🏛️ Company factsSEC filings + FINRA official data
Annual revenue $33.2B · latest quarter up 7.2% YoY · profitable (FY net income $5.2B) · short activity within its normal range.
FY revenue
$33.2B
2025-12
Latest Q YoY
+7.2%
FY net income
$5.2B
Diluted EPS
$5.46
Short volume
45.4%
20d avg 44.7% · normal
🐋 5%+ ownership filings (last 180d)
The parties below hold over 5% of this company and disclosed it to the SEC (mandatory in US markets). "Activist" filers state an intent to influence the company; "Passive" are pure investment positions.
- 2026-07-29passive (13G)BlackRock, Inc.
- 2026-04-30passive (13G)VANGUARD CAPITAL MANAGEMENT LLC
- 2026-03-27passive (13G)VANGUARD GROUP INC
🎯 Market expectations
Expectation reliability High · 85/100Nasdaq analyst consensus · the pre-news baseline
- Jun 2026$1.38 vs $1.28+7.81%
- Mar 2026$1.34 vs $1.27+5.51%
- Dec 2025$1.23 vs $1.29-4.65%
- Sep 2025$1.34 vs $1.19+12.61%
The takeaway
This company habitually beats by +5.3% — the next report has to clear that bar to count as good news.
Analyst estimates, not our forecast · not investment advice
What's moving this stock lately
9 direct · 5 2nd-order · 0 thematicRanked by impact strength · strength = estimated move × freshness decay (shorter-lived effects decay faster)
Cost-savings target plus diversification bolster margin outlook, but with an average 5.3% beat over the past four quarters this is incremental and partly priced in
Also named: FI · SQ · ADYEY
The new platform can expand PYUSD penetration among merchants and developers, opening room for long-term transaction volume and fee revenue
Also named: SQ · V · COIN · CRCL · ETH
- #3▼1.17%2nd-orderMeta launches AI agent that can access other apps to send emails, make payments4d ago
Widespread adoption of Meta's agent-initiated payments could bypass third-party checkout gateways like PayPal, undermining its intermediary value proposition.
Also named: META · GOOGL · MSFT · SQ · V
The article underscores PayPal at a pivotal point to prove its growth story, resurfacing market concerns over checkout share loss and BNPL/stablecoin competition
Also named: SQ · AFRM · AAPL
Analyst reaffirms the turnaround thesis (margins, buybacks, Venmo) remains valid despite the collapse of takeover premium hopes; this is sentiment-driven rather than new fundamental news
Also named: SQ · V · MA
The 14% plunge is largely in the price already, leaving only modest residual downside; the crux is decelerating growth, with last quarter's revenue up just 7.2% year over year.
Also named: XYZ · AFRM · V · MA
Analyst commentary reaffirms BNPL/credit as a potential earnings driver, but lacks new fundamental data, making it mainly a sentiment reinforcement.
Also named: AFRM · SQ · MA
PayPal's own PYUSD stablecoin could indirectly benefit as the same industry-wide payment adoption narrative spreads
Also named: COIN · CRCL · V · MA
PayPal runs its own PYUSD stablecoin, so broader adoption lifts sentiment and ecosystem tailwinds, though it isn't named in this deal.
Also named: COIN · CRCL · V
- #10▼0.4%2nd-orderCircle Internet Surges 14% Despite Wall Street Building Rival Stablecoin; Coinbase Spikes 10%9d ago
PayPal's proprietary PYUSD stablecoin now faces dual competitive pressure from an expanding USDC ecosystem and the new bank-led rival stablecoin, weighing on its market share growth expectations
Also named: CRCL · COIN · HOOD · JPM · BAC · C
The rest, archived by time · 4
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📜 Call history (newest first
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