Glenview Capital Adjusts Investment Portfolio
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 1 day ago
0mins
Should l Buy PYPL?
Source: seekingalpha
- Portfolio Changes: Glenview Capital disclosed its divestment of holdings in PayPal, Pinterest, Marvell Technology, and Alight during Q4, indicating a potential loss of confidence in these stocks which may impact their future performance.
- Position Reductions: The hedge fund reduced its stake in United Airlines from 582,000 shares to 511,000 shares and cut its Expedia holdings from 360,000 shares to 322,000 shares, reflecting a cautious outlook on the airline and travel sectors.
- New Positions: During the quarter, Glenview opened new positions in Genius Sports and Six Flags Entertainment, acquiring 2.03 million shares and 1.12 million shares respectively, suggesting optimism about their growth potential.
- Increased Stakes: The firm also raised its holdings in Lionsgate Studios from 5 million shares to 7.51 million shares and in Global Payments from 5.14 million shares to 5.92 million shares, indicating strong confidence in their future performance.
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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: 40.810
Low
51.00
Averages
72.86
High
100.00
Current: 40.810
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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- False Statements Allegation: The complaint alleges that PayPal made false and misleading statements regarding its Branded Checkout business growth potential, while internally acknowledging that its salesforce was incapable of achieving these optimistic projections, leading to significant investor losses when the truth emerged.
- Market Reaction Impact: Following the revelation of PayPal's actual performance capabilities, investors suffered damages, indicating that the company's public statements were misleading throughout the class period, which could negatively affect its stock price and market confidence.
- Legal Consultation Opportunity: The Schall Law Firm encourages shareholders who experienced losses during the class period to reach out for free legal consultations, ensuring that investors understand their rights and can participate in potential recovery efforts.
See More
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- Class Action Initiation: Rosen Law Firm has filed a class action lawsuit on behalf of investors who purchased PayPal stock between February 25, 2025, and February 2, 2026, allowing potential lead plaintiffs to apply by April 20, 2026, for compensation.
- Fee Structure: Investors joining the class action can do so without any upfront costs, as the law firm operates on a contingency fee basis, which alleviates financial burdens and encourages broader participation from affected investors.
- Misleading Information Allegations: The lawsuit claims that PayPal provided overly optimistic financial targets while concealing the inadequacies of its salesforce, which ultimately misled investors and resulted in financial losses when the truth emerged.
- Law Firm Credentials: Rosen Law Firm is recognized for its successful track record in securities class actions, having recovered over $438 million for investors in 2019 alone, underscoring its expertise and capability in handling such cases.
See More
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- Disappointing Financial Performance: On February 3, 2026, PayPal reported disappointing fourth-quarter and full-year financial results, revealing that its branded checkout service was underperforming, causing the stock price to plummet from $52.33 to $41.70 in a single day, representing a decline of approximately 20.31%, resulting in substantial losses for shareholders.
- Management Changes: Following the financial report, PayPal announced that CEO Chriss would be replaced by Enrique Lores effective March 1, 2026, a leadership change that may affect the company's strategic direction and market confidence.
- Legal Implications and Participation Opportunity: Investors are eligible to participate in the class action against PayPal, with the lead plaintiff representing the class in directing the litigation, and Robbins LLP offers contingency fee arrangements, ensuring shareholders can seek recovery without upfront costs.
See More
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- Class Action Initiated: Rosen Law Firm has filed a class action lawsuit on behalf of investors who purchased PayPal stock between February 25, 2025, and February 2, 2026, alleging misleading statements regarding the company's financial targets, potentially leading to investor losses.
- False Statements Revealed: The lawsuit claims that PayPal executives provided overly optimistic growth projections while concealing the salesforce's inability to effectively execute on the perceived growth potential, severely undermining investor confidence in the company’s future.
- Investor Damages: As the true details emerged, investors faced significant losses, with the lawsuit seeking compensation, highlighting the detrimental impact of poor corporate governance and transparency on shareholder rights.
- Participation Requirements: Shareholders wishing to serve as lead plaintiffs must file motions with the court by April 20, 2026, indicating the complexity of the legal proceedings and the potential implications for investors.
See More
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- Importance of Regulatory Framework: Goldman Sachs CEO David Solomon emphasized the critical need for a rules-based system for cryptocurrency and related financial instruments during his remarks at Davos, asserting that such a framework is essential for ensuring the safety and stability of U.S. markets and promoting long-term market health.
- Legislative Stalemate: Solomon's comments come as a Senate committee advances a cryptocurrency market bill aimed at establishing a national regulatory structure, yet the bill has stalled over disputes regarding whether digital asset companies can offer customer rewards, highlighting the complexities and challenges in the legislative process.
- Goldman's Market Positioning: While Solomon expressed a
See More
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- Disappointing Performance: On February 3, 2026, PayPal reported disappointing fourth-quarter and full-year financial results, indicating that its branded checkout initiatives were underperforming, which heightened investor concerns regarding the company's growth potential.
- Stock Price Plunge: Following the earnings release, PayPal's stock price plummeted from $52.33 per share on February 2, 2026, to $41.70 per share on February 3, 2026, marking a significant decline of approximately 20.31% in just one day, reflecting market pessimism about the company's future.
- Executive Change Impact: The lawsuit also notes that CEO Chriss will be replaced by Enrique Lores effective March 1, 2026, which may influence the company's strategic direction and investor confidence moving forward.
See More
