PYPL

PYPL Earnings Preview

PayPal Holdings, Inc. · Financial Services · $47B

13d until earnings

PYPL Earnings

Tuesday, May 05 2026
EPS Estimate
$1.28
$1.20 – $1.41
Revenue Estimate
$8.1B
Current Price
$50.88

Our Position

bearish · high

Mizuho Downgrades PayPal Amid Growth Challenges

structured data est. revisions stable

The downgrade and growth slowdown highlight increased competitive threats and fundamental challenges impacting PayPal's ability to sustain its growth momentum and profit expansion.

Watch: Watch Q1 2026 guidance and any CEO strategic updates for signs of turnaround or new growth drivers.

Data Signal Summary

1 bullish
3 bearish
Insider selling cluster Put/call 0.1 (bullish skew) Analysts: bearish Price downtrend

Key Context

Analyst Consensus
bearish
Insider Activity
selling
Price Trend
downtrend
From 52w High
-1.1%
P/E Ratio
9.5
Est. Revisions (30d)
+0.0% 0up/27dn
Analyst Target (mean)
$53 $32–$147 +4%
Options P/C Ratio
0.07
Est. Dispersion
16% 35 analysts
Insider Cluster
strong sell
Fund Convergence
strong Citadel, Bridgewater, Coatue, Two Sigma, D.E. Shaw

Recent Activity

insider trades 98 transactions
Other · SCOTTI DIEGO (Officer) ·34,354 shares
Other · GILL MICHELLE (Officer) ·12,005 shares
Other · MILLER JAMIE S (Chief Operating Officer) ·12,005 shares
Sell · KEREERE SUZAN (Officer) ·13,515 shares ·$621,984
Sell · NATALI CHRIS (Officer) ·2,208 shares ·$98,764
93 more
Sell · KELLER FRANK ·29,581 shr ·$1,361,370
Other · GILL MICHELLE ·27,610 shr
Other · WEBSTER AARON JAMES ·18,407 shr
Other · KEREERE SUZAN ·27,610 shr
Other · NATALI CHRIS ·4,501 shr
Award · KELLER FRANK ·32,783 shr
Other · KELLER FRANK ·33,402 shr
Other · SCOTTI DIEGO ·27,610 shr
Other · MILLER JAMIE S ·29,656 shr
Sell · KEREERE SUZAN ·37,613 shr ·$1,560,409
Sell · NATALI CHRIS ·1,213 shr ·$49,114
Other · KEREERE SUZAN ·69,725 shr
Sell · KELLER FRANK ·3,478 shr ·$139,816
Award · DORMAN DAVID WYATT ·2,085 shr
Other · CHRISS JAMES ALEXANDER ·23,281 shr
Other · WEBSTER AARON JAMES ·8,523 shr
Other · NATALI CHRIS ·2,726 shr
Other · KELLER FRANK ·1,639 shr
Other · SCOTTI DIEGO ·8,588 shr
Award · DORMAN DAVID WYATT ·2,150 shr
Award · STANLEY DEIRDRE ·1,892 shr
Award · LORES ENRIQUE J ·2,881 shr
Other · GILL MICHELLE ·12,004 shr
Other · MILLER JAMIE S ·12,004 shr
Other · KELLER FRANK ·5,792 shr
Sell · KEREERE SUZAN ·4,162 shr ·$249,057
Other · KEREERE SUZAN ·8,503 shr
Sell · WEBSTER AARON JAMES ·9,282 shr ·$615,310
Sell · KEREERE SUZAN ·12,500 shr ·$860,935
Sell · KEREERE SUZAN ·5,000 shr ·$347,622
Sell · NATALI CHRIS ·1,374 shr ·$94,987
Sell · SCOTTI DIEGO ·3,838 shr ·$264,702
Other · CHRISS JAMES ALEXANDER ·106,671 shr
Other · WEBSTER AARON JAMES ·8,524 shr
Other · NATALI CHRIS ·2,727 shr
Other · MILLER JAMIE S ·12,004 shr
Sell · KEREERE SUZAN ·4,162 shr ·$288,792
Sell · NATALI CHRIS ·7,102 shr ·$492,529
Sell · SCOTTI DIEGO ·3,838 shr ·$265,285
Other · CHRISS JAMES ALEXANDER ·23,280 shr
Other · WEBSTER AARON JAMES ·8,525 shr
Other · NATALI CHRIS ·10,905 shr
Award · STANLEY DEIRDRE ·4,322 shr
Award · DORMAN DAVID WYATT ·146 shr
Award · YEARY FRANK D ·131 shr
Other · GILL MICHELLE ·12,006 shr
Other · MILLER JAMIE S ·12,006 shr
Sell · MESSEMER DEBORAH M ·3,795 shr ·$277,036
Sell · KEREERE SUZAN ·4,162 shr ·$304,827
Sell · SCOTTI DIEGO ·3,839 shr ·$281,158
Award · MESSEMER DEBORAH M ·3,795 shr
Award · DI SIBIO CARMINE ·3,795 shr
Award · CHIK JOY ·3,795 shr
Award · SARNOFF ANN M ·3,795 shr
Award · CHRISTODORO JONATHAN ·3,795 shr
Award · MOFFETT DAVID M ·3,795 shr
Award · MCGOVERN GAIL J ·3,795 shr
Award · DORMAN DAVID WYATT ·3,795 shr
Award · YEARY FRANK D ·3,795 shr
Award · LORES ENRIQUE J ·5,003 shr
Other · KELLER FRANK ·5,795 shr
Other · KEREERE SUZAN ·8,504 shr
Other · WEBSTER AARON JAMES ·65,565 shr
Other · KELLER FRANK ·19,985 shr
Other · SCOTTI DIEGO ·8,589 shr
Other · GILL MICHELLE ·12,007 shr
Other · MILLER JAMIE S ·12,007 shr
Award · CHIK JOY ·807 shr
Other · KELLER FRANK ·16,970 shr
Sell · MCGOVERN GAIL J ·2,446 shr ·$176,479
Other · KEREERE SUZAN ·95,237 shr
Award · HENRY ALYSSA ·1,210 shr
Award · DORMAN DAVID WYATT ·1,335 shr
Award · YEARY FRANK D ·1,161 shr
Award · LORES ENRIQUE J ·1,944 shr
Other · GILL MICHELLE ·48,022 shr
Other · MILLER JAMIE S ·48,022 shr
Other · KELLER FRANK ·3,296 shr
Other · CHRISS JAMES ALEXANDER ·176,511 shr
Award · LORES ENRIQUE J ·1,916 shr
Award · DI SIBIO CARMINE ·4,249 shr
Sell · MESSEMER DEBORAH M ·4,422 shr ·$272,616
Award · MESSEMER DEBORAH M ·4,422 shr
Award · SARNOFF ANN M ·4,422 shr
Award · ADKINS RODNEY C. ·4,422 shr
Award · CHRISTODORO JONATHAN ·4,422 shr
Award · MOFFETT DAVID M ·4,422 shr
Award · MCGOVERN GAIL J ·4,422 shr
Award · DORMAN DAVID WYATT ·4,422 shr
Award · YEARY FRANK D ·4,422 shr
Award · DONAHOE JOHN JOSEPH II ·5,829 shr
Award · LORES ENRIQUE J ·4,422 shr
Other · WEBSTER AARON JAMES ·8,522 shr
analyst ratings 3 ratings
Cantor Fitzgerald Neutral 20h ago
B of A Securities Neutral 21h ago
Mizuho ·down Neutral 5d ago