PYPLPayPal Holdings, Inc.
- Next report
- No date yet
- none in the next 8 weeks
- Last result
- $1.45Beat
- vs $1.31 expected on Oct 27
- Stock move on it
- +2.00%
- one session
- Typical move
- ±3.0%
- average over 2 reports
- Price
- $58.29
- −2.00% today · $50.3B cap
Past and upcoming reports
2
| Oct 27, 2026 | Sep 30, 2026 | Time not given | $1.31 | Beat$1.45 | +2.00% |
| Jul 28, 2026 | Jun 30, 2026 | Time not given | $1.29 | Beat$1.40 | +4.01% |
After the report
Jul 28, 2026 report
This covers the Jul 28, 2026 report. The Oct 27, 2026 numbers are in the table above.
PayPal beats EPS by 9.4% as buyout bid overhangs outlook
PayPal reported Q2 EPS of $1.40, beating the $1.28 consensus by 9.4%. The stock barely reacted (+0.05%) as the market remains focused on the ongoing buyout bid. The stock has rallied 31% in the past month, pricing in deal premium. With RSI overbought at 78.98, near-term upside is limited without buyout clarity. The fundamental thesis hinges on deal resolution.
Reported against expected
BeatEPS of $1.40 beat the $1.28 estimate by $0.12 (+9.4%).
Guidance
No explicit guidance provided. management commentary not captured. Market focus is on buyout resolution rather than operational outlook.
How the stock reacted
Stock closed at $58.35, up 0.05% on the day after earnings, reflecting a muted reaction after a 31% one-month rally.
What changed
EPS beat by 9.4% but stock muted. buyout bid now primary price driver.
What the price now assumes
Market prices buyout premium and overbought RSI (78.98) limiting further upside.
What it means for the business
Upgrade bias limited. wait for buyout clarity before adding exposure.
The next one to three months, as we saw it then
Better case30%
Buyout deal confirmed at a premium above $60, unlocking value and validating the recent rally.
Base case50%
Buyout negotiations continue without resolution. stock trades in $55-$60 range as earnings beat provides floor but deal uncertainty caps upside.
Worse case20%
Buyout deal falls through completely, stock retraces to $45 pre-rumor level, erasing the premium anchor.
If you hold it
Hold unless buyout deal collapses. trim 50% if stock exceeds $60 without deal confirmation to lock in premium.
If you are watching
Add only if next-quarter guidance is reiterated or raised. avoid if guidance is cut or geopolitical risk escalates.
Scenario odds are a judgement, not measured.