Burry Increases PayPal Stake Amid Market Overlook
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 4 days ago
0mins
Source: stocktwits
- Burry's Rationale for Buying: Burry stated on Substack that he added to his PayPal position at $40.98, arguing that the market has undervalued the stock due to excessive focus on AI stocks, which has led investors to overlook PayPal's potential value.
- Attractive Valuation: With a forward price-to-earnings ratio of 7.7, Burry highlighted that this valuation level makes PayPal appealing to private equity firms and strategic acquirers, especially in the context of the company's aggressive stock buyback initiatives.
- Shifting Market Sentiment: Despite PayPal's stock price dropping over 28% in 2026, retail sentiment on Stocktwits shifted from 'extremely bullish' to 'bullish', indicating a changing focus among investors regarding its future prospects.
- Long-Term Investment Outlook: Burry believes that PayPal's debt-free status, stock buyback plans, and restructuring efforts will drive future profitability and return on investment, particularly as its payment platform Venmo is seen as a key tool for value realization.
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Analyst Views on PYPL
Wall Street analysts forecast PYPL stock price to rise
29 Analyst Rating
6 Buy
19 Hold
4 Sell
Hold
Current: 42.080
Low
51.00
Averages
72.86
High
100.00
Current: 42.080
Low
51.00
Averages
72.86
High
100.00
About PYPL
PayPal Holdings, Inc. offers a technology platform. The Company’s products are designed to enable digital payments and simplify commerce experiences for consumers and merchants to make selling, shopping, and sending and receiving money simple, personalized, and secure, online or offline, including mobile. It provides consumers with a digital wallet that enables them to send payments to merchants securely using a variety of funding sources, which include a bank account, a PayPal or Venmo account balance, its consumer credit products, a credit card, a debit card, certain cryptocurrencies, or other stored value products. It operates a global, two-sided network at scale that connects consumers and merchants with 434 million active accounts across approximately 200 markets. Its brands include PayPal, Braintree, Venmo, Xoom, Hyperwallet, PayPal Zettle, PayPal Honey, and Paidy. It offers financing products through the PayPal Working Capital (PPWC) and PayPal Business Loan (PPBL).
About the author
Emily J. Thompson
Emily J. Thompson, a Chartered Financial Analyst (CFA) with 12 years in investment research, graduated with honors from the Wharton School. Specializing in industrial and technology stocks, she provides in-depth analysis for Intellectia’s earnings and market brief reports.
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