- The company has fielded meetings with banks amid unsolicited interest from suitors, as per report.
- Buyer interest in PayPal is still at a preliminary stage and may not lead to a transaction.
- Earlier this month, PayPal replaced its CEO Alex Chriss, who was appointed with the aim to steer payments through a slow growth period.
PayPal Holdings Inc, (PYPL) is reportedly attracting takeover interest from potential buyers after a stock slide wiped out almost half of its value.
The company has fielded meetings with banks amid unsolicited interest from suitors, Bloomberg News reported, citing people familiar with the matter. At least one large rival is looking at the whole company, while some other suitors are only interested in certain PayPal assets, the report said.
Buyer interest in PayPal is still at a preliminary stage and may not lead to a transaction, the report added.
Shares in the company traded 6% higher at the time of writing.
CEO Departure
Earlier this month, PayPal replaced its CEO Alex Chriss, who was appointed with the aim to steer payments through a slow growth period.
The company's board, which named Chair Enrique Lores as its new president and CEO, said the pace of change and execution under Chriss was not in line with its expectations.
Results
The company in its fourth quarter result statement said that while it delivered “solid performance” during 2025, its “execution has not been where it needs to be, particularly in branded checkout.”
PayPal reported adjusted earnings per share (EPS) of $1.23 on revenue of $8.68 billion, while Wall Street analysts expected an adjusted EPS of $1.29 on revenue of $8.79 billion, according to Stocktwits data.
PayPal in a statement said that it is expecting adjusted EPS of $1.33 in the first quarter of fiscal year 2026, below Wall Street estimates of an EPS of $1.38, as per Koyfin data.
For the full year 2026, PayPal expects an adjusted EPS of $5.31, below analyst estimates of $5.73.
“The payments industry is changing faster than ever, driven by new technologies, evolving regulations, an increasingly competitive landscape, and the rapid acceleration of AI that is reshaping commerce daily. PayPal sits at the center of this change,” Lores said at the time.
How Did Stocktwits Users React?
Retail sentiment around PYPL trended in ‘bullish’ territory amid ‘low’ message volume.
Shares in the company have fallen 41% over the past year.
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