PYPL Earnings

PYPL reported its earnings on 2026-02-03, showcasing a revenue of 8.68B against an estimate of 8.76B, resulting in a -0.96% surprise. The EPS was 1.23, surpassing the expected 1.29 by -4.65%. The stock experienced a -20.31% price change on the earnings day and a -22.76% change over the next five days, reflecting market reactions to the results.

Following PYPL's earnings announcement on 2026-02-03, the stock price moved by -20.31% on the day of the release. Over the subsequent five days, it saw a -22.76% change. Historically, PYPL's stock price tends to shift by an average of 3.5% in the 10 days leading up to earnings and 0.61% in the 10 days following, providing insight into potential market.

For 2026/Q1, analysts estimate PYPL's annual revenue to reach 8.30B, while the EPS is projected at 1.40. These estimates reflect recent revisions, with revenue estimates revised downward by -0.1% and EPS estimates revised downward by -0.25% over the past three months, indicating analyst expectation in the company's performance.

The correlation between PYPL's stock price and earnings forecast revisions shows that positive revisions in revenue or EPS often strengthen the stock's fundamentals. Over the past three months, revenue estimates for FY2025 were revised downward by -0.1%, while EPS estimates moved revised downward by -0.25%. This trend suggests that price dips could present buying opportunities for investors.

Based on historical trends, PYPL's stock price typically moves by 3.5% in the 10 days before its earnings and 0.61% in the 10 days after. For the upcoming 2026/Q1 earnings, analysts expect an EPS of 1.40 and revenue of 8.30B.

The earnings call presented mixed signals. Positive elements included strong non-GAAP EPS growth, solid TPV, and strategic initiatives like partnerships with AI platforms. However, concerns arose from unclear guidance on transaction margins and price-based competition, coupled with slight declines in transaction margin outlook. The CEO change is aimed at execution, not strategy, and investments are expected to show results gradually. The Q&A highlighted uncertainties and competitive pressures, balancing out the positives, leading to a neutral sentiment prediction.