PayPal shares are more than 80% below their 2021 peak and near February's multiyear low, trading at under 10 times next year's consensus profit estimate of $5.77 per share. The article argues the market is overlooking modest growth: second-quarter revenue rose 3% year over year on a currency-neutral basis, transactions grew 8%, total payment volume rose 10%, and full-year profit guidance was raised from May. Projections call for revenue growth above 4% and earnings growth above 7% next year. In the first half of 2026, PayPal generated $2.2 billion of net income from $17 billion of revenue, a net margin near 13%, and repurchased nearly 10% of its outstanding stock over the past 12 months. The company also reports 439 million active accounts, 228 million of them used at least monthly, though the author cautions investors to keep expectations in check.
Summary written by Upside AI from the original article. Read the source for full details.
Read the original on Yahoo Finance ↗
Related news
- A Record Number of S&P 500 Companies Issued Upbeat Guidance Before Earnings Season. Should You Buy an Index Fund Now?
FactSet reports that 72 S&P 500 companies issued third-quarter EPS guidance above Wall Street's average estimates, the most for any quarter since it began tracking in 2006 and above the previous record of 65 in Q2 2021. Of 116 companies giving guidance, 62% pointed higher versus a five-year average of 40%, while only 44 guided lower. Technology accounts for 44 of the positive guides, led by software and chipmakers, and FactSet raised its Q3 earnings growth estimate for the index to 29.6% year over year. The author notes the forward P/E of about 19 sits near its 10-year average, though the record is concentrated in tech and the next year may be bumpy. Still, the author says he would consider buying the Vanguard S&P 500 ETF (VOO) at current levels.
- The Fastest Car You Can Buy Today For Less Than A New Civic
- Dynex Capital (DX) Trades at 4 Times Last Year's Earnings and 8 Times Next Year's. Which is Right?
Dynex Capital (NYSE:DX) closed at $10.85 on October 13 and has returned -18.2% over the last six months. The company, worth about $2.91 billion, buys government-backed mortgage bonds and borrows against them. Its trailing earnings multiple is 3.93, the lowest among the mortgage companies in the article's list, while the forward multiple is 7.88, implying analysts expect earnings to fall by roughly half. With price-to-book at 0.99 and return on equity at 18.23%, the article argues book value is the more reliable anchor, since the bonds are priced daily in a liquid market, while trailing earnings can be flattered or hurt by gains and losses on the portfolio.
- This bank has more upside than JP Morgan: Stocks to buy after earnings
After major bank earnings, Hennessy Funds portfolio manager Dave Ellison argues that Citigroup offers more upside than JPMorgan, as healthy credit conditions support the broader economy. He also explains why the bull market can continue through its fifth year.
- Prologis cuts 2026 guidance despite Q3 earnings beat
Prologis (NYSE: PLD) reported third-quarter 2026 net earnings of $0.86 per diluted share, up from $0.82 a year earlier, and Core FFO of $1.60 per share, while total revenue rose 7.9% to $2,388m. However, it cut its full-year 2026 net earnings guidance to $4.05–$4.15 per diluted share from $4.40–$4.55, while narrowing Core FFO guidance to $6.25–$6.29. Shares fell 3.8% to $126.985 on the day, extending a 5.11% decline over the prior 20 trading sessions. Management said replacement cost rents sit roughly 27% above current market levels, and SEGRO shareholders approved a combination that would expand its European portfolio to 363 million square feet. The article also cites the 10-year US Treasury yield at 5.21% as a source of pressure on REIT valuations.
- Trump new press secretary out after less than week
White House Press Secretary Katie Zacharia, 41, was pushed out on Friday after less than a week in the job, following a series of blunders including claiming to be a lawyer despite failing the bar exam. Her debut briefing lasted less than 15 minutes and took only three questions, and her disparaging remarks about China drew a response from China's Foreign Ministry. The episode is a distraction for 80-year-old President Donald Trump, who is campaigning for Republican candidates before the November 3 midterm elections, as polls show Americans souring over the war against Iran, inflation and perceptions of corruption.
Related markets
Latest news
- J.P. Morgan Stays Top of Extel’s All-America Equities Research Table
Extel's 55th annual All-America Research Team survey ranks J.P. Morgan first in the research team table with 47 published positions, followed by BofA Securities with 44 and Morgan Stanley with 43. UBS posted the largest gain in positions, reaching 42 and climbing to fourth place. In the analyst leaders table, Jefferies takes first place with 43 positions, while UBS leads Extel's weighted ranking of research teams ahead of J.P. Morgan and Evercore ISI. The results reflect the views of 4,451 portfolio managers and analysts at 1,608 institutions across 60 sectors, with 129,919 votes counted. The number of participating institutions fell from 1,705 in 2025, but more firms now sit in the highest commission bands, rising to 89 from 82.
- Visa, Mesh partner to enable crypto spending at 175M merchant locations
Visa and crypto payments network Mesh have partnered so users can spend cryptocurrency and stablecoin balances directly from participating digital wallets at merchants on Visa's network, without transferring funds to a bank account or using a separate crypto card. Merchants receive payments through Visa's existing network without changing their checkout systems. The network covers more than 175 million merchant locations in over 200 countries and territories, and participating wallets and launch dates will be announced later. Mesh will handle funding and conversion between crypto, stablecoins and fiat, as well as onboarding and KYC requirements. The partnership follows Mesh's September integration with Bybit Pay and its $75 million raise in January at a $1 billion valuation.
- Mastercard Brings Its Fraud-Fighting Tools to Stablecoin Payments
Mastercard has launched Stablecoin Security, a tool that lets financial institutions screen stablecoin payments for fraud, scams and sanctions exposure and generate a risk score before a payment settles. Delivered through a platform-agnostic API, it combines Mastercard's payment intelligence with blockchain analytics and launches with Borderless.xyz and Keyrails as initial participants. The move addresses a blind spot flagged by a Bank for International Settlements study, which found nearly 60% of 593 million stablecoin transfers in 2025 were complex, multi-step transactions. The product extends Mastercard's broader stablecoin push, including its Global Money Platform with BVNK, and will launch first in North America, with worldwide availability expected in 2027.
- Better Oil Stock: Chevron (CVX) vs. ExxonMobil (XOM)
The article compares integrated oil majors Chevron (CVX) and ExxonMobil (XOM), whose stocks rose 45% and 58% respectively over the past 12 months as oil prices climbed. Chevron earns about 80% of its profit from upstream operations versus about 70% for ExxonMobil, which has a larger downstream and petrochemicals business. With Brent crude at $110 per barrel, well above breakeven prices of $50 for Chevron and $35 for ExxonMobil, the author argues Chevron's upstream focus suits oil spikes, while ExxonMobil's diversification helps when prices fall. Chevron offers a 3.2% forward yield versus 2.3%, and analysts expect its EPS to grow at a 26% CAGR from 2025 to 2028, compared with 20% for ExxonMobil. Both trade at 15 times next year's earnings, and the author prefers Chevron.
- This High-Yielding Dividend Stock Has Soared Past the "Magnificent Seven" in 2026
Target (TGT) shares are up 57% so far in 2026, outpacing the Magnificent Seven tech group, where Tesla is down 18% and Apple leads with a 26% gain as enthusiasm for AI cools. The stock is still down 39% over five years, with its last positive year in 2021, as consumers have pulled back on discretionary spending, but a new CEO and recent earnings progress have renewed investor interest. Growth in the most recent quarter, which ended Aug. 1, was 5.3%, with comparable growth of 3.6%, which the author sees as decent but not spectacular. Target trades at a P/E of 16 versus about 23 for the S&P 500 and 43 for Walmart, and its dividend yields 3% versus roughly 1% for the market, with 55 consecutive years of increases.
- Here's What a $5,000 Investment in AMD Could Be Worth by 2032
AMD shares have risen 147% in 2026 as of writing, well ahead of the 57% gain in the PHLX Semiconductor Sector index, driven by demand for its server CPUs and GPUs in AI data centers and by gains in the PC market. The data center segment made up 58% of Q2 revenue, rising 107% year over year to $6.7 billion. The company cites an AI data center accelerator market growing at a 45% CAGR through 2030, reaching $1.4 trillion in revenue, and says its server CPUs are used by hyperscalers including Amazon, Microsoft, Oracle, and Google. Other catalysts include its Helios rack-scale systems, semi-custom processors for next-generation Sony and Microsoft consoles, and PC client CPU revenue up 23% to $3.1 billion, with market share estimated at 30.3% versus 23.9% a year earlier, while global PC shipments fell 4%.
Get the briefing on Telegram or Zalo
Join the Upside Telegram channel or Zalo group for the Vietnam stocks and gold briefing at 8:00 and 19:00 (Vietnam time) on trading days, plus a weekly wrap on Saturday morning.