Stocks / Internet & Digital Services
PYPLInternet & Digital Services
PayPal Holdings, Inc.
$52.971d +0.3%5d -0.5%settled close · 2026-09-17
Mkt cap $42B (4/10)β 1.1952w $39–76Shares 920.7MInd. Services-Business Services, NecNasdaq since 2015Emp. 23,800HQ San Jose, CApaypal.com
The tape, with the calls on it
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.
bullish
bearish
both sides
Who’s talkingIdea Scout · free
Who’s talking about PYPL
8 longlatest 2026-07-27
| Date | Voice | Stance | Venue | Thesis |
|---|---|---|---|---|
| 2026-07-27 | Thomas Hayes | 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 Hayes | 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 ~$60 is attractively priced on a DCF basis despite near-term margin pressure and competitive noise… |
| 2018-12-12 | Charles PayneHost, Making Money / Fox Business Network | Bullish | Fox Making Money | One of four stocks Payne believes can be bought and held for substantial gains over the next five years while… |
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Earnings
Next report: 27 Oct 2026 after the close
Confirmed date · consensus EPS 1.34. Reactions below are the next settled session over the prior close.
The options tapeThe Brief · paid
Notable options days
Sessions in the last 120 where PYPL’s settled options volume ran ≥ 2× its trailing 20-session baseline, or delta-dollar flow ran ≥ 2.5× — 13 of 120 sessions qualified.
The qualifying dates are the free record. Close, flow, call/LEAPS mix and the 20-session outcome — for every session below — are Brief subscriber content.
| Date | Close | RVOL | Δ$ flow ($M) | Call % | LEAPS % | +20 sess. |
|---|---|---|---|---|---|---|
| 2026-09-03 | ||||||
| 2026-08-28 | ||||||
| 2026-08-20 | ||||||
| 2026-07-16 | ||||||
| 2026-07-15 | ||||||
| 2026-07-13 | ||||||
| 2026-05-05 | ||||||
| 2026-04-20 | ||||||
| 2026-04-17 | ||||||
| 2026-04-16 | ||||||
| 2026-04-15 | ||||||
| 2026-04-13 | ||||||
| 2026-04-02 |
+20 sess. = raw price change over the following 20
sessions — not market-adjusted; the tape tells you where to look,
not what happens next.
Today’s tape on
PYPL is in this morning’s Brief.
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