PayPal Holdings (PYPL) Company Report

Kirby McInerney LLP has filed a securities fraud class action on behalf of investors who purchased PayPal securities between February 25, 2025 and February 2, 2026, alleging the company misrepresented its revenue outlook and growth prospects.
On February 3, 2026, PayPal announced its Q4 and full-year 2025 results, withdrew its 2027 financial targets, and cited macroeconomic and “operational and deployment issues” for underperformance in Branded Checkout.
The lawsuit notes the transition of CEO James Alexander Chriss concurrent with these disclosures.
Investors who suffered losses have until April 20, 2026 to seek lead plaintiff appointment and can contact Kirby McInerney LLP at [email protected] at no cost.

1 day ago

Press Release

PayPal faces probe into metric disclosures

PYPL

Legal Proceedings

Profit Warning

CEO Change

Levi & Korsinsky, LLP is investigating PayPal for potential disclosure issues around its key operating metrics and their timing, in light of SEC guidance on GAAP vs. non-GAAP prominence.
In its Feb. 3, 2026 release, PayPal reported adjusted EPS of $1.23, missing analyst expectations of $1.30–$1.33.
Q4 revenue was $8.68 billion versus estimates of $8.80 billion, with management attributing the shortfall to weaker checkout growth and macroeconomic headwinds.
The company announced CEO Dan Schulman’s departure, naming HP’s Enrique Lores as his successor.
Shares plunged 19–20% to a 12-month low of ~$42 on Feb. 3, accompanied by a surge in trading volume.

1 day ago

Press Release

PayPal eyed by Stripe in potential $60B takeover

PYPL

M&A

Takeover Bid

Stripe is in early-stage discussions to acquire all or parts of PayPal, lifting PayPal shares by about 6–7% on the news.
The contemplated transaction could exceed $60 billion, with Stripe considering either a full buyout or selective asset purchase.
Stripe’s recent tender offer values the company at roughly $159 billion, and its platform processed $1.9 trillion in volume (up 34% from 2024); its Link wallet serves over 200 million users.
PayPal’s share price closed at $47.01, up 6.7%, implying a market cap near $43.3 billion following the report.

2 days ago

Barron's

PayPal draws takeover interest after 46% share slump

PYPL

M&A

Management Change

Demand Weakening

PayPal shares plunged 46–50% over the past year, reducing its market value to $38 billion and prompting takeover interest.
Preliminary talks with banks suggest potential suitors are considering either a full-company acquisition or purchases of specific units like Venmo.
Fourth-quarter profit and revenue missed analyst expectations, and payment volume growth continued to slow.
Enrique Lores is set to become CEO on March 1 after Alex Chriss’s removal following disappointing results.

4 days ago

Bloomberg

PayPal posts weak Q4 2025 results and CEO transition

PYPL

Earnings

CEO Change

Profit Warning

Q4 2025 revenue of $8.68 billion missed the $8.80 billion consensus; adjusted EPS of $1.23 fell short of the $1.30–$1.33 estimate
Warned that 2026 EPS will decline year-over-year, well below prior Wall Street forecasts
CEO Dan Schulman will depart and be replaced by HP veteran Enrique Lores
Shares tumbled 16–17% to a 12-month low near $53, with trading volume 3–4× the 30-day average

Feb 18, 2026, 2:00 PM

Press Release

PayPal shareholders alerted to class action lawsuit filing

PYPL

Legal Proceedings

Class action lawsuit filed in the U.S. District Court for the Northern District of California alleging PayPal made misleading statements about its 2027 financial targets and Branded Checkout growth while concealing salesforce readiness issues.
Lawsuit follows PayPal’s disappointing Q4 and FY2025 results announced Feb 3, 2026, a sudden CEO transition, withdrawal of its 2027 guidance, and a 20.31% stock decline from $52.33 to $41.70 in one day.
Investors who acquired PayPal shares between Feb 25, 2025 and Feb 2, 2026 have until April 20, 2026 to seek appointment as lead plaintiff.

Feb 17, 2026, 10:49 PM

Press Release

PayPal under investigation after Q4 2025 earnings miss and CEO departure

PYPL

Earnings

CEO Change

Legal Proceedings

Pomerantz LLP is investigating claims on behalf of investors that PayPal and certain officers/directors engaged in securities fraud or other unlawful business practices.
On February 3, 2026, PayPal reported weaker-than-expected Q4 and FY2025 earnings and revenue.
PayPal announced the departure of CEO Alex Chriss alongside its Q4 results announcement.
Following the announcement, PayPal’s share price plunged 20.31% to $41.70 on February 3, 2026.

Feb 12, 2026, 11:51 PM

Press Release

PayPal investigated over Q4 2025 earnings and weak 2026 guidance

PYPL

Legal Proceedings

Guidance Update

Profit Warning

Levi & Korsinsky, LLP is probing PayPal for a notable gap between its prior outlook and actual fourth quarter 2025 results.
Q4 2025 revenue was $8.68 billion, missing estimates by $120 million (~1.4%), and adjusted EPS of $1.23 fell short of the $1.30–$1.33 consensus (5.4–7.5% miss).
The company’s 2026 guidance forecasts a decline in transaction margin dollars and adjusted EPS ranging from a low-single-digit fall to a modest gain, below analyst models.
Shares plunged 19–20% to about $42, establishing a new 52-week low after the announcement.

Feb 4, 2026, 11:51 PM

Press Release

PayPal: Poland Buy Now Pay Later Market Forecast to $10.72 Billion by 2031

PYPL

Report projects the Poland BNPL market will grow by 24.7% in 2026 to US$4.09 billion.
The sector recorded a 27.7% CAGR from 2022–2025 and is forecast to sustain a 21.3% CAGR through 2026–2031.
Market size is expected to expand from US$3.28 billion in 2025 to US$10.72 billion by 2031.
Analysis is underpinned by 90+ KPIs, including market size, segment breakdowns, and consumer behaviour, with competitive insights on PayPo, Klarna, Twisto, PayPal, and PayU.
Forecast period covers 2026–2031, offering strategic inputs for investment and expansion in Poland’s BNPL landscape.

Feb 4, 2026, 10:37 AM

Press Release

PayPal appoints new CEO and independent board chair

PYPL

CEO Change

Board Change

Management Change

PayPal’s Board has appointed Enrique Lores as President and Chief Executive Officer, effective March 1, 2026, succeeding Alex Chriss, with Jamie Miller serving as Interim CEO until Lores assumes the role.
David W. Dorman has been named Independent Board Chair, effective immediately, and Enrique Lores relinquishes the Board Chair position while remaining a director.
The leadership changes follow a strategic board evaluation aimed at accelerating execution, innovation, and PayPal’s competitive position in a rapidly evolving AI-driven payments landscape.

Feb 3, 2026, 10:14 PM

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