A Seeking Alpha analyst has rated PayPal Holdings (NASDAQ:PYPL) as Sell with a 12-month price target of $59. The rating cites a lack of catalysts for re-rating despite cheap valuation, driven by stagnating core revenue and aggressive buybacks. FY26 guidance anticipates EPS declines, the first since the eBay separation.

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Payments firm Stripe is exploring a potential acquisition of all or parts of PayPal, according to a Bloomberg report. The move comes as both companies expand into stablecoins and blockchain technology. PayPal's shares rose 7% following the news.

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