Bernstein·2026-10-27CompanyMarket-Perform$55PayPal Holdings Inc (PYPL.US) PayPal 3q26: Can Agentic Commerce provide a generational opportunity to resurrect branded checkout growth?
Goldman Sachs·2026-09-09CompanySell$50PayPal Holdings (PYPL.US): Communacopia + Technology 2026 — Key Takeaways
Morgan Stanley·2026-07-24CompanyUnderweight$34PayPal Holdings, Inc. (PYPL.US) 2Q26 Preview: At a Crossroads;Waiting for a Signal
Bernstein·2026-07-15SectorPayPal + Stripe Round 2? The deal that could reshape global payments. But can it happen? And at $60.50?
Bernstein·2026-11-02SectorMarket-Perform$55Payments, Processors & IT Services Payments: Our brief perspectives on potential GPN takeout and read-across for the rest of the fintech
Goldman Sachs·2026-10-13SectorAmericas Payment Technology: 3Q26 Preview: Expect strong spending trends and more constructive thematics to sustain recent strength
Bernstein·2026-10-12SectorMarket-Perform$55Payments, Processors & IT Services Consumer AI agents: The next Payments battle..
Bernstein·2026-10-06ThematicMarket-Perform$55Consumer AI Agents: Is this the Wild West? How will incumbents respond?