PYPLInternet & Digital Services
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Get what investors say about PYPL next
1 new call on PYPL this week is not on this page yet. Follow PYPL free and new calls come to you in The Brief, our morning email, the day after we record them. This page shows them a week later.
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Who said what, and what PYPL did next
Every dot is a day someone on the record made a call. Hover one to see who. We are not scoring them — the point is that you can see it and judge for yourself.
Who’s talking about PYPL
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-10-21 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Hedge Fund Tips (Tom Hayes) | PayPal CEO is cutting middle management to accelerate decision-making, the company is on track to repurchase… |
| 2026-10-14 | Jim Cramer (CNBC)Host, CNBC's Mad Money | Neutral | CNBC (uncut) | PayPal trades at only 10× earnings but Cramer sees it as too limited in scope and prefers owning Goldman… |
| 2026-07-27 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Varney & Co | PayPal is generating record free cash flow, record earnings, and record revenue with Venmo and BNPL each… |
| 2026-07-18 | Chamath PalihapitiyaFounder, Social Capital | Bullish | All-In Podcast | The $60/share Stripe-Advent-Block bid is not the clearing price — strategic value of 439M consumer accounts… |
| 2026-06-16 | Tom HayesFounder & chairman, Great Hill Capital | Bullish | Fox Claman Countdown | PayPal is down 80% from 2021 highs yet revenues and free cash flow are at records, margins are inflecting… |
| 2025-12-05 | Lyn AldenIndependent macro strategist | Bullish | interview | Rotated a portion of the portfolio into PayPal as a conservatively priced replacement for AI-adjacent… |
| 2025-10-28 | Joe Terranova (Virtus)Chief market strategist, Virtus | Bullish | CNBC Halftime Final Trades | New CEO Alex Chriss is engineering a corporate turnaround at PayPal |
| 2024-10-07 | Dan DolevManaging Director, Fintech Equity Research, Mizuho Securities | Bullish | The Compound | New CEO Alex Chriss is avoiding wasteful M&A while delivering steady positive catalysts — Amazon Buy with… |
| 2023-08-21 | Paul GabrailCo-Founder & Host, Everything Money | Bullish | Chris Mayer | PayPal at ~$60 is attractively priced on a DCF basis despite near-term margin pressure and competitive noise… |
| 2022-05-14 | Justin J M0NeyHost, J.M0NEY YouTube channel | Bullish | Pat Dorsey | PayPal's ~$75 price is drastically oversold relative to a conservative intrinsic value of ~$150, as ~20%… |
Show all 12 mentions
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2021-05-07 | Cathie WoodCEO & CIO, ARK Invest | Bullish | Think Invest | Venmo's cost of customer acquisition is a fraction of traditional banks', and e-commerce (half of WeChat… |
| 2018-12-12 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | One of four stocks Payne believes can be bought and held for substantial gains over the next five years while… |
Next report: 1 Feb 2027 after the close
| Report | When | EPS actual vs est. | Reaction |
|---|---|---|---|
| 27 Oct 2026 | before the open | 1.45 vs 1.34 | +2.6% |
Notable options days
Sessions in the last 120 where PYPL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 8 of 120 sessions qualified.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-10-26 | ||||||
| 2026-09-25 | ||||||
| 2026-09-03 | ||||||
| 2026-08-28 | ||||||
| 2026-08-20 | ||||||
| 2026-07-16 | ||||||
| 2026-07-15 | ||||||
| 2026-07-13 |
PYPL on the Wheel
PYPL did not pass our 1-month put test (V2, V3); the Wheel shows its puts without calling one best.
The Wheel lists cash-secured puts on stocks after a 3% drop, with live quotes, the chance of assignment and each stock’s own history. Free to use; a free account lets you follow stocks, add your own and ask questions.
Decision support, not advice · questions put sellers ask us
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