Coverage summary
Aardvark Labs Capital Research has covered PayPal Holdings (PYPL) since July 30, 2025. The company is in the Financial Services sector. This page lists 6 reports: 6 earnings recaps.
The latest is the Q3 2026 Earnings Recap, published October 28, 2026. The current rating is Hold, unchanged since the Q1 2026 Earnings Recap of May 6, 2026. The rating has changed twice since coverage began.
Translations: 5 in Chinese.
The Excel model for PYPL holds 22 quarters and 5 fiscal years of history and 10 quarters and 5 fiscal years of projections. It was last updated October 19, 2026.
Rating history
All PYPL reports
Recap: Q3 2026
PayPal's Cost Reset Lifts Earnings as Branded Checkout Slows
Recap: Q2 2026
Beat-and-Raise Is the Board's Rebuttal to a Rejected $60.50 Bid, But the Stock Now Trades on the Deal Rather Than the Business
Recap: Q1 2026
New CEO Lores Lays Out $1.5B+ Cost Savings Program and 3-Segment Reorganization; Online Branded Checkout Reaccelerates Modestly to +2% CC; Q1 EPS Beats Cautious Guide — Upgrading to Hold
Recap: Q4 2025
CEO Chriss Out, Enrique Lores In; Online Branded Checkout Collapses to +1% CC; 2027 Outlook Withdrawn; FY26 Guide Implies TM Decline and EPS Down to Slightly Positive — Downgrading to Underperform
Recap: Q3 2025
TPV Accelerates to +7% CC, Venmo TPV +14% (Fourth Straight Double-Digit), PSP Volume +6%, Dividend Initiated, OpenAI Partnership Announced — Maintaining Hold
Recap: Q2 2025
Transaction Margin Dollars ex-Interest +8% (Best in Three Years), Venmo TPV +12%, BNPL Volume +20%, EPS +18%, FY Guide Raised — Initiating at Hold