Analysts Offer Predictions for PayPal Q1 Earnings

PayPal Holdings, Inc. (NASDAQ:PYPL) – Analysts at KeyCorp issued their Q1 2025 earnings estimates for shares of PayPal in a note issued to investors on Wednesday, December 18th. KeyCorp analyst A. Markgraff anticipates that the credit services provider will post earnings per share of $1.08 for the quarter. The consensus estimate for PayPal’s current full-year earnings is $4.57 per share. KeyCorp also issued estimates for PayPal’s Q2 2025 earnings at $1.14 EPS, Q3 2025 earnings at $1.33 EPS, Q4 2025 earnings at $1.37 EPS, FY2025 earnings at $4.92 EPS and FY2026 earnings at $5.46 EPS.

PayPal (NASDAQ:PYPL) last issued its quarterly earnings results on Tuesday, October 29th. The credit services provider reported $1.20 EPS for the quarter, beating the consensus estimate of $1.07 by $0.13. The firm had revenue of $7.85 billion during the quarter, compared to analysts’ expectations of $7.88 billion. PayPal had a return on equity of 23.44% and a net margin of 14.08%. The business’s quarterly revenue was up 6.0% compared to the same quarter last year. During the same period in the prior year, the firm posted $0.97 earnings per share.

Other equities research analysts have also recently issued research reports about the company. Mizuho increased their price target on PayPal from $90.00 to $100.00 and gave the company an “outperform” rating in a research note on Monday, October 14th. BMO Capital Markets lifted their target price on shares of PayPal from $73.00 to $82.00 and gave the stock a “market perform” rating in a report on Wednesday, October 30th. Susquehanna boosted their price objective on PayPal from $83.00 to $94.00 and gave the stock a “positive” rating in a report on Wednesday, October 30th. Sanford C. Bernstein lowered PayPal from an “outperform” rating to a “market perform” rating and increased their target price for the stock from $75.00 to $80.00 in a research note on Thursday, October 10th. Finally, Monness Crespi & Hardt upped their price objective on PayPal from $95.00 to $110.00 and gave the company a “buy” rating in a report on Monday, October 28th. Fifteen investment analysts have rated the stock with a hold rating, twenty-one have issued a buy rating and one has issued a strong buy rating to the company’s stock. According to MarketBeat, the company currently has a consensus rating of “Moderate Buy” and a consensus target price of $88.42.

PayPal Price Performance

Shares of NASDAQ PYPL opened at $87.13 on Thursday. PayPal has a twelve month low of $55.77 and a twelve month high of $93.66. The company has a market cap of $87.35 billion, a PE ratio of 20.79, a price-to-earnings-growth ratio of 1.66 and a beta of 1.44. The business’s 50 day moving average price is $84.65 and its two-hundred day moving average price is $73.13. The company has a quick ratio of 1.25, a current ratio of 1.25 and a debt-to-equity ratio of 0.49.

Institutional Investors Weigh In On PayPal

Several large investors have recently made changes to their positions in PYPL. Mizuho Securities USA LLC boosted its stake in PayPal by 12,919.4% in the third quarter. Mizuho Securities USA LLC now owns 10,500,000 shares of the credit services provider’s stock valued at $819,315,000 after acquiring an additional 10,419,351 shares during the last quarter. FMR LLC lifted its position in shares of PayPal by 86.3% during the 3rd quarter. FMR LLC now owns 16,762,080 shares of the credit services provider’s stock valued at $1,307,945,000 after buying an additional 7,767,072 shares during the last quarter. World Investment Advisors LLC purchased a new stake in PayPal in the 3rd quarter worth about $387,435,000. Primecap Management Co. CA lifted its holdings in PayPal by 180.7% during the second quarter. Primecap Management Co. CA now owns 4,946,460 shares of the credit services provider’s stock valued at $287,043,000 after purchasing an additional 3,184,160 shares during the last quarter. Finally, Clearbridge Investments LLC boosted its position in PayPal by 28.1% during the second quarter. Clearbridge Investments LLC now owns 8,511,242 shares of the credit services provider’s stock worth $493,907,000 after purchasing an additional 1,866,925 shares during the period. 68.32% of the stock is owned by hedge funds and other institutional investors.

PayPal Company Profile

PayPal Holdings, Inc operates a technology platform that enables digital payments on behalf of merchants and consumers worldwide. It operates a two-sided network at scale that connects merchants and consumers that enables its customers to connect, transact, and send and receive payments through online and in person, as well as transfer and withdraw funds using various funding sources, such as bank accounts, PayPal or Venmo account balance, PayPal and Venmo branded credit products comprising its installment products, credit and debit cards, and cryptocurrencies, as well as other stored value products, including gift cards and eligible rewards.