ) stock, implying that investing in PYPL might be a more advantageous choice.

PayPal has transitioned from a hyper-growth fintech to a steady, cash-rich payments franchise. Trading at 10× FCF, PayPal's downside is limited, and even modest improvements in margins, mix, or Venmo monetization could push intrinsic value toward $100B (+40–50%). The market prices PayPal as a no-growth utility, despite its ability to generate $6B+ in annual FCF and fund $6B in annual buybacks.

PayPal has introduced a way for its small business customers to launch retail media networks. The company on Tuesday (Oct. 7) announced the launch of PayPal Ads Manager, designed to help small businesses “create billions of new advertising impressions for brands of all sizes” using a “fast-growing and highly profitable segment of digital advertising.

PayPal stock has been consolidating for over three years, reflecting post-COVID growth slowdown and ongoing market skepticism about the company's long-term valuation and recovery prospects. The upcoming Q3 earnings are seen as a potential breakout catalyst, with PayPal World's launch and transaction margin improvements setting up for a possible double-beat quarter. Despite strong Q2 results and...

The PayPal stock price rebounded this week, continuing a trend that started late September when it was trading at $65.30. This rebound happened as the company's stablecoin growth continued and as investors bought the recent dip.

PayPal Ads Manager gives tens of millions of small businesses access to high-margin ad revenue while creating valuable new inventory for advertisers of all sizes SAN JOSE, Calif. , Oct. 7, 2025 /PRNewswire/ -- PayPal today unveiled PayPal Ads Manager, allowing the tens of millions of small businesses that use PayPal to become their own retail media networks and generate new revenue streams.