PayPal Stock Rises Nearly 7% on Stripe Acquisition Rumors
Written by Emily J. Thompson, Senior Investment Analyst
Updated: 6 hours ago
0mins
Should l Buy PYPL?
Source: CNBC
- Stock Surge: PayPal's stock surged nearly 7% on Tuesday, driven by reports that fintech startup Stripe is considering acquiring parts of its business, indicating a renewed market interest in PayPal.
- Early Acquisition Talks: According to Bloomberg, discussions about a potential acquisition are in the early stages, and while neither company has commented, such a deal could significantly alter PayPal's position in the competitive payments industry.
- Intensifying Market Competition: PayPal is grappling with slowing growth, having plummeted over 19% since the start of the year, highlighting the need for more aggressive strategies to maintain its market share in a rapidly evolving financial payments landscape.
- Stripe's Valuation Surge: Stripe's valuation soared to $159 billion following a secondary stock sale, up from $91.5 billion last year, with projected revenues expected to reach a $1 billion annual run rate this year, showcasing its robust market performance and growth potential.
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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: 44.050
Low
51.00
Averages
72.86
High
100.00
Current: 44.050
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.
PAYPAL STOCK TRADING RESUMES, RISING 8.8% TO $45.31 FOLLOWING BLOOMBERG REPORT ON TAKEOVER INTEREST
- Stock Performance: PayPal shares rose by 8.8% to $45.31 following positive reports from Bloomberg.
- Market Interest: The company is attracting interest for potential takeover opportunities.
See More
PAYPAL STOCK JUMPS 6.3% FOLLOWING BLOOMBERG REPORT ON TAKEOVER INTEREST
PayPal Shares Rise: PayPal's shares have increased by 6.3% following a report from Bloomberg.
Stakeholder Interest: The rise in shares is attributed to growing interest in potential stakeholder takeover opportunities.
See More
CNBC Opens Applications for World's Top Fintech Companies List
- Application Launch: CNBC, in partnership with Statista, has opened applications for the fourth edition of the World's Top Fintech Companies list, aiming to identify innovators and leaders across a spectrum from startups to Big Tech.
- New Segment Addition: This year's list introduces regulatory technology as a standalone category, reflecting the diversification of the fintech industry, particularly in innovations that help meet financial regulatory obligations.
- Investment Trends: According to KPMG's latest report, the global fintech market attracted $44.7 billion in investment in the first half of 2025, although this represents a decline from the $54.2 billion seen in the previous six months, indicating market volatility and increasing competition.
- Application Requirements: Companies must submit information regarding their business model and key performance indicators, with a submission deadline of April 24, 2026, underscoring the importance of innovative, technology-driven financial products and services.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
Stripe in Talks to Acquire PayPal Amid Stock Surge
- Acquisition Talks: Fintech startup Stripe is reportedly in early discussions to acquire all or parts of PayPal's business, leading to a nearly 7% surge in PayPal's stock, indicating market optimism about the potential deal.
- PayPal's Stock Decline: PayPal's stock has plummeted over 19% this year due to slowing growth and increasing competition, resulting in a nearly one-third loss in value since 2025, highlighting the pressures it faces in the digital payments sector.
- Stripe's Valuation Surge: Following a secondary stock sale, Stripe's valuation soared to $159 billion on Tuesday, up from $91.5 billion a year ago, with expectations of reaching a $1 billion annual run rate this year, showcasing its robust market performance and growth potential.
- Intensifying Market Competition: Amidst escalating competition in the digital payments industry, PayPal is under pressure from companies like Stripe, and Stripe's acquisition interest could further challenge PayPal's market position and influence its future strategic direction.
See More
Stripe Considers Acquisition of PayPal
- Acquisition Interest: Stripe is reportedly considering acquiring all or parts of PayPal Holdings, a move that could reshape the competitive landscape of the digital payments industry while enhancing Stripe's market share and technological capabilities.
- Market Reaction: According to Bloomberg, Stripe's interest in acquiring PayPal indicates its expansion intentions in the payment processing sector, particularly in light of PayPal's recent CEO change, reflecting a focus on its future strategy.
- Industry Impact: This potential acquisition could trigger a wave of consolidation in the payments industry, as Stripe could rapidly gain PayPal's customer base and technological resources, thereby strengthening its competitive edge.
- Strategic Significance: With PayPal facing slowing growth, Stripe's acquisition interest may not only improve its market position but also present new growth opportunities, especially in the increasingly expanding digital payments market.
See More
PAYPAL STOCK TRADING RESUMES, RISING 8.8% TO $45.31 FOLLOWING BLOOMBERG REPORT ON TAKEOVER INTEREST
- Stock Performance: PayPal shares rose by 8.8% to $45.31 following positive reports from Bloomberg.
- Market Interest: The company is attracting interest for potential takeover opportunities.
See More
PAYPAL STOCK JUMPS 6.3% FOLLOWING BLOOMBERG REPORT ON TAKEOVER INTEREST
PayPal Shares Rise: PayPal's shares have increased by 6.3% following a report from Bloomberg.
Stakeholder Interest: The rise in shares is attributed to growing interest in potential stakeholder takeover opportunities.
See More
CNBC Opens Applications for World's Top Fintech Companies List
- Application Launch: CNBC, in partnership with Statista, has opened applications for the fourth edition of the World's Top Fintech Companies list, aiming to identify innovators and leaders across a spectrum from startups to Big Tech.
- New Segment Addition: This year's list introduces regulatory technology as a standalone category, reflecting the diversification of the fintech industry, particularly in innovations that help meet financial regulatory obligations.
- Investment Trends: According to KPMG's latest report, the global fintech market attracted $44.7 billion in investment in the first half of 2025, although this represents a decline from the $54.2 billion seen in the previous six months, indicating market volatility and increasing competition.
- Application Requirements: Companies must submit information regarding their business model and key performance indicators, with a submission deadline of April 24, 2026, underscoring the importance of innovative, technology-driven financial products and services.
See More
US Stocks Rebound Led by Software and Chipmakers
- Market Rebound: The S&P 500 Index rose by 0.77%, the Dow Jones Industrial Average increased by 0.76%, and the Nasdaq 100 Index climbed by 1.09%, indicating a recovery after Monday's sharp declines, reflecting investor optimism regarding economic data.
- Software and Chip Stocks Surge: Following AI startup Anthropic PBC's emphasis on partnerships, software and chip manufacturers saw significant stock price increases, indicating growing market confidence in the integration of AI technologies, which could enhance their competitive positioning.
- Consumer Confidence Boost: The US February consumer confidence index rose by 2.2 to 91.2, surpassing expectations of 87.1, suggesting increased consumer optimism about the economic outlook, which may lead to higher consumer spending and positively impact economic growth.
- Interest Rates and Economic Data Focus: The market is discounting only a 2% chance of a rate cut at the Fed's March 17-18 meeting, indicating cautious investor sentiment regarding future monetary policy, while closely monitoring upcoming corporate earnings and economic data releases.
See More
Stripe in Talks to Acquire PayPal Amid Stock Surge
- Acquisition Talks: Fintech startup Stripe is reportedly in early discussions to acquire all or parts of PayPal's business, leading to a nearly 7% surge in PayPal's stock, indicating market optimism about the potential deal.
- PayPal's Stock Decline: PayPal's stock has plummeted over 19% this year due to slowing growth and increasing competition, resulting in a nearly one-third loss in value since 2025, highlighting the pressures it faces in the digital payments sector.
- Stripe's Valuation Surge: Following a secondary stock sale, Stripe's valuation soared to $159 billion on Tuesday, up from $91.5 billion a year ago, with expectations of reaching a $1 billion annual run rate this year, showcasing its robust market performance and growth potential.
- Intensifying Market Competition: Amidst escalating competition in the digital payments industry, PayPal is under pressure from companies like Stripe, and Stripe's acquisition interest could further challenge PayPal's market position and influence its future strategic direction.
See More
Stripe Considers Acquisition of PayPal
- Acquisition Interest: Stripe is reportedly considering acquiring all or parts of PayPal Holdings, a move that could reshape the competitive landscape of the digital payments industry while enhancing Stripe's market share and technological capabilities.
- Market Reaction: According to Bloomberg, Stripe's interest in acquiring PayPal indicates its expansion intentions in the payment processing sector, particularly in light of PayPal's recent CEO change, reflecting a focus on its future strategy.
- Industry Impact: This potential acquisition could trigger a wave of consolidation in the payments industry, as Stripe could rapidly gain PayPal's customer base and technological resources, thereby strengthening its competitive edge.
- Strategic Significance: With PayPal facing slowing growth, Stripe's acquisition interest may not only improve its market position but also present new growth opportunities, especially in the increasingly expanding digital payments market.
See More
